Sector Metal and Mining - Latest news, views and updates

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SECTOR | 14 Jul 2025

India's new copper cathode rule risks supply shortages, says trade body

Business Standard

The quality control curbs have led to a decline in imports, the Bombay Metal Exchange (BME) said - a claim rejected by the government

IDBI Capital released a Sector Update report for Metal and Mining on 10 Jul, 2025.

Metal and Mining

SECTOR | 14 Jul 2025

Metals And Mining Q1 Preview: Ferrous To Shine, Non-Ferrous To See Lower Realisations

NDTV Profit

Key things to watch in the ferrous space includes steel realisations, volume guidance for this financial year and updates on ongoing expansion project, said CLSA.

IDBI Capital released a Sector Update report for Metal and Mining on 10 Jul, 2025.

Metal and Mining

SECTOR | 12 Jul 2025

Trump's 50% Copper Import Tariff Said To Cover Refined Metal

NDTV Profit

The tariff measures haven't yet been formalized and they shouldn't be considered final until announced by Trump, according to a White House official.

IDBI Capital released a Sector Update report for Metal and Mining on 10 Jul, 2025.

Metal and Mining

SECTOR | 11 Jul 2025

JSPL, Hindalco, Jindal Stainless Anand Rathi's Top Stock Picks In Metals & Mining Sector; Q1 Results Preview

NDTV Profit

Metals and Mining Q1 Results Preview: Anand Rathi is positive on Jindal Steel, Hindalco Industries, Jindal Stainless - Here's Why

IDBI Capital released a Sector Update report for Metal and Mining on 10 Jul, 2025.

Metal and Mining

SECTOR | 10 Jul 2025

Vedanta Base Metals CEO Chris Griffith quits amid debt, short-seller woes

Business Line

Chris Griffith, who joined Vedanta Resources in 2023, has left the mining firm in recent days, say sources

IDBI Capital released a Sector Update report for Metal and Mining on 10 Jul, 2025.

Metal and Mining

SECTOR | 10 Jul 2025

Ferrous and Non-ferrous Metals: Sector Update

Metal and Mining

IDBI Capital

During Jun-25, Indian steel prices declined 1.4% MoM to Rs50,700/tonne, while Chinese steel prices fell by 2.2% MoM to $445/tonne. Coking coal prices dropped by 8.1% MoM to $136/tonne, amid subdued global demand. In May-25, Indian steel production rose by 4.7% MoM to 13.5 mn tonnes. Estimated Chinese steel output increased by 0.7% MoM to 87 mn tonnes, while global steel production expanded by 1.5% MoM to 158 mn tonnes. Chinese steel exports increased by 1.1% MoM and 9.9% YoY to 10.6mn tonnes, as Chinese domestic demand continues to struggle. Additionally, the USA announced a 50% tariff on steel,...

IDBI Capital released a Sector Update report for Metal and Mining on 10 Jul, 2025.

Metal and Mining

SECTOR | 09 Jul 2025

US Copper Prices Surge To Record As Trump Calls For 50% Tariff

NDTV Profit

The New York price traded at $5.5085 a pound Wednesday, while copper on the London Metal Exchange was 1.7% lower at $9,627 a ton.

IDBI Capital released a Sector Update report for Metal and Mining on 10 Jul, 2025.

Metal and Mining

SECTOR | 08 Jul 2025

Metals & Mining Apr-Jun'25 Earnings Preview Volume disappoints...

Metal and Mining

Prabhudas Lilladhar

in H1FY26. Although domestic demand remains strong aided by GoI spending, Q1FY26 volume growth seems to have affected by early monsoon, heatwaves expected to benefit from a USD10-15/t decline in coking coal costs, which have fallen to USD184/t levels. As a result, EBITDA/t for our coverage companies is expected to improve on an average ~Rs2,400/t QoQ. However, with weakened steel prices on monsoon led weakness, FY26 EBIDTA growth would depend upon demand recovery in H2FY26. Uncertainties amid ongoing tariff wars and geopolitical tensions have kept...

IDBI Capital released a Sector Update report for Metal and Mining on 10 Jul, 2025.

Metal and Mining

SECTOR | 07 Jul 2025

Metal Prices Fall As Trump Stirs Trade Uncertainty With BRICS Threat

NDTV Profit

Copper fell 0.5% to $9,817, Aluminum was 0.5% lower as all major metals fell on the London Metal Exchange.

IDBI Capital released a Sector Update report for Metal and Mining on 10 Jul, 2025.

Metal and Mining

SECTOR | 07 Jul 2025

Q1FY26 Earnings Preview - Metals & Mining

Metal and Mining

Axis Direct

Top picks: APL Apollo Tubes, Hindalco, NALCO and Tata Steel.

IDBI Capital released a Sector Update report for Metal and Mining on 10 Jul, 2025.