Moody's Investors Service

S&P downgrades Codelco on increasing debt
BASE METALS

S&P downgrades Codelco on increasing debt

The revision follows earlier downgrades from Fitch and Moody’s

21 December 2023

 Sector refinancing risk is relatively low with US$18.1 billion (61%) of debt maturing in 2024-2025
CAPITAL MARKETS

Moody's sees low near-term sector refinancing risk

Debt outpaces metals and mining cash growth during the first half of 2020

26 October 2020

A US court has blocked the proposed southern Powder River Basin joint venture between Arch Resources and Peabody Energy
BULKS

Peabody-Arch thermal coal JV blocked in court

Arch Resources cancels proposed PRB JV with Peabody Energy to focus on strategic steelmaking coal

29 September 2020

 Moody's expects North American gold miners to expand margins and report improved free cash flows during the looming interim financial results season
PRECIOUS METALS

Moody's positive on gold miners' margins as interim earnings loom

Low fuel, energy prices could reduce gold miners' operating costs by 3-5%

30 June 2020

Moody's sees a significant decline in US domestic thermal coal demand
BULKS

COVID-19 adds to US coal malaise

Rising ESG-investment concerns further limit the likelihood of meaningful government assistance

02 June 2020

CIBC sees the dip in gold and equities as a buying signal
PRECIOUS METALS

CIBC suggests investors 'buy the gold equities dip'

Moody's foresees a global economic contraction of 0.5% in 2020, before picking up 3.2% in 2021

26 March 2020

The Covid-19 virus is expected to have long-lasting effects on global upstream and downstream supply chains
ESG

February seen as an 'economic write-off' for China

As Covid-19 infections seem to stabilise in China, supply chain ripples spread globally

19 February 2020

RESOURCE STOCKS

GTI well-placed to advance US uranium projects

Prime time with supportive jurisdiction, strong price environment

RESOURCE STOCKS

Low-Cost, High-Quality Uganda Graphite Project

Investment rationale behind Blencowe Resources’ Orom-Cross graphite project in Uganda.

RESOURCE STOCKS

Lindian moving to develop 'the king' of rare earth projects

Company also aiming to commercialise plus-1Bt bauxite assets

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

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Mining Journal Intelligence Investor Sentiment Report 2024

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Mining Journal Intelligence Mining Equities Report 2023

Access an exclusive, inside look on the quarterly mining IPOs and secondary raisings data and mining equities performance tables with an annual Stock Exchange Comparisons supplement.

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Mining Journal Intelligence World Risk Report 2023 (feat. MineHutte ratings)

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Mining Journal Intelligence Global Leadership Report 2023: Social licence

Gain insights into social licence trends and best practices from interviews with 20+ top mining company executives and an industrywide survey.