Metals

March 24, 2021

Reuters: Shutting Down High-Carbon Aluminum in … China?

AEGIS View: Current curtailments or shutdowns are relatively modest but if China continues down the eco path, supply-demand balances could be disrupted. Source article (opens in new tab): Column: Aluminum…

Nick Hillman

March 23, 2021

Reuters: Profit Taking In Copper Holds Down Prices; Longer-term Still Bullish

AEGIS View: Since COVID, demand for copper, like many metals, has been rising faster than supply. If this continues, speculator selling is but a blip on the way to higher…

Nick Hillman

January 25, 2021

Quotas Set for U.A.E. Aluminum Imports Into U.S

Removal of tariffs could pressure (U.S.) Midwest Premium lower, but quotas still stifle imported supply In the last hours of his office, former president Donald Trump suspended the Section 232…

January 6, 2021

Metals Consumers Beware of Price Increases After Democrat Wins

Corporate consumers often hesitate to hedge after extreme price increases. Recently we have seen the LME Index of base metals up by 55% since March of 2020, which has begun…

November 9, 2020

“Green” Aluminum and its Potential Price Effects

Aluminum made with less carbon emissions may get its own market, and price. How do you guarantee the aluminum you consume was made with minimal emissions? As companies look to…

Metals

October 1, 2020

New Zealand PM Would Urge Aluminum Smelter to Remain in Service

If re-elected, PM Ardern would seek to keep Aluminum supply flowing another 3-5 years Source article (opens in new tab): Rio Tinto smelter in focus as New Zealand's PM seeks…

Metals

September 30, 2020

Rising Carbon-Emissions Costs Lead Cleveland-Cliffs to Change Fuels

Reducing coal inputs into blast furnaces can reduce carbon emissions Source article (opens in new tab): Cleveland-Cliffs CEO Says Focus After ArcelorMittal Deal is Emissions Cleveland-Cliffs announced on September 28…

Metals

September 18, 2020

Tariffs on Imported Canada Aluminum Are Removed Again

But now there are limits on tons. The back-and-forth U.S. policies regarding imports of Canadian aluminum have made the “Midwest Premium” uncertain. Source article (opens in new tab): U.S.-Canada truce…

Metals

September 11, 2020

China’s Zinc Output at Five-Year High

Antaike's research says smelters returning from maintenance pushed output high, but they expected slightly more. Source article (opens in new tab): China's August zinc output hits record high in nearly…