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Digging Deep - Regional iron ore supply summary and player profiles
Australia's iron ore supply is approaching a critical inflection point. Growth will plateau post 2030 and premium-grade ore output will contract gr...
Gold in Brief
Welcome to the first Gold in brief update. We are excited to launch a new report highlighting the latest need-to-know events from the gold commodit...
The EU shields its steel: safeguards go live
The EU revealed its long-awaited country- and product category-specific quota allocations on 30th June 2026, confirming the parameters flagged earl...
South32 divests aluminium portfolio to Alcoa
Overview of the Alcoa–South32 aluminium transaction: the deal structure, its components: cash, equity issuance, assumed liabilities, and contingent...
All eyes on Jakarta: a deep dive into the 2026 nickel regulatory shakeup
Indonesia's nickel sector is in the middle of its most significant regulatory shakeup in years. The Prabowo administration has introduced a series ...
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 ...
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