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China's copper mines: Identifying key cost drivers
Over the past 18 months, the global copper mining industry has announced cuts of 865kt of metal from the market in response to lower prices. We cur...
Yunnan’s hydro-powered aluminium or hydro-cut aluminium?
Yunnan relies on hydroelectric plants to generate more than 80% of the province's electricity. In recent years, aluminium smelters in the province ...
Russia-Ukraine conflict: are metals and mined commodity price spikes justified?
The Russia-Ukraine conflict has plunged M&M markets into a state of peak uncertainty. Despite a lack of broad government-led sanctions on specific ...
Coronavirus impact briefing: week ending 24th April
Energy and natural resources sectors are having to deal with the combined forces of the coronavirus pandemic, the oil price crash and an impending ...
Transition resource rents: establishing a fair share
Transition resources are in high demand, short supply and prices have risen sharply. The demand for wind turbines, solar panels, batteries, electri...
Peak Nickel: stainless steel scrap and the future of primary nickel demand
Even though stainless steel scrap will become ever more available in the future, our projection of scrap recycling rates is one of decline. This is...
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