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China buoys coking coal; India looms larger

China buoys coking coal; India looms larger

Fitch sees India overtaking China as the largest importer of global coking coal by 2025

Bulks

24 MAY 2019
JM sees platinum deficit in 2019

JM sees platinum deficit in 2019

Palladium deficit set to continue widening on automotive demand

PGMs

13 MAY 2019
Platinum surplus set to narrow: WPIC

Platinum surplus set to narrow: WPIC

Strong investment demand to more than offset weaker automotive, jewellery demand

PGMs

13 MAY 2019
Vale production falls across the board

Vale production falls across the board

Lower iron ore compounded by other falls in difficult March quarter

Bulks

08 MAY 2019
Reality bites for Livent

Reality bites for Livent

Fund raise coming as expansions continue?

Tale of two nickels: BoAML report

Tale of two nickels: BoAML report

Nickel fundamentals remain strong with a complete decoupling of ferrous and battery metals possible

Base metals

07 MAY 2019
Gold's disappointing history

Gold's disappointing history

Gold has turned out to be the most disappointing mainstream investment in the past 50 years

From the Capital

02 MAY 2019
Gold demand rises on central bank buying, ETFs

Gold demand rises on central bank buying, ETFs

Supply mostly steady with mine production growth, recycling offset by lower net hedging

Research

02 MAY 2019
Automakers go upstream to secure metal supplies: Benchmark

Automakers go upstream to secure metal supplies: Benchmark

Aggressive near-term EV line-ups require OEM action to get more metal production going

Coal again a valuable proposition for investors

Coal again a valuable proposition for investors

Capital-conscious coal producers a significant cash-flowing bet

Bulks

02 MAY 2019
No sign of Chinese white knight

No sign of Chinese white knight

The saviour of past crises looks increasingly infected by first-world fiscal diseases

China's battery dominance to continue

China's battery dominance to continue

Spodumene could have limited window of opportunity

Events Coverage

30 APRIL 2019