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Welcome to our LME Week commodity spotlight. Your ultimate source for analysis surrounding one of the most significant events in the global metals industry calendar. At our LME Week 2024 reception, our experts presented their latest analysis of the base metals and battery raw material markets. Here you can find their commodity spotlights, which provide a summary of the analysis they presented.
Download the commodity spotlights here:
Andy Farida, base metals research analyst, looks at LME base metals price performance in August, the impact of alumina supply disruptions and the supply/demand forecast through 2025 in this aluminium spotlight.
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Battery cost analysts Muthu Krishna and Robert Searle provide their analysis of cell costs, including LFP, LMFP, NCM-811 and NCA.
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Metals analyst Robert Searle shares his analysis of current and future cobalt prices.
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William Adams, head of base metals research, explains why the lithium market is still in the doldrums, and looks at what impact that’s could have on supply in the long-term. He also shares the short-term supply, demand and price outlook.
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Boris Mikanikrezai, base metals research analyst, shares his 1-2 year outlook for copper prices, explores regional variations, and breaks down the factors that could drive prices up in the final quarter of 2024
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Georgi Georgiev, battery production analyst, explains why we’re not forecasting any notable improvement in graphite prices before late in the fourth quarter of 2024.
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James Moore, base metals research analyst, breaks down the bullish and bearish factors shaping the global lead market in 2024.
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Metals analyst Robert Searle shares his analysis of current and forecast manganese sulfate prices.
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James Moore, base metals research analyst, breaks down the bullish and bearish factors shaping the global nickel market in 2024.
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Boris Mikanikrezai, base metals analyst, explains why the tin market is likely to experience tightness through the remainder of 2024, and looks at the factors holding up prices.
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Andy Farida, base metals research analyst, looks at the global zinc market, covering why China needs more zinc, the China production outlook, and more.
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Access market-reflective prices, LME price data, specialist forecasts and expert analysis for global metals and mining market
Indonesia is to increase its dominance in global nickel supply within the next five years, amid an ongoing growth in capacity in the country
The base-metals commodity markets are going through an “unprecedented” period, Saad Rahim, chief economist at global trader Trafigura, said at the London Metal Exchange’s own metals seminar which started the 2023 LME Week event in London on Monday October 9
Nickel metal produced in China has appeared in the London Metal Exchange warehouse system for the first time since the exchange began reporting its country-of-origin data in January 2023
Under the European Green Deal, the European Commission proposed a new EU target to reduce greenhouse gas emissions by at least 55% by 2030, compared with the levels emitted in 1990
The price of copper and capital costs will be central to Freeport-McMoRan’s decision on the timing of an expansion at its Bagdad copper operation in the US state of Arizona, the president of the US producer told Fastmarkets
China’s premium for copper cathode imports increased after the country’s golden week holiday from September 29 to October, supported amid favorable import conditions, while the premium in the US copper market came under pressure due to excess supply, sources said
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