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Copper outlook - Q3 2021
Copper has enjoyed a rapid recovery over the past year. Supply disruptions over this period provided further impetus as did investor enthusiasm on ...
Lead outlook - Q3 2021
The pandemic continues to influence lead markets and will shape the industry for years to come. Supply was more severely impacted than demand and m...
Nickel outlook - Q3 2021
Adjustments made to our outlook include: expansions in Chinese stainless melting capacity; increases to forecast Chinese nickel-in-battery-precurso...
Simandou project – a force to reckon with
Recent cooperation agreement to develop the Simandou's infrastructure potentially marks a turnaround point for the iron ore project. However, numer...
Global nickel short-term outlook August 2021
Chinese production rates and the latest results from the European mills emphasise the current strength in the stainless market. Large upward revisi...
Global lead short-term outlook August 2021
There are two stories to lead's peformance in August: the cash price and the three-month price. Both came under different influences to produce a r...
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