Description
In this episode we discuss the unusual rise in visible metal inventory during May, supply issues in alumina and manganese ore, and the latest on batteries from the Rhomotion Europe conference. (13 mins)
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This episode considers why iron ore has upside into year end, China’s export rebate removal on aluminium, uranium and critical minerals recycling
( 14 min)
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Published 11/22/24
This episode discusses the impact of the U.S. election results on precious
and industrial metals, and how China will respond to the new U.S. administration's policies.
(11 min)
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Published 11/08/24