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Base Metals Get Electric Boost

battery China Electric vehicle

21 February 2025: Industrial metals demand is being boosted by rapid growth in sales of electric vehicles, including pure EVs and hybrids. Aluminium, copper and…

February 21, 2025 - Dan Smith

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AMT LME COTR Analysis 18.02.25

Base Metals LME speculators

18 February 2025: Data on LME COTR speculative positions (for the week ending 14 February) were released this afternoon. The data shows that net positions…

February 18, 2025 - Dan Smith

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Zinc: Miners Motor, as China Crumbles

China property Zinc

14 February 2025: Zinc prices outperformed in the second half of last year, but are now paying the price for this overexuberance, with a fall…

February 14, 2025 - Dan Smith

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Macroeconomics: US Caught in Global Trade Trap

Base Metals trade United states

7 February 2025: Donald Trump is threatening to raise tariffs for many countries, as a bargaining tool. The problem is that the country has become…

February 7, 2025 - Dan Smith

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Aluminium: Limited Upside, as Demand Deflates

China Primary Aluminium Russia

31 January 2025: LME aluminium prices outperformed the other base metals in the past year, helped by falling inventory levels and good growth in demand…

January 31, 2025 - Dan Smith

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Base Metals & China – Why So Glum?

Base Metals China economics

24 January 2025: China is a crucial driver for the LME metal markets and financial market sentiment still looks depressed in the country, with equity…

January 24, 2025 - Dan Smith

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Copper: Tariff Threat Troubles Traders

Copper tarrifs Trump

17 January 2025: The LME three-month copper price underperformed in the second half of last year, but it has bounced back in recent weeks. The…

January 17, 2025 - Dan Smith

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Base Metals & Trump: Rhetoric v Reality

Base Metals economics Trump

9 January 2025: Donald Trump will start his second term as US President on 20 January and his approach is likely to be radically different…

January 10, 2025 - Dan Smith

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Tin: Prices Retreat, but Fundamentals Retighten

China Indonesia Tin

19 December 2024: LME tin prices have outperformed the rest of the base metals complex so far this year and upside risks are now building…

December 19, 2024 - Dan Smith

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