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Zinc demand stalls

Zinc demand stalls

Companies should understand and communicate the reality of commodity pricing

From the Capital

28 MARCH 2019
The problem with being Glencore

The problem with being Glencore

Juggling a mining practice, trading business and politics raises the risk profile

Miner's right

10 DECEMBER 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
M&A logic mounting

M&A logic mounting

Case for corporate aggression gathering momentum but jury still out

M&A

08 MAY 2018
Iron ore discounts reverse

Iron ore discounts reverse

FMG back in investor good books as price realisation improves

Miner's right

23 APRIL 2018
Ratings agency predicts strong 2018

Ratings agency predicts strong 2018

Outlook, though inherently cautious, still suggests another positive 12 months for miners

Ratings

29 JANUARY 2018
Mind the spot-market value gap

Mind the spot-market value gap

Yawning chasm opening up between commodity prices and their equity cousins

Miner's right

08 JANUARY 2018
Miners in cyclical 'sweetspot'

Miners in cyclical 'sweetspot'

Supply constraints, lack of production growth and strong demand should lead stocks higher in 2018

Capital markets

05 JANUARY 2018
Naughty nickel

Naughty nickel

Common sense and plain speaking may have saved Vale from its disappointments at Goro

View from the West End

13 DECEMBER 2017
Citi suffers an outbreak of optimism

Citi suffers an outbreak of optimism

Investment bank sees China providing 2018 commodity price boost

Capital markets

05 DECEMBER 2017
Barclay's gloom to boom

Barclay's gloom to boom

Commodity assets under management exceed US$300 billion again

Capital markets

16 NOVEMBER 2017
Goodbye US$3/lb copper

Goodbye US$3/lb copper

Barclays analysts predict copper price fall now inventories are up

Research

13 NOVEMBER 2017