BASE METALS

Still waiting on the bulls

Few would deny late 2015 represented the cyclical low that had to follow the high of the supercycle, however, after a bold attempt at a resurgence in 2016, the mining recovery has so far failed to return us to anything like the good ‘ol days – if you would indeed regard the mischief conducted during the boom as ‘good’.

The recovery that looked so promising this time last year has lost it's way

The recovery that looked so promising this time last year has lost it's way

By tracking copper as the standard industry bellwether and iron ore as the pin-up starlet of the boom, the stop-start nature of the recovery can be seen clearly. Starting in the depths of December 2015,...

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A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

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