Nickel Sulfate Premium Stable in South Korea and Japan Despite US Political Uncertainty
The nickel sulfate premium for the South Korean and Japanese markets remained stable in the week ending Friday, July 11, according to several market sources. This development comes amid significant political uncertainty stemming from the United States' approval of the...
The Crisis’ Wreckage Is Receding: Chinese Zinc Smelters Regain Control of Treatment
Chinese zinc smelters are regaining negotiating power with miners thanks to the sharp rise in treatment charges (TCs) for zinc concentrate, which have returned to the range of $55-$80 per ton according to the latest assessment by Commodity Evolution on July 11. This...
A $7.5 Billion US Package Boosts Critical Raw Materials
On July 4, 2025, US President Donald Trump signed the One, Big, Beautiful Bill (OBBB), a measure that represents a historic economic intervention to support the production of critical raw materials. The measure, welcomed enthusiastically by market participants and...
Energy Uncertainty for South32’s Mozal Smelter in Mozambique
Australian mining company South32 announced on Monday, July 14, that its Mozal aluminum smelter, located in Mozambique, faces significant uncertainties regarding electricity supply beyond March 2026. The main reason is the difficulty of obtaining a sustainable and...
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