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Cobalt And Lithium, Chinese Demand Weighs On Prices: Congolese Quotas, Recycling And Argentina Shape 2027
LME Week 2026 delivers a clear message to the battery sector: supply restrictions can support expectations, but without a recovery in Chinese demand, cobalt and lithium remain vulnerable. Late-October quotations are far below spring peaks, while the market prepares...
Copper, the New Challenge Lies in Water, Scrap and Traceability: Five Signals from the ICA Forum in London
The future of copper does not depend solely on opening new mines.Water availability at Chilean operations, infrastructure financing, international competition for scrap and the ability to document the metal’s origin are becoming decisive variables for producers and...
European Copper, Cathode Premiums Weaken in the Spot Market: Rotterdam Under Pressure Despite Producer Offers
The European copper cathode market is moving at two different speeds. On one side, European Union producers continue to quote relatively high premiums, seeking to defend the commercial value of physical metal. On the other, distributors and traders are finding it...
Copper Scrap: Why Payables Rise While LME Prices Fall
The decline in copper prices on the London Metal Exchange is not translating into a proportional reduction in scrap costs. In major international markets, the percentages paid for containedmetal — the so-called payables — have continued to rise, especially for No. 1...