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The EU shields its steel: safeguards go live
The EU revealed its long-awaited country- and product category-specific quota allocations on 30th June 2026, confirming the parameters flagged earl...
Gold in Brief
Welcome to the first Gold in brief update. We are excited to launch a new report highlighting the latest need-to-know events from the gold commodit...
All eyes on Jakarta: a deep dive into the 2026 nickel regulatory shakeup
Indonesia's nickel sector is in the middle of its most significant regulatory shakeup in years. The Prabowo administration has introduced a series ...
Data centre metals demand: it's all about the infrastructure not internals
Data centre growth is increasingly constrained by access to power rather than asset buildout. While internal demand for aluminium and copper rises ...
Value-in-use iron ore costs Q2 2026
The average global value-in-use (VIU) iron ore cost for Q2 2026 is US$66.8/t on a 62% Fe fines basis, CFR China. This cost has increased by 5.0% fr...
US President Donald Trump amends tariffs on steel, aluminium and copper imports
The policy shifts the minimum local metal content to 85% by weight for capital equipment to qualify for a preferential 10% duty rate. Crucially, th...
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