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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 ...
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...
Illegal capacity and pollution: two threats facing the Chinese aluminium industry
Close on the heels of coal and steel, the aluminium industry is increasingly coming under pressure to moderate capacity growth. Implementing rules ...
Illegal induction furnace closures bring upside to China steel outlook
Induction furnaces and the steel they produce have been illegal in China since 2000. However, they still exist on a large scale. The ongoing endeav...
Industrial downsizing: How can China address overcapacity in steelmaking?
According to Wood Mackenzie's forecast, China's crude steel production will fall from 1,018 Mt in 2022 to 798 Mt by 2050, leaving up to 220 Mt of p...
Iron ore blend calculator – Virtual blend analysis
We forecast a widening of the iron ore quality differentials driven by an increasing preference for high-grade ore. The continued focus on environm...
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