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Gold Project Insight: When is ‘peak’ gold production, or have we passed it?
The gold industry is currently seeing a step change to a new base reserve price, as it did in 2013-2019 at the end of the bull run in 2012. With th...
Global nickel short-term outlook February 2024
Nickel prices rally as more plant suspensions fuel market optimism, if only temporarily. A slowdown in the rate of expansion of Indonesian NPI segm...
Global lead short-term outlook February 2024
Poor demand at Chinese New year coincided with LME stocks surging 71kt in February to peak at 180kt, the highest since May 2017. Stocks have since ...
Global copper short-term outlook February 2024
Metal prices over the past month have continued to be erratic. Since hitting a high of just over US$8,700/t at the end of January, three-month copp...
Global steel markets short-term outlook February 2024
In January 2024, global crude steel production in January 2024 decreased by 2% year-on-year, dragged down by a 7% decline in Chinese crude steel pr...
Global iron ore short-term outlook February 2024
Iron ore prices contract from the missed expectation of a demand rebound, but improving construction activity in China in the near term should help...
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