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It’s déjà vu as China experiences more aluminium smelting power shortages
After experiencing unprecedented power constraints and capacity suspensions in 2021, China is again plagued by power shortages. Since July, Sichuan...
Copper projects: Tracking approval rates
New copper projects must be sanctioned to keep up with increasing primary copper demand. While the requirement for mine supply ("supply gap") is no...
Coronavirus impact briefing: week ending 24th April
Energy and natural resources sectors are having to deal with the combined forces of the coronavirus pandemic, the oil price crash and an impending ...
Dry bulk freight outlook
Are we witnessing the start of a dry bulk super cycle? The dry bulk market has remained unabated so far in 2021 from higher volumes from industrial...
What is the future of consolidation in China's steel industry?
China has long sought to accelerate the integration of its steel industry, aiming to combat overcapacity, promote modernisation, and enhance its ba...
Will Southeast Asia become the next Chinese aluminium production hub?
To develop a sustainable aluminium industry, the Chinese government has forced the closure of a large number of unlicensed smelters and encouraged ...
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