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Global iron ore short-term outlook February 2024
Iron ore prices contract from the missed expectation of a demand rebound, but improving construction activity in China in the near term should help...
Global zinc short-term outlook February 2024
January's rally proved short lived and the zinc price came under pressure from a combination of macro economic news and short selling. As a result ...
Gold Project Insight: When is ‘peak’ gold production, or have we passed it?
The gold industry is currently seeing a step change to a new base reserve price, as it did in 2013-2019 at the end of the bull run in 2012. With th...
Global aluminium short-term outlook February 2024
Having hit a month-end high of US$2231/t on 31 January, the official LME cash price has drifted lower during February. Prices are currently in a st...
Value-in-use iron ore costs Q1 2024
The average global value-in-use (VIU) iron ore cost for Q1 2024 is US$57.5/t (62% Fe fines basis, CFR China). This is up by 2.2% compared to the la...
Global lead short-term outlook January 2024
2023's refined surplus removed much of any tightness that previously existed, but this hasn't left the market entirely awash with metal. Lead is en...
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