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Sulfur Crisis And Cost Pressure On Nickel In Indonesia
The surge in sulfur prices, caused by supply disruptions from the Middle East, is deeply reshaping the economics of intermediate nickel production in Indonesia. What was once considered a relatively marginal input has now become the primary constraint for...
Copper: Structural Supply Shortfall To Persist Despite Efficiency And Substitution
The global copper market is heading toward a phase of increasing structural tension, where traditional demand-moderating strategies will not be enough to close the gap between supply and consumption. This was the key message delivered during a recent speech by an...
Base Metals SHFE: Nickel Leads Gains Amid Supply Concerns
The morning session on April 29 at the Shanghai Futures Exchange showed a mixed picture for base metals, with a generally positive trend interrupted only by copper’s weakness. The market moved in a context of increasing focus on supply-side factors, which are...
Ferrous Scrap: Between Export Momentum And Stability In The US Domestic Market
The global ferrous scrap market is currently in a transitional phase, caught between rising export prices and surprising stability in the US domestic market. The final weeks of April have outlined a complex picture, where logistics dynamics, industrial demand and...