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Metals reports
The EU’s carbon border tax: aluminium trade at risk, steel sheltered
The EU Commission is set to propose a carbon border adjustment mechanism in June. In metals, steel and aluminium are the top two carbon emitters. T...
The future US lead industry – is it fit for purpose?
The US, once dominant in lead, has been overtaken by China and will also fall behind India before this decade is out. US demand grew at less than 1...
The impact of technology on long term metal prices
In the long term there is a symbiotic relationship between technology and long-term metal prices. During the 20th century every time there was a co...
The impact on nickel demand of raising the stainless steel scrap ratio in China
Chinese usage rates of scrap in its stainless steel making have traditionally been low because the stainless industry has never been mature enough ...
The ink is dry on the Phase 1 US-China trade deal, now what for US coal exports?
On 15 January 2020, the US and China signed an encompassing Phase 1 trade agreement valued at US$200B over the next two years. Amongst the trade go...
The rise and fall of ebikes in China: what does it mean for lead demand?
Electric bicycles, also known as 'ebikes', are bicycles with an integrated electric motor to assist pedal-powered propulsion. The e-bike population...
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