Currently viewing Global edition

Nickel and platinum to shine in 2020, says BAML

Nickel and platinum to shine in 2020, says BAML

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

Gold and Silver News

04 DECEMBER 2019
BAML downgrades Russian steel producer Severstal

BAML downgrades Russian steel producer Severstal

Russia and Turkey downside risks highlighted by BAML.

Profit & Loss

18 OCTOBER 2019
Gold, nickel up - but iron ore, coal set to struggle

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.

Research

08 OCTOBER 2019
Trade war potentially a blip on short-term copper demand

Trade war potentially a blip on short-term copper demand

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

Copper News

18 JUNE 2019
Aluminium outlook getting heavy

Aluminium outlook getting heavy

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

Base metals

03 JUNE 2019
Nickel

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
No wall of copper mine supply, bank says

No wall of copper mine supply, bank says

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

Research

23 APRIL 2019
Bank calls 'cobalt implosion'

Bank calls 'cobalt implosion'

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

Research

12 FEBRUARY 2019
Vale has negotiated lower shipping costs

Bank says metals headwinds could get gusty

Bank outlines three macro headwinds to mostly positive commodity outlook

Base metals

05 DECEMBER 2018
'Golden triplets' could push gold to US$1,400/oz - BofAML

'Golden triplets' could push gold to US$1,400/oz - BofAML

Bar key risks, market drivers starting to change direction

Research

24 OCTOBER 2018
The metals substitution game

The metals substitution game

Which metals have replacements waiting in the wings?

Base metals

02 NOVEMBER 2017

Miners right: Achilles heel

South Africa and Anglo American plc have been synonymous for almost a century, which is why it should...

Africa

17 APRIL 2014