commodity cycle

Business pessimism retards cycle gains
FROM THE CAPITAL

Business pessimism retards cycle gains

Development equities are most leveraged to pending price strength but funding remains key risk

23 January 2020

 The understanding of digital technology is widespread even if funds to implement are lacking (image: Anglo American)
MJ COMMENT

Same but different

Miners are ready for change when the world is ready for more metals

18 September 2019

Stagnation threatens without China substitute
FROM THE CAPITAL

Stagnation threatens without China substitute

Indicators suggest similar conditions to the lead into 2003 but without the catalyst for a boom

21 March 2019

Challenging 2019 ahead for mining equities
FROM THE CAPITAL

Challenging 2019 ahead for mining equities

As signs point to metal prices drifting lower, capital gains will rely on outstanding management

06 December 2018

Central banks to move markets
FROM THE CAPITAL

Central banks to move markets

How policy makers view inflation risk will ultimately dictate the direction of metal cycles

29 November 2018

'Sustainability' … who are we kidding?
FROM THE CAPITAL

'Sustainability' … who are we kidding?

Unsustainable in its very nature, miners still have more longevity than tech companies

15 November 2018

South32 looks to the future
FROM THE CAPITAL

South32 looks to the future

How will S32 manage the risk of potentially bringing Hermosa online in a downturn

28 June 2018

 The industry needs to stop reading its own press and start tackling the drivers of transformation
MJ COMMENT

A boring book club

The industry must stop reading its own press, look more broadly, and act accordingly

04 June 2018

RESOURCE STOCKS

Northern Territory Copper Project Well Positioned

KGL Resources provides compelling investment rationale with its Jervois copper project

RESOURCE STOCKS

PolarX Strongly Backed by Gold Major

Australian junior enjoys strong support for its USA project portfolio.

RESOURCE STOCKS

VHM's near-term critical minerals project poised with consummate timing

Globally-significant deposit aiming for production in 2025

RESOURCE STOCKS

Helix Resources: A Systematic Approach to Copper Exploration

ASX-listed junior poised for a new discovery in the renowned high-grade Cobar copper

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.

editions

Mining Journal Intelligence Investor Sentiment Report 2024

Survey revealing the plans, priorities, and preferences of 120+ mining investors and their expectations for the sector in 2024.

editions

Mining Journal Intelligence Mining Equities Report 2023

Access an exclusive, inside look on the quarterly mining IPOs and secondary raisings data and mining equities performance tables with an annual Stock Exchange Comparisons supplement.

editions

Mining Journal Intelligence World Risk Report 2023 (feat. MineHutte ratings)

A detailed analysis of mining investment risks across 121 jurisdictions globally, built on 11 ‘hard risk’ metrics and an industrywide survey.

editions

Mining Journal Intelligence Global Leadership Report 2023: Social licence

Gain insights into social licence trends and best practices from interviews with 20+ top mining company executives and an industrywide survey.