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Imminent collapse of hydrocarbon economy unlikely: Bernstein

Imminent collapse of hydrocarbon economy unlikely: Bernstein

Analysts provide "three compelling reasons"

Bulks

14 NOVEMBER 2019
Rio beats copper guidance, closes on iron ore goal

Rio beats copper guidance, closes on iron ore goal

Major miner gets closer to 360Mt per annum iron ore, with high-end guidance of 350Mt for 2019.

Bulks

18 JANUARY 2019
Glencore "far too cheap", says Bernstein

Glencore "far too cheap", says Bernstein

Analyst says market has priced in US$8B fine from DOJ and dislikes copper and coal prospects

Capital markets

15 JANUARY 2019
Lithium has further to fall: Bernstein

Lithium has further to fall: Bernstein

Bernstein analyst puts sub-US$10,000/t long-term price on lithium, which has had a tough 2018

Research

10 DECEMBER 2018
Bernstein highlights Anglo's investment value

Bernstein highlights Anglo's investment value

Target price upped to £21 from £18 on a number of positives

Capital markets

22 NOVEMBER 2018
Antofagasta target price lifted on copper upside

Antofagasta target price lifted on copper upside

Fall in share price, copper price not expected to be a long-term trend

Research

07 NOVEMBER 2018
Katanga restart boosts Glencore's copper, cobalt

Katanga restart boosts Glencore's copper, cobalt

Increases seen in most mined commodities, full-year guidance maintained

Copper News

26 OCTOBER 2018
Antofagasta narrows 2018 guidance to lower end

Antofagasta narrows 2018 guidance to lower end

Full-year 2019 guidance set at higher 750,000-790,000t

Copper News

24 OCTOBER 2018
Anglo ups platinum, palladium guidance

Anglo ups platinum, palladium guidance

Minas-Rio work expected to be completed in December quarter

Copper News

23 OCTOBER 2018
Iron ore price recovery expected as deficit emerges

Iron ore price recovery expected as deficit emerges

Bernstein analysts forecast long-term price of US$75/t to attract investment

Bulks

03 SEPTEMBER 2018
Grades hit Antofagasta first half

Grades hit Antofagasta first half

Big improvement needed in second half for major to reach full-year guidance

Profit & Loss

25 JULY 2018
Vale hits record iron ore output

Vale hits record iron ore output

Record comes despite a nationwide drivers' strike in Brazil

Bulks

16 JULY 2018