Andy Home @AndyHomeMetals
Industrial metals analyst, author London Joined October 2009-
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ICSG forecasts copper supply pressures but cautious on demand: reuters.com/markets/commod…
INSG's latest forecasts cold comfort for nickel producers: reuters.com/markets/commod…
LME finds Russian sanctions come with an aluminium twist: reuters.com/markets/commod…
It didn't take long for someone to work out how to make some money out of the new US and UK sanctions on trading Russian aluminium. Glencore acts to profit from LME post-sanction rule change: reuters.com/markets/commod…
Funds buy back into copper's super-cycle credentials: reuters.com/markets/commod…
Falling stocks and more supply trouble sends tin skywards reuters.com/markets/commod…
Smelter charges collapse as zinc mine supply falters: reuters.com/markets/commod…
Funds pile pressure on lead as LME stocks hit 11-year high: reuters.com/markets/europe…
US looks to reboot aluminium sector with a new smelter: reuters.com/markets/commod…
Funds stampede into copper as price breaks higher: reuters.com/markets/europe…
Copper registers strongest seasonal Shanghai stocks build: reuters.com/markets/commod…
Raw materials squeeze jolts copper out of its torpor: reuters.com/markets/commod…
Tin supply trapped in resource nationalism squeeze: reuters.com/markets/commod…
Booming CME contract a sign of aluminium's Atlantic drift: reuters.com/markets/commod…
Nickel producers fear growing Indonesian pricing power: reuters.com/markets/commod…
Copper super-bulls bide their time in the options market: reuters.com/markets/commod…
Funds amass record bear bets on zinc as LME stocks jump: reuters.com/markets/europe…
Indonesian authorities announce 2 new suspects in illegal tin mining probe: reuters.com/business/energ…
Indonesian export slump ripples through tin market: reuters.com/markets/commod…
West challenges China's critical minerals hold on Africa: reuters.com/markets/commod…
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It's been a very big month for oil bulls. oilprice.com/Energy/Energy-…
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Today marks the launch of Hotter Commodities, my new column on the big stories in natural resources. It's free! Sign up today to get notified when the next installment is published, & read past stories too! #copper #lithium #aluminium #nickel #commodities fastmarkets.com/hotter-commodi…
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@AndyHomeMetals However, China’s internal VAT regime means that both metals are still subject to an effective 13% tax on exports as VAT rebates on exports were removed years ago.
Other tables have been much more modest since Macron's visit.
The giant table riddle becomes clearer thanks to @MichelReuters reuters.com/world/europe/p…
CANARY WHARF in all its pre-dawn glory - beautiful from a distance, but I don’t miss the morning commute on the overcrowded Jubilee Line
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