Insights

Filter:
Latest First ↑

AMT Insight – Base metals outlook video – why, where, what next?

Base Metals Copper Primary Aluminium Tin

Get the latest insights on base metals via our research video, which is now available for clients on Youtube. See link below. https://youtu.be/mayVdpMry7g The base…

February 27, 2024

Read more

Tin: Technology Upturn, Amid Supply Crunch

Base Metals China Tin

9 February 2024: LME tin prices have outperformed the rest of the base metals complex in the past month, with fundamentals starting to tighten. Demand…

February 9, 2024

Read more

Base Metals: Looking for Goldilocks

Base Metals China Copper Tin

19 January 2024: After a weak start to 2024, the major LME base metals are likely to trend higher in the year ahead. Interest rates…

January 19, 2024

Read more

Aluminium: Supply Shocks Shift Sentiment

China Primary Aluminium Russia

11 January 2024: The LME three-month aluminium price is up 6% in the past month, making it the best performing base metal during this period.…

January 11, 2024

Read more

Copper Bulls: Notable By Their Absence

China Copper

15th December 2023: LME three-month copper prices have risen in the past month, helped by significant problems with mine supply in Latin America. Also, contract…

December 15, 2023

Read more

Base Metals: Resilience, Amid Global Headwinds

2nd October 2023: The major LME base metals have mostly rallied in the past year, although nickel and zinc prices have fallen sharply, reflecting poor…

October 3, 2023

Read more

Aluminium: China Springs a Surprise

14th September 2023: LME three-month aluminium prices tumbled in the first half of this year, but the fall was halted in Q3 and we expect…

September 22, 2023

Read more

LME COTR: Follow the money!

2nd August 2023: Base metal prices have a close relationship with LME net speculative positions. Tracking these speculative flows helps to explain why markets are…

August 2, 2023

Read more

Base Metals: Diversity And Green Credentials

14th July 2023: LME base metal prices showed mixed trends in H1 2023. While tin prices jumped, the rest of the complex retreated. Headwinds are…

July 14, 2023

Read more