Jefferies

 Rio Tinto's Kennecott copper operation in Utah
BASE METALS

Rio Tinto lowers copper guidance

Iron ore positive but other commodities weak

19 July 2023

 Image: iStock/kasezo
ENERGY MINERALS

'Tide has turned' in uranium

'We're going through a nuclear renaissance'

23 May 2023

Jefferies sees copper supply easing in the short term
BASE METALS

Jefferies sees copper supply easing in the short term

Geopolitical and logistics problems ease

08 March 2023

 “We argue that a significant premium is required to a traditional incentive price because of rapid demand growth,” Edison said.
BASE METALS

Lithium bulls may buck price forecast conventions

High demand growth and concentrated number of producers may call for price premium, Edison

02 February 2023

Ganfeng plans to produce a total of 300,000tpa LCE by 2025 and “no less” than 600,000tpa LCE by 2030.
BASE METALS

Chinese miners count profits from lithium's record year

Ganfeng estimates its net profit soared by by between 244% and 321% year on year

30 January 2023

 “The main risks identified are closely related to each other, with energy prices driving inflation and the Russia-Ukraine war leading to higher energy prices,” CRU said.
BASE METALS

Domino effect of Putin's war is industry's biggest concern

Energy prices are driving inflation, and the war is driving energy prices

24 January 2023

 Jefferies flagged copper miners as best for the long run.
BASE METALS

Jefferies tips near-term pullback in mining shares

The longer-term outlook, however, is "very positive", Jefferies said

18 November 2022

Las Bambas in Peru
PROFIT & LOSS

Las Bambas unrest hits MMG's half-year earnings

Copper guidance lowered

19 August 2022

RESOURCE STOCKS

Pensana puts pieces in place for integrated financing

Pensana puts pieces in place for integrated financing

RESOURCE STOCKS

Strategic value driving Pensana's downstream ambitions

Strategic value driving Pensana's downstream ambitions

RESOURCE STOCKS

Longonjo economics feed off infrastructure edge

Longonjo economics feed off infrastructure edge

PARTNER CONTENT

Argentina's Mining Renaissance: Unveiling the Lithium and Copper Wealth

A country supplement from Mining Journal and MiningNews.Net

A growing series of reports, each focused on a key discussion point for the mining sector, brought to you by the Mining Journal Intelligence team.

A growing series of reports, each focused on a key discussion point for the mining sector, brought to you by the Mining Journal Intelligence 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.