US$37 billion figure based on capital intensity of US$4,610/oz per year Au.
Lead ban would be counter-productive, says energy and research consultancy.
Current recovery in financial markets masks underlying macro turmoil.
China's exports, which accounted for 17% of GDP in 2019, are being hit hard
Steel production and iron ore demand to fall by 19% and 16% year on year in June quarter.
Copper faces tough months of low pricing: will producers respond with tactical cuts?
Iron ore prices will slump if the market moves into acute oversupply
Verisk Maplecroft-WoodMac propose a better, more contextualised model
Some junior miners are moving away from base metals towards gold.
Plenty of support for gold even without coronavirus, says WoodMac head of gold research
Fewer new copper discoveries and developments, changing regional landscape
As Covid-19 infections seem to stabilise in China, supply chain ripples spread globally