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Data centre metals demand: it's all about the infrastructure not internals
Data centre growth is increasingly constrained by access to power rather than asset buildout. While internal demand for aluminium and copper rises ...
Value-in-use iron ore costs Q2 2026
The average global value-in-use (VIU) iron ore cost for Q2 2026 is US$66.8/t on a 62% Fe fines basis, CFR China. This cost has increased by 5.0% fr...
US President Donald Trump amends tariffs on steel, aluminium and copper imports
The policy shifts the minimum local metal content to 85% by weight for capital equipment to qualify for a preferential 10% duty rate. Crucially, th...
IZA Europe conference takeaways: cautious optimism amid tightening metal supply
The prevailing tone at this year's IZA Europe conference on May 4-5, was one of cautious optimism. European zinc metal consumers reported modest im...
LME Asia 2026 – China's "Invoice Economy" and implications for copper
Alongside geopolitical tensions discussed at CESCO, one of the most consequential themes emerging from LME Asia Week in early May was China’s "invo...
How aluminium smelters are weathering energy market volatility
The conflict in the Middle East has created volatility in energy markets, but the impact on aluminium smelting costs varies significantly depending...
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