LME Premiums Between Stability And Geopolitical Pressures
LME warrant premiums showed substantial stability over the past two weeks, despite geopolitical tensions linked to the closure of the Strait of Hormuz putting significant pressure on physical markets. The global context remains complex: on one side logistical...
Aluminium Scrap Imports In India Between Uncertainty And Waiting
The Indian aluminium scrap import market experienced a sharp slowdown, with participants adopting an attitude of extreme caution after the ceasefire in the Middle East. The agreement between the United States, Iran and Israel introduced new variables into the market,...
Global Steel Market Between Supply Constraints And New Trade Dynamics
The global steel market is going through a complex phase, characterized by structural supply constraints, regulatory uncertainty and cost pressures. In Europe, the combination of CBAM and new safeguard measures is reshaping trade balances, while in the United States...
Chinese Ferro-Silicon Market Between Tight Supply And Divergence From Futures
Over the past week, the ferro-silicon spot market in China showed signs of a strengthening sentiment, supported by a reduction in the availability of Russia-origin material. This improvement developed in a rather complex context, characterized by a clear divergence...
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