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Metals reports
Workers turn down initial contract offer at Escondida: BHP seeks mediation to avoid strike
On 1 August 2024, workers of the No. 1 Union at the Escondida mine voted 99.75% against BHP’s offer for a new collective bargaining agreement. The ...
China economic focus July 2024: takeaways from the third plenum
In the July China economic focus, we discuss the key macroeconomic and commodity market takeaways from the Third Plenum. China will focus on develo...
Várzea do Lopes iron ore mine
Várzea do Lopes is a mid-sized surface mine owned and operated by Gerdau located in the Quadrilátero Ferrífero (QF) region of Minas Gerais state, B...
China's Steel Exports: A Short-lived Boom
China removed the VAT rebate on steel exports in 2021, aiming to discourage exports and align with carbon emission reduction goals. Despite this po...
Where is India’s economic policy heading after the election?
• We expect India to continue prioritising the infrastructure and manufacturing sector for the next five years, following the swearing in of Narend...
Lik zinc mine project
The Lik project is currently at an early-stage of development and is located 22km NW of the Teck owned Red Dog mine. The project consists primarily...
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