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How are power shortages affecting the copper market in China?
Since mid-2021, power rationing has hit at least 18 different provinces in China, across a broad range of sectors. The focus of provincial governme...
How China's 13th five-year plan could affect steel demand
The Chinese government released the framework for its 13th five-year-plan (FYP) in March 2016. The plan outlines the country's economic and social ...
How is the pandemic impacting India’s bulk commodities outlook?
Growth in Indian steel production and demand has been paused in Q2 2021 due to massive second wave of pandemic. Oxygen crisis in the country has fu...
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...
Will Guinea be to bauxite what the Pilbara is to Iron Ore?
The global seaborne bauxite market needs a handful of projects to meet incremental demand requirements by 2030. Global seaborne bauxite demand is f...
Will Southeast Asia become the next Chinese aluminium production hub?
To develop a sustainable aluminium industry, the Chinese government has forced the closure of a large number of unlicensed smelters and encouraged ...
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