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All change, no change as LME bans new Russian aluminium
The LME’s ban on accepting Russian primary aluminium produced after 13 April has seen the exchange price jump by over US$200/t. The new rules, desi...
Alumina market review: everything that can go wrong…
Rio Tinto has declared force majeure on third-party contracts for alumina exported from its refineries in Queensland, Australia. An incident at Jem...
Aluminium incentive price: A higher price required for a cleaner supply
There is a new environment that dominates investment decisions. Future aluminium supply cannot longer rely on fossils fuel for its energy. The curr...
Canadian gold mine research trip
Wood Mackenzie was in Canada on our latest research trip to the region. We met with a wide range of gold producers to gather data and discuss oppor...
Capital intensity falling to pre-boom levels: iron ore project review 2016
The average capital intensity of iron ore projects is US$122/tonne of capacity, down from a peak of US$236/t of capacity for projects completed in ...
Can President-elect Trump’s infrastructure plan make steel and iron ore great again?
During his pre-election campaign, and again during his victory speech, President-elect Trump has made bold statements about investment in US infras...
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