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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#China targets resource security with new two-year #metals roadmap ▪️China unveils plan to bolster nonferrous metals output ▪️Initiatives target resource security, recycling push ▪️Aims for 5% annual growth in value-added products 🖥️Full story: okt.to/cE3ZV6
With @SPGCI delegation, @CERAWeek leaders head to African Energy Week to hold ‘Leadership Circle’ discussions on how to unlock key investment in Africa's Oil/Gas sector & navigate opportunities in critical minerals --a lead up to CERAWeek 2026 in Houston. okt.to/vtmni3
China’s #cement output declines amid weak demand; Indonesia sees similar trend 🪧Output down 6.2% on year at 148 million mt in August 🪧First eight months’ output falls 5% to 1.105 billion mt 📰Full story: okt.to/i4oVPf
#Mining heavyweights are racing to ditch #diesel, betting big on #battery-powered fleets and renewable integration to cut costs and #carbon. But with tech hurdles delaying full deployment, the path to zero #emissions isn't so clear-cut. #metals #energytransition
PATH TO NET ZERO: Miners pursue #decarbonization despite regulatory rollbacks | okt.to/rlP0Jd #netzero #mining #metals
Salzgitter delays Salcos hydrogen steel project by three years ▪️$2.9 bil SALCOS project expansion delayed by 3 years ▪️Phase One direct reduction unit still on track for 2027 ▪️Company calls for more action from German government okt.to/kqIa0N
Looming #China manufacturing slowdown threatens #steel markets ▪️Manufacturing faces pressure amid slow domestic consumption ▪️HRC output and inventories rise 🖥️Full story: okt.to/QXAHnq
#CBAM to have larger impact on Indian exports, not US #tariffs: #India #steelsecretary ▪️India’s steel sector working on decarbonization road map ▪️Hydrogen below $2/kg attractive for India steel industry 🖥️Full story: okt.to/BS5E9W
Kazakhstan's Steppe Cement H1 sales volume rises, cement prices improve ▪️Company reports 18% rise in sales volumes ▪️Average sales prices of cement at $48/mt okt.to/dqLFbO
INTERVIEW: Nickel Industries to add battery products, grow ore throughput fivefold by 2026-27 🔹New HPAL capacity to enable #nickel #cathode, #sulfate production 🔹#Ore output to soar with commissioning of second mine in 2026 📰 Full story: okt.to/atKvTm
Weak China automobile sales outlook may hit CRC steel market ▪️Domestic vehicle sales may decline in the coming months ▪️Higher output, slow uptake seen pressuring CRC prices okt.to/fWKQ7q
#Russia in talks with #China over #rareearth elements extraction technology transfer ▪️SMZ to cope single-handedly to bring REE extraction to fruition ▪️Foreign technology may be needed for Tomtor project to take off 💻Full story: okt.to/MfgKm6
#China's #lithium market tumbles on #CATL mine restart talks ▪️CATL’s Jianxiawo mine in focus ▪️Lithium futures post 4.8% decline DOD 💻Full story: okt.to/Na5hs8
#BRAZIL DATA: August #cement sales fall 2.5% on year amid high interest, national #debt ▪️National real estate market falls 6.8% in Q2 ▪️Population debt nears record high ▪️Jan-Aug cement sales rise 2.8% on year Full story: okt.to/XorJ7Z
EU eyes new steel import rules to protect industry, support green shift ▪️Plans fresh measures to restrict steel imports from competing nations ▪️EU aims to invest in small, affordable European-made EVs, supply chains 🖥️Full story: okt.to/xkRMg3
INTERVIEW: Brazilian Rare Earths foresees emergence of ‘western’ price in #rareearths market ▪️‘Bifurcated’ pricing seen as necessary ▪️BRE adapting development to Brazil's govt policy ▪️Robotics is seen as market of greatest growth 🖥️Full story: okt.to/xH7n9U

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