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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.
Copper Bounces Off Multi-Month Lows to Maintain $14,000 Support
Global copper prices stabilize above $14,000 per metric ton following a recent two-and-a-half-month low.
Nucor Raises Hot-Rolled Coil Prices by $10 Per Short Tonne
Nucor has announced a $10 per short tonne price increase for hot-rolled coil spot shipments to stabilize domestic U.S….
Chile Copper Outlook Worsens as Production Cuts Drive Up Price Forecasts
Cochilco slashes Chile’s copper production forecast and lifts price projections, pointing to severe structural market…
U.S. Steel Breaks Ground on $1.9B Direct Reduced Iron Plant in Arkansas
U.S. Steel has broken ground on a $1.9 billion direct reduced iron facility in Arkansas, creating a direct mine-to-mill…
Sunrise Energy Metals Approves US-Backed Syerston Scandium Project to Break China’s Supply Grip
Robert Friedland-backed Sunrise Energy Metals has approved the US-funded Syerston scandium project in Australia to…