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
First Quantum Minerals and Centamin among targets
The effect of the virus on demand is constant but its effect on the cost base is variable
Downstream stakeholders could insist on greater supply protections to meet expectations
With few others able to pay, the fallout from the crisis may come to rest on the extractives sector
Immediate future anything but certain for steel-making material
US dollar strength and China's demand dominance could mean sharp recovery for miners
Diversifieds may get out of this scrape in tact but it will be another story for juniors.
Being essential and already bumping along the bottom is not the worst place to be right now
The clarity to follow the fallout from the COVID-19 panic is likely to suggest a prolonged period of...
Further rise in real yields could drive a "meaningful" gold price correction, says Macquarie.