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18 March 2022

Russia-Ukraine conflict: are metals and mined commodity price spikes justified?

Insight

Russia-Ukraine conflict: are metals and mined commodity price spikes justified?

The Russia-Ukraine conflict has plunged M&M markets into a state of peak uncertainty. Despite a lack of broad government-led sanctions on specific ...

31 January 2022

Global lead short-term outlook January 2022

Commodity Market Report

Global lead short-term outlook January 2022

Another quiet month with little change in the lead price, few meaningful influences on the markets and the LME price broadly tracking the dollar ra...

31 January 2022

Global nickel short-term outlook January 2022

Commodity Market Report

Global nickel short-term outlook January 2022

Nickel prices leap on longs and short covering triggered by Indonesian comments alluding to a tax on NPI exports and other nickel raw materials. At...

31 January 2022

Iron ore markets short-term outlook January 2022

Commodity Market Report

Iron ore markets short-term outlook January 2022

Iron ore has bounced back with a vengeance with spot prices approaching $150/t CFR in the final few days of January. We have raised our Q1 forecast...

31 January 2022

Steel short-term outlook January 2022

Commodity Market Report

Steel short-term outlook January 2022

China wants blue skies for the Winter Olympics. When the games begin, pollution control will tighten and steel mills will be expected to reduce out...

31 January 2022

Global aluminium short-term outlook January 2022

Commodity Market Report

Global aluminium short-term outlook January 2022

The aluminium market service short term outlook (STO) is published monthly and provides a forecast of aluminium supply and demand fundamentals over...

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