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Nickel: 5 things to look for in 2017
Nickel market sentiment is likely to turn bearish in 2017. The relaxation in the Indonesian nickel ore export ban, announced 11 January, provides a...
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...
How to decarbonise the power source of aluminium smelters
The aluminium industry is in a paradox. The metal is seen as one of the fundamental materials for the world to achieve the energy transition away f...
Iron ore time spreads support spot prices
The 62% Fe iron ore index has averaged $140/t so far this year. We have just raised our CY 2022 price forecast by 50% to $135/t CFR in our latest G...
Xiling: China's biggest (and deepest) gold project
The Xiling gold deposit, in Shandong province, China, is a recent discovery reported to have gold resources of over 10 million ounces. It is a deep...
Zinc miners: we need to talk about lead smelters
The dynamic between zinc mining and zinc smelting is a clear and obvious one, however, the relationship between zinc miners and lead smelters in fr...
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