Bernstein: 2 of 7

The yawning copper-price gap
MINER'S RIGHT

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

07 October 2019

 Wind turbines use a lot of copper - but higher prices will be needed if the world is to decarbonise
BASE METALS

"Greta scenario" means $20,000/t copper, says Bernstein

The price of copper will have to rise drastically to decarbonise world by 2025, research has found.

01 October 2019

 Bernstein points to "truly massive" lithium oversupply
ENERGY MINERALS

More pain in store for lithium producers - Bernstein

US investment firm sees lithium prices plunging as low as $5,000/t.

10 September 2019

Trade turmoil pushing mining stocks to the brink?
CAPITAL MARKETS

Mining stocks on the edge of 2015-16-like descent?

Analysts detect echoes of dark times in market jitters

23 August 2019

The Brumadinho tragedy unsurprisingly hit Vale's March quarter iron ore output
BULKS

Vale production falls across the board

Lower iron ore compounded by other falls in difficult March quarter

08 May 2019

Tesla's newly unveiled Model Y will be available from 2020
ENERGY MINERALS

'Green economy' transition to boost cobalt, nickel, copper

Bernstein says EV/ICE price parity to arrive in 2022, sooner than previously forecast

15 March 2019

Antofagasta expects to produce 750,000-790,000t of copper in 2019
BASE METALS

Record 2018 for Antofagasta

Better throughput and grades boost output, eat into cash costs

23 January 2019

Anglo American's Collahuasi copper mine in Chile
CAPITAL MARKETS

Bernstein highlights Anglo's investment value

Target price upped to £21 from £18 on a number of positives

22 November 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.

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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.