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Metals reports
Data centre metals demand: it's all about the infrastructure not internals
Data centre growth is increasingly constrained by access to power rather than asset buildout. While internal demand for aluminium and copper rises ...
Value-in-use iron ore costs Q2 2026
The average global value-in-use (VIU) iron ore cost for Q2 2026 is US$66.8/t on a 62% Fe fines basis, CFR China. This cost has increased by 5.0% fr...
A parallel metals universe of "What If"... if the Strait of Hormuz remains closed
A prolonged disruption to Gulf energy flows would trigger a severe global supply shock at a time when relief from new LNG capacity remains years aw...
US President Donald Trump amends tariffs on steel, aluminium and copper imports
The policy shifts the minimum local metal content to 85% by weight for capital equipment to qualify for a preferential 10% duty rate. Crucially, th...
Boseto copper mine
Production commenced in June 2012 from the Zeta open pit deposit. Unable to meet its debt obligations, the operator, Discovery Metals, placed the m...
Khoemacau (Boseto) copper mine
Wood Mackenzie’s asset reports are built from the bottom up, incorporating a number of granular data metrics to ultimately produce our industry sta...
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