When the tide turns…

Click here to read the chinese version 当潮水退去….. Nickel prices are on the rise. Fundamental data gives the edge. Base metals also in the focus of investors. Availability of data in the crisis is getting better and better. Quality of information and forecasts has...

Every scandal needs a scapegoat

Click here to read the chinese version 每一起丑闻都要有人来背锅 LME nickel firms up more. Commodity analysts slowly widen their horizon beyond Covid-19 once more. The medium range forecasts continue to be influenced by electro mobility. Scrap availability below pre-crisis levels...

The City That Never Sleeps

Click here to read the chinese version 不眠之城 People are realising lockdown measures come at an enormous economic cost. A (belated) explanation of decision policy by government is, therefore, absolutely necessary. Positive data from China. Recovery there could be...

Ever heard of a trilemma?

Click here to read the chinese version 不眠之城 Merafe Resources Limited, after a long delay, announced the ferrochrome benchmark price for the 2nd quarter 2020. Availability of stainless scrap is very restricted. What is happening to demand in commodities? Black or white...

The Count of Count sends his regards

Click here to read the chinese version 芝麻街数数伯爵向人类表达问候 > Nickel prices recover slightly. Covid-19 crisis dominates media, the economy and public life. Research is running at high speed. Numbers, statistics and comparisons all help in making judgements. The steel...

After a culture of welcome comes a culture of fear

Click here to read the chinese version 狂欢过后,恐慌弥漫 Coronavirus is definitely a black swan. Unexpected and with huge consequences. Financial markets are in crisis mode. In addition, Saudi-Arabia and Russia pour more oil onto the fire. A big economic stimulus. Biggest...