Although my colleagues have written in detail exploring the specifics of the Section 232 investigations in steel and aluminum, recently completed by the U.S. Department of Commerce, it is worth considering the likely outcomes. This is particularly true for aluminum, because the production market is not as integrated as it is for steel. Often, primary […]
Tag: L1
Big Names of Steel Look to Acquire Stressed Indian Steel Assets
Steel is the buzzword in India these days. In addition to increased uptake, the revival in the steel cycle has also led to an unlikely output – many steel majors are now showing renewed interest in acquiring stressed Indian steel assets that have been put on the block for loan default. Now, Indian steel is […]
Is the Lithium Market a Bull or a Bubble Set to Pop?
A while back I was called by a journalist at a prominent paper and asked what I thought about the lithium market. Was it another rare earth metals story – limited supply and rapidly escalating demand? Or, worse, was the world simply going to run out of lithium in the face of surging battery demand […]
Breaking Down Section 232 Aluminum, Part 2: U.S. Importing More and Exporting Less
(Editor’s Note: This is the second part of our series covering the recently released Section 232 aluminum report. In case you missed it, you can find Part 1 here.) Domestic Aluminum Industry The aluminum industry has three main steps according to the production process: Upstream, or primary or unwrought production. Downstream, which consists of processing […]
Breaking Down Section 232 Aluminum, Part 1: Commerce Eyes 80% Capacity Utilization
Last week, the Department of Commerce released the reports accompanying the Section 232 investigations for both aluminum and steel products. The Department of Commerce initiated the investigations last April under Section 232 of the Trade Expansion Act of 1962, which grants the president the ability, along with his Department of Commerce, to determine whether certain […]
The British Steel Industry is Showing Signs of Recovery
The revival of steel production in mature markets does not need to be all about state aid and protection. Although some would argue the steel industry in the U.K. would not be in the condition it is now if it had state aid and protection in previous decades. Need buying strategies for steel? Try two […]
Department of Commerce Releases Section 232 Aluminum, Steel Recommendations
When the Department of Commerce announced last month that Secretary of Commerce Wilbur Ross had forwarded his Section 232 steel report (and the following week, aluminum) to President Donald Trump, the details of the report were not made public. Section 232 buying strategies – download MetalMiner’s Section 232 Investigation Impact Report today! That changed Friday, […]
European Steel Association Market Overview Bullish on 2018-2019
The European Steel Association’s (EUROFER) recent steel market overview hailed 2017 as an “expansionary” year for the industry while also issuing positive sentiment about 2018 and 2019. Need buying strategies for steel? Try two free months of MetalMiner’s Outlook The overview said apparent steel consumption in Q3 2017 rose 1.1% year over year in the […]
Coal India Limited ‘Vision 2030’ Document Says it Trails Global Peers
India’s coal story is something that we at Metal Miner have tracked over the years. It’s no secret that of late, the world’s largest coal producer, Coal India Limited (CIL), has been facing some measure of criticism for not being able to meet certain targets. Need buying strategies for steel? Try two free months of […]
European Railways Eye Plans for More Environmentally Friendly Fuel Sources
The automobile frequently comes in for criticism for its role in environmental pollution, not just in contributing to Co2 levels but more often for the output of carcinogenic particulate matter emissions, sulphur dioxide and nitrogen dioxide, all of which contribute to an estimated 29,000 deaths in the U.K., according to Public Health England, 200,000 in […]
