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Rio Tinto's Growth: More Volume, Lower Grade, Higher Costs
Rio Tinto is at the forefront of growth in Australia. In 2023, Rio Tinto shipped 331.8 Mt of Pilbara iron ore, the second-highest shipment on recor...
China Aluminium: unravelling the impact of policies
After multiple false starts, China’s supply-side reforms are beginning to bite. The China supply-side narrative, that this time it’s different, sen...
Can the need for new zinc smelting capacity navigate the ESG agenda?
The analysis of the forward zinc market by the Wood Mackenzie zinc markets team shows that there is a clear need for future zinc smelting capacity....
High-grade iron ore premium set to fall with coking coal prices
High coking coal prices have incentivised Chinese steel producers to purchase more high-grade iron ore fines. As a result, the price gap between hi...
The EU’s carbon border tax: aluminium trade at risk, steel sheltered
The EU Commission is set to propose a carbon border adjustment mechanism in June. In metals, steel and aluminium are the top two carbon emitters. T...
China wants to decarbonise steel – is that possible?
China is mobilising its massive steel industry toward carbon neutrality by 2060. There are questions about just how realistic and effective its dec...
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