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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 ...
Metals and mining scope 3 targets: unearthing a pathway to a net zero supply chain (part 2)
In this two-part series of insights, we assess metals and mining companies' scope 3 emissions reduction progress. The first insight presented the s...
Can President-elect Trump’s infrastructure plan make steel and iron ore great again?
During his pre-election campaign, and again during his victory speech, President-elect Trump has made bold statements about investment in US infras...
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...
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 ...
How is the pandemic impacting India’s bulk commodities outlook?
Growth in Indian steel production and demand has been paused in Q2 2021 due to massive second wave of pandemic. Oxygen crisis in the country has fu...
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