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Insight

The conflict in the Middle East has created volatility in energy markets, but the impact on aluminium smelting costs varies significantly depending...

Insight

CESCO 2026 revealed a copper market that remains tight, but increasingly exposed to political decisions outside the traditional mining narrative. S...

Insight

Indonesia has revised its minimum nickel ore price benchmark - the HPM - to a new higher level, effective 15 April 2026. The new HPM will have limi...

Insight

The escalation of conflict in the Middle East introduces a new layer of geopolitical risk to global steel and iron ore markets via higher costs, di...

Insight

The Middle East crisis has entered week four, and the narrative is shifting from supply disruption to structural crisis. Here's what's happening on...

Insight

This presentation examines how Guinea’s iron ore export growth, driven by the ramp‑up of Simandou, is reshaping global iron ore market dynamics. Th...

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