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Risk, Not Demand: The Real Driver Of The Indian Steel Market
In the Indian steel market, a shift in paradigm is becoming increasingly clear: it is not demand that is driving prices, but risk. Rising tensions in West Asia and recent disruptions in gas supply are introducing a new layer of uncertainty, shifting participants’...
Escalation In The Gulf And New Risks For Global Trade
The crisis in the Strait of Hormuz is entering an even more critical phase. Iran has intensified attacks on vessels attempting to transit the strategic passage, recently extending operations to include non-transiting vessels and ports across the Persian Gulf and the...
Rise Of Copper Premiums In The United States Amid Logistics Constraints And Arbitrage Dynamics
The US copper market recorded a new signal of strengthening during the pricing session ended Tuesday March 17, with a widening of premiums reflecting renewed dynamism in spot trading activity. The weekly copper grade 1 cathode premium, ddp Midwest US, was assessed in...
Scrap Markets Between Global Tensions And Diverging Dynamics
The global scrap metal market is entering a phase of strong complexity, where geopolitical tensions and logistics dynamics are increasingly outweighing traditional supply-demand fundamentals. From Turkey to Mexico, emerging signals outline a fragmented landscape...