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Global lead strategic planning outlook Q2 2023
The stark contrast between China's deflationary and the ROW's inflationary pressures continues to be mirrored in lead markets. Relative LME price s...
Global nickel short-term outlook June 2023
Nickel prices fall again in June, and with all nickel forms in oversupply, are they heading for a longer-term decline? While China’s government ann...
Zinc strategic planning outlook Q2 2023
Despite growing concerns about the global economy our base case assumption is that a major global economic downturn will not occur in the near term...
Metals and mining scope 3 targets: unearthing a pathway to a net zero supply chain
In this two-part series of insights, we delve into the metals and mining companies' pursuit of a net zero supply chain. Part 1 explores the challen...
Global Nickel Strategic Planning Outlook - Q2 2023
Nickel oversupply in the remaining 2020s, will switch to deficit in the 2030s so the mid-term outlook for prices is very much on the downside. Curr...
Global copper strategic planning outlook - Q2 2023
Over the next couple of years, prices will come under pressure as supply growth outstrips that of demand as output from new projects hits the marke...
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