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Illegal capacity and pollution: two threats facing the Chinese aluminium industry
Close on the heels of coal and steel, the aluminium industry is increasingly coming under pressure to moderate capacity growth. Implementing rules ...
The road to green zinc…decarbonisation of zinc production
The production of zinc from ore to metal emits around 40 million tonnes of CO2 every year. Emissions from zinc mines and smelters are much lower in...
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...
Peak Nickel: stainless steel scrap and the future of primary nickel demand
Even though stainless steel scrap will become ever more available in the future, our projection of scrap recycling rates is one of decline. This is...
(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...
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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