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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.
Epiroc South Africa Platinum Order
Epiroc has won a major underground equipment contract from Sibanye-Stillwater for its Siphumelele platinum operation in…
Antofagasta Centinela Copper Strike
A strike at Antofagasta’s Centinela copper mine in Chile has introduced new supply risks as global copper prices remain…
Sigma Lithium Grota Mine Restart
A Brazilian appeals court has cleared Sigma Lithium to restart operations at its flagship Grota do Cirilo project.
Codelco Copper Production Investigation
Codelco has launched an investigation after discovering over-reported copper production figures for 2024 and 2025.
Nucor HRC Price Increase
Nucor has increased its hot-rolled coil spot price to $1,230 per metric tonne amid tight US spot market supply.