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Zinc smelter costs: Key companies review - Q4 2025
This insight examines the key zinc smelting companies’ production profiles, CO2 emissions and operating costs. Using cost curves and SWOT analysis ...
Will Indonesia keep feeding its nickel giants?
LME nickel prices hit 18-month high as markets panic over Indonesia's proposed ore quota cuts. But is the fear justified? Indonesia has proposed sl...
Beyond oil: what would it take to revive Venezuela’s aluminium industry
In this Insight we review Venezuela’s aluminium value chain footprint and assess what it would take to revive the once thriving aluminium sector in...
Value-in-use iron ore costs Q4 2025
The average global value-in-use (VIU) iron ore cost for Q4 2025 is US$60.5/t on a 62% Fe fines, CFR China basis. This cost is up 1.1% from Q3 2025 ...
Realignment without reward? Why DRC’s pivot toward the US may reshape but not expand the copper and cobalt supply chain
On a recent visit to China, we met with several companies active in the Democratic Republic of Congo (DRC) copper-cobalt sector. Executives indicat...
A golden opportunity for all?
Higher gold prices are creating winners and losers in the copper industry as high by-product credits alleviate C1 costs. But despite widespread ben...
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