LME Week 2024 commodity spotlight
Analysis and forecasts for the hottest commodities at LME Week 2024
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:
Aluminium
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.
Battery costs
Battery cost analysts Muthu Krishna and Robert Searle provide their analysis of cell costs, including LFP, LMFP, NCM-811 and NCA.
Cobalt
Metals analyst Robert Searle shares his analysis of current and future cobalt prices.
Lithium
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.
Copper
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
Graphite
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.
Lead
James Moore, base metals research analyst, breaks down the bullish and bearish factors shaping the global lead market in 2024.
Manganese sulfate
Metals analyst Robert Searle shares his analysis of current and forecast manganese sulfate prices.
Nickel
James Moore, base metals research analyst, breaks down the bullish and bearish factors shaping the global nickel market in 2024.
Tin
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.
Zinc
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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Amid recent headlines about volatile bunker prices, rampant port congestion and a jump in ocean freight costs, metal market participants might be forgiven for thinking they have returned to 2021
The spot copper markets in Europe and the United States were very quiet in the week to Tuesday October 3, with macroeconomic headwinds pressuring demand for the red metal in both regions
Participants in Europe’s copper industry struck a pessimistic tone in conversations with Fastmarkets in the lead-up to LME Week, with sources saying that weak demand, high interest rates and a poor macro-economic environment were dampening the mood in the industry
Uncertainty over growing bullish sentiment in the cobalt market is among the main conversation topics likely to feature in meetings throughout LME Week, which runs from October 9-13
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