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Perspectives - Metals and Mining - May 2024
We are delighted to present the 3rd edition of “Perspectives – metals and mining” - an enhancement to the M&M product suite. The market has recover...
Iron ore energy transition outlook 2024
Steel CO2 emissions are projected to decline by 30% to 2050 in our base case, falling short of the contraction required to meet current climate goa...
BHP eyes Anglo American for copper growth
This document analyses the potential combination of BHP and Anglo American – including valuation, strategic rationale and synergies. All these fact...
Global lead strategic planning outlook - Q1 2024
Six years after ICEV sales peaked, global consumption has continued to set new highs and is forecast to rise by a CAGR of 1.0% in the period 2023-2...
Global steel strategic planning outlook – Q1 2024
Steel will witness another year of uncertainty in 2024 as macro headwinds are still at play. Continued underperformance in the Chinese property mar...
Global lead short-term outlook March 2024
Lead markets have witnessed ostensibly bearish developments in March. LME stocks rose by 89 kt Pb to 268 kt during the month, with Singapore sheds ...
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