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The aluminium incentive price – time to take projects off the shelf and blow the dust off
We model generic smelters using a mix of greenfield and brownfield projects. We estimate, based on our Cost Service, their respective capital requi...
The challenges of nickel supply in an EV world
The outlook for nickel is one of deepening deficits, falling stocks and rising prices. The widely anticipated expansion in electric vehicle (EV) sa...
The copper scrap supply chain: Collection is key
There is almost unanimous recognition that developing recycling in the copper markets will help support the requirement for metal in the energy tra...
The EU’s carbon border tax: aluminium trade at risk, steel sheltered
The EU Commission is set to propose a carbon border adjustment mechanism in June. In metals, steel and aluminium are the top two carbon emitters. T...
The real Tier-1 copper mines
Real Tier-1 mines need to be low cost, large and long life; and as such, they are relatively rare. We have examined which copper mines plot in our ...
The return of Indian iron ore exports - blip or trend?
India has always been an opportunistic exporter of iron ore and has shown this once again with its swift return to the seaborne market in response ...
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