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War and Strong Fundamentals Send Nickel Price Soaring

Nickel

Nickel prices have had a roaring start to 2022. An extended drawdown of visible inventories reflects acute global physical market tightness, particularly for Class 1…

March 4, 2022

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Aluminium Price Riding Wave of Supply Constraints

Primary Aluminium

The aluminium market is experiencing an array of supply pressures and threats. Combined with robust demand these have underpinned the metal’s rally to near all-time…

February 22, 2022

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How Will Ukraine Tensions Impact Base Metal Prices?

Base Metals

The threat of a Russian invasion of Ukraine has stoked geopolitical tensions between Russia, the US and its European allies. A military incursion and subsequent…

February 3, 2022

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AMT Virtual Base Metals Forum – Panel Recording

Base Metals Event

On 18th January 2022, Amalgamated Metal Trading Ltd. (AMT) hosted a panel of leading industry analysts from BMO Capital Markets, CRU and Fastmarkets to discuss…

January 11, 2022

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Zinc Supply Hit by Europe’s Worsening Energy Crisis

Base Metals

The spiralling cost of energy and emissions allowances in Europe continues to undermine the economics of Europe’s zinc production. Capacity reductions and smelter closures will…

December 22, 2021

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Metal Prices Sensitive to Shifting Inventory Demands

Base Metals

Base metal availability and pricing remain sensitive to trends in supply-chain inventory requirements amid global shipping disruption. A bullwhip effect may be playing out in…

December 10, 2021

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Physical Tightness Underpinning Base Metals Prices

Base Metals

Base metal prices have proved largely resilient to emerging risks to economic growth. This is amid persisting signs of acute physical tightness across the complex.…

December 3, 2021

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Monthly Ferrous Futures Report – November 2021

Ferrous

The ferrous complex was weaker across the board in November. Iron Ore spot dipped below 100 down to 87 in the middle of November but…

December 3, 2021

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Monthly Ferrous Futures Report – October 2021

Ferrous

The main themes for October were soaring energy costs, falling iron ore prices, divergence between longs and flats and the US replacing Section 232 tariffs.…

November 16, 2021

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