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Realignment without reward? Why DRC’s pivot toward the US may reshape but not expand the copper and cobalt supply chain
On a recent visit to China, we met with several companies active in the Democratic Republic of Congo (DRC) copper-cobalt sector. Executives indicat...
A golden opportunity for all?
Higher gold prices are creating winners and losers in the copper industry as high by-product credits alleviate C1 costs. But despite widespread ben...
Decarbonization of Aluminium: Emerging Industry Trends
This insight outlines recent developments, key findings, and strategic directions that have emerged in our ongoing work toward the decarbonisation ...
The EU shields its steel
As global tariff tensions rise, the EU is moving to tighten steel import rules. The European Commission plans to cut Tariff Rate Quotas sharply and...
Anglo Teck Merger
Anglo American and Teck Resources' proposed nil-premium merger would create a copper-focused mining giant targeting one million tonnes per annum of...
Grasberg mine incident tightens already constrained copper market
A mudflow at Grasberg Block Cave on 8 September trapped seven workers, with the sensitive recovery of two bodies confirmed as of writing. Incident ...
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