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How China's 13th five-year plan could affect steel demand
The Chinese government released the framework for its 13th five-year-plan (FYP) in March 2016. The plan outlines the country's economic and social ...
Iron ore markets short-term outlook May 2021
Another month, another record price for iron ore! The benchmark 62% fines index hit a new all time high of $235/t CFR on May 12th and the monthly a...
Iron ore Q2 2021 update to 2040
China continues to astonish the world with it’s unrelenting steel production growth – on track to comfortably reach our 5% growth forecast for 2021...
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 ...
China’s aluminium smelting power constraints are here to stay
On 26 August, the National Development and Reform Commission (NDRC) issued the “Notice on Improving Tiered Power Tariffs for the Aluminium Industry...
Illegal capacity and pollution: two threats facing the Chinese aluminium industry
Close on the heels of coal and steel, the aluminium industry is increasingly coming under pressure to moderate capacity growth. Implementing rules ...
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