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EU steel keels under pressure of soaring energy prices
European steelmakers idle almost 30 Million Metric Tonnes of steel capacity to rebalance the market amid a climate of soaring energy prices, high i...
Nickel: Stock decline and production cuts - the key for higher prices
At the April meeting of the INSG, Sean Mulshaw discussed nickel oversupply, high stock levels and what this means for future nickel prices. Estimat...
Nickel's next unintended squeeze
The LME's efforts to increase the total capacity of metal eligible for delivery to the exchanges added over 170kt Ni from July 2023 through to May ...
Can the global rise in labour productivity in copper mining be sustained?
After a nine-year gradual decline, global labour productivity in copper mines has risen for the past two years and is forecast to lift again in 201...
Capital intensity falling to pre-boom levels: iron ore project review 2016
The average capital intensity of iron ore projects is US$122/tonne of capacity, down from a peak of US$236/t of capacity for projects completed in ...
China's closed iron ore mines unlikely to restart
Despite high iron ore prices, we do not expect closed Chinese mines to restart production. Based on costs alone, an iron ore price of US$80/tonne i...
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