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News from Tsingshan triggers 20% drop in the nickel price.
31 March 2021
We are pleased to announce the update to our incentive price calculations for aluminium and alumina.
14 April 2021
The iron ore boom continues! Price forecast raised to reflect tight seaborne market.
30 March 2021
We forecast that the refined market will be well supplied for the rest of the decade with a peak of stock days in 2027
29 March 2021
22 April 2021
The next mining supercycle: short-term speculation or a structural shift?”
09 March 2021
Copper: How long will it take to return to a "new" normal
Copper prices come off their February highs as inventories rise and net long positions are unwound
06 April 2021
China has a clear stance on decreasing energy consumption, promoting renewables and moving away from coal.
16 January 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 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
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
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
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
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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