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Aluminium set for significant turbulence from Middle East conflict
The start of the latest Middle East conflict will have significant consequences for the aluminium market. The region is a major source of primary a...
Latin America in the geopolitical minerals game: why copper and lithium matter more than everything else
Latin America holds over 50% of global copper reserves and one-third of lithium resources. Unlike rare earths and other critical minerals, copper a...
Will Indonesia keep feeding its nickel giants?
LME nickel prices hit 18-month high as markets panic over Indonesia's proposed ore quota cuts. But is the fear justified? Indonesia has proposed sl...
Zinc smelter costs: Key companies review - Q4 2025
This insight examines the key zinc smelting companies’ production profiles, CO2 emissions and operating costs. Using cost curves and SWOT analysis ...
Beyond oil: what would it take to revive Venezuela’s aluminium industry
In this Insight we review Venezuela’s aluminium value chain footprint and assess what it would take to revive the once thriving aluminium sector in...
Value-in-use iron ore costs Q4 2025
The average global value-in-use (VIU) iron ore cost for Q4 2025 is US$60.5/t on a 62% Fe fines, CFR China basis. This cost is up 1.1% from Q3 2025 ...
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