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All change, no change as LME bans new Russian aluminium
The LME’s ban on accepting Russian primary aluminium produced after 13 April has seen the exchange price jump by over US$200/t. The new rules, desi...
Aluminium incentive price: A higher price required for a cleaner supply
There is a new environment that dominates investment decisions. Future aluminium supply cannot longer rely on fossils fuel for its energy. The curr...
Redefining the nickel market
Oversupply in all nickel products highlights that using a global total nickel balance for price forecasting is currently not fit for purpose. As NP...
Regenerative energy: the Infinity Train
As miners seek to decarbonise their operations, opportunities may arise for creative solutions. In this insight, we explore an attention-catching p...
Royalty increases in Brazil: a renewed burden for iron ore miners' cost competitiveness
Brazil's new mining code may finally leave paper in 2018. The so-called Novo Marco Regulatório da Mineração is set to be “forwarded to Congress for...
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 ...
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