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Mining: the next chapter

Mining: the next chapter

Companies face the familiar challenge of nationalisation, if in a slightly augmented form

Humphreys

23 MAY 2019
Copper exploration values uncertain

Copper exploration values uncertain

The value attached to unsure development potential is lower than executives would like to admit

From the Capital

23 MAY 2019
Juniors can't kick bad habits

Juniors can't kick bad habits

A lack of recognition decades of poor returns have scarred investors is retarding meaningful reform

Mining Agenda: Going post-digital, into the DARQ ages

Mining Agenda: Going post-digital, into the DARQ ages

Accenture's Ann Burns on the pace of change into a new era in the mining industry

Mining Agenda

21 MAY 2019
Industry all smiles with Fe uplift, political shock

Industry all smiles with Fe uplift, political shock

Australia turns right and miners turn on the dividends

Miner's right

20 MAY 2019
Exaggerated gold demand claims

Exaggerated gold demand claims

Gold demand could have been overstated by more than one-third over the past five years

From the Capital

16 MAY 2019
Investors don't need reminding of our failures

Investors don't need reminding of our failures

Companies that haven't delivered should do the industry a favour and fall on their swords

Jansen poised for green light

Jansen poised for green light

JP Morgan reckons BHP is set to sign off on major potash development

Miner's right

13 MAY 2019
India's golden future

India's golden future

A change in economic fortunes looks like the only precious metal catalyst

From the Capital

09 MAY 2019
Tailings design needs judgement, not process

Tailings design needs judgement, not process

Managing an evolving piece of potentially murderous infrastructure needs some common sense

Mine financing's danger zone

Mine financing's danger zone

Tricky financial winds for juniors make climb into production more demanding than ever

Russo's rules

08 MAY 2019
Battery metals mid-tier emerging

Battery metals mid-tier emerging

Wesfarmers shrugs off British retail disaster to show mining and chemical-processing prowess

Miner's right

07 MAY 2019
Gold's disappointing history

Gold's disappointing history

Gold has turned out to be the most disappointing mainstream investment in the past 50 years

From the Capital

02 MAY 2019
Automakers go upstream to secure metal supplies: Benchmark

Automakers go upstream to secure metal supplies: Benchmark

Aggressive near-term EV line-ups require OEM action to get more metal production going

No sign of Chinese white knight

No sign of Chinese white knight

The saviour of past crises looks increasingly infected by first-world fiscal diseases

Sirius versus BHP potash stand-off

Sirius versus BHP potash stand-off

Are positive sounds around Janson a ploy to make like tougher at Woodsmith?

Miner's right

29 APR 2019

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