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Redefining the nickel market
Oversupply in all nickel products highlights that using a global total nickel balance for price forecasting is currently not fit for purpose. As NP...
Copper projects: Tracking approval rates
New copper projects must be sanctioned to keep up with increasing primary copper demand. While the requirement for mine supply ("supply gap") is no...
African Copperbelt research trip 2017
Wood Mackenzie's research trip to the African Copperbelt took place in February 2017. We met with key producers - visiting both established operati...
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...
China's Steel Exports: A Short-lived Boom
China removed the VAT rebate on steel exports in 2021, aiming to discourage exports and align with carbon emission reduction goals. Despite this po...
What is the future of consolidation in China's steel industry?
China has long sought to accelerate the integration of its steel industry, aiming to combat overcapacity, promote modernisation, and enhance its ba...
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