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The South32 parallax

The South32 parallax

Few companies on the LSE have such large exposure to aluminium, even if it is the wrong sort

London to a brick

26 OCT 2021
South African manganese consolidation

South African manganese consolidation

Gillbertson likely had Kalahari consolidation in mine when he ran Biliton

Miner's right

25 OCT 2021
Supercycle talk accelerates

Supercycle talk accelerates

High prices here to stay?

MJ comment

22 OCT 2021
Conference shuns talk of risk

Conference shuns talk of risk

Investors become sceptical when risks go unmentioned

From the Capital

21 OCT 2021
The irony of more coal to produce new energy metals

The irony of more coal to produce new energy metals

Demonising mining in the same way as nuclear is having a perverse effect on the environment

Miner's right

18 OCT 2021
IMF gives growth warnings

IMF gives growth warnings

Underlying macro picture is deteriorating

From the Capital

14 OCT 2021
Glencore

Glencore's second coming

A break-up and/or alliance with Teck must be tempting for new CEO Nagle

London to a brick

12 OCT 2021
BHP

BHP's coal dilemma

Risk of selling too soon

Miner's right

11 OCT 2021
Lessons from supply-chain glitches

Lessons from supply-chain glitches

Battery production forecasts should factor in inevitable shortages of raw materials

From the Capital

07 OCT 2021
UK conference season beckons

UK conference season beckons

LME Week provides a welcome return to in-person networking for UK mining and metals crowd

MJ comment

07 OCT 2021
Brutal truths about the green transition

Brutal truths about the green transition

Bland, poorly fleshed-out statements about net zero by 2050 will not suffice

London to a brick

05 OCT 2021
How to turn a coal mine into a gold mine

How to turn a coal mine into a gold mine

Notional average annual cash flow has grown from an estimated US$700 million to $2 billion

Miner's right

04 OCT 2021
RareX downgrades financial metrics

RareX downgrades financial metrics

ESG reporting is confusingly prone to conflating outcomes with means

From the Capital

30 SEP 2021
Do African coups matter?

Do African coups matter?

Coups in Sub-Saharan Africa seldom bring about meaningful change

London to a brick

28 SEP 2021
The next nickel shock

The next nickel shock

Corporate activity rising in the nickel sector

Miner's right

27 SEP 2021
RareX embraces new ESG standard

RareX embraces new ESG standard

WEF project described by founder as "sea change in economic history" is nothing of the sort

From the Capital

23 SEP 2021

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