S&P Global Commodity Insights Metals @SPGCIMetals
Daily #metalmarket news, insight and analysis from S&P Global Commodity Insights. Covers #copper, #gold, #steel and #iron markets. RTs do not equal endorsements spglobal.com/commodity-insi… Joined May 2009-
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Savannah's Portugal lithium mine project startup pushed back to 2028 ▪️Savannah awaiting 'land easement' process ▪️Project has faced environmental challenges ▪️Resource update expected in Sep okt.to/SKnafH
#EC submits #Mercosur trade deal to parliament, eyes #minerals access ▪️Agreement covers over 700 million people globally ▪️Deal eliminates export taxes on critical minerals supply ▪️Enhanced access to South American raw materials 🖥️Full story: okt.to/mMCBjn
INTERVIEW: EU aluminum users being priced out of home scrap market: trade body ▪️Export tariff to help EU plants compete for scrap ▪️Quota will be hard to design, easy to circumvent ▪️No implications for collection rates, only profits okt.to/DISaf0
Piedmont Lithium, Sayona Mining finalize #merger to form North America's largest #lithium producer ▪️Merger creates largest North American lithium producer ▪️New entity targets #EV, energy storage supply chains 🖥️Full story: okt.to/auEZIN
‘Difficult’ H2 may see results erosion amid weak trade defense: Brazil #steel CEOs ▪️Imports at 30% of steel sales ‘threaten’ domestic capacity ▪️CEOs call for government collaboration and policy reform 🖥️Full story: okt.to/eBdXLH
@SPGCI and @CMEGroup collaborate to bring greater transparency to US aluminum market through PlattsView, an online, direct-entry communications tool to facilitate Platts MWP price assessment process. See: okt.to/dF2EaB
TRADE REVIEW: Asian #ironore buyers reassess options in Q3 as key #Pilbara brands degrade ▪️Australian brand degradation shifts supply, demand ▪️Mainstream product demand to continue into Q3 🖥️Full story: okt.to/odsSMi
British Metals Recycling Association warns against potential #steel export restrictions Industry could lose GBP5 billion from #scrap steel export #ban UK could miss out on significant growth in global demand Full story: okt.to/MuXYJL
US #cement shipments, #clinker production decline on year in May: USGS ▪️May 2025 cement shipments sit at 8.91 million mt ▪️Year-to-date shipments total 37.9 million mt ▪️Year-to-date clinker #production falls 9.9% from 2024 🖥️Full story: okt.to/HRGcoe
Australian #metcoal producers face rising competition for #exports to #India ▪️#Australia's met coal exports to India declined despite overall exports up ▪️US and Russian met coal exports to India have risen in recent years 🖥️Full story: okt.to/mQyKsx
#Gresik outage leaves PT Smelting with 100,000 mt of unprocessed #copper concs 🔗okt.to/vtsxEN 🔹Repairs at oxygen plant delay Gresik smelter restart 🔹Repairs to be completed in early Sep 🔹Impact on PTFI's upstream operations under assessment
FACTBOX: US #tariffs roil global metals markets 🔹Tariffs lead to tumbling US copper prices 🔹Tariffs on steel, aluminum expanded to include derivative products 🔹Duties on Canada, Brazil boosted, US extends negotiations with China okt.to/9W7CZ5 #commodities
In this #Infographic+ Feature, we look at the Turkish #steel sector, which is aiming to lower energy costs and reduce its #carbon footprint through significant #solar investments and increase its market share in Europe. 📰Read the full feature🔗okt.to/rX4JdK
EU, US align on curbing #steel, #aluminum overcapacity, tariffs persist ▪️Eurofer seeks preferential access for EU steel in US ▪️Aluminum association urges secure US-EU #supply chains 🖥️Full story: okt.to/Y5LS3O
Chinese #exports of #rare #earth magnets rebound in July ▪️July exports up 75.5% over June ▪️Rebounding supply eases rare earth market for auto makers ▪️Chinese export restrictions still hang over buyers 🖥️Full story: okt.to/QOpuDz
EC #steel trade measure consultation feedback mostly favors TRQs ▪️To address impact of global steel #overcapacity on EU ▪️Associations want higher out-of-quota #tariff without dilution ▪️Non-EU parties oppose broad measures 🖥️Full story: okt.to/84LXbm
Stay ahead of market shifts with expert analysis. The S&P CI LIVE Insights Stream brings you five unique content formats for every learning style. okt.to/x0c5Sm
#Metals, #mining companies face millions in tariff costs: executives ▪️Tariffs raise expenses for #aluminum, copper, mining equipment companies ▪️Company executives cheer tariffs despite falling profits 🖥️Full story: okt.to/QRvBGO

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