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
Burbanks Drilling Unlocks Gold Value
Drilling success at Burbanks advances Horizon Minerals’ gold growth plan
RESOURCE STOCKS
LinQ Minerals: A$15.4M Fuels Gilmore
Strong institutional support accelerates exploration and drilling at the Gilmore
RESOURCE STOCKS
High-Grade Hits Drive Gorilla Gold Growth
Drilling at Mulwarrie and Comet Vale Sets Stage for 2026 Resource Upgrade
RESOURCE STOCKS
Ballard's A$61M Mt Ida Breakthrough
How Ballard’s A$61M placement powers Mt Ida and what investors should watch next.
World Risk Insights 2025 (feat. MineHutte ratings)
A detailed analysis of mining investment risks across 120 jurisdictions globally, assessed across six risk categories and an industrywide survey.
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.
Leadership Insights 2025
Leadership Insights reveals key trends in priority mining issues through interviews with 15+ top mining company executives and an industrywide survey.
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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