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Iron ore: 5 things to look for in 2017
For iron ore 2017 could be a mirror image of 2016. Prices will start the year high and finish low. But the balance of risk is tilting towards anoth...
Is China to blame for the collapse of the US aluminium smelting industry?
The sharp price decline in the LME aluminium price in late 2015 forced substantial output cuts in the US. Following the 1 Mt output cuts and subseq...
Illegal capacity and pollution: two threats facing the Chinese aluminium industry
Close on the heels of coal and steel, the aluminium industry is increasingly coming under pressure to moderate capacity growth. Implementing rules ...
Illegal induction furnace closures bring upside to China steel outlook
Induction furnaces and the steel they produce have been illegal in China since 2000. However, they still exist on a large scale. The ongoing endeav...
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...
Strong China boosts world nickel demand: rationale and risks
Chinese stainless melt production has accelerated in 2016. This is due to the ramp up of 6Mt/a of new melt shop capacity as well as a stimulus-driv...
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