Tin: Technology Upturn, Amid Supply Crunch

Base Metals China Tin

9 February 2024: LME tin prices have outperformed the rest of the base metals complex in the past month, with fundamentals starting to tighten. Demand…

February 9, 2024

Read more

Base Metals: Looking for Goldilocks

Base Metals China Copper Tin

19 January 2024: After a weak start to 2024, the major LME base metals are likely to trend higher in the year ahead. Interest rates…

January 19, 2024

Read more

Base Metals: China Flatters to Deceive

Base Metals Copper Nickel Primary Aluminium Tin Zinc

15th May 2023: Base metal prices have diverged so far year, as fundamental drivers have started to reassert themselves. In particular, tin was supported by…

May 15, 2023

Read more

Base Metals: China Bounce Back to Boost Prices

Base Metals Copper Lead Nickel Primary Aluminium Zinc

31st January 2023: Last year was a weak period for most of the base metals and prices trended lower through the year, although nickel was…

January 31, 2023

Read more

China: Don’t Believe the Hype

Base Metals China

25th November 2022: Base metal prices have rallied in recent weeks with PMI survey data for November suggesting some improvement in Europe and the USD…

November 28, 2022

Read more

Base metals: Micro Outweighs Macro

Base Metals Copper

Base metal prices have rallied in recent weeks and copper prices have jumped, despite the backdrop of weakness in global manufacturing and continued lockdowns in…

November 11, 2022

Read more

Base metals: Reasons to Be Cheerful and Fearful

Base Metals

21st October 2022: Base metal prices have fallen sharply this year, as Russia’s invasion of Ukraine sent shockwaves through financial markets. While demand growth has…

October 21, 2022

Read more

China’s COVID Absolutism Roils Metal Markets

Base Metals

Aggressive measures to tackle China’s COVID-19 resurgence have badly hit its economy, but Beijing remains resolutely committed to its zero-COVID approach. Along with a soft…

April 27, 2022

Read more

Base Metals Rally Gets Messy Amid LME Liquidity Crunch

Base Metals

Base metals prices have retreated from early-March extremes. Risk-aversion hit the complex despite tight underlying physical markets and feared disruption to Russian supply amid sanctions.…

March 18, 2022

Read more