Bernstein

 Adani says coal remains the dominant fuel in India
BULKS

Imminent collapse of hydrocarbon economy unlikely: Bernstein

Analysts provide "three compelling reasons"

14 November 2019

 Heating up: copper equities have had a positive start to 2019, but the market can't seem to get excited about the red metal
BASE METALS

Copper's tide yet to rise

All indicators say red metal prices will skyrocket but flat year shows short/long-term mismatch

21 March 2019

 Miners should have strong upside this year in London, Gait says
CAPITAL MARKETS

Majors still undervalued despite stronger books

Analyst goes back hundreds of years to show London miners are still under-appreciated by investors

21 May 2018

Slight decline: Kamoa-Kakula is still worth a bucketload even with higher copper royalties in the DRC
CAPITAL MARKETS

"The [Ivanhoe] pullback investors have been waiting for"

Buy Ivanhoe now, Bernstein says

02 February 2018

 Bernstein thinks all of BHP's oil and gas assets should follow Fayetteville out the door
CAPITAL MARKETS

BHP downgraded over stalled changes

Bernstein analysts down on BHP CEO's job security

22 January 2018

C'est nickel!: the French use nickel as a word for 'cool'. They must have bought on the LME at $8,000/t
BASE METALS

McKinsey backs nickel price split

Class-1 price rises will eventually kill class-2 demand if nothing changes

01 December 2017

Real-time monitoring of mines might not be limited to mine operators
INNOVATION

Can tech make insider laws obsolete?

Deutsche Asset Management says insider trading laws need updating

30 November 2017

SQM is working on expanding Salar de Atacame from 48,000 tonnes per annum LiCO to 63ktpa
ENERGY MINERALS

Bernstein hopes Rio just wants SQM data

Rio Tinto reportedly wants to buy the 32% of SQM up for grabs

16 November 2017

RESOURCE STOCKS

GTI well-placed to advance US uranium projects

Prime time with supportive jurisdiction, strong price environment

RESOURCE STOCKS

Low-Cost, High-Quality Uganda Graphite Project

Investment rationale behind Blencowe Resources’ Orom-Cross graphite project in Uganda.

RESOURCE STOCKS

Lindian moving to develop 'the king' of rare earth projects

Company also aiming to commercialise plus-1Bt bauxite assets

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.

editions

Mining Journal Intelligence Investor Sentiment Report 2024

Survey revealing the plans, priorities, and preferences of 120+ mining investors and their expectations for the sector in 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.