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Global aluminium short-term outlook January 2023
China’s abrupt U-turn on Covid restrictions and a slightly brighter near-term outlook for the European economy dominated metals market sentiment in...
Industrial downsizing: How can China address overcapacity in steelmaking?
According to Wood Mackenzie's forecast, China's crude steel production will fall from 1,018 Mt in 2022 to 798 Mt by 2050, leaving up to 220 Mt of p...
Global lead short-term outlook January 2023
The ending of Xi's zero-Covid policy has been a key macro development of recent months and it will no doubt encumber Chinese lead market activity i...
Copper M&A: What is the (BIG) deal?
As part of our Copper Mine Cost Service analysis, we are starting a series of reports focused on Copper M&A. Every time there is a sizeable bid (of...
Global copper short-term outlook January 2023
As we enter 2023, the factors that have influenced copper prices have not gone away. Indeed, the challenges and uncertainties facing the global eco...
Aluminium incentive price: A higher price required for a cleaner supply
There is a new environment that dominates investment decisions. Future aluminium supply cannot longer rely on fossils fuel for its energy. The curr...
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