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
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
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
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
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
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
Why are metal prices plummeting? Base metals prices aggressively retreated in the second half of October after China’s coal price collapsed following government intervention. Coal’s…
November 3, 2021
What do these magnesium shortages mean? China produces the majority of the world’s magnesium but domestic power curbs have significantly disrupted output, triggering fears of…
October 29, 2021
Why is copper rebounding? Escalating physical market tightness has jolted the copper price into life after several months of directionless trading. Declining copper exchange inventories…
October 19, 2021