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Copper: 5 things to look for in 2017
The copper market has been characterised as one of ample supply and elevated global stocks, registering its sixth consecutive year of surplus and d...
Copper: How long will it take to return to a "new" normal
Wood Mackenzie’s Hun Hao Chuah presented at the 121 Mining Investment APAC Virtual Conference on 8th March 2021. Key themes include the decoupling ...
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 ...
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...
Nickel: Stock decline and production cuts - the key for higher prices
At the April meeting of the INSG, Sean Mulshaw discussed nickel oversupply, high stock levels and what this means for future nickel prices. Estimat...
Can President-elect Trump’s infrastructure plan make steel and iron ore great again?
During his pre-election campaign, and again during his victory speech, President-elect Trump has made bold statements about investment in US infras...
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