Macroeconomics: China’s 2019 steel production to peak at 1Bnt?

Based on World Steel Association (WSA) preliminary numbers and Roskill’s model, global crude steel production totalled 1,871Mt in 2019, a 3% increase year-on-year. This increase, however, hides a large discrepancy between China and the rest of the world. During the period under review, China’s crude steel production grew by 7.3%… Read more

Indaba, PGMs: Roskill On the road… at Investec in Cape Town

Platinum group metal (PGM) producers, traders and consumers gathered at Investec’s annual PGM dialogue at the Cape Town Mining Indaba to discuss the accelerated price rises in palladium and rhodium and the sustainability of the industry over the 2020s. The PGM group then joined Roskill at its third On the… Read more

Rare Earths: What alternatives are there to Chinese supply for the global industry?

China accounts for around 77% of global rare earth production. Production at operations outside of China is limited to a small number of locations although there are multiple projects under development in Australia, Canada, the USA and Africa. David gives a brief overview of some of the key questions facing… Watch now

Tungsten: What can metal investors expect next?

Roskill Copper and Technology metals manager Jessica Roberts gives the low down on the tungsten supply side and explains what tungsten demand looks like in the near term. Tungsten prices have recovered slightly over the last few weeks – but what does this mean for future investors? Further updates to… Watch now

Salt: World production expected to hit new record of over 330Mt this year

Roskill’s Kerry Satterthwaite discusses the outlook for salt through to 2028. She says world production is expected to reach a new record of over 330Mt in 2019, beating the previous peak of around 325Mt in 2018 when output was driven by high consumption in the de-icing market following a cold… Watch now