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Deep Dive Analysis
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Indonesia’s Nickel Policy Turn: State Control, Rising Costs and the Investment Chill
Indonesia has pivoted from growth-at-all-costs nickel expansion to state-managed supply discipline — a new DSI export monopoly, an…
PGM Market 2026: Why Platinum Tightens While Palladium and Rhodium Turn
The platinum group metals complex is splitting in 2026: platinum, ruthenium and iridium stay in deficit on industrial…
EU EV Transition Meets Energy and Tariff Reality: What It Means for Battery Metals
The EU EV transition is running into energy costs, a regulation-first model and relentless Chinese competition — reshaping…
Hafnium Prices Hit Record Highs as Structural Shortage Tightens Aerospace and Semiconductor Supply Chains
Hafnium prices have surged to all-time highs, with US assessments settling at $6,125–6,800/lb ddp, as a…
Comex Copper Sets Fresh Record as China Data Lifts LME Base Metals Complex Despite Iran Risk
Comex copper closed at another record on Monday and the full LME base metals board advanced, as firmer…
Global Nickel Market Faces First Deficit Since 2022 as Indonesia Tightens Ore Quotas and Middle East Disruptions Raise Costs
The global nickel market is projected to post a 32,000-tonne deficit in 2026 — the first shortfall in four…Latest Market News
The latest developments across specialty metals and global markets.
Global Rare Earth Price Disparities Flare Ahead of Trump-Xi Summit
A widening price gap between domestic Chinese quotes and overseas spot markets points to severe international rare earth…
Nucor Raises Hot-Rolled Coil Prices by $15 Per Short Ton Amid Stable Demand
Nucor Corporation has raised its hot-rolled coil price by $15 per short ton, reflecting steady North American steel…
Eyes Above the Yard: AI-Powered Drones Transform Scrapyard Monitoring
AI-powered drones equipped with thermal sensors are transforming 24/7 scrapyard monitoring by improving inventory accuracy…
U.S. Lenders Retract Support for Kazakhstan Tungsten Project Linked to Trump Family
US EXIM and DFC have stepped back from financing a $1.1 billion Kazakh tungsten mine, complicating Western effort to…
EU Steel Competitiveness Faces Severe Pressure Under ETS and CBAM Regimes
Ecomondo 2026 discussions reveal that EU steel producers and downstream manufacturers face mounting competitiveness risks…