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Nickel: Stock decline and production cuts - the key for higher prices
At the April meeting of the INSG, Sean Mulshaw discussed nickel oversupply, high stock levels and what this means for future nickel prices. Estimat...
Royalty increases in Brazil: a renewed burden for iron ore miners' cost competitiveness
Brazil's new mining code may finally leave paper in 2018. The so-called Novo Marco Regulatório da Mineração is set to be “forwarded to Congress for...
Russia-Ukraine conflict: are metals and mined commodity price spikes justified?
The Russia-Ukraine conflict has plunged M&M markets into a state of peak uncertainty. Despite a lack of broad government-led sanctions on specific ...
Transition resource rents: establishing a fair share
Transition resources are in high demand, short supply and prices have risen sharply. The demand for wind turbines, solar panels, batteries, electri...
Sweden: A likely trailblazer for green steel
Sweden has excellent renewable energy resources, vast iron ore reserves, and industrial heritage for innovation. These enabling factors form an env...
Simandou project – a force to reckon with
Recent cooperation agreement to develop the Simandou's infrastructure potentially marks a turnaround point for the iron ore project. However, numer...
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