Tin, Chinese Stocks Cool The Market But Mine Supply Remains Fragile
Base metals began September under pressure on the Shanghai Futures Exchange, with declines extending across the entire complex and tin clearly weaker than the other contracts. The movement reflects a combination of generalized selling and factors specific to the...
Oil, Hormuz Depletes Inventories And Shifts The Crisis To Refined Products
The prolonged blockage of oil flows through the Strait of Hormuz is turning a logistical and geopolitical crisis into an increasingly widespread constraint on the entire energy system. The problem no longer concerns only crude exported from the Gulf but involves...
Iron Ore, Port Hedland Brings Supply Risk Back Above $98
The dispute between BHP and Port Hedland port workers has returned to support the iron ore market. The industrial actions of August 8 and 9 had a limited effect on shipments, but the failure to reach a wage agreement keeps open the possibility of new disruptions...EU Steel, “Melt And Pour” Turns The Quota Into A Traceability Test
From October 1, 2026, importing steel products subject to the new quota regime into the European Union will no longer depend only on quota availability. Operators will also have to demonstrate where the steel was originally melted and poured, linking the customs...
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