COVID-19 has triggered an 11% drop in spend on exploration for nonferrous metals.
Jefferies points to vaccine and US elections as catalysts for commodities.
Short term pain a possibility as COVID restrictions ramp up once again.
Bank ups precious metals forecasts but says copper equities are better value than gold equivalents.
Anglo American under pressure to turn around a horrible half
Positioning in red metal seen as strategic-key for a number of companies
China may have accounted for up to 70% of global metals demand in June.
Banks revise commodity price forecasts upwards as China recovery gathers steam.
Dr Copper set to make significant gains in H2
Mining spending restraint likely to push out METS growth surge
COVID-19 impacts results, hedging brings benefit
Investors scrabbling to acquire shares in oversold miners.