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Metals reports
Global coal M&A September 2023: Miners capitalize on record pricing, fueling deal revival
In 2022, the pace of deal-making decelerated as coal miners sought to take advantage of the unprecedented increase in coal prices. A strong balance...
Global economic outlook Q2 2018: how far will growth fall?
The global economy entered 2018 on a high, but momentum has since waned. We expect the wobbles in early 2018 to be short lived. A full-blown trade ...
Global metallurgical coal outlook - Risks H1 2020
In this insight we explore the impact on our H1 2020 base case price of specific cases around supply and demand of met coal. In our high case we lo...
ArcelorMittal Europe hits the brakes with raw material force majeure notice
On March 19, ArcelorMittal Europe issued force majeure notices to its raw material suppliers, including US and Australian metallurgical coal suppli...
Are acute metals supply shortages on the horizon?
In this recorded discussion with accompanying slides, we address the potential for supply shortages in base metals and gold, and what will be requi...
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...
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