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13 April 2022
Steel’s decarbonisation journey: What, When and How?
Steel’s decarbonisation journey: What, When and How?
Steel emits 3.3 billion tonnes of carbon each year, comprising 7% of global emissions. Decarbonisation will happen sooner than anticipated. However...
06 April 2022
The aluminium incentive price – time to take projects off the shelf and blow the dust off
The aluminium incentive price – time to take projects off the shelf and blow the dust off
We model generic smelters using a mix of greenfield and brownfield projects. We estimate, based on our Cost Service, their respective capital requi...
01 April 2022
Iron ore time spreads support spot prices
Iron ore time spreads support spot prices
The 62% Fe iron ore index has averaged $140/t so far this year. We have just raised our CY 2022 price forecast by 50% to $135/t CFR in our latest G...
28 February 2022
Global lead short-term outlook February 2022
Global lead short-term outlook February 2022
Lead markets were somewhat quiet and appeared expectant of impending events to impact. The LME price did rise by 3.8% this month but also, briefly,...
28 February 2022
Global zinc short-term outlook February 2022
Global zinc short-term outlook February 2022
The conflict in Ukraine had no impact on the zinc price which ended February at close to where it began the month at around $3640/t. This reflects ...
28 February 2022
Global copper short-term outlook February 2022
Global copper short-term outlook February 2022
Copper prices have remained rangebound since news of the Russia/Ukraine conflict. However, the world has now moved into uncharted territory and thi...
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