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CBAM Under Pressure: Risks For Europe’s Aluminium Industry
The EU’s Carbon Border Adjustment Mechanism (CBAM) is now facing a critical test. Originally designed to protect Europe’s low-carbon industry from high-emission imports, the tool risks producing the opposite effect. A structural flaw in the regulation could threaten...
Zinc In Shanghai: Stable Premiums In A Market Without Momentum
The zinc market in Shanghai continues to move in a state of stagnation. In the week ending April 14, premiums remained unchanged, reflecting extremely limited spot activity and weak domestic demand. The market appears constrained by a combination of structural and...
Base Metals Rise: Aluminium Leads The Market In Shanghai
Asian base metals markets opened April 16 with a positive tone. Prices on the Shanghai Futures Exchange posted broad gains, with aluminium as the standout performer. The major contracts recorded moderate but widespread increases, indicating a market supported more by...
Crisis In The Strait Of Hormuz: Global Logistics Under Shock
The fragile balance of global markets has been shaken by a new breaking point. Ceasefire talks in the Strait of Hormuz quickly collapsed, giving way to a different scenario: a US naval blockade targeting Iran-linked traffic. The impact was immediate. Maritime traffic...