CRU Group
@crugroup.bsky.social
CRU provides independent expert intelligence on the global metals, mining & fertilizer industries through market insight, commodity data & price assessments, strategic consultancy and communities & events.
Visit www.crugroup.com to learn more.
Visit www.crugroup.com to learn more.
The world's biggest mining project in history, Simandou, in Guinea could redefine the iron ore landscape. In this @financialtimes.com article, CRU's Erik Hedborg weighs in. Read the full article here: https://ow.ly/av8H50XqCbG
#IronOre #Mining #Simandou #Guinea
#IronOre #Mining #Simandou #Guinea
How the world’s biggest mining project is a win for China
The $23bn Simandou mine in Guinea has taken almost three decades to begin operating but could tilt the balance of power in the global iron ore market
ow.ly
November 13, 2025 at 4:01 PM
The world's biggest mining project in history, Simandou, in Guinea could redefine the iron ore landscape. In this @financialtimes.com article, CRU's Erik Hedborg weighs in. Read the full article here: https://ow.ly/av8H50XqCbG
#IronOre #Mining #Simandou #Guinea
#IronOre #Mining #Simandou #Guinea
CRU’s Senior Analyst, Nicolas Muñoz, was quoted in The Wall Street Journal as he noted that eight projects totaling about $26 billion, led by Glencore, BHP, and First Quantum Minerals, are needed to unlock the potential. ⤵️
Argentina’s libertarian President Javier Milei is now trying to turn a land best known for Malbec and steak into a powerhouse in the world’s booming copper industry.
Milei Wants to Turn Argentina Into a Mining Powerhouse
The Argentine president is tearing down barriers for digging up his country’s vast reserves of copper.
on.wsj.com
November 13, 2025 at 9:23 AM
CRU’s Senior Analyst, Nicolas Muñoz, was quoted in The Wall Street Journal as he noted that eight projects totaling about $26 billion, led by Glencore, BHP, and First Quantum Minerals, are needed to unlock the potential. ⤵️
What does COP30 and global climate momentum mean for EU CBAM/EU ETS? Join our expert discussion on strategic implications for sourcing and investment. Register: https://ow.ly/piB050XqoeL #CBAM #COP30 #EU
November 13, 2025 at 9:00 AM
What does COP30 and global climate momentum mean for EU CBAM/EU ETS? Join our expert discussion on strategic implications for sourcing and investment. Register: https://ow.ly/piB050XqoeL #CBAM #COP30 #EU
The definitive phase of the #EU #CBAM begins 1 Jan 2026. Importers will need to purchase CBAM certificates from 2026 onwards, creating a carbon pricing risk across supply chains.
Who is exposed, and how can businesses address it? CRU experts discuss. https://ow.ly/2ghp50Xptct
Who is exposed, and how can businesses address it? CRU experts discuss. https://ow.ly/2ghp50Xptct
November 12, 2025 at 9:00 AM
The definitive phase of the #EU #CBAM begins 1 Jan 2026. Importers will need to purchase CBAM certificates from 2026 onwards, creating a carbon pricing risk across supply chains.
Who is exposed, and how can businesses address it? CRU experts discuss. https://ow.ly/2ghp50Xptct
Who is exposed, and how can businesses address it? CRU experts discuss. https://ow.ly/2ghp50Xptct
Europe could beat the Middle East on green hydrogen costs if it seizes solar-wind synergies and reduces import transport costs. Read the detailed analysis in our latest insight by Cate Mitchell and Paul Butterworth. https://ow.ly/eK4v50XpoPE
#Europe #MiddleEast #GreenHydrogen
#Europe #MiddleEast #GreenHydrogen
November 11, 2025 at 4:01 PM
Europe could beat the Middle East on green hydrogen costs if it seizes solar-wind synergies and reduces import transport costs. Read the detailed analysis in our latest insight by Cate Mitchell and Paul Butterworth. https://ow.ly/eK4v50XpoPE
#Europe #MiddleEast #GreenHydrogen
#Europe #MiddleEast #GreenHydrogen
US‑China export controls truce can’t hide REE supply risks. Western resilience needs more domestic capacity, tech capability, and a skilled workforce. CRU analyzes the trade war’s impact on REEs.
https://ow.ly/UpkU50Xp9MO
#RareEarths #REE #TradeWar #US #China
https://ow.ly/UpkU50Xp9MO
#RareEarths #REE #TradeWar #US #China
November 10, 2025 at 4:01 PM
US‑China export controls truce can’t hide REE supply risks. Western resilience needs more domestic capacity, tech capability, and a skilled workforce. CRU analyzes the trade war’s impact on REEs.
https://ow.ly/UpkU50Xp9MO
#RareEarths #REE #TradeWar #US #China
https://ow.ly/UpkU50Xp9MO
#RareEarths #REE #TradeWar #US #China
Saudi Arabia views #CriticalMinerals and #RareEarths as key to Vision 2030, but experts urge faster, creative action. AGBI cites CRU's Ionut Lazar's commentary.
https://ow.ly/hc3550Xos9u
#Riyadh #SaudiArabia #KSA
https://ow.ly/hc3550Xos9u
#Riyadh #SaudiArabia #KSA
Riyadh must get creative to crack critical minerals conundrum
Experts say Saudi Arabia must move faster and think more creatively to become a global nexus for critical minerals
ow.ly
November 9, 2025 at 9:00 AM
Saudi Arabia views #CriticalMinerals and #RareEarths as key to Vision 2030, but experts urge faster, creative action. AGBI cites CRU's Ionut Lazar's commentary.
https://ow.ly/hc3550Xos9u
#Riyadh #SaudiArabia #KSA
https://ow.ly/hc3550Xos9u
#Riyadh #SaudiArabia #KSA
China’s solar policy changes spurred an April–May PV surge, then a June–Sept drop as new rules took hold. CRU analysts assess the evolving PV demand outlook for 2026 in their latest CRU Insight.
Read more: https://ow.ly/PGuc50Xnzs5
#PV #Solar #China #PolicyChanges
Read more: https://ow.ly/PGuc50Xnzs5
#PV #Solar #China #PolicyChanges
November 7, 2025 at 4:00 PM
China’s solar policy changes spurred an April–May PV surge, then a June–Sept drop as new rules took hold. CRU analysts assess the evolving PV demand outlook for 2026 in their latest CRU Insight.
Read more: https://ow.ly/PGuc50Xnzs5
#PV #Solar #China #PolicyChanges
Read more: https://ow.ly/PGuc50Xnzs5
#PV #Solar #China #PolicyChanges
Europe’s domestic supply push centers on Kiruna’s iron ore and rare earths. CRU expects higher iron ore demand as steelmakers go pellet-focused to cut emissions. Read @bloomberg.com article https://ow.ly/bTA350XnyOz
#Europe #Sweden
#Europe #Sweden
November 6, 2025 at 5:02 PM
Europe’s domestic supply push centers on Kiruna’s iron ore and rare earths. CRU expects higher iron ore demand as steelmakers go pellet-focused to cut emissions. Read @bloomberg.com article https://ow.ly/bTA350XnyOz
#Europe #Sweden
#Europe #Sweden
Indonesia’s aluminium expansion could push the market to a surplus next year, per Reuters. Jan–Aug exports up 67% YoY to 325,293 MT. CRU analyst notes pace of supply growth will shape balances and prices. https://ow.ly/5YUH50XmmkM
#aluminium #Indonesia
#aluminium #Indonesia
November 5, 2025 at 5:02 PM
Indonesia’s aluminium expansion could push the market to a surplus next year, per Reuters. Jan–Aug exports up 67% YoY to 325,293 MT. CRU analyst notes pace of supply growth will shape balances and prices. https://ow.ly/5YUH50XmmkM
#aluminium #Indonesia
#aluminium #Indonesia
Turkey seeks foreign partners to unlock Beylikova rare-earth reserves amid US–China rivalry. Nikkei Asia reports it could boost European EV supply by 17%. Read more https://asia.nikkei.com/business/materials/turkey-unveils-rare-earth-find-seeks-partners-amid-china-us-rivalry
#Turkey #US #RareEarths
#Turkey #US #RareEarths
Turkey unveils rare earth find, seeks partners amid China-US rivalry
If verified,12.5m ton site could significantly change global supply chain
asia.nikkei.com
November 4, 2025 at 4:00 PM
Turkey seeks foreign partners to unlock Beylikova rare-earth reserves amid US–China rivalry. Nikkei Asia reports it could boost European EV supply by 17%. Read more https://asia.nikkei.com/business/materials/turkey-unveils-rare-earth-find-seeks-partners-amid-china-us-rivalry
#Turkey #US #RareEarths
#Turkey #US #RareEarths
China's expanding metal supply chains with DRC copper, Indonesian aluminum, and nickel projects. Last week at CRU Breakfast, our experts dissected these dynamics and their implications for supply chains and geopolitics. The written piece is now available.
https://ow.ly/Sthz50XcXmP
https://ow.ly/Sthz50XcXmP
October 21, 2025 at 9:00 AM
China's expanding metal supply chains with DRC copper, Indonesian aluminum, and nickel projects. Last week at CRU Breakfast, our experts dissected these dynamics and their implications for supply chains and geopolitics. The written piece is now available.
https://ow.ly/Sthz50XcXmP
https://ow.ly/Sthz50XcXmP
Policy shifts can swing LME metals markets. CRU’s analysts publishes their timely outlook for 2026 that covers metals and gold industry, discussing policy-driven moves across supply, demand, and price.
Read the full insight: https://ow.ly/nWnV50XcwGQ
#LME #Metals #Gold #Policy
Read the full insight: https://ow.ly/nWnV50XcwGQ
#LME #Metals #Gold #Policy
Policy events drive prices, setting the scene for 2026 - CRU Group
Policy events in US, China and other resource-rich, non-aligned countries shaped global commodities in 2025 and have primed markets for pivotal a 2026.
ow.ly
October 17, 2025 at 9:00 AM
Policy shifts can swing LME metals markets. CRU’s analysts publishes their timely outlook for 2026 that covers metals and gold industry, discussing policy-driven moves across supply, demand, and price.
Read the full insight: https://ow.ly/nWnV50XcwGQ
#LME #Metals #Gold #Policy
Read the full insight: https://ow.ly/nWnV50XcwGQ
#LME #Metals #Gold #Policy
Cobalt prices hit a 3-year high as export curbs tighten supply, Bloomberg News reports. CRU Analyst Tom Matthews notes refined output is curtailed and Chinese production is at multi-year lows. Read more.
https://ow.ly/C4Yh50XavWT
#Cobalt
https://ow.ly/C4Yh50XavWT
#Cobalt
October 13, 2025 at 5:01 PM
Cobalt prices hit a 3-year high as export curbs tighten supply, Bloomberg News reports. CRU Analyst Tom Matthews notes refined output is curtailed and Chinese production is at multi-year lows. Read more.
https://ow.ly/C4Yh50XavWT
#Cobalt
https://ow.ly/C4Yh50XavWT
#Cobalt
SMU Steel Summit attendees expect 232 tariffs to drop to 25% within a year; 67% foresee carve-outs for non-US products/allies. CRU's Josh Spoores: tariffs are about security, but must support competitiveness.
https://ow.ly/wemV50X9Kn2
https://ow.ly/wemV50X9Kn2
Steel industry expect tariffs to fall, but frustration mounts
US President Donald Trump's Section 232 tariffs will reduce to 25% by this time next year, according to more than half (53%) of attendees surveyed at the…
ow.ly
October 11, 2025 at 3:00 PM
SMU Steel Summit attendees expect 232 tariffs to drop to 25% within a year; 67% foresee carve-outs for non-US products/allies. CRU's Josh Spoores: tariffs are about security, but must support competitiveness.
https://ow.ly/wemV50X9Kn2
https://ow.ly/wemV50X9Kn2
CRU’s Head of Steel Products, James Campbell, cited by Politico in their analysis of the US steel industry and Chinese export under the Trump administration.
https://ow.ly/vNVY50X9JFU
https://ow.ly/vNVY50X9JFU
Can Trump save steel?
The U.S. and EU, two of the world’s trading superpowers, are both embracing protectionism in steel to combat a flood of imports from China and other countries, in the hope of generating jobs and investment.
ow.ly
October 10, 2025 at 3:01 PM
CRU’s Head of Steel Products, James Campbell, cited by Politico in their analysis of the US steel industry and Chinese export under the Trump administration.
https://ow.ly/vNVY50X9JFU
https://ow.ly/vNVY50X9JFU
Ahead of the #LMEweek and #CRUbreakfast, we are publishing essential commodity briefs across copper, nickel, aluminium, lead, lithium, cobalt, gold and zinc, plus a cross-commodity wrap-up for all clients.
Not a client? Request a demo. https://ow.ly/Qnft50X7S3C
Not a client? Request a demo. https://ow.ly/Qnft50X7S3C
October 9, 2025 at 8:00 AM
Ahead of the #LMEweek and #CRUbreakfast, we are publishing essential commodity briefs across copper, nickel, aluminium, lead, lithium, cobalt, gold and zinc, plus a cross-commodity wrap-up for all clients.
Not a client? Request a demo. https://ow.ly/Qnft50X7S3C
Not a client? Request a demo. https://ow.ly/Qnft50X7S3C
The Rare Earths market is shifting! Companies must reassess strategies amid new export controls. In our Special Report, we unpack how China’s heavy REE controls and growing Western support are reshaping supply, pricing, and strategy.
Explore: https://ow.ly/KSjN50X8lre
Explore: https://ow.ly/KSjN50X8lre
October 8, 2025 at 2:02 PM
The Rare Earths market is shifting! Companies must reassess strategies amid new export controls. In our Special Report, we unpack how China’s heavy REE controls and growing Western support are reshaping supply, pricing, and strategy.
Explore: https://ow.ly/KSjN50X8lre
Explore: https://ow.ly/KSjN50X8lre
North America's 2025 H1 disruptions are impacting aluminium demand. Our outlook shows FRP consumption in passenger cars is down 242 kt for 2025-2029 vs. Q4 2024.
Explore more in our latest insight. https://ow.ly/3t7t50X7agO
#tariffs #Aluminium #FRP #EV #NorthAmerica
Explore more in our latest insight. https://ow.ly/3t7t50X7agO
#tariffs #Aluminium #FRP #EV #NorthAmerica
NA aluminium FRP outlook dims under auto policy headwinds - CRU Group
2025 H1 brought a stream of disruptions to the auto sector in North America. Visit CRUGroup.com to unpack the scope of these impacts on aluminium demand.
ow.ly
October 6, 2025 at 3:40 PM
North America's 2025 H1 disruptions are impacting aluminium demand. Our outlook shows FRP consumption in passenger cars is down 242 kt for 2025-2029 vs. Q4 2024.
Explore more in our latest insight. https://ow.ly/3t7t50X7agO
#tariffs #Aluminium #FRP #EV #NorthAmerica
Explore more in our latest insight. https://ow.ly/3t7t50X7agO
#tariffs #Aluminium #FRP #EV #NorthAmerica
Financing the Future: Impact and Opportunity in the Metals Industry — join the CRU Breakfast at the Waldorf Hilton, London on Tuesday 14 October 2025 during LME Week.
bit.ly/46Sk7aZ
#CRUbreakfast #LMEweek #London #Metals
bit.ly/46Sk7aZ
#CRUbreakfast #LMEweek #London #Metals
October 6, 2025 at 10:41 AM
Financing the Future: Impact and Opportunity in the Metals Industry — join the CRU Breakfast at the Waldorf Hilton, London on Tuesday 14 October 2025 during LME Week.
bit.ly/46Sk7aZ
#CRUbreakfast #LMEweek #London #Metals
bit.ly/46Sk7aZ
#CRUbreakfast #LMEweek #London #Metals