Lead market sees increase The LME lead price has risen higher overall since June amid falling LME inventories and physical tightness in the US and…
monthly report overview Ferrous complex saw inputs of scrap and iron ore fall whilst semi-finished HRC and Rebar were higher. Notably Iron Ore was sold…
Will climate change effect metal supply? While metal demand opportunities from decarbonisation have captured investor’s attention over the last year, the extreme weather observed globally…
what does the stalling economy mean? Stalling growth in China’s economy and the rampant spread of the Covid-19 Delta variant across Southeast Asia threatens the…
Can the tin market recover? The ex-China tin market remains in the grip of the severest physical shortages in recent memory. Driving tightness is strong…
Surge for demand in Aluminium? Since the onset of the global pandemic, decarbonisation has become a core pillar of government policy for most major economies.…
What is Resource Nationalism? Resource nationalism is the inclination of governments to seek greater control or revenue from natural resources in their territory. This is…
What does this mean for the market? China policymakers have taken strong verbal action to tackle inflationary risks from surging commodity prices. This has moderated…
Why is lead bouncing back? The LME lead price rebounded strongly from March lows. Macro-led fund interest in commodities and lead’s relative cheapness underpinned gains.…