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Chilean mining royalties reform: What would this mean for the Chilean copper industry?
A motion to reform Chile’s royalty regime for copper and lithium mining has been on the table since September 2018 in the form of Bill 12093-08. Th...
China aluminium smelter restarts slower than anticipated
China curtailed nearly 4.6Mt of production (excluding restarts) since January 2015. Wood Mackenzie estimates that China could potentially restart a...
China Aluminium: unravelling the impact of policies
After multiple false starts, China’s supply-side reforms are beginning to bite. The China supply-side narrative, that this time it’s different, sen...
China wants to decarbonise steel – is that possible?
China is mobilising its massive steel industry toward carbon neutrality by 2060. There are questions about just how realistic and effective its dec...
China's aluminium smelters feel the impact of coal price fluctuations
Wood Mackenzie estimates that a US$1/t rise in the price of coal in China results in a US$6-7/t increase in C1 cash cost at smelters with dedicated...
Gold mining: 5 things to look for in 2017
Despite the increasing likelihood of rising global interest rates, we expect gold prices will be supported by continued global political and econom...
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