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Copper Hits All-Time High As Demand Focus Shifts From China

Copper hits all time high The LME copper price has surpassed the all-time high of $10,190 from 2011. Reflation-led investor interest in commodities continues to…

MSC Woes To Exacerbate Ex-China Tin Shortage

Tin

What do these tin shortages mean? News of severe tin production disruption at Malaysia Smelting Corporation (MSC) that could last beyond the end of 2021…

How Has Global Shipping Disruption Impacted Metal Markets?

Base Metals

What has caused the global shipping disruption? Since the onset of the pandemic, an acute shortage of global container freight capacity has seen shipping costs…

What Does Rising Inflation Mean For Base Metal Prices?

Base Metals

Will inflation effect prices? The global reflation trade continues to buoy prices and physical demand for base metals, which have rallied strongly alongside other risk…

Will Consumers Pay More For Low-Carbon Aluminium?

Primary Aluminium

what does this mean for consumers? Pressure from society, industrial consumers and governments to cut CO2 emissions from aluminium production is imposing costs on producers.…

Bets Tempered For Future Battery-Grade Nickel Shortage

Nickel

Why is there a shortage? In early March nickel prices retreated by ~20% from February highs. The sharp move came after China steel giant and…

China Aluminium Output Growth Faces Climate Obstacles

Primary Aluminium

Why is china facing obstacles? Strong growth in China aluminium smelting capacity and primary output over the last year have weighed on aluminium market sentiment…

How Robust is Copper’s Bull Market Narrative?

Will copper continue to rise? Copper’s relentless rally from March 2020 lows has seen prices rise by almost 50% from pre-pandemic levels to almost $9,500.…

Tin Under Pressure After Stunning Start to 2021

Tin

Will tin bounce back or continue to drop? The LME 3-Month tin price gained up to 35% in early 2021 amid unprecedented global physical supply…