April 11, 2022

Asia unlikely to rescue Russian coal amid Europe ban

There are already signs that Asia is likely to buy less Russian coal, rather than more, in coming months, writes Clyde Russell.

April 11, 2022

China port congestion leaves everything from grains to metals stranded

Dotting the sea off Chinese ports are 477 bulk cargo ships waiting to deliver resources.

April 11, 2022

CATL isolates workers to avoid covid shutdown

Automakers including Tesla and Volkswagen have been forced to suspend production at their factories in Shanghai.

April 9, 2022

China EV maker Nio suspends production due to supply chain disruptions

China's measures to contain the recent surge of covid-19 cases disrupted operations at Nio's suppliers.

April 8, 2022

Market value of top 50 mining companies surge $335 billion during Q1 2022

Extreme volatility on metal and mining markets continued into 2022 amid historically low stockpiles of metal on global exchanges, but for most […]

April 8, 2022

BMW, Volkswagen suppliers face scrutiny over ties to Xinjiang

The concerns center around the production of aluminum, raising questions for another key industry about alleged human rights abuses in its supply chain.

April 7, 2022

Goldman sees new all-time high for copper price by mid-year

Report out on Thursday says the copper market is “sleepwalking towards a stockout,” ups already bullish price targets and doubles deficit projections.

April 7, 2022

Analysts adjust higher metal price assumptions on Russia-Ukraine conflict

Russia's February invasion of Ukraine has triggered turmoil in commodity markets.

April 7, 2022

Europe’s planned ban on Russian coal has unhappy China precedent

European utilities will have to be prepared to pay premiums to draw cargoes from South Africa, the Americas, Australia and Indonesia, writes Clyde Russell.

April 7, 2022

China coal hub approves mega-mine that can produce for 97 years

The Baijiahaizi mine, in the key Chinese coal mining hub of Ordos, can produce 15 million tonnes of coal a year.