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What Does Rising Inflation Mean For Base Metal Prices?

Base Metals

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

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Will Consumers Pay More For Low-Carbon Aluminium?

Primary Aluminium

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

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Bets Tempered For Future Battery-Grade Nickel Shortage

Nickel

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

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China Aluminium Output Growth Faces Climate Obstacles

Primary Aluminium

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

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How Robust is Copper’s Bull Market Narrative?

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

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Tin Under Pressure After Stunning Start to 2021

Tin

Will tin bounce back or continue to drop? The LME 3-Month tin price gained up to 35% in early 2021 amid unprecedented global physical supply…

March 2, 2021

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China Metal Demand Primed To Bounce Back From Holiday Lull

Seasonal Slowdown for china? China’s New Year Holiday will officially take place from 11th-17th February this year. We expect a seasonal slowdown in China industrial…

February 8, 2021

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