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Copper TCs At Minus $281: The 2027 Benchmark Divides Mines And Smelters
The copper concentrates market has entered a period of strain that calls into question the traditional balance between mines and smelters. During October LME Week, participants discussed not only how low treatment charges should be in 2027 but whether a single annual...
Aluminium, Japanese Port Inventories Fall 9.5%: MJP Premium Holds, But 2027 Remains Uncertain
Japan’s primary aluminium market is once again facing the problem of physical availability. At the end of September 2026, inventories at the country’s main ports stood at around 223,200 tonnes, down from 246,600 tonnes one month earlier. The decline of 23,400 tonnes,...
US Port Fees On Chinese-Linked Vessels, Extension Proposed Until January 2027: Effects On Metals And Coal
Washington proposes to keep port fees on China-linked vessels suspended for a further two months. The USTR initiative, made public on October 23, 2026, would move the deadline to January 9, 2027, immediately easing the risk of new costs for US metals and coal exports....
Lithium, France Grants Imerys The Beauvoir Mining Concession Until 2075: EMILI Targets 34,000 Tonnes A Year
The French concession marks an important step for the European battery supply chain, but it does not mean construction has begun. Between permits, financing and falling lithium hydroxide prices, the EMILI project remains a long-term industrial undertaking. The French...