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CBAM and aluminium: The devil's in the detail
Uncertainty and confusion surround the impact of the European Union's implementation of a Carbon Border Adjustment Mechanism (CBAM) on the primary ...
Decarbonisation footprint set to expand in Japan and South Korea
Japan and South Korea are at the forefront of lowering carbon emissions from the steel industry. Ambitious targets have been set, strategies are la...
Diggers and Dealers: a bright future for Australian gold
We recently conducted a research trip to Western Australia and attended the Diggers and Dealers conference in Kalgoorlie. After listening to presen...
Diversified miners Q1-22 reported results review
Buoyant miners exposed the reality of the operating environment in Q1 production updates. Building on record margins and pay-outs in 2021, the mine...
China wants to decarbonise steel – is that possible?
China is mobilising its massive steel industry toward carbon neutrality by 2060. There are questions about just how realistic and effective its dec...
China's aluminium smelters feel the impact of coal price fluctuations
Wood Mackenzie estimates that a US$1/t rise in the price of coal in China results in a US$6-7/t increase in C1 cash cost at smelters with dedicated...
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