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RESEARCH: Ferro-alloy prices forecast to maintain momentum through Q3 2021

November 15, 2021 / www.metalbulletin.com

The latest forecasts from Fastmarkets' team of analysts are ready to view.This month's key ferro-alloy forecast highlights:Bulk and noble alloys both moved largely in line with our price forecasts globally over the past month, though several markets surprised to the upside, exceeding our forecast gains. Stronger-than-forecast pricing momentum was primarily triggered by supply shortages in numerous...Read More

RESEARCH: Ferro-alloy prices to maintain momentum into June, through H2 2021

November 15, 2021 / www.metalbulletin.com

The latest forecasts from Fastmarkets' team of analysts are ready to view.Bulk ferro-alloy prices have shown impressive gains again this month, with ferro-silicon, silicon metal and manganese alloy prices all making significant increases. Noble alloy markets also enjoyed upward momentum, with both vanadium and molybdenum prices rising sharply.Recovering demand from steelmakers globally, together w...Read More

RESEARCH: Ferro-alloy prices forecast to remain elevated through Q2 2021 on supply shortfall and rising demand

November 15, 2021 / www.metalbulletin.com

The latest forecasts from Fastmarkets' team of analysts are ready to view.This month's key ferro-alloy forecast highlights:?EUR?  Impressive advances in ore and alloy prices persisted in March, with most markets posting significant price gains. Strengthening demand from steelmakers along with supply shortages and depleted inventories in numerous markets, as well as freight and transportation...Read More

OUTLOOK: Ferro-chrome market to adapt as tight supply in China runs into Q2

November 15, 2021 / www.metalbulletin.com

Inner Mongolia, China's ferro-chrome production heartland, has imposed restrictions on its metallurgical sector in a move that has fueled the high-carbon ferro-chrome markets in China and Europe, and although this may ease off, the gains were unlikely to be lost while alloy ramp-ups continue, sources have told Fastmarkets.The decision to restrict energy consumption in Inner Mongolia since December...Read More

RESEARCH: Drop in global auto output causes steel scrap price spreads to widen

November 15, 2021 / www.metalbulletin.com

The latest forecasts and analysis of the ferrous scrap and iron metallics market from the Fastmarkets research team are ready to be viewed.Stifled automotive output this year, driven by a supply shortage of semiconductor chips used in vehicles, has tightened prime scrap availability and widened the spreads between this grade of steelmaking raw material and obsolete scrap.While wide prime-over-obso...Read More

RESEARCH: Key takeaways from Coaltrans Asia; what to expect for scrap, metallics demand in China

November 15, 2021 / www.metalbulletin.com

The latest forecasts from Fastmarkets' team of analysts are ready to view.Fastmarkets analysts were invited to present our outlook for the coking coal market at Coaltrans Asia, held online on November 23-25. One of the key topics at the event was the trade tensions between China and Australia, which overtook Mongolia to become the largest coking coal exporter to China this year...Read More

RESEARCH: H2 stainless steel outlook

November 15, 2021 / www.metalbulletin.com

Stainless steel prices continue to register new highs around the end of the first half of 2021 and steelmakers continue to enjoy outsized margins.They have responded in recent months by increasing their output, which has now pushed above pre-pandemic levels and will eventually restore balance to the market.For now, though, supply gaps are still being filled and buyers find themselves competing aga...Read More

RESEARCH: Tighter trade policy likely to raise global floor for stainless steel prices

November 15, 2021 / www.metalbulletin.com

The latest forecasts from Fastmarkets' team of analysts is ready to view.Recent weeks have brought two key developments with regard to trade policy on stainless steel products that will be to the detriment of consumers.In China, the country's stainless steelmakers no longer enjoy a 13% export rebate as of May 1, reducing greatly their incentive to export and instead leading them to focus on supply...Read More

RESEARCH: EU set to impose import duties on Indian, Indonesian stainless steel

November 15, 2021 / www.metalbulletin.com

The latest forecasts from Fastmarkets' team of analysts is ready to view.Stainless steel prices and margins for stainless steel producers have risen notably over the past few months in both Europe and the United States, but there are now signs that the rally is petering out.A clear reason for the halt to rising prices comes from the near 20% drop in nickel prices seen in late February/early March,...Read More

RESEARCH: Stainless prices continue rise despite falling nickel costs

November 15, 2021 / www.metalbulletin.com

The latest forecasts from Fastmarkets' team of analysts is ready to view.With nickel prices down by almost 20% over the space of around ten days during late February and early March, one might have been expecting us to be reporting sharply-lower prices of stainless steel, at least for the most common nickel-containing grades of stainless steel.This is not the case, at least in Europe and the Unite...Read More

Gold shines as markets eye inflation, macro concerns...

November 15, 2021 / www.mining-journal.com

Look beyond market approach to project valuations: van ZylLeadershipTransparency at centre of corporate climate policySPONSOREDpolyusPolarX finds extra copper potential in AlaskaSPONSOREDpolarxCorazon Mining: developing a large-scale nickel sulphide projectSPONSOREDcorazon mining"The gold market is perhaps one of the more classic signs of inflationary concerns - this is a play on US ‘real' (...Read More

The Interchange Recharged podcast: Solar Power - The Silver Linings of Ditching Silver

November 12, 2021 / 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.Why wouldn’t everyone invest in solar? Well, for that reason exactly: it’s an investment. Although it’s praised for its low maintenance costs and long-term savings, it is still a hefty investment in terms of individu...Read More

Will the natural resources sector recover from Covid-19?

May 07, 2020 / 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 outbreak of coronavirus, the oil price crash and the impending global recession present an enormous challenge for energy and natural resources. How are you keeping up with the spread of Covid-19 and its impact on your sector?We&rs...Read More

Carbon taxes - which mined commodities will be the winners and losers?

July 13, 2021 / 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.To quote Elon Musk, “We are running the most dangerous experiment in history right now, which is to see how much carbon dioxide the atmosphere can handle before there is an environmental catastrophe.” What was once a heate...Read More

Kazatomprom inks uranium supply deals with Chinese...

November 12, 2021 / www.mining-journal.com

London-listed Kazatomprom said on November 12 it has signed term contracts with China National Uranium Company Limited and State Nuclear Uranium Resources Development Company.Read More

Brilliant Earth Sales Jump Ahead of Holidays

November 14, 2021 / www.diamonds.net

RAPAPORT... Brilliant Earth expressed optimism for the holiday season after recording a sharp jump in revenues during the third fiscal quarter.Sales rose 33% year on year to $95.2 million in the three months ending September 30, the US retailer said Friday in its inaugural earnings report as a public company. The total number of orders increased 30% to 28,855, while net profit slipped 51% to...Read More

Cartier Owner Sees Sales Soar

November 14, 2021 / www.diamonds.net

RAPAPORT... Richemont's jewelry brands continued their recovery in the first fiscal half as shoppers returned in key markets.Jewelry sales across the group jumped 69% year on year to EUR 3.8 billion ($4.35 billion) for the six months ending September 30, the luxury giant reported Friday.Revenue from the company's jewelry maisons - Cartier, Van Cleef & Arpels, and Buccellati - rose 67% to...Read More

Luxury Goods Market Set for Rebound

November 14, 2021 / www.diamonds.net

RAPAPORT... The personal luxury-goods industry will bounce back in 2021 amid increased spending from the US and China on shoes, leather items and jewelry, according to Bain & Company.Global sales of personal luxury goods will grow 29% year on year to EUR 283 billion ($324.01 billion), the consultancy company said in its Fall 2021 Luxury Report, released last week in conjunction with Altagamma,...Read More

Baselworld's Spring 2022 Show Is Canceled

November 14, 2021 / www.diamonds.net

RAPAPORT... Baselworld will not take place this coming spring, as organizer MCH Group feels it needs "more time" to work out what exhibitors and buyers want.The decision followed a pop-up event in Geneva and extensive discussions with manufacturers and retailers, MCH said in a statement Friday. In addition, the Covid-19 situation and resultant uncertainty among customers make it hard to launc...Read More

Zimbabwe Urges UN to Ease Diamond Sanctions

November 14, 2021 / www.idexonline.com

(IDEX Online) - Zimbabwe has asked the United Nations to help it start selling diamonds again on the international market.There are vast reserves in the Marange diamond fields but ongoing brutality against artisanal miners and allegations of wholesale corruption have resulted in embargoes by the United States and the European Union.Zimbabwe's government is desperate to resume diamond and othe...Read More

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