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Perspectives - metals and mining - Feb 2024
We are delighted to present the 2nd edition of “Perspectives – metals and mining” - an enhancement to the M&M product suite. 2024 has had an inausp...
Peruvian floods hit mine and smelter production
An extremely unusual "coastal El Nino" event has resulted in very heavy rainfall across much of Peru over the past six weeks. This has caused wides...
China delivered iron ore costs Q3 2016
We have improved our method for quality-adjusting China delivered iron ore costs. We are now using value-in-use (VIU) adjustments where we adjust c...
China’s aluminium smelting power constraints are here to stay
On 26 August, the National Development and Reform Commission (NDRC) issued the “Notice on Improving Tiered Power Tariffs for the Aluminium Industry...
China's closed iron ore mines unlikely to restart
Despite high iron ore prices, we do not expect closed Chinese mines to restart production. Based on costs alone, an iron ore price of US$80/tonne i...
China's copper mines: Identifying key cost drivers
Over the past 18 months, the global copper mining industry has announced cuts of 865kt of metal from the market in response to lower prices. We cur...
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