Rio Tinto and BHP could also benefit from a change in dividend policy, said the bank
Analysts are becoming even more bullish on copper.
Centamin shares could be set for a reboot in 2021.
Mining sector poised for a bumper year in 2021
A COVID-19 vaccine may weigh on precious metals prices, said investment bank Jefferies
Mining equities to move higher as generalists "rotate" into the sector
Jefferies singles out copper as main winner in macro recovery
La Nina could hit global metals supply and trigger price spikes.
A narrow Biden win and slimmer stimulus package could be bad news for mining equities, in short term...
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.