Bank of America Merrill Lynch

While gold's gains are expected to be modest without geopolitical tailwinds, other commodities look set to pick up in 2020 and 2021
PRECIOUS METALS

Nickel and platinum to shine in 2020, says BAML

Nickel and PGMs set to be winners, while coal and iron likely to suffer.

04 December 2019

 Despite a small profit increase, concerns about Russia and Turkey are an adverse factor for the steel company
PROFIT & LOSS

BAML downgrades Russian steel producer Severstal

Russia and Turkey downside risks highlighted by BAML.

18 October 2019

Iron ore and thermal coal were highlighted by BAML's research as subject to downside risk, while gold and nickel looked more favourable
ENERGY MINERALS

Gold, nickel up - but iron ore, coal set to struggle

Gold and nickel look set to be winners, while coal, iron ore and zinc may struggle, the bank said.

08 October 2019

Copper fundamentals remain constructive, with demand in China steady and treatment and refining charges declining
BASE METALS

Trade war potentially a blip on short-term copper demand

Bank of America says long-term demand model continues it suggests expansion

18 June 2019

Aluminium and alumina prices have declined by 22% and 24% year-on-year, respectively
BASE METALS

Aluminium outlook getting heavy

Price pressure creeps in amid Chinese excess exports, trade war overhang, says BofAML

03 June 2019

 BofAML sees a potential complete decoupling of Class 1 and Class 2 nickel
BASE METALS

Tale of two nickels: BoAML report

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

07 May 2019

BofAML does not expect a wall of new copper supply to upset the market balance
BASE METALS

No wall of copper mine supply, bank says

Despite huge potential copper projects database, imminent start-ups unlikely

22 April 2019

BofAML says cobalt is imploding
ENERGY MINERALS

Bank calls 'cobalt implosion'

Despite increasing use as an energy metal, cobalt is underperforming all other commodities

12 February 2019

RESOURCE STOCKS

Northern Territory Copper Project Well Positioned

KGL Resources provides compelling investment rationale with its Jervois copper project

RESOURCE STOCKS

PolarX Strongly Backed by Gold Major

Australian junior enjoys strong support for its USA project portfolio.

RESOURCE STOCKS

VHM's near-term critical minerals project poised with consummate timing

Globally-significant deposit aiming for production in 2025

RESOURCE STOCKS

Helix Resources: A Systematic Approach to Copper Exploration

ASX-listed junior poised for a new discovery in the renowned high-grade Cobar copper

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

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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.