Insights

Shan Islam
Iron ore surged to a high in mid-May, when spot prices reached $235. Prices since fell as China cut steel ...
Read more
Tom Mulqueen
Governments globally are ramping up efforts to reduce fossil fuel dependency. This is to meet ambitious decarbonisation goals and curb ...
Read more
Shan Islam
Ferrous futures complex was generally weaker across the board in August with Iron Ore once again sold off, losing 25% ...
Read more
Tom Mulqueen
The continuing global shipping crisis has widened dislocations between regional physical metal markets. Soaring physical premiums in the US and ...
Read more
Tom Mulqueen
The LME lead price has risen higher overall since June amid falling LME inventories and physical tightness in the US ...
Read more
Shan Islam
Ferrous complex saw inputs of scrap and iron ore fall whilst semi-finished HRC and Rebar were higher. Notably Iron Ore ...
Read more
Tom Mulqueen
While metal demand opportunities from decarbonisation have captured investor’s attention over the last year, the extreme weather observed globally in ...
Read more
Tom Mulqueen
Stalling growth in China’s economy and the rampant spread of the Covid-19 Delta variant across Southeast Asia threatens the base ...
Read more
Tom Mulqueen
The ex-China tin market remains in the grip of the severest physical shortages in recent memory. Driving tightness is strong ...
Read more