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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...
Simandou project – a force to reckon with
Recent cooperation agreement to develop the Simandou's infrastructure potentially marks a turnaround point for the iron ore project. However, numer...
Singapore Ferrous Week - Steel Value Chain Briefing
On 22nd July, Wood Mackenzie hosted a briefing at our Singapore office. We presented the outlook for iron ore and metallurgical coal supply and dem...
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...
Peak Nickel: stainless steel scrap and the future of primary nickel demand
Even though stainless steel scrap will become ever more available in the future, our projection of scrap recycling rates is one of decline. This is...
Perspectives - metals and mining
We are delighted to provide the first edition of “Perspectives – metals and mining” - an enhancement to the M&M product suite. The aim is to give o...
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