commodity prices: 2 of 4

Iron ore discounts reverse
MINER'S RIGHT

Iron ore discounts reverse

FMG back in investor good books as price realisation improves

23 April 2018

 China policy will be one of two key determinants to whether miners have a good 2018, according to Fitch Ratings
ESG

Ratings agency predicts strong 2018

Outlook, though inherently cautious, still suggests another positive 12 months for miners

29 January 2018

 The gap opening up between commodity prices and equity valuations could represent an opportunity or a hazard
MINER'S RIGHT

Mind the spot-market value gap

Yawning chasm opening up between commodity prices and their equity cousins

08 January 2018

Right out of the middle: Jefferies believes the mining sector is currently in the cyclical sweetspot
CAPITAL MARKETS

Miners in cyclical 'sweetspot'

Supply constraints, lack of production growth and strong demand should lead stocks higher in 2018

05 January 2018

 View From The West End
VIEW FROM THE WEST END

Naughty nickel

Common sense and plain speaking may have saved Vale from its disappointments at Goro

13 December 2017

Citi thinks BHP, Rio and South32 will be flush with cash next year
CAPITAL MARKETS

Citi suffers an outbreak of optimism

Investment bank sees China providing 2018 commodity price boost

05 December 2017

Investors have shifted to energy and base metals
CAPITAL MARKETS

Barclay's gloom to boom

Commodity assets under management exceed US$300 billion again

16 November 2017

Copper could soon cost you less
BASE METALS

Goodbye US$3/lb copper

Barclays analysts predict copper price fall now inventories are up

13 November 2017

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.

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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.

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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.

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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.

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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.