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Stagnation threatens without China substitute

Stagnation threatens without China substitute

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

From the Capital

21 MARCH 2019
Challenging 2019 ahead for mining equities

Challenging 2019 ahead for mining equities

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

From the Capital

06 DECEMBER 2018
Central banks to move markets

Central banks to move markets

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

From the Capital

29 NOVEMBER 2018
'Sustainability' … who are we kidding?

'Sustainability' … who are we kidding?

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

From the Capital

15 NOVEMBER 2018
South32 looks to the future

South32 looks to the future

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

From the Capital

28 JUNE 2018
A boring book club

A boring book club

The industry must stop reading its own press, look more broadly, and act accordingly

MJ comment

04 JUNE 2018
Three cyclical scenarios

Three cyclical scenarios

Understanding the commodities cycle, Appendix: All options still on the table

From the Capital

31 MAY 2018
Cycles dominate investment decisions

Cycles dominate investment decisions

Part II of the Understanding commodity cycles series: time for bankers to have their say

From the Capital

24 MAY 2018
Growth beats supply as price driver

Growth beats supply as price driver

Part II of the Understanding commodity cycles series: push versus pull in commodity pricing

From the Capital

17 MAY 2018
Understanding the commodities cycles

Understanding the commodities cycles

An aging metal price cycle: Part I of this three-part series

From the Capital

10 MAY 2018
Zinc fails investment test

Zinc fails investment test

Capital managers are after more than tired supply-demand arguments

From the Capital

25 JANUARY 2018
What's ahead in 2018?

What's ahead in 2018?

Supply likely to drive equity pricing in the face of poor demand expectations

From the Capital

21 DECEMBER 2017