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09 March 2023
Yunnan’s hydro-powered aluminium or hydro-cut aluminium?
Yunnan’s hydro-powered aluminium or hydro-cut aluminium?
Yunnan relies on hydroelectric plants to generate more than 80% of the province's electricity. In recent years, aluminium smelters in the province ...
20 January 2023
Global copper short-term outlook January 2023
Global copper short-term outlook January 2023
As we enter 2023, the factors that have influenced copper prices have not gone away. Indeed, the challenges and uncertainties facing the global eco...
27 February 2023
Diversified miners H2-22 financial results review
Diversified miners H2-22 financial results review
In this report we provide a review of the financial results of the major diversified miners. Coal exposure paid dividends in 2022. With thermal coa...
30 December 2022
Global lead investment horizon outlook Q4 2022
Global lead investment horizon outlook Q4 2022
While the repercussions of the war in Ukraine still reverberate, China’s sudden lifting of Xi’s zero-Covid policy has resulted in disorderly impact...
22 December 2022
Global aluminium short-term outlook December 2022
Global aluminium short-term outlook December 2022
It’s been a volatile year for the aluminium market. The impact of the Russia-Ukraine war, ongoing Covid issues in China, recessionary fears and con...
22 December 2022
Global zinc short-term outlook December 2022
Global zinc short-term outlook December 2022
The rapid easing of covid restrictions initially boosted the zinc price, but as it became clear that the wave of infection surging across China is ...
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