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How is the pandemic impacting India’s bulk commodities outlook?
Growth in Indian steel production and demand has been paused in Q2 2021 due to massive second wave of pandemic. Oxygen crisis in the country has fu...
Dry bulk freight outlook
Are we witnessing the start of a dry bulk super cycle? The dry bulk market has remained unabated so far in 2021 from higher volumes from industrial...
The aluminium incentive price and the impact of carbon emissions and new technologies
We model generic smelters using a mix of greenfield and brownfield projects. We estimate, based on our Cost Service, their respective capital requi...
Copper projects: Tracking approval rates
New copper projects must be sanctioned to keep up with increasing primary copper demand. While the requirement for mine supply ("supply gap") is no...
Pre-LME Week 2021 Aluminium briefing
This time of year would normally see those involved in the mining, processing, financing and selling of Base Metals converging on London. Akin to t...
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...
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