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Copper, LS MnM Disputes 15% Cut: Onsan’s 2027 Output Will Depend On Margins
The 15% reduction in copper concentrate purchases attributed to LS MnM for 2027 is not an approved plan. On October 26, the South Korean producer clarified that no procurement volume had been determined for next year and that the figure of 1.4 million tonnes,...
Ferrochrome and Chrome Ore Decline: Weak Stainless Steel Demand Squeezes Chinese Margins
China’s high-carbon ferrochrome market is going through a period of growing downward pressure, in which spot quotations are retreating faster than production costs. Offers recorded slight reductions in Inner Mongolia, Sichuan and eastern China, while expectations for...
Cobalt And Lithium, Chinese Demand Weighs On Prices: Congolese Quotas, Recycling And Argentina Shape 2027
LME Week 2026 delivers a clear message to the battery sector: supply restrictions can support expectations, but without a recovery in Chinese demand, cobalt and lithium remain vulnerable. Late-October quotations are far below spring peaks, while the market prepares...
Copper, the New Challenge Lies in Water, Scrap and Traceability: Five Signals from the ICA Forum in London
The future of copper does not depend solely on opening new mines.Water availability at Chilean operations, infrastructure financing, international competition for scrap and the ability to document the metal’s origin are becoming decisive variables for producers and...