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Insight

After multiple false starts, China’s supply-side reforms are beginning to bite. The China supply-side narrative, that this time it’s different, sen...

Insight

China is mobilising its massive steel industry toward carbon neutrality by 2060. There are questions about just how realistic and effective its dec...

Insight

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...

Insight

Following its announcement on 3 March that it would begin producing nickel matte for the battery sector supply chain, Tsingshan found itself in a b...

Insight

At last week’s IZA Europe conference in Krakow, there were glimmers of hope that demand is finally starting to improve amongst several of Europe’s ...

Insight

The 62% Fe iron ore index has averaged $140/t so far this year. We have just raised our CY 2022 price forecast by 50% to $135/t CFR in our latest G...

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