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DRC Cobalt: Extension Of Quotas With Expectations And Market Uncertainty
The decision of the Democratic Republic of Congo to extend the export window for cobalt quotas represents a concrete attempt to ease tensions on global supply. However, the immediate market reaction has remained surprisingly limited, a sign of a context still...
Non-Ferrous Metals In Europe: Premiums Moving With Limited Supply And Weak Demand
The European non-ferrous metals market finds itself in a complex and contradictory phase, where the dynamics of physical premiums are increasingly disconnected from price movements on financial markets. In recent weeks, tin, nickel and zinc have shown different...
Opportunities For Brazilian Copper Under The EU-Mercosur Agreement
The trade agreement between the European Union and Mercosur is preparing to reshape the balances in the global market of transformed copper. The gradual elimination of tariffs could open the doors to Brazilian products, favoring their entry into European industrial...
NCM Black Mass: Stable Markets With Tight Supply And Global Competition
The market for nickel-cobalt-manganese (NCM) black mass continues to operate in a delicate balance, where limited material availability remains the key factor supporting payables, both in South Korea and Southeast Asia. Over the week ending April 1, payable levels...