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China's copper mines: Identifying key cost drivers
Over the past 18 months, the global copper mining industry has announced cuts of 865kt of metal from the market in response to lower prices. We cur...
How are power shortages affecting the copper market in China?
Since mid-2021, power rationing has hit at least 18 different provinces in China, across a broad range of sectors. The focus of provincial governme...
Global copper short-term outlook August 2022
The sell off in the market that emerged in June continued through the first half of July amid an increasingly gloomy outlook for the global economy...
Perspectives - metals and mining
We are delighted to provide the first edition of “Perspectives – metals and mining” - an enhancement to the M&M product suite. The aim is to give o...
All change, no change as LME bans new Russian aluminium
The LME’s ban on accepting Russian primary aluminium produced after 13 April has seen the exchange price jump by over US$200/t. The new rules, desi...
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...
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