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Aluminium: Things to look for in 2026
2026 looks set to be another volatile year for the aluminium market. Metal supply is becoming increasingly price inelastic as China reaches its 45 ...
Iron ore: 5 things to look for in 2026
The global iron ore and steel markets are entering a phase of gradual yet significant transition. China's demand continues to weaken from ongoing p...
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 ...
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...
Decarbonization of Aluminium: Emerging Industry Trends
This insight outlines recent developments, key findings, and strategic directions that have emerged in our ongoing work toward the decarbonisation ...
The EU shields its steel
As global tariff tensions rise, the EU is moving to tighten steel import rules. The European Commission plans to cut Tariff Rate Quotas sharply and...
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