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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.
Mounting Disruptions in Chile Threaten Global Copper Supply Amid Severe Weather and Operational Risks
Severe weather, fatal accidents, and labor disputes across Chile’s major copper mines are threatening output from…
Nucor and Gerdau Announce Rebar Price Increases Amid Rising Input Costs and Strong Sector Demand
Leading North American steel producers Nucor and Gerdau have raised rebar prices by $30 per short ton, citing…
Looming Aluminum Scrap Deficit Threatens U.S. Recycling Supply Chain as Processing Capacities Expand
Rising domestic manufacturing capacity and new rolling mills are pushing the U.S. toward a 3-million-ton aluminum…
Copper Price Clinches Weekly Gain as Chinese Demand Signals Strengthen
Copper prices posted a solid weekly gain, supported by strengthening Chinese import demand, low warehouse inventories, and…
Average Scrap Prices in Turkey Rise by $28 Per Tonne in September
Global scrap metal markets displayed mixed trends in September, with Turkish import prices surging by $28 per tonne…