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18 March 2022
Russia-Ukraine conflict: are metals and mined commodity price spikes justified?
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
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
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
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
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
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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