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Build robust commercial strategies using our comprehensive research across the metals industry. Our forecasts help you identify price trends and opportunities.

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Value-in-use iron ore costs Q2 2025

Q2 2025 iron ore value-in-use adjusted costs are up 5.3% compared to last quarter, and margins decrease to 41% in Q2 2025.

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The impact of 50% tariffs on US steel

US 50% steel tariffs redraw trade flows. We assess the impact on demand, production, and top exporters. No partner is immune.

$1,050
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Iron ore pricing: Market evolution update

New 61% Fe index: Addressing shifting ore grades and market dynamics

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Türkiye's Strategic Role in the Evolving Global Stainless Steel Landscape

Türkiye’s role as a trade gateway reshapes global stainless steel markets amid rising Asian import pressures.

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Metals markets reports

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Copper companies - reported results analysis

Freeport-McMoRan, Southern Copper Corporation, First Quantum Minerals and Teck Resources released their Q3 2024 financial and operational results. ...
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Iron ore pellet market review

Iron ore pellets are a key catalyst for greening the iron and steel value chain. As pellets lead to better efficiency in blast furnaces and require...
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Australia's iron ore market: Challenges and opportunities ahead

Australia's iron ore market faces significant challenges and opportunities. At our recent Perth Briefing, we discussed the impact of China's econom...
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Navigating India's recent DRI surge

India's DRI production has consistently outpaced hot metal production growth for the third consecutive year, showcasing an impressive CAGR of 10% o...
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Alcoa and Alumina Ltd: An acquisition to make way for other acquisitions?

US aluminium producer Alcoa announced a US$2.2 bn all-stock buyout proposal for its Australian joint venture partner Alumina Limited. The transacti...
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All eyes on DRI

The steel industry stands on the cusp of decarbonisation, with DRI at its core, potentially heralding a new era of sustainable industrial practices...

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