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Decoding Vale’s briquettes: does its green pivot make sense?
Vale is making a strategic pivot towards sustainable practices by ramping up the production of agglomerates, including briquettes and pellets. This...
Value-in-use iron ore costs Q2 2024
The average global value-in-use (VIU) iron ore cost for Q2 2024 is US$59.5/t (62% Fe fines basis, CFR China). This is up 3.5% compared to the last ...
Chinese iron ore imports: Is China increasingly a price-sensitive buyer?
China appears to be becoming an increasingly price-sensitive commodities buyer. Chinese crude oil imports indicate a pronounced negative correlatio...
Green Aluminium Trends & Challenges
At last week’s EMEA’s Aluminium Decarbonization and Sustainability Summit, in Munich, Germany, there was consensus on that to decarbonise aluminium...
Copper demand prospects are strengthening as EV uptake gathers pace. How is the semis industry responding?
End-use copper demand from passenger electric vehicles (EVs) is estimated to increase exponentially over the next decade. A large part of this incr...
Copper M&A: What is the (BIG) deal?
As part of our Copper Mine Cost Service analysis, we are starting a series of reports focused on Copper M&A. Every time there is a sizeable bid (of...
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