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BHP’s bid for Anglo American fails but can high copper price increase supply?
Record-high prices for refined copper metal and a shortage of copper concentrates have caught the attention of investors. Bringing new, large-scale supply to the market is not simple or quick, but brownfield expansions and scrap supply may offer a quicker response
May 30, 2024
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By James McKeigue
Insights
Harnessing a variety of data in periods of low liquidity: the evolution of lithium spot pricing
The global lithium market has experienced seismic shifts in recent years regarding market size, structure and particularly regarding pricing mechanisms
May 30, 2024
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By Callum Perry
Insights
Graphite buyers are willing to pay IRA premium
Electric vehicle (EV) battery makers and original equipment manufacturers (OEMs) are willing to pay a premium for Inflation Reduction Act-compliant material, according to a top executive at US-based natural graphite producer and processor Westwater Resources Inc
May 29, 2024
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By Grace Asenov
Insights
Rabobank highlights ‘global’ SAF upside for Australia’s agriculture sector
Learn more about how SAF can generate more demand for agricultural products and economic benefits for farmers in the short-term
May 29, 2024
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By Timothy Worledge
Insights
Base metals futures climb and spot trading hampered
The base metals complex has been on a climb on futures exchanges globally but the surge is not reflected in physical markets, with buyers generally staying out of the market due to elevated prices, sources told Fastmarkets
May 29, 2024
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By the Fastmarkets team, Dylan Duan, Sally Zhang, Yiwen Ju, Shiyue Zhao, Ruby Liu
Insights
Copper miners consider counterparty risks selling into 2025 and beyond
Sources from across the copper concentrate industry told Fastmarkets that some miners are becoming more cautious of their counterparty risk – the risk that the other party in a transaction may not fulfill its part of the deal – with copper concentrate terms being agreed as far out as 2028.
May 29, 2024
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By Albert MacKenzie
Insights
Suppliers drive up prices for pulp imports in China by $15 per tonne for NBSK and $30 per tonne BHK
Suppliers were not letting-up in their search for price increases for market pulp imports into China, despite Chinese buyers’ escalating pushback, and this has worsened the unusual situation in which pulp is more expensive than finished products in that market
May 29, 2024
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By Nick Chang
Insights
Negative cereal yield outlook in Maghreb due to long-lasting drought
Morocco and Algeria faced challenges with wheat and barley production due to drought conditions, leading to below-average forecasts
May 28, 2024
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By Yana Suharskaya
Insights
Base metals prices defy weak demand in moves up – what happened this week?
Supply disruption and financial speculation helped most base metals prices hit 2024 highs in the week to Friday May 24, yet demand remains mostly muted
May 28, 2024
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By the Fastmarkets team, Albert MacKenzie, Imogen Dudman, James McKeigue, Natasha Porter
Insights
Proposal to amend the frequency of Rotterdam, Busan molybdenum prices to daily
Fastmarkets proposes to increase the frequency of its Rotterdam and Busan molybdic oxide and ferro-molybdenum prices to daily from twice weekly.
May 28, 2024
·
By Janie Davies
Insights
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