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It’s déjà vu as China experiences more aluminium smelting power shortages
After experiencing unprecedented power constraints and capacity suspensions in 2021, China is again plagued by power shortages. Since July, Sichuan...
Jamalco’s delayed restart to intensify Atlantic alumina deficit
A major fire at Jamalco’s powerhouse on 22 August, extensively damaged that section of the plant. The powerhouse produces power, compressed air and...
Metals and mining scope 3 targets: unearthing a pathway to a net zero supply chain (part 2)
In this two-part series of insights, we assess metals and mining companies' scope 3 emissions reduction progress. The first insight presented the s...
Nickel: Stock decline and production cuts - the key for higher prices
At the April meeting of the INSG, Sean Mulshaw discussed nickel oversupply, high stock levels and what this means for future nickel prices. Estimat...
Nickel's next unintended squeeze
The LME's efforts to increase the total capacity of metal eligible for delivery to the exchanges added over 170kt Ni from July 2023 through to May ...
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