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How is China’s nickel industry performing under the power crunch?
In the past, power shortages in China have seldom affected domestic nickel operations; yet a recent wave of forced power cuts in certain heavy indu...
How to decarbonise the power source of aluminium smelters
The aluminium industry is in a paradox. The metal is seen as one of the fundamental materials for the world to achieve the energy transition away f...
Impact of China’s pollution controls on aluminium
On February 20th the Chinese government approved a directive that orders the temporary (seasonal) closure of several industrial assets around Tianj...
India blocks Chinese aluminium foil imports
On 16 May, in order to protect domestic manufacturers against subsidized imports, the Department of Revenue, part of the Finance Ministry of India ...
Indian seaborne iron ore requires US$60/tonne price to breakeven
While the cost of mining and processing iron ore in India is low, high transport costs and a 30% export tax on high grade ore make the industry unc...
Iron ore time spreads support spot prices
The 62% Fe iron ore index has averaged $140/t so far this year. We have just raised our CY 2022 price forecast by 50% to $135/t CFR in our latest G...
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