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Metals reports
Roskill Antimony Outlook to 2030
Are antimony reserves in China dwindling, and what is the future for global mine supply? How have environmental inspections impacted smelters in Ch...
Metals and mining - scrap research
We think a better understanding of scrap supply potential – and scrap markets – is critical to understanding long term trends for metals. On this p...
Assessing the impact of coronavirus in Korea
On 20th February, South Korea was the fourth Asian nation to record coronavirus cases after China, Singapore and Japan. The initial trajectory of n...
How green can steel go: the potential impact on coal and iron ore
Our base case for steel production implies a gradual increase in scrap absorption and a gradual evolution in green ironmaking. In our recent cross-...
North America Crude Markets: 2018 in review
The 2018 crude market was a tale of two stories. It was a year in which the North American continent returned to 'boom times' for crude production....
Cost of expanding the rare earths supply chain
The global energy transition to a lower-carbon future is driving the adoption of new energy technologies such as electric vehicles (EVs) and wind t...
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