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The aluminium incentive price and the impact of carbon emissions and new technologies
We model generic smelters using a mix of greenfield and brownfield projects. We estimate, based on our Cost Service, their respective capital requi...
The cost of stream financing for copper miners
Project financing through streaming and royalty contracts was fairly inconsequential in 2004. Since then, these contracts have cumulatively injecte...
US to roll out duties on Chinese imports of aluminium foil
On 8 August, the US Department of Commerce (DOC) announced its preliminary decision to impose an anti-dumping duty on aluminium foil imports from C...
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 ...
What drives Chinese flat steel demand?
China's flat steel production is now vulnerable to downside risks. Increasing demand in manufacturing is unlikely to offset the long-term decline o...
What drives US flat steel demand?
We are adding downstream steel product coverage to the Steel Market Service as a natural expansion of our sector-by-sector demand modelling. In the...
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