BMI

Mining and metals research firm BMI find that Australia's industry risk profile is largely being shaped by climate exposure and labour scarcity, though these effects vary by sector. Climate-related... 

Global iron-ore production growth will accelerate over 2026 to 2030, averaging 2.2% growth over that period, compared with 1.2% over the previous five years, with production expected to reach... 

BMI, a Fitch Solutions company, is revising down its iron-ore forecast to an average of $99/t from $101/t previously, noting that strong downside risks remain as weak mainland Chinese activity... 

Australian multinational mining and metals company BHP’s growing exposure to copper is expected to provide an increasingly important source of growth as long-term iron-ore prices come under... 

Indian steel mills are facing mounting pressure on margins as higher coking coal prices, driven by supply disruptions in Australia and China and the Iran war, raise steelmaking costs, executives... 

BMI, a Fitch Solutions company, has revised its lithium price forecasts for this year to $20 100/t for mainland Chinese lithium carbonate and $19 600/t for mainland Chinese lithium hydroxide... 

The metals complex has remained well-supported so far this month, extending the upward momentum from late June, BMI, a Fitch Solutions company, points out. It explains that this is underpinned by a... 

A Democratic Republic of Congo (DRC) Ministerial Order banning the export of copper and cobalt concentrates, which also introduces a new tax regime, is unlikely to have a material impact on either... 

Zinc prices are expected to retreat from recent highs over the rest of the year as lacklustre demand offsets supply disruptions, analysts say. The metal used to galvanise steel is up more than 13%... 

The metals complex is poised for a mixed performance following the US-Iran deal announced in June, with easing demand-side concerns supporting industrial metals, while the alleviation of... 

Market research firm BMI expects decarbonisation to move to the top of the mining sector's agenda, that AI will become a foundational feature of the global metals and mining sector, that structural... 

Research firm BMI – a Fitch Solutions Company – is revising up its average lithium price forecast for this year to $17 000/t for Mainland Chinese lithium carbonate 99.5% and $16 700/t for Mainland... 

Research firm BMI – a Fitch Solutions Company – is revising its 2026 nickel price forecast to $16 600/t from $15 800/t previously, following an earlier upward out-of-cycle revision this year,... 

Energy prices, including coal, have been increasing on the back of intensifying geopolitical risk in the Middle East since the end of February. Research agency BMI reports Newcastle thermal coal... 

Despite mining giants Rio Tinto and Glencore having abandoned their plans to merge, BMI – a Fitch Solutions Company – says it still expects robust merger and acquisition (M&A) momentum in the... 

Commodity markets are set for a volatile year, with copper, precious metals and rare earths supported by supply tightness, geopolitical risks and currency dynamics, while ferrous metals face weaker... 

BMI – a Fitch Solutions company – has revised upwards its 2026 average yearly neodymium/praseodymium (NdPr) oxide price forecast to average $90 000/t, reflecting a robust start to the year... 

BMI – a Fitch Solutions company – has maintained its 2026 average yearly copper price forecast at $11 000/t, as tightening supply and positive sentiment towards demand from sectors linked to the... 

BMI – A Fitch Solutions company – says it holds a cautiously optimistic outlook for most metals next year, expecting most mineral and metal prices to edge higher, supported by declining tariff...