US and Saudi step in where China is falling short
Is the supercycle delayed, or cancelled?
Miners face double whammy of rising costs and depressed demand
High prices here to stay?
Supply gap could reach 5Mt by 2030, says Macquarie
Miners bracing for an upswing in pressure to agree to higher taxes
Winners will be cobalt, lithium, copper, nickel and aluminium, says Wood Mackenzie
Unclear if upswing is sufficiently large and long to qualify
Bulk shipping costs could jump five-fold
Not even 'out of the ordinary' let alone 'super'
Costs may come in to focus more when prices fall
Broad division in investment banking community
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