3 December 2024: Zinc prices have rallied this year, despite a backdrop of lacklustre demand conditions in the Chinese property market. Recent days have also seen a sharp fall in on-warrant LME stocks, with cancelled warrants jumping, which is helping to create tightness on the exchange. The physical market is also tight, with spot treatment […]
December 3, 2024 - Dan Smith
11 September 2024: LME three-month copper prices rallied into mid-May, but have fallen significantly since then. The biggest problem for bulls is that the Chinese economy continues to struggle, and demand is not growing as quickly as expected. Another challenge is that mine supply growth has picked up in Chile and the DRC is booming, […]
September 12, 2024 - Dan Smith