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Russia-Ukraine conflict: are metals and mined commodity price spikes justified?
The Russia-Ukraine conflict has plunged M&M markets into a state of peak uncertainty. Despite a lack of broad government-led sanctions on specific ...
How are power shortages affecting the copper market in China?
Since mid-2021, power rationing has hit at least 18 different provinces in China, across a broad range of sectors. The focus of provincial governme...
How China's 13th five-year plan could affect steel demand
The Chinese government released the framework for its 13th five-year-plan (FYP) in March 2016. The plan outlines the country's economic and social ...
Illegal capacity and pollution: two threats facing the Chinese aluminium industry
Close on the heels of coal and steel, the aluminium industry is increasingly coming under pressure to moderate capacity growth. Implementing rules ...
Is China to blame for the collapse of the US aluminium smelting industry?
The sharp price decline in the LME aluminium price in late 2015 forced substantial output cuts in the US. Following the 1 Mt output cuts and subseq...
China delivered iron ore costs Q3 2016
We have improved our method for quality-adjusting China delivered iron ore costs. We are now using value-in-use (VIU) adjustments where we adjust c...
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