March 30, 2022

Iron ore may see structural shift on lack of new supply, decarbonization

The issue is that investments in additional iron ore capacity and upgrading have long lead times, writes Clyde Russell.

March 29, 2022

China copper smelters raise Q2 treatment charge floor as supply woes ease

The rates are up 14.3% from $70 per tonne and seven cents a pound in the first quarter.

March 29, 2022

Dalian iron ore price hovers near 7-month high on China stimulus hopes

Fitch Ratings said the costs of iron ore and coal were likely to remain high in 2022.

March 28, 2022

China coal giant plans a surge in clean energy spending

Shenhua, which mines coal and burns it in power plants, plans to peak emissions by 2025 and achieve carbon neutrality by 2060.

March 28, 2022

He who hesitates may be lost in China’s electric car market

Car buyers may be delaying any EV purchase at their peril.

March 28, 2022

Dalian commodity exchange to raise fee on September iron ore contract

The exchange also said it would raise the margin requirement for speculative trading of iron ore contracts for May and September deliveries to 15%.

March 27, 2022

War sparks Wall Street’s rush to commodity-rich emerging markets

A deep divide is opening up as investors focus their hopes on commodity exporters in the Middle East and Latin America.

March 25, 2022

China’s electric car battery champion is mostly welcome in US

Contemporary Amperex Technology Co. Ltd. is scouting sites for a new $5 billion battery plant in North America.

March 25, 2022

Iron ore price jumps on supply crunch at Chinese mills

Almost 80% of the Chinese economy has been affected in some way by the worst outbreak of covid-19 in two years.

March 24, 2022

Commodity price spikes could signal lasting market changes – report

Margins are way above historical norms, and such a drastic divergence of price and production cost cannot last indefinitely, says WoodMac.