Kallanish Commodities

Latest Report Available Now: China’s era of differentiation China's steel industry is in its third consecutive year of decline in 2024, and there is little sign of a sustained recovery. Just as the overall demand of the industry has undergone structural changes during the downturn, the experiences of each steelmaker are also different. The overall downward trend cannot be reversed, but some companies are coping better than others. This growing differentiation could become ever more important as the industry enters an extended period of shrinkage and consolidation. Read the complete report⤵ https://lnkd.in/dAcJmtAH #ChinaSteel #SteelIndustry #Steelmaker #SteelProduction

Breaking News: Trump’s victory throws clean tech strategies into doubt Donald Trump is returning to the White House as the US’ 47th president, leaving the world questioning what will happen with the Inflation Reduction Act (IRA). Read more: https://lnkd.in/dg8ny8bX

Enova International has awarded over NOK 777 million ($70.8m) in funding to five hydrogen production projects along the Norwegian coast, the state-owned company said Tuesday. Read the full story 👇

Market sentiment was more or less upbeat last week amid expectations for positive economic stimulus announcement from this week’s China #NPC Standing Committee session. Following the recent experiences of Chinese government meetings disappointing expectations, however, buyers in various markets remained cautious. Another major element of uncertainty came from this week’s much-anticipated US presidential election. Rumours have it that Chinese authorities have designed two stimulus plans, depending on who wins the election. The result will give the steel market some clarity on how US policy will affect domestic investment and global trade over the next four years. In Europe, the doom and gloom continued as Eurofer announced it now expects EU #steel consumption to contract this year. 📖 Read the full report here: https://lnkd.in/dRuRYdnu #ironore #HRC #rebar

What do you think? 🤔 Will this week’s China stimulus meet expectations? #USelection #NPC #steel #HRC #Cokingcoal Vote below ⬇️

What’s going on in the steel world this week? Check out the Kallanish Interactive Steel Sentiment Map and for more detailed info, news and prices, yesterday the weekly report was published. To explore more, click on the link: https://lnkd.in/dWpZ3Sv #ChineseSteel #IndianSteel #GlobalSteel #EuropeanSteel #SteelSentiment

📊 New Tin Mills Report - 27th Edition 📊 Dive into the latest insights on global tin mill products, market trends, and the impact of U.S. tariff proposals. Find out why can makers are raising concerns about tariffs and what it could mean for the industry. Stay informed with comprehensive data in the 27th Edition of the Tin Mills of the World Report: https://lnkd.in/dD53uW_C #TinMills #MetalIndustry #TradeTariffs #Manufacturing #KallanishCommodities #MarketAnalysis

Join us at Resourcing Tomorrow this December. Use our code AJ8BT9 for 10% off your delegate pass. Secure your place at: https://hubs.ly/Q02Mb6rw0 for Europe’s largest mining event. #ResourcingTomorrow #MinesandMoney

This bounce back will be led by ongoing declines in European and US CO2 emission targets and an uprating of the #CO2 rating of plug-in hybrid electric vehicles (PHEVs). Read the full article here⤵ https://lnkd.in/d4mzq9sV #nickel #cobalt #BEV #PHEV