December 2015

LORD COPPER: Luncheon predictions for nickel price slide

The annual Lord Copper lunch, held a week or so ago, was an opportunity for me to thank those who have contributed in various ways to the website.

HOTTER ON METALS: US Fed raises rates, finally

Finally, the era of near zero interest rates is over.

HOTTER ON METALS: Aluminium spreads ease as long gives back some of its position

It has been an interesting week for the aluminium market, with financing banks getting tougher and a major long-position holder giving back some of its position.

HOTTER ON METALS: More haste, less speed for Anglo

Anglo American is going to wait until February to reveal the fate of the assets it plans to close, put on care and maintenance, or reprieve.

HOTTER ON METALS: Another bank bites the dust

The merry-go-round of banks entering and exiting commodities has been well-documented over the years.

HOTTER ON METALS: Zinc TC/RC talks set to get tough as tightness bites

Negotiations for 2016 zinc treatment and refining charges (TCs/RCs) have started amid the backdrop of a well-supplied concentrates market, but that could all change next year.

HOTTER ON METALS: BTG Pactual and the race against rumours

It’s been a tumultuous few days for BTG Pactual, the Brazilian investment bank.