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Mexico will be a key player in US-China trade tensions

Location:

MEXICO

However, it appears to have done so in no small part due to geopolitics rather than the strength of its own economy. Chinese investments and Mexican imports of Chinese products…

US dollar strength will weigh on exports to Europe

Location:

UNITED STATES

The dollar has risen sharply in the past year; on May 1, 2014, the euro traded close to 1.39 dollars compared to 1.11 dollars today. The trade weighted dollar index is up 20% in…

More combative US moves raise risk of a ‘trade war’

Location:

UNITED STATES

Sharp rhetoric from President Donald Trump and his officials is raising the prospect of a trade war. Following a year of false alarms and intra-administration conflict, signs…

Canada election fight toughens for Liberals

Location:

CANADA

The controversy may have had an impact on three by-elections held on February 25, only one of which Trudeau's Liberals won. Although held only in three ridings (constituencies)…

Global mining M&A deals will be small and few

Location:

INTERNATIONAL

Prospects for consolidation in the mining sector.

Tariffs accentuate poor iron ore market fundamentals

Location:

INTERNATIONAL

High inventories in Chinese steel mills have reduced steel and iron ore prices this year. Concerns about retaliation against the US tariffs are accentuating the trend. Prices of…

Key EU response unlikely to soothe industry concerns

Location:

EU

The proposals are the EU’s response to the Inflation Reduction Act (IRA) announced by the US government in August. Thus far, IRA subsidies appear to be encouraging major…

Graphite market imbalance will grow in the 2020s

Location:

INTERNATIONAL

Price rises were underpinned by higher-than-expected steel production, requiring additional graphite for the industrial process. Prices were also supported by fresh environmental…

Prospects for manufacturing in 2016

Location:

PROSPECTS 2016

Prospects for manufacturing in 2016.

The entwining of tariffs and US politics will continue

Location:

UNITED STATES

With trade policy, particularly towards China, likely to have an unusually high-profile role in this year’s presidential election, there is a growing awareness of the extent to…