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China's closed iron ore mines unlikely to restart
Despite high iron ore prices, we do not expect closed Chinese mines to restart production. Based on costs alone, an iron ore price of US$80/tonne i...
Global copper short-term outlook April 2021
The risk-off tone that set in across the markets in March continued into the first half of April. Three-month copper prices remained fairly erratic...
Global aluminium short-term outlook February 2021
The aluminium market service short term outlook (STO) is published monthly and provides a forecast of aluminium supply and demand fundamentals over...
Global aluminium short-term outlook March 2021
The aluminium market service short term outlook (STO) is published monthly and provides a forecast of aluminium supply and demand fundamentals over...
Iron ore markets - long-term outlook - Q1 2021
Good times continue for iron ore miners, with global average cash margins estimated at 75%. This is higher than the industry achieved during the la...
Is US’ steel bonanza in final countdown?
More than a year has passed since the coronavirus crisis took US’ steelmaking industry to one of its ugliest times in history. Back in April 2020, ...
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