Insights

Shan Islam
Ferrous futures complex was generally weaker across the board in August with Iron Ore once again sold off, losing 25% ...
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Tom Mulqueen
The continuing global shipping crisis has widened dislocations between regional physical metal markets. Soaring physical premiums in the US and ...
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Tom Mulqueen
The LME lead price has risen higher overall since June amid falling LME inventories and physical tightness in the US ...
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Shan Islam
Ferrous complex saw inputs of scrap and iron ore fall whilst semi-finished HRC and Rebar were higher. Notably Iron Ore ...
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Tom Mulqueen
While metal demand opportunities from decarbonisation have captured investor’s attention over the last year, the extreme weather observed globally in ...
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Tom Mulqueen
Stalling growth in China’s economy and the rampant spread of the Covid-19 Delta variant across Southeast Asia threatens the base ...
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Tom Mulqueen
The ex-China tin market remains in the grip of the severest physical shortages in recent memory. Driving tightness is strong ...
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Aluminium smelter
Tom Mulqueen
Since the onset of the global pandemic, decarbonisation has become a core pillar of government policy for most major economies. ...
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Tom Mulqueen
Resource nationalism is the inclination of governments to seek greater control or revenue from natural resources in their territory. This ...
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