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In Hotter Commodities, special correspondent Andrea Hotter cuts to the chase on the biggest stories impacting the natural resources sector, what it means for the markets, and what the key risks and opportunities are.
Read the latest insights from Hotter Commodities below.
The copper concentrate market was already tight, but the addition of major new smelting capacity this year – starting with the expansion of Freeport’s Gresik smelter in Indonesia — will likely mean maintenance breaks, capacity curtailments and potentially even closures while operating costs start to become untenable, Fastmarkets understands.
Major aluminium producers Alcoa, Rio Tinto and Century Aluminum have been accused of pocketing vast sums of money from the sale of aluminium products to the beverage industry in the US at inflated prices – and of potentially colluding to do so
A US Congressman has alleged that aluminium producers including Alcoa, Century Aluminum and Rio Tinto have engaged in anti-competitive price collusion by not offering duty-free aluminium to buyers in the country’s beverage industry
The London Metal Exchange is finding that when it comes to metal of Russian origin, and in particular aluminium, it can’t please all of the people all of the time.
Norsk Hydro is continuing to maximize its production of aluminium products for the automotive sector amid ongoing weak demand in end-use markets like construction, according to a senior executive at the Norwegian producer
Alcoa is into the home stretch of its five-year portfolio review, which draws to a close in October, the chief executive officer of the US aluminium producer told Fastmarkets.
Stardust Power Inc is to build a battery-grade lithium refinery in Oklahoma in the United States, with major construction starting later in 2024, the US-based company’s founder and chief executive officer told Fastmarkets
The US Department of Treasury has released its definition of a Foreign Entity of Concern (FEOC) for the purposes of the Inflation Reduction Act (IRA) – and there are big implications for nickel.
Nearly 18 months since the first nickel-related lawsuit was filed against it in the English High Court, the London Metal Exchange has been cleared on all grounds and the charges against it dismissed.
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Watch this short video to hear a recent interview with Andrea Hotter of Hotter Commodities as she discusses the concept of ‘sustainable finance’ and what it actually means for investors.
She also looks at mixed messaging over carbon-neutral terminology and the impact that environmental, social and governmental (ESG) considerations and resource nationalism is having on the battery materials market
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