Digging Deep

End of Banks in Canada?

September 16, 2024

Defense Metals in the Media

February 16, 2024

Our 2024 Predictions, Part 2

January 11, 2024

Our 2024 Predictions, Part 1

January 02, 2023

Can Gold Hit $3,000 in 2024?

29 December, 2023

Will Bitcoin ETFs Kill Gold?

November 21, 2023

What's Next for Gold?

06 June, 2023

Platinum and Palladium

February 2022

Transition to Production

June 15, 2021

Silver Suppression?!

February 02, 2021

Gold: Year in Review 2020, and 2021 Outlook

January 04, 2021

Gold has big year in 2020 and outlook for this year robust. Learn about monetary expansion and gold future prices.Read More

AbraPlata: CMR's full analysis of an Argentina focussed gold and silver junior

May 2020

The gold futures price reached US$1,767/ounce this week before retreating, which was the second time it has surpassed US$1,760 in the past two months, marking some of gold's highest levels in several years.Read More

OUTLOOK: Ferro-chrome market to adapt as tight supply in China runs into Q2

March 23, 2021 / www.metalbulletin.com

Inner Mongolia, China's ferro-chrome production heartland, has imposed restrictions on its metallurgical sector in a move that has fueled the high-carbon ferro-chrome markets in China and Europe, and although this may ease off, the gains were unlikely to be lost while alloy ramp-ups continue, sources have told Fastmarkets.The decision to restrict energy consumption in Inner Mongolia since December...Read More

Still upside for mining equities, says RBC

March 22, 2021 / www.mining-journal.com

The Toronto-headquartered bank said market participants should "keep calm and carry on", pointing to a backdrop for bulks and base metals which it said "remains positive and for many companies weRead More

Complex logistics hurdles affecting China's seaborne bulk shipping routes

March 23, 2021 / www.metalbulletin.com

High demand for bulk vessel space for mineral raw materials exported from China is driving costs for this transport option higher, with market participants reporting an array of factors that are affecting trading conditions and delivery timelines.Container freight costs for China's seaborne route have remained high well into March, with ongoing disruptions reported by participants active in m...Read More

Australia should brace for more China trade woe: Verisk Maplecroft

March 19, 2021 / www.mining-journal.com

"Given their deteriorating bilateral relations and China's imports restriction on Australian coal in recent years, we believe Beijing has identified its dependence on Australian resources as one ofRead More

Nexa Resources halts zinc mine in Brazil due to ground shift

March 23, 2021 / www.metalbulletin.com

Brazil-headquartered Nexa Resources has suspended operations at its Extremo Norte underground mine in the Vazante unit, due to the identification of ground displacements on the site, the base metals producer said on Friday March 19.The downtime is not expected to significantly affect production in the first quarter, however, Nexa said. Throughput of the second mine in the division, also called Vaz...Read More

IN CASE YOU MISSED IT: 5 key stories from March 22

March 23, 2021 / www.metalbulletin.com

Here are five Fastmarkets stories you might have missed on Monday March 22 that are worth another look.Crude steel output in Germany dropped by 10.4% year on year in February 2021 after four consecutive months of recovery, German steel federation WV Stahl said on March 22.The process at...Read More

Antimony rally stalls with price up 90% in a year, but decline now likely

March 23, 2021 / www.metalbulletin.com

The supply-driven rally in antimony prices that was buoyed by an ore shortage and shipping delays has now stalled, and the upward momentum has probably ended, market participants told Fastmarkets on Monday March 22, with some of them now expecting prices to fall."It does appear that antimony has 'done' its upside, from what we can see, and - if anything - [the uptrend] is now running out of steam,...Read More

INTERVIEW: LME proposals rehash old issues, don't prioritize user needs - IWCC president

March 23, 2021 / www.metalbulletin.com

The process at the heart of proposals to overhaul the London Metal Exchange's market structure is problematic and suggests the exchange is not putting its users first, the president of the International Wrought Copper Council (IWCC) said. In an interview with Fastmarkets, Mark Loveitt said that it was not clear to the IWCC and its members why the exchange was revisiting plans to change its margin...Read More

DAILY STEEL SCRAP: Deep-sea trade halted after bank chief sacking crashes Turkish currency

March 23, 2021 / www.metalbulletin.com

Steelmakers in Turkey stepped back from the deep-sea scrap market after the unexpected sacking of the head of the country's central bank sent the Turkish currency into freefall, sources told Fastmarkets on Monday March 22.The Turkish steel mills have been away from the deep-sea scrap markets since March 12, when two cargoes from the Baltic Sea were booked at $435-437 per tonne cfr on HMS 1&2 (80:2...Read More

LME discussion paper proposals would not serve physical market - IWCC

March 23, 2021 / www.metalbulletin.com

The proposals included in the London Metal Exchange's discussion paper would not serve the needs of the physical market and could have a negative impact on copper and copper alloy semis-fabricators, the International Wrought Copper Council (IWCC) said.Mark Loveitt, IWCC president and director, said the association is not opposed to change but believed the proposals would not achieve the LME's stat...Read More

IN CASE YOU MISSED IT: 5 key stories from March 22

March 23, 2021 / www.metalbulletin.com

Here are five Fastmarkets stories you might have missed on Monday March 22 that are worth another look.Crude steel output in Germany dropped by 10.4% year on year in February 2021 after four consecutive months of recovery, German steel federation WV Stahl said on March 22.The process at...Read More

Nexa Resources halts zinc mine in Brazil due to ground shift

March 23, 2021 / www.metalbulletin.com

Brazil-headquartered Nexa Resources has suspended operations at its Extremo Norte underground mine in the Vazante unit, due to the identification of ground displacements on the site, the base metals producer said on Friday March 19.The downtime is not expected to significantly affect production in the first quarter, however, Nexa said. Throughput of the second mine in the division, also called Vaz...Read More

MORNING VIEW: LME base metals prices, broader markets mixed

March 23, 2021 / www.metalbulletin.com

Base metals prices on the London Metal Exchange were mixed on Monday March 22, while those on the Shanghai Futures Exchange were up across the board. United States 10-year treasuries yields have eased to 1.67%, from recent highs of 1.75%Base metals LME three-month base metals prices were mixed, with copper, aluminium and lead down by an average of 0.5%, while the rest of the metals were up by an a...Read More

Syrah Resources completes furnace installation to enable AAM production at Vidalia

March 23, 2021 / www.metalbulletin.com

Australia-based graphite miner Syrah Resources has completed the installation of a furnace at its active anode material (AAM) project in US city of Vidalia, Louisiana, a significant milestone on its path to becoming a vertically integrated producer of natural graphite AAM outside of China, the company announced on Monday March 22.Syrah Resources produced and coated purified spherical graphite, whi...Read More

Chinese cobalt sulfate price slides on soft demand, aggressive offers for scrap-fed material

March 23, 2021 / www.metalbulletin.com

The downtrend in China's cobalt sulfate market accelerated in the week to Friday March 19 on weak buying interest and a widening gap between offers for material produced from cobalt hydroxide and that produced from scrap.Fastmarkets' price assessment for cobalt sulfate 20.5% Co basis, exw China fell to 81,000-83,000 yuan ($12,434-12,741) per tonne on Friday March 19, down by 4,000 yuan per tonne (...Read More

Market Alert: 2 Things to Know About Markets This Week

March 22, 2021 / www.energyandcapital.com

Stocks are off to the races to kick off the trading week. The action today could set us up for another round of new all-time highs.Source: Yahoo FinanceThat's quite astonishing considering everything the markets have endured over the past 12 months.Just like things were prepandemic, "new record highs" is a phrase we're going to hear often. In fact, the S&P 500 has hit new highs (according to daily...Read More

Harmony Gold Mining Company Limited (JSE: HAR): World-Class Gold Mining and Exploration Company in South Africa and Papua New Guinea; Peter Steenkamp, CEO and Exec. Dir. Interviewed

March 21, 2021 / www.metalsnews.com

We spoke with Peter Steenkamp, who is CEO and Executive Director of Harmony Gold Mining Company Limited (JSE: HAR) - a world-class gold mining and exploration company, with more than 70 years' experience in the industry. Harmony Gold has operations and assets in South Africa and Papua New Guinea. These assets include one open pit mine and several exploration tenements, in Papua New Guinea, as well...Read More

Insights: Autocracy versus Democracy

March 22, 2021 / www.canadianinsider.com

The emerging geopolitical competition between China and the United States will likely drive opportunity and its timing in the mining industry over the next decade. This week, we also try to find an answer to where uranium fits in to all of this.Situation critical To read this week's Insight update on the factors impacting our core investment themes, click here. Read More

IN CASE YOU MISSED IT: 5 key stories from March 22

March 23, 2021 / www.metalbulletin.com

Here are five Fastmarkets stories you might have missed on Monday March 22 that are worth another look.Crude steel output in Germany dropped by 10.4% year on year in February 2021 after four consecutive months of recovery, German steel federation WV Stahl said on March 22.The process at...Read More

German crude steel production falls 10.4% in February, WV Stahl says

March 23, 2021 / www.metalbulletin.com

Crude steel output in Germany dropped by 10.4% year on year in February 2021 after four consecutive months of recovery, German steel federation WV Stahl said on Monday March 22.German crude steel production totaled more than 3.09 million tonnes in February, down from 3.46 million tonnes in the corresponding period of 2020."The cautious upward trend of the past few months has ended. The recove...Read More

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