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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.

Fortescue Commercializes Toowong Process with First Sale of Cleaned Copper Concentrate

Fortescue Commercializes Toowong Process with First Sale of Cleaned Copper Concentrate

Fortescue completes the commercial sale of over 40 tonnes of copper concentrate treated with its Toowong Process, cutting…
AI Expansion Drives Surge in Industrial Metal Demand: Copper Approaches 1M Tonnes, Tin Prices Double

AI Expansion Drives Surge in Industrial Metal Demand: Copper Approaches 1M Tonnes, Tin Prices Double

Data center copper demand nears 1 million tonnes and tin prices double, dominating key debates at LME Week.
Cleveland-Cliffs Returns to Profitability in Q3 Supported by Higher Realized Steel Prices and Stelco Integration

Cleveland-Cliffs Returns to Profitability in Q3 Supported by Higher Realized Steel Prices and Stelco Integration

Cleveland-Cliffs returned to profitability in Q3 2026, driven by higher realized steel prices, disciplined capacity…
US Steel and Copper Scrap Prices Maintain High Levels Amid Tight Supply and Resilient Industrial Demand

US Steel and Copper Scrap Prices Maintain High Levels Amid Tight Supply and Resilient Industrial Demand

US ferrous steel and copper scrap prices remain elevated due to tight scrap generation, robust EAF mill demand,…
India Approves Major 23.3 Million Tonne Expansion in Steel Capacity

India Approves Major 23.3 Million Tonne Expansion in Steel Capacity

India approves a major 23.3 million tonne crude steel capacity expansion in 1H2026 to satisfy rising domestic…
US Buyers Eye Ivanhoe Electric’s Arizona Copper Project

US Buyers Eye Ivanhoe Electric’s Arizona Copper Project

Ivanhoe Electric is engaged in advanced offtake talks for its $1.4B Arizona copper project amid surging US demand.