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ASIAN MORNING BRIEF 1/1: LME recommends Rusal suspension be lifted; alumina index drops; zinc TCs hit multiyear highs

January 01, 2019 / www.metalbulletin.com

The latest news and price moves to start the Asian day on Tuesday January 1.Base metals on the London Metal Exchange were predominantly down at the close of trading on Monday December 31, consolidating lower despite slight upticks in equity markets and a continued easing in the US dollar index. Read more here in our live futures report.Here is how prices looked at the close of...Read More

ALUMINA SNAPSHOT 31/12: Alumina index falls below $400 at year-end; down 43% from April high

January 01, 2019 / www.metalbulletin.com

The fob Australia alumina index declined below $400 per tonne on December 31, hitting its lowest level since March 2018 following the last Nalco tender of the year concluding at $396.21 per tonne. Fastmarkets' benchmark daily fob Australia index was calculated at $396.84 per tonne on Monday, edging down from $405.83 per tonne on Friday December 28. Key driversThe index level is now 43% lower than...Read More

Zinc concs 'bloodbath' sees TCs reach new highs, lead terms dive

January 01, 2019 / www.metalbulletin.com

The treatment charges (TCs) paid for zinc concentrates continued to climb in December, while the market closed out a highly volatile 2018 at multi-year highs.Fastmarkets assessed the spot TCs for zinc concentrates at $210-230 per tonne basis cif China on December 28, the highest recorded since pricing began in December 2014.Zinc TCs have skyrocketed from decade lows in April after smelters in Chin...Read More

Gold Seeker Closing Report: Gold and Silver Gain with Stocks

January 01, 2019 / news.goldseek.com

Please Note: US markets are closed tomorrow for New Year's Day. CloseGain/LossGold $1282.20+$2.20Silver$15.47+$0.10XAU70.66+1.41%HUI160.58+1.54%GDM588.56+1.55%JSE Gold1375.75+7.84USD96.14-0.24Euro114.59+0.12Yen91.23+0.39Oil$45.41+$0.0810-Year2.683%-0.036T-Bond146.125+0.59375Dow23327.46+1.15%Nasdaq6635.28+0.77%S&P2506.85+0.85% The Metals: Gold gained $4.10 to $1284.10 in London before it d...Read More

CHINA SILICON SNAPSHOT: Grade-553 silicon price unchanged in quiet market

January 01, 2019 / www.metalbulletin.com

Key data from the pricing session in Shanghai on Friday December 28. Key drivers- The fob China grade-553 silicon price was unchanged amid thin inquiries and trades. - Suppliers adopted a "wait-and-see" stance due to squeezed profit margins. - Following a round of stockpiling in the past couple of...Read More

DAILY SCRAP REPORT: Prices down with fresh Baltic cargo

January 01, 2019 / www.metalbulletin.com

The Turkish deep-sea scrap import price has gone down by around $6 per tonne on Monday December 31 following the news of a booking of a fresh deep-sea cargo.A steel mill in the Iskenderun region booked a Baltic Sea cargo, comprising of HMS 1&2 (80:20) at $283 per tonne and P&S at $295 per tonne cfr on Saturday December...Read More

Orefinders gears up for market turn

December 31, 2018 / resourceworld.com

The Orefinders McGarry Mine, northeast Ontario. Source: Orefinders Resources Inc.Orefinders Resources Inc. [ORX-TSXV; ORFDF-OTC] said Monday December 31 that it is preparing for a market turn as it continues with a strategy that offers levered exposure to the price of gold, while preparing the company for future mining industry consolidation.While Orefinders is a gold-focused company, its sharehol...Read More

Rio Tinto signs power supply deal for Mongolian copper mine

December 31, 2018 / resourceworld.com

Rio Tinto signs power supply deal for Mongolian copper mineTurquoise Hill Resources Ltd. [TRQ-TSX], a 51%-owned affiliate of Rio Tinto Plc [RIO-NYSE] Group, said Monday December 31 that it has signed a power source framework agreement (PSFA) that covers the supply of power to the giant Oyu Tolgoi copper mine extension in Mongolia.The mine is located in the Gobi Desert, close to the border with Chi...Read More

LIVE FUTURES REPORT 31/12: Comex copper softens ahead of the New Year

January 01, 2019 / www.metalbulletin.com

Comex copper prices dipped to start the week in the United States on a lack of trading volumes and continued market worries over a prolonged trade war.The copper price for March settlement on the Comex division of the New York Mercantile Exchange declined 2.50 cents to $2.6565 per lb."Broader risk-off sentiment continues...Read More

Goals, Goals, Goals (December 31, 2018)

December 30, 2018 / fifighter.com

No beating around the bush and sugarcoating anything — I had a most dismal/miserable/pathetic 2018 and am looking most forward to saying good riddance to such a shit year. Granted, it’s all about perspective, though, and there’s really no use in dwelling about things too much… especially stuff from the past.What has happened, happened…Now I just gotta accept it, and f...Read More

Chinese company Zijin Mining Group successful in takeover of Nevsun Resources

December 31, 2018 / www.canadianinvestor.com

Share this articleVANCOUVER - Nevsun Resources Ltd. says Chinese company Zijin Mining Group Co. Ltd. has been successful in its $1.86-billion friendly takeover offer for the company.The companies say about 89.37 per cent of the total issued and outstanding Nevsun shares on a fully diluted basis were tendered to the offer of $6 per share in cash by the Dec. 28 deadline.The offer has now been extend...Read More

CIS FLAT STEEL: Buyers await lower prices in early 2019

January 01, 2019 / www.metalbulletin.com

Buyers in the export market for flat steel products from the Commonwealth of Independent States (CIS) are waiting for lower prices in early 2019 due to oversupply, sources told Fastmarkets MB.Fastmarkets MB's weekly price assessment for CIS-origin HRC exports was $440-460 per tonne fob Black Sea on Friday December 28, down $10 per tonne week on week.The CIS-origin HRC price fell by $117.50 per ton...Read More

Buying bad news stocks: blockchain, autos and oil sands

December 31, 2018 / www.canadianinsider.com

Canadian stocks made their lows for the year on December 24th, right near the end of tax loss selling. Let's take a look to see which insiders were buying around that low. Below are the five individual insiders who have reported the most buying in the public market on a direct holdings basis.I have picked direct holdings because these are holdings that are usually beneficially held for the direct...Read More

Turkish flat steel imports down by 53% in Nov

January 01, 2019 / www.metalbulletin.com

Turkey's imports of flat steel decreased by 52.69% year on year in November 2018, the Turkish Statistical Institute (TUIK) said on Monday December 31.The country imported 358,826 tonnes of flat steel, compared with 758,499 tonnes in November 2017, TUIK statistics showed. The decrease in imports was largely due to the negative sentiment prevalent in the domestic steel market since August this year,...Read More

RUSSIA FLAT STEEL: Prices unchanged for early 2019 despite VAT rise

January 01, 2019 / www.metalbulletin.com

Suppliers of hot-rolled (HR) and cold-rolled (CR) steel sheet to Russia's Central Federal District around Moscow kept prices unchanged for early 2019, despite an increase in the domestic value-added tax (VAT) rate.Effective 1 January 2019, VAT in Russia will increase to 20% from 18%.Fastmarkets' weekly price assessment for Russia-origin 4mm HR sheet remained at 39,200-40,000 roubles per...Read More

Singapore rebar import prices unchanged on thin spot trading

January 01, 2019 / www.metalbulletin.com

Import prices for rebar in Singapore were unchanged this past week amid thin spot trading caused by the year-end holiday season.Fastmarkets MB's assessment of import prices for rebar in Southeast Asia - which mainly looks at cargoes sold into Singapore on a theoretical weight basis - was $475-485 per tonne cfr for the week to Monday December 31, unchanged from a week earlier.Spot trading was even...Read More

DAILY SCRAP REPORT: Prices down with fresh Baltic cargo

January 01, 2019 / www.metalbulletin.com

The Turkish deep-sea scrap import price has gone down by around $6 per tonne on Monday December 31 following the news of a booking of a fresh deep-sea cargo.A steel mill in the Iskenderun region booked a Baltic Sea cargo, comprising of HMS 1&2 (80:20) at $283 per tonne and P&S at $295 per tonne cfr on Saturday December...Read More

Gold Seeker Closing Report: Gold and Silver Gain with Stocks

December 31, 2018 / news.goldseek.com

Please Note: US markets are closed tomorrow for New Year's Day. CloseGain/LossGold $1282.20+$2.20Silver$15.47+$0.10XAU70.66+1.41%HUI160.58+1.54%GDM588.56+1.55%JSE Gold1375.75+7.84USD96.14-0.24Euro114.59+0.12Yen91.23+0.39Oil$45.41+$0.0810-Year2.683%-0.036T-Bond146.125+0.59375Dow23327.46+1.15%Nasdaq6635.28+0.77%S&P2506.85+0.85% The Metals: Gold gained $4.10 to $1284.10 in London before it d...Read More

The Roar of Stupidity is Now Deafening

December 31, 2018 / news.goldseek.com

By David HaggithThe world is descending into intellectual chaos. Read El Erian in the following linked article, and then come and back tell me we have not moved into madness:El-Erian: 1000-Point Swings In The Dow Are The "New Reality"There is clearly a tooth missing in one of the gears in El-Erian's brain. How do you make this statement ...[A recession] is certainly not becoming a reality. You n...Read More

Portfolio Diversification and Risk Revisited

December 31, 2018 / news.goldseek.com

My Two CentsBy Andy Sutton / Graham Mehl This article was originally written by Andy Sutton on 7/24/2009; roughly 4 months after the markets bottomed from the 2008 blowout. Anything 'new' will be bolded. The 'Two Cents' series at the time was going through something of a post mortem of the meltdown and trying to give people a 'reset' so to speak regarding what was true and what wasn't. People f...Read More

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