Steel production and iron ore demand to fall by 19% and 16% year on year in June quarter.
Copper faces tough months of low pricing: will producers respond with tactical cuts?
Iron ore prices will slump if the market moves into acute oversupply
Verisk Maplecroft-WoodMac propose a better, more contextualised model
Some junior miners are moving away from base metals towards gold.
Plenty of support for gold even without coronavirus, says WoodMac head of gold research
Fewer new copper discoveries and developments, changing regional landscape
As Covid-19 infections seem to stabilise in China, supply chain ripples spread globally
WoodMac analysis sees high sulphuric acid inventories as the biggest threat to smelter production
Global lead market to transition into surplus in 2020 after years of significant deficit
Travel ban to hit sector at a time when demand normally expected to grow.
But positive price outlook could spur deals