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China's copper story in 2025 - from feedstock tightness to export dominance

07-April-2026

China's copper story in 2025 - from feedstock tightness to export dominance

Concentrate imports rising to feed expanding smelting capacity TC/RCs are collapsing due to intense competition for raw materialsChina's refined copper production hits record high despite tight concentrate supplyChina's refined copper production sur...

Global: Zinc mine production rises over 5% y-o-y in 2025 but raw material crunch persists

07-April-2026

Global: Zinc mine production rises over 5% y-o-y in 2025 but raw material crunch persists

Mine output rises, led by Peru, steady gains in Australia and India China produces 4.07 mnt but imports surge 30% to 2.57 mnt Smelter tie-ups, trade disruptions, refined deficit highlight concentrate tightnessMorning Brief: Global zinc mine producti...

Global Copper Concentrate Shortage Drives TC/RCs to Historic Low

07-April-2026

Global Copper Concentrate Shortage Drives TC/RCs to Historic Low

Smelting overcapacity in China intensifies global concentrate imbalance. Global concentrate deficit expected in 2026 despite refined surplus. The global copper market is witnessing a imbalance, as tightening concentrate supply struggles to keep pace...

Recalibrating supply: Indonesia's structural shift in nickel markets

25-March-2026

Recalibrating supply: Indonesia's structural shift in nickel markets

For 2026, proposed allocations represent a reduction of 110 mnt from 2025 levels Data shows RKAB quotas have often been exceeded, raising doubts about enforecementIndonesia, the world's largest nickel producer, is engineering a sharp contraction in ...

How West Asia conflict and logistics disruptions are shaping India's aluminium market

20-March-2026

How West Asia conflict and logistics disruptions are shaping India's aluminium market

Domestic prices rise sharply along with global benchmarks Scrap supply tightens across Gulf dependent routesThe initial impact of the West Asia conflict has already been visible in global aluminium prices and supply risks. What is now unfolding is t...

Copper scrap imports hit 1-year low in Feb'26 amid seasonal slowdown

17-March-2026

Copper scrap imports hit 1-year low in Feb'26 amid seasonal slowdown

Holiday closures in Jan slow scrap collection in major exporting regions Buyers delay bookings ahead of Budget amid tariff change expectations.India's copper scrap imports fell 27% m-o-m to 25,700 tonnes (t) in February 2026 from 35,000 t in January...

Why is India primary aluminium industry one of the most emissions intensive in the world?

14-March-2026

Why is India primary aluminium industry one of the most emissions intensive in the world?

Around 80% of emissions are from captive thermal power India much lower than global average energy and CO2 intensity CCTS targeting incremental emissions reduction from primary productionMorning Brief: India is the second largest aluminium producer ...

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