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Dry bulk freight outlook
Are we witnessing the start of a dry bulk super cycle? The dry bulk market has remained unabated so far in 2021 from higher volumes from industrial...
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...
Diminishing concentrates: what options are there for zinc smelters?
As we enter 2017, it appears that the global zinc smelting industry is on the brink of, but could well be in the midst of, a shortage of zinc conce...
China delivered iron ore costs Q2 2016
The weighted average cost of North China delivered iron ore is US$35.9/dmt (62% Fe), US$1.3/dmt less than our Q1 2016 estimate. Global average deli...
China delivered iron ore costs Q3 2016
We have improved our method for quality-adjusting China delivered iron ore costs. We are now using value-in-use (VIU) adjustments where we adjust c...
Current prices insufficient to trigger aluminium CAPEX
Wood Mackenzie routinely reassesses the long run alumina and aluminium incentive prices, which are the minimum prices needed to make investment in ...
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