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US$110B in capex required in Americas

US$110B in capex required in Americas

Debt is available, equity markets a concern

Capital markets

29 APRIL 2019
The trouble with lithium forecasting

The trouble with lithium forecasting

Medium-term outlook smells bad for developers unless EV demand surprises

Miner's right

23 OCTOBER 2018
Newcrest as a takeover plum

Newcrest as a takeover plum

The time is nigh for a major to snap up Australia's biggest gold miner

Miner's right

11 JUNE 2018
On the cusp of an equipment boom

On the cusp of an equipment boom

The curious connection between Uber Eats and a Haulpak

Miner's right

04 JUNE 2018
Next leg up for metals: fund rotation

Next leg up for metals: fund rotation

A shift of capital from bond or equity markets would have a disproportionate effect on metal pricing...

Miner's right

19 FEBRUARY 2018
Hochschild repays bonds early

Hochschild repays bonds early

Miner using the opportunity to refinance debt at better terms

Capital markets

06 DECEMBER 2017