April 20, 2021

Trafigura bets on green-nickel squeeze in defiance of China cure

The world’s worries over sourcing cheap, clean supplies of the metal are far from over.

April 20, 2021

Iron ore price surges to 10-year high after Vale, Rio miss on output

Iron ore prices jump 4% on Tuesday with $200 in sight, extending gains spurred by disappointing output figures from top two producers.

April 20, 2021

Home: Supercycle or China cycle? Funds wait for Dr Copper’s call

The copper market appears to be reaching a defining moment when it decides whether we're in a new supercycle or the same old China cycle which has defined pricing for…

April 20, 2021

China’s metal imports from Myanmar show trade contortions amid post-coup protest

Chinese trade data gave a mixed snapshot of neighbour Myanmar's ability to keep up metal shipments in March amid unrest after February's coup.

April 20, 2021

Chinese aluminum smelters forced away from captive coal-fired power — report

According to Wood Mackenzie, China’s march towards carbon neutrality is forcing its aluminium smelters away from using captive coal-fired power.

April 19, 2021

Turquoise Hill’s Oyu Tolgoi mine partially resumes shipments to China

Canadian miner declared force majeure on some Chinese contracts last month due to covid-19-led curbs.

April 19, 2021

Copper price rallies toward nine-year high on increased demand

February high will be tested sooner or later, said Saxo Bank.

April 19, 2021

Iron ore price extends rally as market focus shifts to output reports

Vale, Rio Tinto and BHP are due to report production data this week as well as give market outlooks.

April 19, 2021

CO2 emissions from cobalt production expected to soar — report

Roskill says that cobalt production emissions are supported by increased demand from the EV sector and the dominance of nickel laterite in the supply chain.

April 16, 2021

Copper price heads for biggest weekly gain in two months

Goldman Sachs this week raised its 12-month target for copper to $11,000 a tonne, while Citi recommended clients take on bullish copper exposure over the next few weeks.