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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.
The stark contrast between China's deflationary and the ROW's inflationary pressures continues to be mirrored in lead markets. Relative LME price s...
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...
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...
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...
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...
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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