Mining industry at 'uncertain juncture'
Second-tier miners, juniors should prepare for a cash squeeze as a best-case scenario
Of the possible fallout scenarios from COVID-19, the most optimistic also seems most likely
Government stimulus can go only so far in promoting a sustained recovery for miners
China's attempts to brand itself as the solution rather than the cause will not go unchallenged
Downstream stakeholders could insist on greater supply protections to meet expectations
US dollar strength and China's demand dominance could mean sharp recovery for miners
Iluka and Alumina set to shine, says Citi.
The long-term argument for the red metal is clear but that doesn't help things in the short term