China in Struggle to Curb Commodity Price Appreciation Tom Mulqueen June 2, 2021 China policymakers have taken strong verbal action to tackle inflationary risks from surging commodity prices. This has moderated bullish speculative ... Read more Lead Playing Catch-Up Amid Pandemic-Era Underperformance Tom Mulqueen May 19, 2021 The LME lead price rebounded strongly from March lows. Macro-led fund interest in commodities and lead’s relative cheapness underpinned gains. ... Read more Copper Hits All-Time High As Demand Focus Shifts From China Tom Mulqueen May 11, 2021 The LME copper price has surpassed the all-time high of $10,190 from 2011. Reflation-led investor interest in commodities continues to ... Read more MSC Woes To Exacerbate Ex-China Tin Shortage Tom Mulqueen May 5, 2021 News of severe tin production disruption at Malaysia Smelting Corporation (MSC) that could last beyond the end of 2021 has ... Read more How Has Global Shipping Disruption Impacted Metal Markets? Tom Mulqueen April 28, 2021 Since the onset of the pandemic, an acute shortage of global container freight capacity has seen shipping costs and delays ... Read more What Does Rising Inflation Mean For Base Metal Prices? Tom Mulqueen April 20, 2021 The global reflation trade continues to buoy prices and physical demand for base metals, which have rallied strongly alongside other ... Read more Will Consumers Pay More For Low-Carbon Aluminium? Tom Mulqueen April 14, 2021 Pressure from society, industrial consumers and governments to cut CO2 emissions from aluminium production is imposing costs on producers. Whether ... Read more Bets Tempered For Future Battery-Grade Nickel Shortage Tom Mulqueen March 16, 2021 In early March nickel prices retreated by ~20% from February highs. The sharp move came after China steel giant and ... Read more China Aluminium Output Growth Faces Climate Obstacles Tom Mulqueen March 5, 2021 Strong growth in China aluminium smelting capacity and primary output over the last year have weighed on aluminium market sentiment ... Read more « Previous 1 2 3 Next »
