Welcome to the homepage of Base Metals
This section displays the latest market developments and up-to-the-minute breaking views direct from MBR’s team of base metal analysts, as well as a constantly changing selection of highlighted articles from our dedicated market research report: Base Metals: Weekly Market Tracker - expert industry analysis and forecasts for the LME-traded metals.
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Breaking Views
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18 January 2010
The aluminium market is going through a slow and fragile recovery after a worldwide collapse last year. Demand is sluggishly improving while stocks are still at record levels. So why have investors been so quick to subscribe to the Hong Kong IPO of smelting giant UC Rusal?
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30 November 2009
Will Dubai's debt woes trigger a downturn in commodity markets and send aluminium into the feared 'double-dip'?
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More breaking views...
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02 March 2010
Short term trends are mixed, but nickel stands out as having amongst the best upside potential. Copper could join it, but it looks like Chile’s miners were unscathed by the earthquake.
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02 March 2010
The fundamental and technical backdrop for aluminium is looking fairly bullish in the short term and we would not be surprised to see further modest price gains.
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02 March 2010
It is all about the earthquake in Chile at the moment. But it looks like the copper industry was unscathed, so unless another bullish reason emerges (such as a dollar weakness) the knee-jerk rally should be sold into.
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02 March 2010
Lead was the only metal to not to jump higher on news of Chile’s earthquake. It is consolidation mode at the moment.
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02 March 2010
The theme of our zinc analysis remains that supply is recovering faster than demand. Higher contract TCs for 2010 back up this view.
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02 March 2010
Along with nickel, we see tin as being one of the most bullish base metals at the moment.
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02 March 2010
Prices continue to look bullish, testing new highs for the year.
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02 March 2010
The earthquake in Chile has distorted the charts, so trading is likely to be choppy for a while.
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02 March 2010
Demand indicators for the base metals market