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Deep Dive Analysis
In-depth market insights and expert analysis.
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.
EU Reviews Anti-Dumping Duties on Chinese Steel Wire Rod Imports
The European Commission has launched an expiry review of anti-dumping duties on Chinese steel wire rod, keeping current…
Global Recycled Steel Export Prices Hold Steady Amid Muted Demand and Supply Constraints
Global recycled steel export prices remain rangebound as tight yard supply and high freight costs balance cautious…
US Copper Stockpile Surge Slows as Tariff Arbitrage Fades
US copper stockpiles are leveling off as collapsing price arbitrage weakens the incentive for traders to ship metal…
Aluminum Markets Mask Deep Supply-Chain Stress Beneath the Surface
Despite stable headline prices, lingering Middle East smelter disruptions and multi-year low LME stocks maintain structural…
US Metals Machining Orders Surged Through Summer 2026 Driven by Aerospace and Grid Expansion Demand
US metalworking machinery orders surged through summer 2026 as aerospace machining and electrical grid projects drove…