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
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
What do global energy changes mean for metal prices? Governments globally are ramping up efforts to reduce fossil fuel dependency. This is to meet ambitious…
September 27, 2021
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
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