supply & demand

Lessons from supply-chain glitches
FROM THE CAPITAL

Lessons from supply-chain glitches

Battery production forecasts should factor in inevitable shortages of raw materials

07 October 2021

Cameco says there is still too much material available on the spot market
ENERGY MINERALS

Uranium supply still 'not matching sales signal', says Cameco

Kazatomprom needs more term certainty before it would ramp-up production

02 October 2020

First Majestic CEO Keith Neumeyer is excited about the emerging industrial demand for silver
PRECIOUS METALS

Silver at inflection point as metal demand beckons

Rising metal deficit has potential to compound returns

29 October 2018

A surplus of 32.2Moz is expected in the silver market in 2017 
PRECIOUS METALS

Silver surplus expected in 2017

First time in four years that silver supply exceeds demand

16 November 2017

The EV revolution: demand for copper will come from vehicles and charging infrastructure
BASE METALS

EV revolution speeds up copper deficit

Electric cars and energy infrastructure add to long-term demand picture

17 October 2017

 Tight: The zircon market has been especially short of supply throughout 2017
BULKS

Mineral sands robust on tight supply

New projects will be needed from 2019 to avoid supply deficit

03 October 2017

Plenty to go around: The WNA is predicting a market oversupply in the near term (photo: IAEA Imagebank)
ENERGY MINERALS

Uranium oversupply to persist

WNA gives bearish outlook to 2025

15 September 2017

RESOURCE STOCKS

Northern Territory Copper Project Well Positioned

KGL Resources provides compelling investment rationale with its Jervois copper project

RESOURCE STOCKS

PolarX Strongly Backed by Gold Major

Australian junior enjoys strong support for its USA project portfolio.

RESOURCE STOCKS

VHM's near-term critical minerals project poised with consummate timing

Globally-significant deposit aiming for production in 2025

RESOURCE STOCKS

Helix Resources: A Systematic Approach to Copper Exploration

ASX-listed junior poised for a new discovery in the renowned high-grade Cobar copper

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

Survey revealing the plans, priorities, and preferences of 120+ mining investors and their expectations for the sector in 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)

A detailed analysis of mining investment risks across 121 jurisdictions globally, built on 11 ‘hard risk’ metrics and an industrywide survey.

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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.