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China’s CMRG: From demand centre to market governor
For decades, China has been the centre of iron ore demand. This insight explores how China Mineral Resources Group (CMRG) is extending its influenc...
Mining the roof of the world: Can Tibet carry China’s copper supply growth?
China accounts for around half of global copper smelting capacity, creating huge domestic demand for copper concentrate. Large identified copper re...
India's National Steel Policy (NSP) Vision 2047
India's draft National Steel Policy Vision 2047 outlines an ambitious pathway to 505 Mt of steel demand, 604 Mt of capacity and lower emissions by ...
DRI Costs Dashboard
The DRI Dashboard brings together plant-level capacity, production, disaggregated cash costs, capital expenditure, and technology comparisons acros...
Analysis of China steel margins - September 2026
Profitability of Chinese steel mills fell below 7% as of 24 September, a step drop from a May peak of around 64%. This report examines the drivers ...
Navigating the copper project minefield: the remaining four risks
In our first edition, we examined water availability and biodiversity, two environmental risk categories that together expose material volumes of t...
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