April 16, 2020

CHART: China’s stranglehold on electric car battery supply chain

China has not only shoved aside the US for rare earths, cobalt, graphite and lithium production – new study shows it controls 93% of world's manganese going into EVs.

April 16, 2020

China’s gold market rebounds

Chinese gold ETFs’ AUM reached a record high for the month of March.

April 16, 2020

Seaborne coal prices under pressure as demand softens in China, India

Vessel tracking and port data suggests a slowing in cargo offloading in China, India and Japan in the first half of April.

April 15, 2020

China zinc treatment charges slump to 1-yr low as mine closures mount

TCs fall when mine supply tightens and smelters have to compete harder to get concentrate to process.

April 15, 2020

ERG to boost iron ore sales to China as traditional markets shrink

Exports to China have increased to 700,000 tonnes in the first quarter from 441,000 tonnes a year earlier.

April 15, 2020

China’s top lithium miner eyes stake sale

Tianqi flagged losses for Q1 of 450-510 million yuan, which may force it to sell part of its stake in the Greenbushes mine in Australia.

April 14, 2020

Copper price rally builds after China imports surprise

Chinese imports of copper concentrate maintain record-breaking pace despite covid-19 disruptions.

April 14, 2020

Gold’s powerful rally brings $1,800 into view

Gold extended its rally to hit the highest in more than seven years.

April 13, 2020

Home: A brief history of China’s metals stockpiling programmes

When the going gets tough in industrial metal markets, the Chinese get stockpiling.

April 13, 2020

China’s ‘green zone’ coal price tested as virus fight continues

China’s coal prices have sunk to levels that threaten state intervention.