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Cobalt From Congo: Quotas, Delays And A Tightening Market
The global cobalt market is entering a phase of increasing tension, with the Democratic Republic of the Congo at the center of dynamics reshaping supply balances. Exports falling short of expectations, combined with logistical and bureaucratic challenges, are...
Zinc Between Europe And China: Tight Supply And Stagnant Markets
The global zinc market is experiencing a phase of strong regional divergence, with Europe characterized by tight supply and upward pressure, while China remains stuck in a low-activity environment with unfavorable arbitrage conditions. This divergence reflects not...
Aluminium In Australia: A New Industrial Model Between Renewable Energy And Competitiveness
The aluminium sector is entering a new strategic phase, with an agreement set to reshape the future of industrial production in Australia. The partnership between Rio Tinto, the Queensland government, and the federal government represents a decisive step toward a more...
Guinea Bauxite: Between Supply Boom And Price Collapse Risk
The global bauxite market is at a crucial turning point, with Guinea at the center of a dynamic that could reshape the entire sector. Rapidly rising exports risk triggering an oversupply situation, with potentially severe consequences for international prices. The...