Nickel Bulls Give Up the Ghost

China Nickel stainless steel

27 February 2025: The nickel market is in the middle of a massive market glut and the listing of new brands by the LME has…

February 27, 2025 - Dan Smith

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AMT – Presentation at 121 Mining Conference: 15 May

Copper Nickel Tin

Our Head of Research was invited to speak at the 121 mining conference in London, where he was talking about the outlook for copper, nickel…

May 24, 2024

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Base Metals: Speculative Bubbles Build

Base Metals Copper Lead Nickel Primary Aluminium Tin Zinc

12 April 2024: After a weak start to 2024, base metal prices jumped in March and early April, mainly driven by speculative forces. There are…

April 15, 2024

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Nickel: Prices Bounce Back on Margin Compression

China Electric vehicle Indonesia Nickel

19 March 2024: LME nickel prices have outperformed the rest of the base metals complex in the past month, with fundamentals starting to tighten. The…

March 20, 2024

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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

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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

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War and Strong Fundamentals Send Nickel Price Soaring

Nickel

Nickel prices have had a roaring start to 2022. An extended drawdown of visible inventories reflects acute global physical market tightness, particularly for Class 1…

March 4, 2022

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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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