Dec 6, 2023
Asian aluminum markets continue to see lackluster demand and ample stocks pressuring premiums, though the sporadic reopening of the Chinese import arbitrage window is providing support across the region.
Further upstream in the alumina markets, flat demand remains a drag on prices globally, but cost pressures and...
Oct 16, 2023
Chinese copper markets are showing signs of recovering from the slump that hit the industry in the second quarter pf this year. The clean concentrate spot TCs are declining on increased demand for cargoes and cathode import interest are improving on tighter spot supplies. As the market heads into negotiation season,...
Oct 6, 2023
With bearish fundamentals characterizing the global LNG market, what role will US exporters play for Europe this winter? Following the Russian invasion of Ukraine in early 2022 and subsequent decoupling between LNG and natural gas in Europe, the US has played an even larger role in the region’s energy...
Sep 21, 2023
High density polyethylene product consumption and market behavior are key indicators for consumer spending. The US and major export outlet Asia are climbing out of a price slump created by HDPE oversupply, attractive cost margins and slow-to-recover demand. With about 1.5 million mt/year of North...
Sep 7, 2023
Draft reduction at the Neopanamax locks and limitations on daily transits at the Panamax lock system have resulted in longer wait times to transit the Panama Canal. Shipowners have been raising freight costs to seek reimbursement for higher transit and demurrage fees; lightering ships by offloading cargo...