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Soaring exports of semi-finished aluminum products from China: a record-breaking November before a sharp decline
In November 2024, China's exports of semi-finished aluminum products experienced an extraordinary surge. This phenomenon occurred in anticipation of the cancellation of the tax refund on semi-finished aluminum exports scheduled for December 1, 2024. The rush of orders...
China and copper: déjà vu shaking the global market
China's copper smelters are again facing a complex challenge. After the copper ore supply crisis of mid-2024, China significantly increased imports of copper scrap to sustain production. But how will this affect the global price of the red metal? In the first five...
Sea and air transport: market dynamics amid holidays, strikes and tariff changes
The shipping market showed significant rate increases on the Asia-Europe and Mediterranean route last week, with prices reaching $5,300 per FEU container. This is close to the levels recorded near the Lunar New Year last January, signaling an anticipation of...
Changes in Aluminum Stocks: Russia’s Presence in LME Warehouses
As of November 2024, the share of Russian-origin aluminum in London Metal Exchange (LME) warehouses increased to 67 percent, marking an increase from the decline observed the previous month, when it fell from 66 percent to 65 percent. This increase occurred despite an...