February 3, 2022

China’s metals imports boomed in 2021, so did its exports

Such divergence is highly unusual but reflects the equally unusual combination of pandemic recovery and supply-side constraints, writes Andy Home.

February 3, 2022

Global copper smelting surges in January, satellite data shows

The number of inactive smelters fell to the lowest level since February 2018.

February 1, 2022

Analysts expect scorching base metals rally to cool

Market balances are expected to shift from supply deficit towards surplus in 2023 as production recovers and demand cools, Andy Home says.

January 31, 2022

This chart says industrial metals prices have far to fall

Unless there’s been a major decoupling of copper, zinc, nickel, aluminum prices and Chinese manufacturing activity, declines of as much as 40% may be in the offing.

January 31, 2022

It’s not all one-way traffic for China’s EV makers

Persistent hikes in raw material costs have been weighing on automakers for a while now.

January 30, 2022

Energy transition saw record investment in 2021 — report

BloombergNEF reports that global investment in the energy transition totalled $755 billion in 2021.

January 28, 2022

Tesla’s not working on that $25,000 car – here’s why

R.I.P. Model 2.

January 28, 2022

Copper price heads for biggest weekly fall in three months

"Price weakness could last through China's New Year public holiday next week, typically a time of low demand," said Saxo Bank.

January 28, 2022

Iron ore price hits 5-month high on China demand optimism

Despite China's ambitious low-carbon goals, President Xi Jinping has said "reducing emissions is not about reducing productivity, and it is not about not emitting at all."

January 28, 2022

China raises first batch of 2022 rare earth quota by 20%

The mining quotas will be shared among the country's four main producers.