On 18th January 2022, Amalgamated Metal Trading Ltd. (AMT) hosted a panel of leading industry analysts from BMO Capital Markets, CRU and Fastmarkets to discuss the key themes likely to drive base … Read More
Surging Energy Prices Hit European Zinc Output The spiralling cost of energy and emissions allowances in Europe continues to undermine the economics of Europe’s zinc production. Capacity reductions and smelter closures will … Read More
How Is Demand for Pipeline and Strategic Metal Inventories Likely to Change? Base metal availability and pricing remain sensitive to trends in supply-chain inventory requirements amid global shipping disruption. A bullwhip effect … Read More
The ferrous complex was weaker across the board in November. Iron Ore spot dipped below 100 down to 87 in the middle of November but recovered back to 100 at the end … Read More
Unprecedented Spread Tightness Across LME Metals Base metal prices have proved largely resilient to emerging risks to economic growth. This is amid persisting signs of acute physical tightness across the complex. Abnormally … Read More
The main themes for October were soaring energy costs, falling iron ore prices, divergence between longs and flats and the US replacing Section 232 tariffs. Iron ore prices which have been on … Read More
why are metal prices plummeting? Base metals prices aggressively retreated in the second half of October after China’s coal price collapsed following government intervention. Coal’s rout suggests easing power rationing and lower … Read More
what do these magnesium shortages mean? China produces the majority of the world’s magnesium but domestic power curbs have significantly disrupted output, triggering fears of a major global shortage. The metal is … Read More
why is copper rebounding? Escalating physical market tightness has jolted the copper price into life after several months of directionless trading. Declining copper exchange inventories and heightened inflation concerns prompted by the … Read More
monthly report overview Iron ore surged to a high in mid-May, when spot prices reached $235. Prices since fell as China cut steel output in H2 to reduce output below 2020s 1.065 … Read More