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Putting super-cycle indicators to the test

Putting super-cycle indicators to the test

Copper closing in on real record territory

Miner's right

17 MAY 2021
Copper at US$10,000/t fuels interest in substitutes

Copper at US$10,000/t fuels interest in substitutes

Efficiency gains in batteries and EV motors could reduce copper consumption, says Morgan Stanley

Copper News

12 MAY 2021
Painting season drives mineral sands

Painting season drives mineral sands

Iluka Resources' March quarter results suggests conditions are improving for mineral sands miners

Bulks

28 APRIL 2021
Green steel feasible, but expensive

Green steel feasible, but expensive

Pilbara iron disruptor sees hydrogen not too far down the road

Miner's right

29 MARCH 2021
ESG scores for the woke folk

ESG scores for the woke folk

ESG performance usurping other key share price determinants

Miner's right

15 MARCH 2021
Nickel's Chinese surprise

Nickel's Chinese surprise

Tsingshan's process was described by Morgan Stanley as "far from green"

Miner's right

08 MARCH 2021
Surprise iron ore price upgrades for 2021

Surprise iron ore price upgrades for 2021

Credit Suisse has lifted its price tip for iron ore in H1 from US$110/t to $170/t

Bulks

03 FEBRUARY 2021
Potash back in play as food prices rise

Potash back in play as food prices rise

Danakali and Kalium Lakes among the potash juniors to see share prices rise

AgMinerals

27 JANUARY 2021
Coal's recovery

Coal's recovery

Demand for thermal coal has risen but it's met coal where the next big move is likely

Miner's right

25 JANUARY 2021
Perfect storm for iron ore

Perfect storm for iron ore

Iron ore heads for a record above US$200 in a perfect supply/demand storm

Bulks

20 JANUARY 2021
Lithium's rise comes with a warning

Lithium's rise comes with a warning

Recent share price run must be treated with caution

Miner's right

11 JANUARY 2021
China scores an own goal in the copper game

China scores an own goal in the copper game

Australian miners not feeling the pinch yet.

Base metals

11 NOVEMBER 2020