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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...
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...
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...
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...
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...
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