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Iron ore time spreads support spot prices
The 62% Fe iron ore index has averaged $140/t so far this year. We have just raised our CY 2022 price forecast by 50% to $135/t CFR in our latest G...
Xiling: China's biggest (and deepest) gold project
The Xiling gold deposit, in Shandong province, China, is a recent discovery reported to have gold resources of over 10 million ounces. It is a deep...
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 scrap: Policy support is key
Steel scrap is widely recognised as a green steelmaking raw material due to its low carbon emission property. Even though the global steel scrap po...
The aluminium incentive price and the impact of carbon emissions and new technologies
We model generic smelters using a mix of greenfield and brownfield projects. We estimate, based on our Cost Service, their respective capital requi...
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