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Base Metals: China Bounce Back to Boost Prices

Base Metals Copper Lead Nickel Primary Aluminium Zinc

31st January 2023: Last year was a weak period for most of the base metals and prices trended lower through the year, although nickel was…

January 31, 2023

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Tin: A Triumph of Hope over Reality

Tin

12th December 2022: Tin prices have rallied in recent weeks, as LME speculators have gone from net short to net long. Like other base metals,…

December 12, 2022

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China: Don’t Believe the Hype

Base Metals China

25th November 2022: Base metal prices have rallied in recent weeks with PMI survey data for November suggesting some improvement in Europe and the USD…

November 28, 2022

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Base metals: Micro Outweighs Macro

Base Metals Copper

Base metal prices have rallied in recent weeks and copper prices have jumped, despite the backdrop of weakness in global manufacturing and continued lockdowns in…

November 11, 2022

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Base metals: Reasons to Be Cheerful and Fearful

Base Metals

21st October 2022: Base metal prices have fallen sharply this year, as Russia’s invasion of Ukraine sent shockwaves through financial markets. While demand growth has…

October 21, 2022

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Russian Aluminium: The Door Is Closing

Primary Aluminium

Russian Aluminium – The Door Is Closing 6th October 2022: Aluminium prices have rallied as the market starts to worry about low LME stocks and…

October 6, 2022

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Copper Falls – Setback or Existential Crisis?

Copper

28th September 2022: Copper prices fell in the past month, as inflation seems to be running out of control in the US and recession fears…

September 28, 2022

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Aluminium: Energy Spike Alters Risk-Reward

Primary Aluminium

6th September 2022: Aluminium prices fell in August, as demand weakness combined with a stronger USD and declining risk appetite. Meanwhile, gas prices surged in…

September 9, 2022

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Tight Zinc Market Battling Global Growth Headwinds

Zinc

After two years of stimulus-fuelled gains, zinc prices are off highs as global growth headwinds threaten the zinc demand outlook and broader risk appetite. However,…

May 30, 2022

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