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16 January 2017

Nickel: 5 things to look for in 2017

Insight

Nickel: 5 things to look for in 2017

Nickel market sentiment is likely to turn bearish in 2017. The relaxation in the Indonesian nickel ore export ban, announced 11 January, provides a...

20 October 2017

The challenges of nickel supply in an EV world

Insight

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...

13 May 2016

The real Tier-1 copper mines

Insight

The real Tier-1 copper mines

Real Tier-1 mines need to be low cost, large and long life; and as such, they are relatively rare. We have examined which copper mines plot in our ...

08 June 2017

The return of Indian iron ore exports - blip or trend?

Insight

The return of Indian iron ore exports - blip or trend?

India has always been an opportunistic exporter of iron ore and has shown this once again with its swift return to the seaborne market in response ...

20 January 2017

Steel: 5 things to look for in 2017

Insight

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 ...

01 September 2016

Streaming in iron ore: a sign of the future?

Insight

Streaming in iron ore: a sign of the future?

During 2016, there has been on-going media speculation that Vale, the world's biggest iron ore miner, was considering a US$10 billion iron ore stre...

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