
Andy Home
@AndyHomeMetals
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Industrial metals analyst, author
London
Joined October 2009
RT @ReutersOI: Zinc market shrugs off low LME stocks as another false signal - @AndyHomeMetals .
reuters.com
London Metal Exchange (LME) zinc stocks have been falling for the last seven months. What's left would cover barely one day's worth of global consumption of the galvanizing metal.
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RT @ReutersCommods: Copper market pays the price for forgetting its TACO hedge - column by @AndyHomeMetals https:/….
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RT @ReutersCommods: Aluminium flows shift after Trump doubles down on tariffs - column by @AndyHomeMetals
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RT @ReutersCommods: Copper's physical tariff trade is rapidly unwinding - column by @AndyHomeMetals .
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RT @ReutersCommods: London Metal Exchange reaps the rewards of tariff turmoil - column by @AndyHomeMetals
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RT @ReutersCommods: Metals smelting is the West's next critical minerals crisis - column by @AndyHomeMetals https….
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RT @reutersEricO: Rare earth magnet users jolted into paying premium prices for ex-China supply -
reuters.com
While rare earths magnets from China are beginning to flow again, customers remain on edge about the threat of future shortages.
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RT @ReutersCommods: Copper's tariff high fails to lift other LME metals - column by @AndyHomeMetals .
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RT @ReutersCommods: Congo's cobalt dilemma unresolved by extended export ban - column by @AndyHomeMetals
reuters.com
The Democratic Republic of Congo has extended its ban on exports of cobalt by three months as the world's dominant producer of the battery metal tries to convert its supply power into pricing power.
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RT @ReutersCommods: LME's new position rules reflect a changed metals landscape - column by @AndyHomeMetals https:….
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RT @ReutersCommods: Copper smelters are facing both market and pricing crises - column by @AndyHomeMetals
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RT @ReutersCommods: Global imbalances grow as ever more copper flows to the US - column by @AndyHomeMetals https:/….
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RT @ReutersOI: Demand destruction can help break China's rare earths chokehold - @AndyHomeMetals .
reuters.com
Beijing's restrictions on rare earth exports have brutally exposed the West's dependency on Chinese supplies of these esoteric metals and the permanent magnets they help power.
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RT @ReutersCommods: US aluminium tariffs threaten scrap clash with European Union - column by @AndyHomeMetals http….
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RT @ReutersCommods: Rio Tinto bets lithium will retain its battery metal crown - column by @AndyHomeMetals https:/….
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RT @ReutersCommods: Cobalt Holdings bets the battery metal's fortunes have turned - column by @AndyHomeMetals http….
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RT @ReutersCommods: US aluminium smelters vie with Big Tech for scarce power - column by @AndyHomeMetals
reuters.com
It's forty-five years since anyone built a primary aluminium smelter in the United States.
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RT @ReutersCommods: Bearish funds flee turbulent copper and turn to aluminium - column by @AndyHomeMetals
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RT @ReutersCommods: Copper's US tariff premium crushed by wave of imports - column by @AndyHomeMetals
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RT @ReutersCommods: A gallium lens on China's minerals dominance and how to break it - column by @AndyHomeMetals h….
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