Rok 2025 w IV kwartale przyniósł rekordowe poziomy cen miedzi, przekraczając granicę10 000 euro za tonę. Silny popyt, ograniczona podaż oraz rosnące znaczenie transformacji energetycznej sprawiają, że rynek wchodzi w 2026 rok z wyraźną nierównowagą. Dla uczestników rynku fizycznego – producentów, recyklerów i firm handlowych – oznacza to dalszą presję cenową oraz zwiększoną zmienność. Popyt na…
CBAM: rozszerzenie zakresu na produkty stalowe i aluminiowe – co oznacza to dla rynku? Komisja Europejska potwierdziła kierunek dalszego rozwoju mechanizmu CBAM (Carbon Border Adjustment Mechanism). Po objęciu nim podstawowych surowców wysokoemisyjnych, takich jak stal i aluminium, trwają prace legislacyjne oraz konsultacje dotyczące rozszerzenia CBAM na produkty bardziej przetworzone (tzw. downstream products). Zmiana ta może…
The year 2026 will bring fundamental regulatory changes for the aluminium market in the European Union. For metal traders and recyclers, this means that business models will need to adapt to new regulatory, cost and logistical realities. Two areas will be key: the full implementation of the CBAM mechanism and the planned restrictions on aluminium scrap exports outside the EU. CBAM - a new...
September is a month of hope in the scrap market. Everyone is hoping that after the holidays, production company shutdowns, there will be a lot of scrap on the market and scrap prices will rise. Unfortunately, for several years now, the formerly familiar cycles on the aluminium market no longer function. What is important now is geopolitics and in particular the unstable situation on the markets caused by tariffs in...
Several months have passed since my last analysis of the aluminium market. This raises a natural question: has anything changed, what is currently happening in the market and what are the forecasts for the near future? Is it worth investing in aluminium today and waiting for prices to rise, or to be cautious? What about scrap prices,...
The year 2025 on the aluminium market started predictably and without major turbulence. The aluminium procurement price from November to the end of January remained at a stable, relatively high level. The scrap trade was smooth - both buying and selling took place without any disruption, which ensured continuity of operations in the scrap market. The situation changed after the presidential election ...
In recent days we have seen a significant increase in aluminium prices on the LME (London Metal Exchange). Seeing these increases, many scrap companies are expecting aluminium prices to increase in their price lists or directly at the foundries. Unfortunately, however, despite such large increases, aluminium prices at foundries are not increasing. This is because foundries producing alloyed aluminium ingots, or liquid aluminium...
Each of us can observe very strange situations on the aluminium market in Poland. There was a time when the LME and the euro were cheapening and the price of aluminium scrap in Polish foundries was rising. This situation was caused by the fact that Polish foundries stopped buying aluminium scrap in relation to the LME, but were instead buying under contracts signed with their customers. The last days ...
After copper, brass is one of the most expensive and yet frequently occurring raw materials on scrap. The price of brass on scrap is dependent on a number of factors. As it is an alloy of copper and zinc, one would expect that as the price of these raw materials on the LME (London Metal Exchenge) changes, the price of brass at scrap would increase. Unfortunately no...
What is affecting the price of nickel? One of the key factors in the lower nickel prices over the past year has been a surge in supply from Indonesia, the world's largest nickel producer. Indonesia has the world's largest reserves of the metal and much of its production is Grade 2, a lower purity material used in the production of stainless steel. Indonesia's nickel production...
