Can Aluminium Buyers Rely on Spot Markets When Supply Disruptions Keep Growing?
Aluminium pricing is increasingly diverging from traditional cost-driven cycles, entering a structurally constrained phase where geopolitics, energy security, and permanent capacity exits are redefining global balance. Unlike earlier cycles shaped mainly by demand swings or input costs, the current market is being reshaped by overlapping supply shocks across Europe and the Middle East, creating a […]
Palladium Prices Stay Measured Despite Rising Supply Risks
While gold continues to dominate investment headlines and copper remains central to the energy transition, Palladium has quietly become one of the most strategically important industrial precious metals. Despite relatively stable prices in recent months, the market is being shaped by a complex mix of weakening automotive demand, concentrated global mine supply, evolving industrial applications, […]
Ferro Tungsten’s Sharp Price Correction Leaves a Different Market Behind
There is a particular kind of silence that settles over a commodity market the moment a speculative bubble begins to crack. In the third week of March 2026, that silence fell across the global ferro tungsten market. What followed was one of the most instructive price cycles this strategically vital metal has seen in years. […]
Restocking and Tight Supply Lift India’s Ferro Titanium Prices
India’s Ferro Titanium market has emerged as one of the strongest-performing ferroalloy segments of 2026, recording a steady price rally between late May and July. Unlike markets driven by speculation or short-term supply shocks, this upward trend was supported by improving steel demand, disciplined supplier pricing, tighter import competition, and timely inventory replenishment. Source: Price […]
Can Global Demand Outrun China’s Cerium Supply Controls?
Anyone involved in buying or trading cerium metal knows that trying to analyze the Western rare earth market without deeply dissecting China’s domestic landscape is like trying to check the weather by looking at the floor. Because China controls the overwhelming majority of the world’s rare earth mining and separation capacity, the week-by-week price movements […]
Can Ferro Molybdenum Buyers Afford to Wait as Concentrate Supplies Tighten?
The global ferro molybdenum (FeMo) market has regained momentum after a brief period of stagnation, with renewed buying activity in China providing fresh support to prices across international markets. As the world’s largest influence on molybdenum trade flows, developments in China continue to shape sentiment from Asian trading hubs to European warehouse markets. Following two […]
Can New Sources of Terbium Supply Keep Pace with Rising Demand?
Terbium prices climbed last week, supported by tightening supply conditions and improving demand expectations across several advanced technology sectors. Market sentiment has been strengthened by continued growth in electric vehicle production, expanding renewable energy installations, and rising consumption of high performance electronics, all of which utilize terbium in specialized permanent magnets, phosphors, and energy efficient […]
Will Controlled Supply Be Enough to Stabilize HRC Prices?
The Hot Rolled Coil (HRC) market exhibited a mixed trend last week, with prices registering both gains and declines across major global regions. Upward momentum was supported by tighter supply availability, stable-to-firm raw material costs, and improved buying activity in select markets. At the same time, subdued demand from end-use sectors, cautious purchasing strategies, and […]
Have Antimony Prices Found Their Bottom After Months of Inventory Correction?
Asian antimony prices have retreated in recent weeks after an extended period of policy-driven gains, creating a more cautious tone across the regional market. While the recent correction has softened sentiment, antimony remains a strategically important material for flame retardants, solar glass production, battery technologies, and defence applications. The latest price movement raises a key […]
Will Nickel Prices Break Higher Once Inventory Pressures Ease?
Nickel prices in China traced a dramatic arc from April through June 2026. Prices surged 5.98% from April into mid-May, fuelled by Indonesian supply shocks and Middle East geopolitical risk. Then came the reversal. A 4.9% decline followed through June as profit-taking and a historic inventory overhang reasserted themselves. The market has now settled into […]