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China's closed iron ore mines unlikely to restart
Despite high iron ore prices, we do not expect closed Chinese mines to restart production. Based on costs alone, an iron ore price of US$80/tonne i...
China's copper mines: Identifying key cost drivers
Over the past 18 months, the global copper mining industry has announced cuts of 865kt of metal from the market in response to lower prices. We cur...
Chinese steel and raw materials industry’s handbook for the 14th five-year plan
Earlier this year, China announced its development plan targets for the raw materials industry during the 14th five-year plan (2021-2025). Its them...
Can the global rise in labour productivity in copper mining be sustained?
After a nine-year gradual decline, global labour productivity in copper mines has risen for the past two years and is forecast to lift again in 201...
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...
(R)evolution of Chinese trade in aluminium
In this insight we look more closely at Chinese aluminium semis export data and investigate the impact of Chinese trade in aluminium on regions, co...
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