❗️🌎#metals #shortage #cars
automakers actively invest in mining projects (lithium, copper, manganese and etc.) amid expectations of metal shortages

#GM

🌎#metals #coal #upgrade
Fitch has raised price forecasts for copper, nickel, iron ore, gold and coking coal

#forecast

🇨🇳🇪🇺#europe #china #energy #macro
having dealt with the finishing of its dependence on Russia's oil and gas, EU now wants to end its dependence on Chinese supplies of minerals such as lithium, cobalt and etc. — FT

#metals #renewable #polysilicon

🌎#metals #cobalt #martketsize #forecast
cobalt demand set to double by 2030 (annual growth 10%) — report

🌎#metals #world #shortage
121 Mining Investment: a low level of capex in mining runs the risk of causing a deficit in copper, lithium, aluminum, and other metals necessary for the energy transition
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early: automakers are actively investing in mining projects due to the anticipated metal shortages

⚠️#steel #metals
China steel prices = 3-year low on demand woes
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сommodity markets continue to decline - details

natural gas prices are falling worldwide - details

🌎#metals #commodity #opinion
Citi expects precious metals, battery metals, and copper to rise in the medium term. However, they are skeptical about a sustained recovery in the broader commodities market by year-end.

🇺🇸#dividends #metals #energy
dividend yield of metallurgical and energy companies = max since 1980s

🌎 #metals #coal #ironore #forecast
Fitch has updated its forecasts for metals and mining in 2024, 2025, and 2026

#TGA

🌎#metals #forecast #marketsize
a total of $10T worth of metals will be needed to achieve net-zero emissions by 2050 = еhe strongest growth is expected in copper, nickel, and lithium.

#shortage #capex the supply of metals is limited, in part due to underinvestment in mining.

🌎#nickel #metals
Indonesia will flood the market with cheap nickel. Nickel market is forecast to stay in surplus for years to come — BBG

Indonesia will flood the market with nickel — FT
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Nornickel: the nickel price is close to its minimum, and in the medium term, the bottom will be reached.

🌎#cobalt #metals
Darton Commodities: increased cobalt production in the Congo and Indonesia has resulted in a record surplus. A market deficit is not expected until the end of the decade.

🌎#nickel #metals
the global nickel market could swing to a surprise deficit this year if growth in Indonesian output is constrained by slow mining permit approvals — Macquarie

earlier, there was talk of a significant surplus in the market.

Norilsk Nickel expects nickel prices to bottom out in the medium term.

❗️#SBSW

🌎#metals #coal #forecast
Fitch has updated its forecasts for metals and coal

⚠️#TGA

🌎#metals #coal #forecast
BofA has updated its forecasts for metals, coal, and precious metals — research

⚠️#TGA

🌎🪙#metals #silver #macro
BofA: a significant shortage of metals is expected not only in copper but also in aluminum and silver.

#silver is a key ingredient in solar panels, and with robust growth in that industry, usage of the metal is expected to reach a record this year — Silver Institute

🌎#copper #forecast #metals
Andurand expects that the price of copper will almost quadruple to $40,000 per tonne in the next few years amid a severe deficit.
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Citi announced the start of the second major bull market in copper this century.

⚠️🇪🇺#metals #europe
BofA: EU depends 100% on imports for many Critical Raw Materials

⚠️🌎#copper #metals
copper inventories in warehouses across Asia are rapidly increasing. Analysts do not rule out continued pressure on prices.
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#recession the rise in copper inventories signals potential problems in the global economy.