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CESCO 2026 – Key Copper messages from Santiago
CESCO 2026 revealed a copper market that remains tight, but increasingly exposed to political decisions outside the traditional mining narrative. S...
Indonesia re-sets nickel ore pricing floor, raising stakes for HPAL operators
Indonesia has revised its minimum nickel ore price benchmark - the HPM - to a new higher level, effective 15 April 2026. The new HPM will have limi...
Middle East Scenarios: Steel and Iron Ore
The escalation of conflict in the Middle East introduces a new layer of geopolitical risk to global steel and iron ore markets via higher costs, di...
Four weeks in: How the aluminium market is responding to the Middle East conflict
The Middle East crisis has entered week four, and the narrative is shifting from supply disruption to structural crisis. Here's what's happening on...
Wood Mackenzie at the Global Iron Ore & Steel Conference in Perth: Key Takeaways
This presentation examines how Guinea’s iron ore export growth, driven by the ramp‑up of Simandou, is reshaping global iron ore market dynamics. Th...
Repositioning Latin America on the global mining cost curve : Policy pathways in a lower-grade, high-demand era
Latin America sits at a pivotal moment in global mining. Copper demand is accelerating, yet the region’s ability to deliver new supply is constrain...
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