Insights

Tom Mulqueen
China policymakers have taken strong verbal action to tackle inflationary risks from surging commodity prices. This has moderated bullish speculative ...
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Tom Mulqueen
The LME lead price rebounded strongly from March lows. Macro-led fund interest in commodities and lead’s relative cheapness underpinned gains. ...
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Copper wiring
Tom Mulqueen
The LME copper price has surpassed the all-time high of $10,190 from 2011. Reflation-led investor interest in commodities continues to ...
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Tom Mulqueen
News of severe tin production disruption at Malaysia Smelting Corporation (MSC) that could last beyond the end of 2021 has ...
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Tom Mulqueen
Since the onset of the pandemic, an acute shortage of global container freight capacity has seen shipping costs and delays ...
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Tom Mulqueen
The global reflation trade continues to buoy prices and physical demand for base metals, which have rallied strongly alongside other ...
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Aluminium smelter
Tom Mulqueen
Pressure from society, industrial consumers and governments to cut CO2 emissions from aluminium production is imposing costs on producers. Whether ...
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Electric vehicle charging
Tom Mulqueen
In early March nickel prices retreated by ~20% from February highs. The sharp move came after China steel giant and ...
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Aluminium smelter
Tom Mulqueen
Strong growth in China aluminium smelting capacity and primary output over the last year have weighed on aluminium market sentiment ...
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