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

PRICING NOTICE: Proposal to discontinue assessment of copper rod annual premium, cif Nhava Sheva

September 25, 2019 / www.metalbulletin.com

Fastmarkets proposes to discontinue its assessment of the copper rod annual premium, cif Nhava Sheva, due to a lack of liquidity and excessively long premium negotiation periods.Annual premium negotiations between Indian buyers and international sellers can run for as long as seven months, making it very difficult for price reporters to capture deals and concentrate trade liquidity.Fastmarkets gen...Read More

Widespread falls in Mexican ferrous scrap prices on weak markets

September 25, 2019 / www.metalbulletin.com

Ferrous scrap prices in Mexico have dropped for almost all grades and in almost all regions this week, with some of the country's main steelmakers applying price cuts.Last week, a large Mexican mill confirmed a price reduction of 400 pesos ($20.57) per tonne for all scrap grades, adding to previously announced price cuts of 200 pesos per week in September by two other large scrap consumers.But som...Read More

LIVE FUTURES REPORT 23/09: LME zinc falls below $2,300/t in 2% slide; Al weak

September 25, 2019 / www.metalbulletin.com

The three-month zinc price on the London Metal Exchange was lower at the close of trading on Tuesday September 24, dipping below the $2,300-per-tonne support level despite falling exchange stocks, while aluminium futures closed at their lowest level since September 3. Zinc futures closed at $2,282 per tonne this afternoon, also settling at their lowest level since September 3 against a broad weake...Read More

IN CASE YOU MISSED IT: 5 key stories from September 24

September 25, 2019 / www.metalbulletin.com

Here are five Fastmarkets MB stories you might have missed on Tuesday September 24 that are worth another look.The long-lasting downtrend in the international scrap market, which has pushed prices to three-year lows this month, has led to the point where steelmakers which use electric-arc furnaces (EAFs) have a significant advantage over those equipped with blast furnaces (BFs), which use iron ore...Read More

Gold Will Trend Higher And So Will Newmont Goldcorp

September 24, 2019 / seekingalpha.com

Gold is likely to trend higher with several fundamental triggers. Expansionary monetary policy being the key gold price catalyst.Expecting significant EBITDA margin expansion and cash flow growth for Newmont in the coming quarters.Dividends likely to increase in 2020 and that will translate into positive stock re-rating.Strong fundamentals for investment towards stable production with robust cash...Read More

Gold's Still Glittering This Fall - TheStreet

September 25, 2019 / www.thestreet.com

As the broad market continues to ride its best year-to-date performance in more than two decades, investors who haven't been paying close attention may be surprised to discover that 2019 has also been a stellar year for gold. While gold isn't having quite the historic run that we're seeing in equities so far this year, it's not for lack of performance - metal prices simply surged higher faster,...Read More

COMMENT: It's topsy-turvy time of the year again for steel prices

September 25, 2019 / www.metalbulletin.com

Following a flip in global steel and ferrous trade flow trends last year caused by economic jitters in Turkey, trade defenses by the United States and production cuts in China, this year it is steel prices that are turning upside down. Hot-rolled coil (HRC) prices are now below rebar prices in a phenomenon rarely seen outside of the Chinese domestic markets. HRC import prices in Vietnam have...Read More

Tight margins, sustainable supply chains drive EV manufacturers' need for lithium benchmark

September 25, 2019 / www.metalbulletin.com

The whole battery supply chain will benefit from lithium benchmark pricing, Fastmarkets head of battery raw materials research William Adams says as he explores what is driving auto manufacturers to support this pricing mechanism. The auto industry is going through a period of unprecedented change due to companies introducing electric vehicles (EV) into their portfolios alongside internal combusti...Read More

FOCUS: China's autumn-winter steelmaking curbs put economics first

September 25, 2019 / www.metalbulletin.com

Steelmaking restrictions planned for China's northern region - where the concentration of mills are the highest in the country - during the autumn-winter period appear to be looser this year compared with the corresponding period of last year.While no official guidelines have emerged, a draft of measures to control air pollution in 28 cities in the region during the October-March period has been c...Read More

Harvey Organ: Silver Has Stellar Day And Gold Tags Along!

September 24, 2019 / www.silverdoctors.com

Speculators continue to attack the COMEX for physical silver. Harvey explains...by Harvey Organ of Harvey Organ BlogSEPT 23//SILVER HAS A STELLAR DAY UP 80 CENTS TO $18.63///GOLD TAGS ALONG UP $16.25//HUGE PAPER ADDITION OF 10.55 TONNES OF GOLD ADDED TO THE GLD///NONE ADDED FOR SILVER;S SLV//THE REPO MESS IS NOW EXPLAINED FULLY IN OUR USA SECTION: A MUST READ...//TONIGHT WE SIT SHIVA FOR THOMAS CO...Read More

Steve St. Angelo: Why Technical Analysis Of The Silver Market Matters In Rigged Markets

September 24, 2019 / www.silverdoctors.com

Traders, hedge funds & institutions all study and follow technical analysis, and right now, they are...by Steve St Angelo of SRSrocco ReportSince my last video update, the silver price has consolidated to a lower level. While I wasn't surprised to see silver continue to correct, I do believe its only temporary before it begins a new leg higher. And, if we look at the COT Report for silver, the...Read More

LIVE FUTURES REPORT 23/09: LME zinc falls below $2,300/t in 2% slide; Al weak

September 25, 2019 / www.metalbulletin.com

The three-month zinc price on the London Metal Exchange was lower at the close of trading on Tuesday September 24, dipping below the $2,300-per-tonne support level despite falling exchange stocks, while aluminium futures closed at their lowest level since September 3. Zinc futures closed at $2,282 per tonne this afternoon, also settling at their lowest level since September 3 against a broad weake...Read More

COKING COAL DAILY: Trading slows amid anticipation of definitive cues

September 25, 2019 / www.metalbulletin.com

Bearish sentiment continues to grip the seaborne coking coal market, where prices fell to a three-year low this month.Premium hard coking coal, fob DBCT: $128.19 per tonne, unchangedPremium hard coking coal, cfr Jingtang: $153.98 per tonne, down $1 per tonneHard coking coal, fob DBCT: $122.50 per tonne, unchangedHard coking coal, cfr Jingtang: $132.76 per tonne, unchangedLow-vol PCI, fob DBCT: $98...Read More

CHINA HRC: Measures to cut emissions keeping prices stable

September 25, 2019 / www.metalbulletin.com

Ongoing steelmaking restrictions continued to support prices for hot-rolled coil in China on Tuesday September 24.DomesticEastern China (Shanghai): 3,660-3,670 yuan ($515-516) per tonne, narrowing upward by 10 yuan per tonneNorthern China (Tangshan): 3,600 yuan per tonne, unchangedSpot prices remained largely at Monday's levels amid optimism due to the emergence of more details surrounding steelma...Read More

Demand for met coal imports in China sensitive to iron ore procurement strategies

September 25, 2019 / www.metalbulletin.com

The increasing consumption of scrap and a potential shift toward the electric-arc furnace (EAF) steelmaking route from the basic oxygen furnace (BOF) route in China are medium- to long-term threats to demand for steelmaking raw materials, while in the near team coking coal import volumes will continue to be affected by iron ore procurement strategies.This was the basis of Fastmarkets research team...Read More

GLOBAL MANGANESE WRAP: Manganese ore prices sink on slashed offers [CORRECTED]

September 25, 2019 / www.metalbulletin.com

Miners launch cheaper offer prices for manganese ore in response to declining demand from China. Ore markets knocked by cheap offers, languishing demandSilico-manganese spot prices weaken in ChinaIndian silico-manganese prices drop amid poor demand, oversupplyEuropean alloy markets flatline in consumer absenceUS high carbon ferro-manganese price falters Seaborne manganese ore prices dived on Frida...Read More

DAILY SCRAP REPORT: Prices inch up on fresh European cargo but trend unclear

September 25, 2019 / www.metalbulletin.com

Turkish deep-sea scrap prices have shown a slight uptick with news of a fresh European cargo trade, but the market direction was still unclear, sources said on Tuesday September 24.A steel mill in the Iskenderun region booked a European cargo, comprising 15,000 tonnes of HMS 1&2 (75:25) at $220 per tonne and 10,000 tonnes of shredded at $230 per tonne cfr.News of the cargo raised the daily scrap i...Read More

IN CASE YOU MISSED IT: 5 key stories from September 24

September 25, 2019 / www.metalbulletin.com

Here are five Fastmarkets MB stories you might have missed on Tuesday September 24 that are worth another look.The long-lasting downtrend in the international scrap market, which has pushed prices to three-year lows this month, has led to the point where steelmakers which use electric-arc furnaces (EAFs) have a significant advantage over those equipped with blast furnaces (BFs), which use iron ore...Read More

Low margins force private Chinese copper smelters to close while state firms keep growing

September 25, 2019 / www.metalbulletin.com

Five private copper smelters in China have halted production because processing at market terms has become unfeasible due to a combination of weakening demand for end products, a tight copper concentrates market and the higher costs of complying with pollution standards.The smelters involved are Top-Eastern Copper in Liaoning, Jinshui Copper and Kaitong Group in Yunnan, Laizhou Fangtai in Shandong...Read More

PRICING NOTICE: Delayed publication of monthly nickel briquette premium, duty free, cif Shanghai

September 25, 2019 / www.metalbulletin.com

Fastmarkets published its monthly Shanghai, nickel premium, 99.80% purity briquette, on a duty free cif basis, two minutes later than scheduled on Tuesday September 24 due to an unforeseen market shift from a premium to a discount.The following price was published in Fastmarkets' price book later than scheduled:Shanghai, nickel premium, 99.80% purity briquette, duty free, cif, $ per tonne For more...Read More

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