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Will Southeast Asia become the next Chinese aluminium production hub?
To develop a sustainable aluminium industry, the Chinese government has forced the closure of a large number of unlicensed smelters and encouraged ...
Will the lifting of sanctions benefit Iran's iron ore industry?
We estimate average cash costs for Iranian iron ore concentrate exports of US$50.50/tonne (FOB vessel), which is approximately breakeven at 2016 pr...
How are power shortages affecting the copper market in China?
Since mid-2021, power rationing has hit at least 18 different provinces in China, across a broad range of sectors. The focus of provincial governme...
How China's 13th five-year plan could affect steel demand
The Chinese government released the framework for its 13th five-year-plan (FYP) in March 2016. The plan outlines the country's economic and social ...
How is the pandemic impacting India’s bulk commodities outlook?
Growth in Indian steel production and demand has been paused in Q2 2021 due to massive second wave of pandemic. Oxygen crisis in the country has fu...
Peruvian floods hit mine and smelter production
An extremely unusual "coastal El Nino" event has resulted in very heavy rainfall across much of Peru over the past six weeks. This has caused wides...
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