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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.
Mesabi Metallics Plans $15 Billion Integrated Steelworks in Iowa Driven by US Tariff Policies
Mesabi Metallics has announced plans to build a $15 billion integrated steelworks in Iowa, backed by domestic iron ore…
Copper Prices Hold Above $14,400 as Chilean Supply Disruptions Threaten Market Tightness
Copper prices maintained gains above $14,400 per tonne as labor disputes in Chile and tight physical inventories raised…
Proposed EU Scrap Export Restrictions Threaten Global Steel Supply Chains
Proposed EU restrictions on ferrous scrap exports to non-OECD countries threaten to disrupt trade flows to major steelmakers…
Australia Urged to Focus on Intermediate Processing in Critical Minerals Shift
Australian industry experts recommend focusing domestic critical minerals processing on versatile intermediate products like…
BHP Begins Escondida Mine Restart as Global Copper Market Struggles with Tight Supply
BHP has begun gradually restarting operations at the Escondida copper mine in Chile following a temporary halt, easing immediate…
