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China and the Steel and Iron Ore Paradox: Disconnection between Production and Imports
China's steel and iron ore sector, long a pillar of the global economy, is facing a moment of apparent disconnect. While steel production shows signs of weakness, imports of iron ore - the main raw material for steel production - remain surprisingly stable. This...
Aluminium Market in Europe: Stability or Decline?
In the European aluminium market, the situation seems to oscillate between uncertainty and stability. Despite expectations of a possible decline in aluminium billet premiums, the week to 16 September saw a surprising resilience of prices. In particular, the industry...
Tariffs and Logistics: A Look at US Trade Policies
In the US political debate, tariffs have returned to centre stage, with presidential candidates exchanging barbs on an issue that, while domestic, has huge global implications. Although the Biden administration has maintained most of the Trump-era tariffs, Donald...
The New Era of Critical Minerals: China and Export Restrictions on Antimony and Tungsten
In recent years, China has become an increasingly dominant player in the critical minerals sector, raising global concerns. With production accounting for about 60% of the key rare metals and a share of about 90% of the refined rare earths available on the market,...