Why has the shipping crisis worsened? The continuing global shipping crisis has widened dislocations between regional physical metal markets. Soaring physical premiums in the US…
August 23, 2021
Lead market sees increase The LME lead price has risen higher overall since June amid falling LME inventories and physical tightness in the US and…
August 10, 2021
monthly report overview Ferrous complex saw inputs of scrap and iron ore fall whilst semi-finished HRC and Rebar were higher. Notably Iron Ore was sold…
August 9, 2021
Will climate change effect metal supply? While metal demand opportunities from decarbonisation have captured investor’s attention over the last year, the extreme weather observed globally…
July 27, 2021
what does the stalling economy mean? Stalling growth in China’s economy and the rampant spread of the Covid-19 Delta variant across Southeast Asia threatens the…
July 15, 2021
Can the tin market recover? The ex-China tin market remains in the grip of the severest physical shortages in recent memory. Driving tightness is strong…
July 5, 2021
Surge for demand in Aluminium? Since the onset of the global pandemic, decarbonisation has become a core pillar of government policy for most major economies.…
June 30, 2021
What is Resource Nationalism? Resource nationalism is the inclination of governments to seek greater control or revenue from natural resources in their territory. This is…
June 10, 2021
What does this mean for the market? China policymakers have taken strong verbal action to tackle inflationary risks from surging commodity prices. This has moderated…
June 2, 2021