China’s metals imports boomed in 2021, so did its exports
Such divergence is highly unusual but reflects the equally unusual combination of pandemic recovery and supply-side constraints, writes Andy Home.
Global copper smelting surges in January, satellite data shows
The number of inactive smelters fell to the lowest level…
Analysts expect scorching base metals rally to cool
Market balances are expected to shift from supply deficit towards…
This chart says industrial metals prices have far to fall
Unless there’s been a major decoupling of copper, zinc, nickel,…
It’s not all one-way traffic for China’s EV makers
Persistent hikes in raw material costs have been weighing on…
