commodity cycle

MJ COMMENT

Miners are selling low to buy high

The majors are developing an expensive taste for dumping assets at the bottom of their cycle

01 August 2025

FROM THE CAPITAL

Business pessimism retards cycle gains

Development equities are most leveraged to pending price strength but funding remains key risk

23 January 2020

MJ COMMENT

Same but different

Miners are ready for change when the world is ready for more metals

18 September 2019

FROM THE CAPITAL

Stagnation threatens without China substitute

Indicators suggest similar conditions to the lead into 2003 but without the catalyst for a boom

21 March 2019

FROM THE CAPITAL

Challenging 2019 ahead for mining equities

As signs point to metal prices drifting lower, capital gains will rely on outstanding management

06 December 2018

FROM THE CAPITAL

Central banks to move markets

How policy makers view inflation risk will ultimately dictate the direction of metal cycles

29 November 2018

FROM THE CAPITAL

'Sustainability' … who are we kidding?

Unsustainable in its very nature, miners still have more longevity than tech companies

15 November 2018

FROM THE CAPITAL

South32 looks to the future

How will S32 manage the risk of potentially bringing Hermosa online in a downturn

28 June 2018

RESOURCE STOCKS

Mt Malcolm Secures CIL Gold Mill

Inside the strategy behind Mt Malcolm’s 500,000 TPA CIL mill acquisition

RESOURCE STOCKS

Mt Ida Delivers Again

Ballard Mining discusses the latest Mt Ida regional drilling results and what comes

RESOURCE STOCKS

Gorilla Gold: 900% Resource Jump

Gorilla Gold expands Comet Vale resources with a major 900% increase in contained

RESOURCE STOCKS

South Cobar Breakthrough: 38.5M oz Silver Equivalent

Australian Gold and Copper on the maiden resource and next steps at South Cobar and

Expert-led Insights reports and Analytics tools built on robust data, rigorous analysis and expert commentary covering mining Risk, Projects, ESG, Leadership, and Investor Sentiment.

Expert-led Insights reports and Analytics tools built on robust data, rigorous analysis and expert commentary covering mining Risk, Projects, ESG, Leadership, and Investor Sentiment.

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ESG Index 2025: Benchmarking the Future of Sustainable Mining

The ESG Index provides an in-depth evaluation of the ESG performance of 60+ of the world’s largest mining companies. It assesses companies across 10 weighted indicators within 6 essential ESG pillars.

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Leadership Insights 2025

Leadership Insights reveals key trends in priority mining issues through interviews with 15+ top mining company executives and an industrywide survey.

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Mining IQ Risk Analytics

Risk Analytics offers interactive access to World Risk Insight data, allowing you to customise risk views, benchmark jurisdictions, explore data behind scores and read expert commentary to guide your decision-making.

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Project Pipeline Index 2025

View our 50 top mining projects, handpicked using a unique, objective selection process from an expanded database of 600+ global assets.