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Trump's latest China tariffs - what do they mean for metals and mining?

May 10, 2019 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.The U.S has increased tariffs on $200bn of Chinese goods to 25%, from 10%, impacting a number of metals. Commentary below comes from the Wood Mackenzie metals team:Copper By Wood Mackenzie Senior Consultant, Yanting Zhou"Previous...Read More

Metals outlook

January 30, 2019 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Read More

Will the Vale Malaysia fire cause more iron ore supply disruption?

February 15, 2019 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.On Friday 15th February 2019, Vale announced there was a fire affecting a conveyor belt system at its distribution centre in Malaysia. Vale anticipate this will result in a 10 to 15 day halt in operations and note that a planned 10 da...Read More

World's largest hard rock lithium mine to get bigger

May 10, 2019 / www.mining.com

Talison Lithium, a partnership between China's Tianqi and U.S. group Albemarle, secured approval this week from the Western Australian Environmental Protection Authority (EPA) to expand the Greenbushes lithium mine in the southwest of the state.The decision came with a series of conditions, including the protection of the threatened black cockatoos, which are unique to Australia's south-west regio...Read More

India's renewables to contribute 13% of power generation mix in five years, double the amount today

October 15, 2018 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.India's renewables target of 175 GW capacity (100 GW of solar and 75 GW of wind) by 2022 is an ambitious endeavour. Even with significant cost declines, Wood Mackenzie expects about 76% of the target to be met by 2022 and this would s...Read More

Indian secondary billet prices down by $10 per tonne in a week

May 11, 2019 / www.metalbulletin.com

Indian domestic secondary billet prices fell by 700 rupees ($10) per tonne in the week ended Friday May 10 with demand for semi-finished steel products slumping alongside finished products such as rebar.Indian domestic secondary billet prices were assessed by Fastmarkets at 31,200-31,400 rupees ($445-448) per tonne ex-mill on May 10, down by 700 rupees per tonne from last week's assessment of 31,9...Read More

SSEF radiocarbon age-dates historic "Ana Maria Pearl"

May 10, 2019 / www.idexonline.com

The Swiss Gemmological Institute SSEF has successfully age-dated the historic "Ana Maria Pearl" using carbon-14. This is the first time such a procedure has been conducted on a historic natural pearl, to provide valuable and new information on the age of a gem. The Ana Maria pearl will be up for auction at Christie's Magnificent Jewels auction on May 15, in Geneva. The jewel will be on publi...Read More

TURKEY FLAT STEEL: Prices up slightly, demand still weak

May 11, 2019 / www.metalbulletin.com

The price of some steel coil products in Turkey increased over the seven days to Friday May 10, but buying activity remained subdued, sources told Fastmarkets this week.With demand remaining weak in the local market, producers did not want to reduce prices because that would lead to a further reduction in demand as buyers would hold out for even lower prices, sources said.However, demand...Read More

Antwerp World Diamond Centre and Ars Nobilis join forces

May 10, 2019 / www.idexonline.com

The Antwerp World Diamond Centre (AWDC) and Ars Nobilis, Belgium's - only - umbrella organization for the country's jewelry manufacturing and retail sectors, announced they will "join forces." AWDC explained in an email that "the members of Ars Nobilis will be able to call upon the services of the AWDC regarding legal advice, training, communication and security," and that the two organi...Read More

MGJ Conference to hold "Diamond Day" at Israel Diamond Exchange on May 21

May 10, 2019 / www.idexonline.com

The organizers of the Fifth Mediterranean Gemmological and Jewellery Conference (MGJC) that will be held next week in Limassol, Cyprus, will hold a one-day seminar called "Diamond Day in Israel," at the Israel Diamond Exchange. The one-day event will include lectures about fancy colored diamonds and lab-grown diamond identification as well as the presentation of identification technology and instr...Read More

Indonesia elections and impact on energy and mining and metals sectors

April 16, 2019 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.As Indonesia heads for the polls on 17 April, Wood Mackenzie's research director Andrew Harwood provides the following commentary:"We predict that President Jokowi will once again defeat his 2014 opponent, Prabowo Subianto, and secure...Read More

US secondary aluminium alloy prices fall in competitive market

May 11, 2019 / www.metalbulletin.com

The benchmark secondary aluminium alloy A380.1 price in the United States declined further on Thursday May 9, with alloy producers struggling to sell metal to disinterested die-casters, sparking steep discounts in the spot market.Fastmarkets AMM's A380.1 price assessment narrowed to 79-80 cents per lb on May 9. That level has not been seen since early August 2009, situating the current price just...Read More

US aluminium billet upcharge falls to 17-month low

May 11, 2019 / www.metalbulletin.com

Spot demand for aluminium billet in the United States has remained low, forcing producers to offer discounts in order to move material and pushing the 6063 extrusion billet upcharge to its lowest since late November 2017.Fastmarkets AMM assessed the 6063 extrusion billet upcharge delivered to the US Midwest at 10-11 cents per lb on Friday May 10, slipping by a penny from 11-12 cents per lb in the...Read More

LIVE FUTURES REPORT 10/05: LME base metals consolidate amid thin volumes; Ni stages rebound

May 11, 2019 / www.metalbulletin.com

Base metals prices on the London Metal Exchange were mostly higher at the close of trading on Friday May 10, with nickel futures climbing 1.6% while the three-month lead price failed to recover from a three-year low. Despite the US government's decision to hike tariffs on $200 billion worth of Chinese goods, potentially escalating trade tensions between the two countries, base metals prices remain...Read More

US raises additional duties on Chinese base metal exports to 25%

May 11, 2019 / www.metalbulletin.com

The United States government has increased its existing 10% additional duties on imports of base metals, ferrous metals and associated products from China to 25% from Friday May 10, citing a lack of progress on ongoing trade talks. These duties will be imposed on Chinese exports to the US of tariff lines including items and products of copper, zinc, nickel, iron and steel and other base metals. A...Read More

BATTERY RAW MATERIALS MARKET REPORT 10/05: Cobalt prices waver on weak spot buying; sulfate discount widens

May 11, 2019 / www.metalbulletin.com

An overview of the battery raw materials markets and their price moves.Read More

LIVE FUTURES REPORT 10/05: Trade worries sink Comex copper price further

May 11, 2019 / www.metalbulletin.com

The Comex copper price was dragged lower in US morning trading on Friday May 10 by an escalation in the US-China trade war, which market participants had previously expected to be nearing a peaceful conclusion. The copper price for July settlement on the Comex division of the New York Mercantile Exchange dipped 0.60 cents to $2.7655 per lb. The contract is now on a four-day losing streak and is tr...Read More

US cold-rolled, coated steel prices hold; market fears further declines

May 11, 2019 / www.metalbulletin.com

Cold-rolled coil and coated steel prices in the United States were unchanged over the past week, with market participants holding off their buying activity due to fears of potential further price drops ahead.Fastmarkets AMM's weekly assessment for domestic cold-rolled coil remained at $40 per hundredweight ($800 per short ton) on Thursday May 9, unchanged from one week earlier. The domestic h...Read More

Company will have a better idea of what it's sitting on by the end of the year

May 10, 2019 / www.mining-journal.com

White Gold Corp a force in Yukon as exploration drive reaps dividendsSPONSOREDwhite gold corpQuality emerges at Galan's blue-chip lithium addressSPONSOREDgalan lithiumAltech ticks boxes on path to production SPONSOREDaltech chemicals"It's not regulation that fails, it's [the industry] as engineers and operators"SPONSOREDsrk consultingAfter months of speculation, Rio confirmed...Read More

Colombia mining complaints wane, but sector still falls short

May 10, 2019 / www.mining-journal.com

Alkane maps own path to world-class critical metals producerSPONSOREDalkane resourcesUnder the new leadership of Juan Camilo Nariño, who took over as president of the association at the end of 2018, the congress put establishing more meaningful and inclusive relationships withRead More

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