Morgan Stanley: 4 of 14

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MINER'S RIGHT

Metal winners from the return of inflation

First Quantum, Freeport, Glencore, China Molybdenum and Lundin Mining are Morgan Stanley's top picks

28 September 2020

Tesla Battery Day stirs interest in battery metals
MINER'S RIGHT

Tesla Battery Day stirs interest in battery metals

Nickel, lithium and manganese expected to be big winners.

21 September 2020

Price moves tell part of this year’s complex manganese story
BASE METALS

Manganese bubble bursts as Chinese port stocks rise

Price of high grade ore down by 60% from its post-pandemic peak.

02 September 2020

Analysts all at sea on iron ore price
MINER'S RIGHT

Analysts all at sea on iron ore price

The COVID-19 blockage propping up iron ore

24 August 2020

Morgan Stanley said a weakening U.S. dollar and low interest rates, were powerful drivers of an investor rush into precious metals
PRECIOUS METALS

Gold and silver have further to run

Central bank gold buying, negative interest rates and US dollar exodus are supporting gold prices.

29 July 2020

Nerves fraying as Chinese speculators take control of iron ore market
BULKS

Nerves fraying as Chinese speculators take control of iron ore market

Iron ore price 'appears to be increasingly driven by financial markets'

22 July 2020

Aluminium rush is on
MINER'S RIGHT

Aluminium rush is on

COVID-19 weighs on supply of the light industrial metal

08 June 2020

Morgan Stanley is one of the banks forecasting a rise in copper prices in the second half of 2020
BASE METALS

Copper to elbow iron ore out of spotlight, say banks

Dr Copper set to make significant gains in H2

04 June 2020

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.

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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.