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China's aluminium smelters feel the impact of coal price fluctuations
Wood Mackenzie estimates that a US$1/t rise in the price of coal in China results in a US$6-7/t increase in C1 cash cost at smelters with dedicated...
Codelco at 50: What has Chile’s copper champion achieved?
Over the past 50 years, Codelco has executed a long-term strategy, delivering gradual growth from its suite of large - in several cases mature - as...
Steel: 5 things to look for in 2017
In 2016, Chinese steel demand growth was stronger and capacity closures more aggressive than we had anticipated, sending ripple effects across the ...
The challenges of nickel supply in an EV world
The outlook for nickel is one of deepening deficits, falling stocks and rising prices. The widely anticipated expansion in electric vehicle (EV) sa...
The copper scrap supply chain: Collection is key
There is almost unanimous recognition that developing recycling in the copper markets will help support the requirement for metal in the energy tra...
The EU’s carbon border tax: aluminium trade at risk, steel sheltered
The EU Commission is set to propose a carbon border adjustment mechanism in June. In metals, steel and aluminium are the top two carbon emitters. T...
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