Jefferies: 9 of 15

COVID-19 continues to wreak havoc in the mining sector
ESG

COVID-19 weekly update: Resources & METS sector

Majors look to provide relief packages as juniors tighten belts.

09 April 2020

Copper cathodes in Chile
BASE METALS

Copper's bind

Copper faces tough months of low pricing: will producers respond with tactical cuts?

26 March 2020

BHP has decided to exclude contract workers at its Escondida mine in Chile for 15 days
BASE METALS

Copper mine closures to bolster prices, says Jefferies

Supply falling just as Chinese demand is set to recover

24 March 2020

Fresnillo in Mexico
PRECIOUS METALS

Fresnillo output falls as improvements slow in materialising

Fresnillo improvements tardy in coming through

29 January 2020

Iron ore supplies should be less prone to disruption following the change
ESG

India law change bolsters iron ore supply

Way cleared for dozens of iron mining leases to be auctioned off to new owners.

09 January 2020

 Jefferies said Anglo was "operating well and increasing volumes and is therefore well positioned to benefit from commodity price upside".
PROFIT & LOSS

Anglo American among Jefferies' top picks for 2020

Jefferies' target price of 2600p is nearly 20% higher than Anglo's current share price

16 December 2019

 A dramatic rise in the pound on Friday will hurt mining stocks - but the longer-term outlook is less clear
CAPITAL MARKETS

Miners to suffer from rising pound after UK election

A rise in the value of the pound will hurt mining stocks in the short term.

13 December 2019

RESOURCE STOCKS

GTI well-placed to advance US uranium projects

Prime time with supportive jurisdiction, strong price environment

RESOURCE STOCKS

Low-Cost, High-Quality Uganda Graphite Project

Investment rationale behind Blencowe Resources’ Orom-Cross graphite project in Uganda.

RESOURCE STOCKS

Lindian moving to develop 'the king' of rare earth projects

Company also aiming to commercialise plus-1Bt bauxite assets

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.

editions

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.