LME markets operated on a short schedule of 4 sessions this week, amid the Easter holiday. We continue to highlight that Copper, Aluminum, Zinc, and Nickel are up an astonishing…
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…
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…
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…
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…
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…
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…
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…
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…
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…