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Zinc miners: we need to talk about lead smelters
The dynamic between zinc mining and zinc smelting is a clear and obvious one, however, the relationship between zinc miners and lead smelters in fr...
Zinc: 5 things to look for in 2017
2017 is likely to be characterised by increased macro uncertainty and risk. But this is not the case for the zinc market which is set to be charact...
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 aluminium incentive price – time to take projects off the shelf and blow the dust off
We model generic smelters using a mix of greenfield and brownfield projects. We estimate, based on our Cost Service, their respective capital requi...
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...
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