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Ten pieces of advice for BHP's new CEO

Ten pieces of advice for BHP's new CEO

Mike Henry will have to balance unruly shareholders and long-term industry shifts in the years ahead

Miner's right

18 NOV 2019
Signs of Newmont-Barrick value gap

Signs of Newmont-Barrick value gap

The market has started to reevaluate the 'Africa discount' following Burkina Faso attack

Miner's right

11 NOV 2019
Miners rediscover, there's no place like home

Miners rediscover, there's no place like home

Heavyweight trio rediscovers major value in portfolios

Miner's right

04 NOV 2019
The next migration of metal smelting

The next migration of metal smelting

ESG requirements mean established hubs will find it difficult to compete

Miner's right

28 OCT 2019
Green light shining on Guinea's iron ore patch

Green light shining on Guinea's iron ore patch

Do high-quality interests and softening government attitudes mean 'it will be different this time'?

Miner's right

21 OCT 2019
Focusing investors on what matters

Focusing investors on what matters

Attention drifting toward non-material, headlining-grabbing concerns as silly season arrives

Miner's right

14 OCT 2019
The yawning copper-price gap

The yawning copper-price gap

The long-term argument for the red metal is clear but that doesn't help things in the short term

Miner's right

07 OCT 2019
Uranium's U-turn (down not up)

Uranium's U-turn (down not up)

Prices likely to remain subdued with weak demand and existing mines maintaining ready capacity

Miner's right

30 SEP 2019
Tin: a trade-war casualty

Tin: a trade-war casualty

A move to restrict supply has failed to counteract poor fundamental demand issues

Miner's right

23 SEP 2019
British fertiliser play encounters more headwinds

British fertiliser play encounters more headwinds

Potash mine closures in Canada present another challenge for the Woodsmith polyhalite development

Miner's right

16 SEP 2019
Metal prices, FX patterns issue warning

Metal prices, FX patterns issue warning

Copper and gold pricing tell a worrying story about the fate of the global economy

Miner's right

09 SEP 2019
Nickel ban confirmation awaited

Nickel ban confirmation awaited

Will Indonesia's latest nickel ban stick

Miner's right

02 SEP 2019
Zinc, lead price gap going, going …

Zinc, lead price gap going, going …

Miner's Right on the return of lead/zinc parity pricing

Miner's right

26 AUG 2019
Greenland takeover could be trump card for miners

Greenland takeover could be trump card for miners

US investors could be convinced to buy a little piece of Greenland

Miner's right

19 AUG 2019
$1 billion missing in gold hedges

$1 billion missing in gold hedges

Rising gold price puts pressure back on miners to cut back on safety nets

Miner's right

12 AUG 2019
Potential panic buying in nickel market

Potential panic buying in nickel market

Second stream of demand is likely force end users to compete for dwindling stocks

Miner's right

05 AUG 2019

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