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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...
The EU’s carbon border tax: aluminium trade at risk, steel sheltered
The EU Commission is set to propose a carbon border adjustment mechanism in June. In metals, steel and aluminium are the top two carbon emitters. T...
The future US lead industry – is it fit for purpose?
The US, once dominant in lead, has been overtaken by China and will also fall behind India before this decade is out. US demand grew at less than 1...
The real Tier-1 copper mines
Real Tier-1 mines need to be low cost, large and long life; and as such, they are relatively rare. We have examined which copper mines plot in our ...
The return of Indian iron ore exports - blip or trend?
India has always been an opportunistic exporter of iron ore and has shown this once again with its swift return to the seaborne market in response ...
Towards green steel: will the US steel industry rise to the challenge?
The US steel industry has experienced a strong comeback from the pandemic with record highs in steel prices and demand. This steel boom comes in th...
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