Why is lead bouncing back? The LME lead price rebounded strongly from March lows. Macro-led fund interest in commodities and lead’s relative cheapness underpinned gains.…
May 19, 2021
Copper hits all time high The LME copper price has surpassed the all-time high of $10,190 from 2011. Reflation-led investor interest in commodities continues to…
May 11, 2021
What do these tin shortages mean? News of severe tin production disruption at Malaysia Smelting Corporation (MSC) that could last beyond the end of 2021…
May 5, 2021
What has caused the global shipping disruption? Since the onset of the pandemic, an acute shortage of global container freight capacity has seen shipping costs…
April 28, 2021
Will inflation effect prices? The global reflation trade continues to buoy prices and physical demand for base metals, which have rallied strongly alongside other risk…
April 20, 2021
what does this mean for consumers? Pressure from society, industrial consumers and governments to cut CO2 emissions from aluminium production is imposing costs on producers.…
April 14, 2021
Why is there a shortage? In early March nickel prices retreated by ~20% from February highs. The sharp move came after China steel giant and…
March 16, 2021
Why is china facing obstacles? Strong growth in China aluminium smelting capacity and primary output over the last year have weighed on aluminium market sentiment…
March 5, 2021
Will copper continue to rise? Copper’s relentless rally from March 2020 lows has seen prices rise by almost 50% from pre-pandemic levels to almost $9,500.…
March 3, 2021