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Could everyone be underestimating the future gold price?

Could everyone be underestimating the future gold price?

Inflation will come as money hits the real economy but federal bankers aren't able to raise rates

Miner's right

06 APR 2020
Tale of two curves: costs and COVID-19

Tale of two curves: costs and COVID-19

The effect of the virus on demand is constant but its effect on the cost base is variable

Miner's right

30 MAR 2020
Signs of an oversold market

Signs of an oversold market

US dollar strength and China's demand dominance could mean sharp recovery for miners

Miner's right

23 MAR 2020
Gold hit by perverse interest rate squeeze

Gold hit by perverse interest rate squeeze

Further rise in real yields could drive a "meaningful" gold price correction, says Macquarie.

Miner's right

16 MAR 2020
Simandou: Groundhog Day

Simandou: Groundhog Day

Rumours of another push to get the iron ore deposit developed are like to come to nothing

Miner's right

09 MAR 2020
The least-worst minerals at a time of global contagion

The least-worst minerals at a time of global contagion

China set to steel itself against further virus economic fallout

Miner's right

02 MAR 2020
The changing fortunes of battery metal producers

The changing fortunes of battery metal producers

The return to form of LFP batteries reminds investors the EV story remains a work in progress

Miner's right

23 FEB 2020
Glencore without Glasenberg (and perhaps coal)

Glencore without Glasenberg (and perhaps coal)

A merger with fellow major Rio Tinto could be the end result of spearhead's retirement

Miner's right

17 FEB 2020
The widening gap between Barrick and Newmont

The widening gap between Barrick and Newmont

Corporate and political risk holding Bristow back from realizing his goal

Miner's right

10 FEB 2020
Daffodils with a whiff of lithium

Daffodils with a whiff of lithium

A major deal is looming if the green shoots of a battery-metal spring can force their way through

Miner's right

03 FEB 2020
The temptation of mining-stock yield

The temptation of mining-stock yield

The carrot of yield in a cyclical industry is outweighed by the stick of capital gains (losses)

Miner's right

27 JAN 2020
A perfect storm (of good news) in 2020

A perfect storm (of good news) in 2020

Shortages, low rates, political stability, a weak dollar and Chinese stimulus are all price drivers

Miner's right

20 JAN 2020
The return bout of Anglo American vs Gina Rinehart

The return bout of Anglo American vs Gina Rinehart

Major needs to make a better fist of existing partnership this time around

Miner's right

13 JAN 2020
The road back to Widgiemooltha

The road back to Widgiemooltha

A blind discovery at Cassini suggests the Widgie Dome could yet prove something special

Miner's right

06 JAN 2020
Price gives synthetic diamonds upper hand

Price gives synthetic diamonds upper hand

Retail market fires the latest shots in the precious-stones war

Miner's right

16 DEC 2019
Metal pricing games

Metal pricing games

The examples of traders manipulating markets are many and varied - and current

Miner's right

09 DEC 2019

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