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Nickel oversupply in the remaining 2020s moves to deficit in the early 2030s. Mid-term outlook for prices is very much on the downside.
Mid-term surpluses are set to depress the market, while higher price levels are required in the long term
This report provides an overview of the copper scrap market and a summary of the current landscape for scrap generation, collection and use.
Lower prices, falling demand and competition from seaborne imports will cause Chinese iron ore supply to decline over the long term.
Quantifying potential zinc mine production losses if the price falls further
A look at historical quality differentials and our forecasts.
Global rare earths strategic planning outlook - Q2 2023
Surpluses are emerging but low global visible inventories will offer price support.
At the April meeting of the INSG, Sean Mulshaw discussed nickel oversupply, high stock levels and what this means for future nickel prices. Estimat...
Fortescue Metals Group's (FMG) US dollar cash cost reductions achieved in 2015 are mostly sustainable. The drop in FMG's costs is because of a numb...
This year has seen 120Mt of capacity added to the iron ore market, the most since 2013. Vale's Carajas Serra Sul (S11D) project with capacity of 90...
For iron ore 2017 could be a mirror image of 2016. Prices will start the year high and finish low. But the balance of risk is tilting towards anoth...
Wood Mackenzie has always carried out the economic analysis, but now, the combination of Wood Mackenzie tools can be used to investigate critical i...
In China, stronger than expected manufacturing activity, accelerated capacity closures, soaring raw material costs and speculation have all led to ...
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