In November 2022, RFC Ambrian released a comprehensive sector report on the nickel market – ‘NPI Remains Key to the Outlook’. The report analysed supply and demand forecasts and discussed some of the many assumptions and sensitivities around nickel market dynamics. Today we are pleased to release our follow-up report, which builds on the sectoral overview […]
The commodity price cycle is a constant theme for discussion and a key consideration for all mining industry stakeholders as the main driver of investment decisions. However, with the Covid-19 pandemic and significant global government intervention leading to the compression of the most recent credit cycle, has nickel, a historically cyclical commodity, maintained its pricing […]
NPI Remains Key to the Outlook Our latest sector report takes a deep dive into the nickel industry, analysing supply and demand forecasts and discussing some of the many assumptions and sensitivities that need to be considered when analysing nickel market dynamics. To view the report, please click here. Some of our key takeaways: Nickel […]
Copper Market Analysis This report analyses existing supply and demand forecasts and discusses some of the many assumptions and sensitivities that need to be considered when analysing the potential copper market supply and demand dynamics in 2030. It appears to be an accepted fact that over the coming decade there will be insufficient copper supply […]
Copper M&A Update Report This report reviews recent copper M&A activity, examines the key issues currently facing the development of new copper mines, and looks at copper exploration projects where future M&A activity could take place. This is our third annual report focusing on the copper industry activity. Recent copper M&A activity has been low […]