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Zinc: 5 things to look for in 2017
2017 is likely to be characterised by increased macro uncertainty and risk. But this is not the case for the zinc market which is set to be charact...
Steel: 5 things to look for in 2017
In 2016, Chinese steel demand growth was stronger and capacity closures more aggressive than we had anticipated, sending ripple effects across the ...
Steel’s decarbonisation journey: What, When and How?
Steel emits 3.3 billion tonnes of carbon each year, comprising 7% of global emissions. Decarbonisation will happen sooner than anticipated. However...
Streaming in iron ore: a sign of the future?
During 2016, there has been on-going media speculation that Vale, the world's biggest iron ore miner, was considering a US$10 billion iron ore stre...
The aluminium incentive price – time to take projects off the shelf and blow the dust off
We model generic smelters using a mix of greenfield and brownfield projects. We estimate, based on our Cost Service, their respective capital requi...
The challenges of nickel supply in an EV world
The outlook for nickel is one of deepening deficits, falling stocks and rising prices. The widely anticipated expansion in electric vehicle (EV) sa...
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