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Nickel Premiums Rise In China Driven By Open Arbitrage And LME Rally
Premiums for seaborne full-plate refined nickel imported into China increased during the week to Tuesday January 13, supported by favorable import arbitrage conditions and strong upward momentum in nickel futures prices. By contrast, premiums in the bonded nickel...
Commodity Evolution – Newsletter January 2025
Over the past month, the industrial metals complex has seen a significant recovery, with an overall positive picture in both dollar and euro prices, despite some divergences that are beginning to outline increasingly differentiated market trajectories. The most...
Speculators on a Razor’s Edge: What COT Positions in Copper, Aluminum, and Tin Tell Us
Looking at the images—LME copper, aluminum, and tin—is like leafing through a novel with three intertwined plots: the same timelines, similar characters (speculators), but very different personalities and reactions depending on the metal. The chart shows the...
Commodity Evolution – NewsLetter 2025 December
Update as of December 01 – Industrial metals trend – November 2025 Over the past month, the industrial metals complex has exhibited mixed performance, reflecting a fragile balance between more constructive macroeconomic signals and real demand that, especially...