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Iron ore markets - short-term outlook - April 2021
Another month, another record price for iron ore! The benchmark 62% fines index broke through $193/t on April 27th, a few cents higher than the pre...
Is China's 13th five-year plan gold production target achievable?
Chinese gold production has risen steadily over the past three decades, and has doubled in the past 10 years. China overtook South Africa as the wo...
Copper demand prospects are strengthening as EV uptake gathers pace. How is the semis industry responding?
End-use copper demand from passenger electric vehicles (EVs) is estimated to increase exponentially over the next decade. A large part of this incr...
How does the aluminium industry fit in a carbon neutral China?
President Xi Jinping announced to the 2020 UN General Assembly that China will aim to hit peak carbon emissions before 2030 and carbon neutrality b...
Harmony doubles down at Hidden Valley gold in PNG
Australian-listed Newcrest Mining is selling its 50% share in the Hidden Valley Joint Venture to its South African partner, Harmony Gold, for just ...
Pre-LME Week 2021 Copper briefing
This time of year would normally see those involved in the mining, processing, financing and selling of Base Metals converging on London. Akin to t...
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