Perfect storm for copper

Perfect storm for copper

Red metal faces significant supply disruptions and slowing of new projects

Research

31 MARCH 2020
Copper supply growth to stay strong

Copper supply growth to stay strong

Australia and Canada dominate new copper project pipeline outlook

Research

19 MARCH 2020
From aluminium to lithium - the next big thing

From aluminium to lithium - the next big thing

Strictly Boardroom views lithium as the 'real deal' in terms of future transformational growth

Strictly Boardroom

10 FEBRUARY 2020
The big bank tipping split over iron ore

The big bank tipping split over iron ore

Wild variations on price outlook for iron ore

Bulks

05 SEPTEMBER 2019
Commodities in a time of low inflation

Commodities in a time of low inflation

As world GDP growth slows, so prices will ease; also a heartening uranium follow-up. The Outcrop by

Outcrop

25 JULY 2019
More banks join the iron ore upgrade party

More banks join the iron ore upgrade party

'Exceptional' year in iron ore changes outlook

Bulks

27 MAY 2019
SQM sees soaring lithium demand, but lower prices

SQM sees soaring lithium demand, but lower prices

New supplies coming on stream to erode the price another 20% by the second half of 2019

Copper deficit could be overstated; is oversupply coming?

Copper deficit could be overstated; is oversupply coming?

CRU adjusts supply and demand outlook and reduces copper price growth outlook.

Events Coverage

10 APRIL 2019
Zinc window opens and then slams shut

Zinc window opens and then slams shut

Zinc's happy hour likely to come to an end before the end of June

Base metals

04 APRIL 2019
Bank not sold on copper rally

Bank not sold on copper rally

Barclays adjusts Q1 copper forecast

Research

01 MARCH 2019
Glencore flags 2019 deficits

Glencore flags 2019 deficits

Inventories at record lows for many commodities

Base metals

05 DECEMBER 2018
China iron ore imports have peaked, says Macquarie

China iron ore imports have peaked, says Macquarie

Last year may have been the peak for Chinese iron ore demand

Bulks

30 AUGUST 2018