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Indonesia’s Nickel Policy Turn: State Control, Rising Costs and the Investment Chill

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

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

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 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 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

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.

Venezuela Resumes Aluminum Exports to US Under Commodity Deal with Mercuria and Heeney

Venezuela Resumes Aluminum Exports to US Under Commodity Deal with Mercuria and Heeney

Venezuela prepares its first primary aluminum shipment to the U.S. in years under an off-take agreement with Mercuria…
Milan Court Upholds Taranto Steelworks Shutdown Order Threatening Italian Industrial Supply

Milan Court Upholds Taranto Steelworks Shutdown Order Threatening Italian Industrial Supply

Appeals court upholds mandatory shutdown of Acciaierie d’Italia’s Taranto blast furnaces, threatening primary steel…
Copper Volatility Reshapes Scrap Markets as Tariff Pressures and Data Center Demand Surge

Copper Volatility Reshapes Scrap Markets as Tariff Pressures and Data Center Demand Surge

Shifting tariff policies and a surge in data center construction drive new levels of volatility and structural demand…
Yttrium Supply Chain Pressures and Trade Flashpoint

Yttrium Supply Chain Pressures and Trade Flashpoint

Yttrium emerges as a critical global trade flashpoint as Chinese export controls and intermittent shipments disrupt…
Saudi Arabia Identifies 110 Million Tonnes of Uranium Ore

Saudi Arabia Identifies 110 Million Tonnes of Uranium Ore

Saudi Arabia identifies 110 million tonnes of uranium-bearing ore in Medina to fuel its expanding civilian nuclear…
ArcelorMittal and China Oriental Launch Electrical Steel Venture in China

ArcelorMittal and China Oriental Launch Electrical Steel Venture in China

ArcelorMittal and China Oriental launch the AMORNEX electrical steel brand in Changzhou to support NEV and green energy…