Weakness in the steel sector, which consumes the bulk of iron ore, means imports are likely to grow Chinese port stockpiles ...
Emerging markets remain an efficient gateway to powerful secular themes, from technology-driven transformations to consumer ...
A sector that was once racing to build new supply has been closing mines and deferring projects as low prices bite into the ...
But regulatory pressures and reforms, competitive pressures and having to deal time and again with some whopsy new curve-ball ...
Signals from the incoming administration indicate a possible focus on policy pivots that they believe will result in a more ...
It's been a brutal year to be in the battery metals business. Prices of lithium, nickel and cobalt collapsed in 2023 and have ...
Global eyes will turn east for good reason. Under watch will be Hong Kong tycoons, China’s recovery attempt, Chinese business ...
Global oil demand ... consumers and a broad market consensus about imminent oil supply surpluses,” they added. “The end of 2024 has proved little different; indeed, the fear of surplus appears ...
Lower-than-expected demand from the EV sector, particularly outside of China, has coincided with supply surges across the ...
As the global sustainability landscape evolves, 2025 is emerging as a pivotal year for businesses grappling with new ...