The rise of battery recycling and black mass markets amid global EV adoption
Global electric vehicle adoption is increasing the demand for recycled battery raw materials. While the recent slowdown in EV sales growth and an oversupply of battery metals have weighed on battery r...
29 Apr 202524min
Chinese jet fuel remains bright spark in latest export quota tranche
China's latest round of oil product export quotas had tightened compared to the same tranche a year ago. However, healthy margins and strong aviation recovery have pretty much cemented jet fuel's posi...
9 Apr 20258min
Low-carbon methanol awaits regulatory backing for transportation use
The global methanol market is seeing emerging demand for low-carbon transportation fuels, with particular focus on marine fuels, driven by a need to decarbonize global shipping without disrupting supp...
8 Apr 202523min
Alumina, aluminum markets react to tariffs, new capacity plans
Will US tariffs reshape aluminum trade flows? How will new alumina capacity out of Indonesia impact prices? In this podcast, Asia nonferrous metals team lead Jenson Ong is joined by Louissa Liau, ass...
1 Apr 202517min
Mexico's chicken meat importers mull options in case of trade war
Exporters of chicken meat from the US have been mulling what might happen to their trade in the event of a trade war. Mexico is their largest customer, and Brazil is their largest competitor. However,...
27 Mar 202521min
Global copper markets navigate trade flow shifts and smelting challenges
Copper smelter margins have been facing noticeable pressure in recent months as copper concentrate TC/RCs plunged on tight supply, will this mean more production cuts upcoming? Primary copper prices, ...
26 Mar 202515min
Brazil's evolving role in the global ferrous scrap market
Brazil's ferrous scrap exports have undergone a significant transformation, driven by a weakening domestic steel industry and increasing demand from India. Brazil exported a record 800,000 mt in 2023,...
19 Feb 202515min
Understanding the cattle cycle, why US beef prices are at record highs and the role of Australia and Brazil
Beef prices in the US started 2025 at a record high. The world's largest consumer is also seeing a 63-year low in the size of its cattle herd and is expected to continue calling on supplies from Brazi...
14 Feb 202514min
