At #FastmarketsMEIS​, Lloyd Hain, Research Chairman AME Research, explains the complexity of financing the green transition, and how investors approach risk in the industry

AME projects a 49% increase in finished #steel demand by 2050, driven by global population growth, improving living standards, and the #energy transition, which necessitates expanded #power infrastructure and electrification. amegroup.com/feature-articl…

In the December edition of our Market Outlook reports, we predict the impact of new US tariffs, our expectations for Chinese demand as stimulus underwhelms, and the evolving supply landscape. Explore: direct.amegroup.com/online/outlook #mining #metals #energy

Our final release for 2024 is now live! 🎉 Explore our latest Strategic Studies, offering long-term forecasts for demand, supply and pricing, along with site-by-site production forecasts through 2050. direct.amegroup.com/online/strateg…

We are pleased to share our market primer on decarbonising steel, in collaboration with Baker McKenzie. We examine the current state of the #greensteel market and its future trajectory—addressing technological, regulatory, and economic drivers. aus.amegroup.com/f/Decarbonisin…

The January edition of our Economic Overview is here! 🌎 Global commodity prices face a mixed outlook on improving supply and moderate global economic growth. Gas prices lead the way, while oversupply weighs on lithium, iron ore, and coal. Read more: direct.amegroup.com/feature-articl…

ALUMINIUM US$2,697.00/t US$c122.33/lb +3.01%. EGA’s US subsidiary, Spectro Alloys, completed civil works for its expansion, adding 55ktpa billet capacity by 2026, as US demand for recycled #aluminium is projected to grow to 5.7Mt by 2030. amegroup.com/daily-briefing…

NICKEL US$15,967.75/t US$7.24/lb +1.35%. Anglo American expects to sell its #nickel assets in #Brazil by the first half of 2025 as part of an extensive restructuring strategy. amegroup.com/daily-briefing…

LITHIUM CARBONATE ASIA US$10,231.97/t +1.62%. India's Exide Industries has announced a further investment of INR1.5bn (US$17.3m) to accelerate the construction of a 12GWh plant to produce lithium-ion #battery cells, modules and packs in Bengaluru. amegroup.com/daily-briefing…

LITHIUM CARBONATE ASIA US$10,231.97/t +0.00%. Israeli chemicals manufacturer ICL will partner with Shenzhen Dynanonic to establish #LFP cathode active material production in #Spain, with an initial investment of EUR285m. amegroup.com/daily-briefing…

GREEN HYDROGEN EUROPEAN COMP €11.64/kg +11.48%. Ministers from Germany, Italy, Austria, Algeria, and Tunisia convened for the first ministerial conference on SoutH2, a 4,000km #hydrogen pipeline designed to connect North Africa to Central Europe. amegroup.com/daily-briefing…

#LNG ASIAN COMP US$14.410/Mbtu +1.99%. Trump order resumes US LNG export permits, reversing Biden's 2024 freeze. US LNG exports were 87Mt in 2024 and are forecast to double by 2030. The permit pause created uncertainty for several ongoing projects. amegroup.com/daily-briefing…

Happy Chinese New Year from AME! 🐍 We wish you a happy and prosperous year ahead. 万事如意 🎉

LITHIUM HYDROXIDE ASIA US$9,600.00/t +0.00%. Honda announced an extra US$300m investment in its three #Ohio auto plants to allow #EVs, hybrids, and ICE vehicles to be assembled on the same production lines. That brings the total investment to US$1bn. amegroup.com/daily-briefing…

GREEN HYDROGEN EUROPEAN COMP €7.74/kg +6.39%. #Austria plans to invest US$600m into the Green Hydrogen Valley by 2030. The valley will host 17 projects and is expected to produce 10ktpa of green #hydrogen. amegroup.com/daily-briefing…

#LNG ASIAN COMP US$14.295/Mbtu +2.22%. Venture Global LNG has approval to introduce #gas into the seventh block of its Plaquemines plant. The company plans over 27Mtpa by 2027 and is in arbitration with BP, Shell, and others over cargoes. amegroup.com/daily-briefing…

LITHIUM HYDROXIDE ASIA US$9,600.00/t +0.00%.Trump imposed 25% #tariffs on Canada and Mexico on Saturday. That’s particularly troublesome for the #auto industry, given the highly integrated supply chains. Nearly every major car maker would be impacted. amegroup.com/daily-briefing…

LITHIUM CARBONATE ASIA US$10,340.82/t +0.00%. Trump's new 10% #tariffs on China, scheduled to take effect Tuesday, have implications for US #battery imports. The US mainly imports BESS from China, while EV batteries are mainly made in the US. amegroup.com/daily-briefing…

On Thursday, AME hosted a dinner in Jakarta to celebrate the opening of our new office. Thank you to everyone who joined us—it was a fantastic evening! Indonesia's vast reserves of nickel, aluminium, and coal place it at the forefront of global supply chains. [email protected]

Our February Outlooks are live! 📈 Explore our latest two-year projections across demand, supply, inventory and prices. This month, we take a deep dive into the ever-evolving trade war, examining the impact of tariffs. direct.amegroup.com/online/outlook