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LIVE FUTURES REPORT 22/02: LME copper price up 1.5% in high-volume trading

February 23, 2019 / www.metalbulletin.com

Copper's three-month price on the London Metal Exchange continued its strong performance at the close of trading on Friday February 22, reaching a seven-month high, while low LME stocks and a fresh cancelation of more than 37,000 tonnes in the morning supported the price.Trading was at its highest level since July 2018, and only a month earlier copper's three-month price had reached levels in exce...Read More

COKING COAL DAILY: Seaborne market quiet after a flurry of trades earlier in the week

February 23, 2019 / www.metalbulletin.com

The seaborne coking coal market was quiet on Friday February 22 following a flurry of transactions through the week that sent prices of premium hard coking coal up by more than 4% over the week.Fastmarkets' cfr China Premium Hard Coking Coal Index was unchanged from the previous day at $212.60 per tonne on Friday, but up 4.8% from Monday, while the fob Australia Premium Ha...Read More

Barrick on Newmont merger: "No decision at this time"

February 22, 2019 / www.mining.com

Canada's Barrick Gold (TSX:ABX)(NYSE:GOLD), the world's second-largest gold producer, may eclipse its recent and perhaps overly-analyzed merger with Randgold Resources by buying rival gold major Newmont (NYSE:NEM) in a $19 billion all-share deal.Commenting on media speculation, the Canadian miner confirmed it had reviewed the opportunity to merge with the US miner in an all-share zero premium tran...Read More

LIVE FUTURES REPORT 22/02: Trade talk progress buoys LME base metals prices; Cu climbs 1.2% on 37kt fresh cancelation

February 23, 2019 / www.metalbulletin.com

Base metals prices on the London Metal Exchange were mostly higher during morning trading on Friday February 22, with three-month copper and nickel prices breaching nearby resistance levels, while trade sentiment around US-China trade talks continues to support commodity investments. Copper's three-month price continues to trade in an uptrend amid a decade-low in LME stocks, while traded volumes r...Read More

China-US Rivalry and Gold

February 22, 2019 / www.fxstreet.com

It's unimaginable what great progress China made in the last forty years. The rise of such economic power triggered many fears (or hopes) about the future international order. We invite you to read our today's article about the rivalry between China and the US and find whether the Red Dragon will replace America as a global hegemon. And what would such a shift mean for the gold market. &nb...Read More

Newmont Mining Surges Amid Reports Barrick Gold Considering $19 Billion Takeover - TheStreet

February 23, 2019 / www.thestreet.com

Newmont Mining Corp. (NEM) shares jumped higher Friday amid reports that rival Barrick Gold Corp  (GOLD) is prepping a hostile takeover bid that would value the mining group at around $19 billion. Canada's Globe & Mail Newspaper reported Friday that Barrick, the world's biggest gold producer and fresh off a $6.1 billion takeover of Randgold Resources, is looking to buy Newmont and dump...Read More

Gold heads for second weekly gain on growth concerns

February 22, 2019 / www.cnbc.com

Published 20 Hours AgoUpdated6 Hours AgoReuters Simon Dawson | Bloomberg | Getty ImagesGold will continue to shine amid a weak dollar, says author and gold pro Jim Rickards.Gold was steady on Friday but still on track for a second weekly gain as sluggish U.S. economic data stoked worries about a global slowdown and investors awaited signals on U.S.-China trade talks.Spot gold was up 0.53 percen...Read More

It's Dumb To Have No Gold Amid All Of This

February 21, 2019 / seekingalpha.com

The two biggest US stock market rallies (in the 1920s and in 1990) occurred when the budget deficit was disappearing or had disappeared.Today, the opposite is happening.No matter how much money the Fed prints, or what they do with their balance sheet, you can't spend more money than you make.The way you protect yourself from plans to demolish every house and kill all the cows is... gold. I mean, p...Read More

Gold: The Big Picture

February 22, 2019 / seekingalpha.com

Nothing impacts gold prices quite like the Fed policy.Gold has appreciated by nearly 3,800% since the dollar decoupled from gold in the 1970s, and in that time, the U.S.'s monetary base exploded by roughly 4,300%.It appears that the Fed is about done with its tightening program, and an upcoming economic slowdown will likely push the Fed towards halting QT, lowering rates and implementing QE.Th...Read More

Peru community blocks road for copper transport by Chinese miner MMG

February 22, 2019 / www.mining.com

An indigenous community in Peru has blocked Chinese miner MMG Ltd from using a road to transport copper from its massive Las Bambas mine to a port for shipment for the past 10 days, a lawyer representing the community said Friday.The community of Nueva Fuerabamba says the government illegally turned the road, which runs through its farmland, into a national highway, and wants to reach a deal with...Read More

Copper price surges as stocks hit 12-year lows

February 22, 2019 / www.mining.com

The price of copper surged nearly 3% on Friday after stocks held in global warehouses operated by the LME fell to the lowest since 2005.Copper for delivery in March hit $2.9535 per pound ($6,510 a tonne) by midday on the Comex market, the highest level since the start of July last year. The price spiked in heavy volumes with nearly 1.5m tonnes worth $9.5 billion traded by lunchtime in New York.Glo...Read More

Chile's mines minister holds 2019 copper price prediction at $3.05 per pound

February 22, 2019 / www.mining.com

Chile's mines minister Baldo Prokurica on Friday maintained the government's 2019 copper price prediction of $3.05 per pound.Prokurica told a press conference in Santiago he was holding the price outlook amid optimism around US-China trade talks taking place in Washington at present.(By Marion Giraldo and Aislinn Laing; Editing by Chizu Nomiyama)Read More

Acid truck spill kills 20 near Glencore Congo mine

February 22, 2019 / www.mining.com

About 20 people died on Wednesday when a truck carrying acid to Glencore's Mutanda Mine in Democratic Republic of Congo collided with two other vehicles, Glencore said on Friday.The accident occurred in the evening about 50 kilometres (31 miles) from the copper and cobalt mine in the southeast of the country.The truck was owned by a logistics company contracted by the mine, Glencore said, without...Read More

Gold prices post largest one-day loss since August

February 21, 2019 / www.marketwatch.com

Gold prices dropped back from a 10-month high on Thursday, suffering from their largest one-day decline since August. Analysts attributed the steep loss to minutes from the Fed's January meeting released a day earlier, which sounded less dovish than investors had expected, as well as a stronger dollar and rising bond yields. Prices for the metal also sank on the back of technical trading pressure....Read More

LIVE FUTURES REPORT 22/02: LME copper price up 1.5% in high-volume trading

February 23, 2019 / www.metalbulletin.com

Copper's three-month price on the London Metal Exchange continued its strong performance at the close of trading on Friday February 22, reaching a seven-month high, while low LME stocks and a fresh cancelation of more than 37,000 tonnes in the morning supported the price.Trading was at its highest level since July 2018, and only a month earlier copper's three-month price had reached levels in exce...Read More

NOBLE ALLOYS MARKET REPORT 22/02: EU APT spot prices bolstered by concentrates, Rotterdam tightness

February 23, 2019 / www.metalbulletin.com

An overview of the noble alloys markets and the reasons for any price moves.Read More

Smelters seeking $100-per-tonne increase in annual zinc TCs

February 23, 2019 / www.metalbulletin.com

Zinc smelters have submitted bids for treatment charges (TCs) of up to $280 per tonne for annual contracts, kicking off concentrate supply negotiations ahead of the International Zinc Association (IZA) conference to be held in Scottsdale, Arizona, February 24-27.TCs are the fees paid to smelters for processing concentrate into refined metal.In January and February meetings with miners, smelte...Read More

Global copper market deficit narrows in November - ICSG

February 23, 2019 / www.metalbulletin.com

The global copper market remained in a deficit of 395,000 tonnes through the first 11 months of 2018, the International Copper Study Group (ICSG) reported on Thursday February 21, although that shortfall tightened from a 545,000-tonne deficit in January-October."World growth was constrained by an unusually high frequency of smelter disruptions and temporary shutdowns for technical upgrades [and] m...Read More

BATTERY RAW MATERIALS MARKET REPORT 22/02: China spot lithium-hydroxide prices fall; cobalt on downtrend

February 23, 2019 / www.metalbulletin.com

An overview of the battery raw materials markets and their price moves from the past week.Read More

Zinc, lead conc TCs grind higher while market heads into key annual contract talks

February 23, 2019 / www.metalbulletin.com

Zinc and lead concentrate treatment charges (TCs) rose in February deals for spot cargoes with liquidity sinking over the Lunar New Year and while market participants became insular ahead of annual contract negotiations.Fastmarkets assessed zinc concentrate TCs at $215-250 per tonne on February 22 from $210-240 per tonne in January, which reflects the gap between the low volumes of trader and smel...Read More

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