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Apparent Stability In The US Coil Market
In the US steel market, the week ending March 26 confirmed a now-established trend: stable prices for cold-rolled and galvanized coils, in a context characterized by moderate demand and limited spot availability. A balance that, while appearing solid, hides underlying...
Collapse Of TCs: The New Balance Of The Zinc Market
The global zinc concentrate market enters the second quarter of 2026 with a clear signal: margins for smelters continue to tighten. The China Zinc Smelter Purchase Team (CZSPT) has set import treatment charge (TC) guidance at $35-70 per tonne, marking a sharp decline...
LME Premiums: Apparent Stability In A Turbulent Context
In the London Metal Exchange base metals market, the past two weeks have presented a picture of only apparent stability. Despite geopolitical tensions and logistical disruptions linked to the Strait of Hormuz, warrant premiums have moved little, highlighting system...
Copper And Geopolitics: The Key Metal In An Era Of Instability
In a world marked by rising geopolitical tensions and energy volatility, copper is emerging as an increasingly strategic resource. Recent disruptions in the Middle East are highlighting the fragility of global supply chains, reinforcing the debate over the importance...