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Can China keep Russian aluminium smelters afloat?
It’s been more than two months since UC Rusal suspended operations at its 1.75 Mtpa Nikolaev alumina refinery in Ukraine. The subsequent Australian...
Can the need for new zinc smelting capacity navigate the ESG agenda?
The analysis of the forward zinc market by the Wood Mackenzie zinc markets team shows that there is a clear need for future zinc smelting capacity....
Iron Ore Pricing Mechanisms
Over time, pricing mechanisms and points for iron ore products have significantly evolved and become more sophisticated. This evolution mirrors the...
Iron ore time spreads support spot prices
The 62% Fe iron ore index has averaged $140/t so far this year. We have just raised our CY 2022 price forecast by 50% to $135/t CFR in our latest G...
Is China's 13th five-year plan gold production target achievable?
Chinese gold production has risen steadily over the past three decades, and has doubled in the past 10 years. China overtook South Africa as the wo...
Is Huoshaoyun to be the next major zinc mine?
The Huoshaoyun zinc and lead deposit in Xinjiang province is reported to be the largest of its kind discovered in China in recent years. Recent med...
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