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EUROPEAN MORNING BRIEF 05/06: SHFE lead in the driver's seat; US scrap exporters enjoy short-term relief; uptick eyed in Chinese FeCr prices after inspections

June 05, 2018 / www.metalbulletin.com

Good morning from Metal Bulletin's offices in Asia as we bring you the latest news and pricing stories on Tuesday June 5.Lead prices on the Shanghai Futures Exchange outperformed during Asian morning trading on Tuesday, supported by low inventory levels and supply-side concerns.Meanwhile, copper prices continued their recent run of strength, albeit at a slower pace, after trading activity thinned...Read More

Songtao's manganese producers shuttered by pollution

June 05, 2018 / news.metal.com

SHANGHAI, Jun 5 (SMM) – Just one manganese producer in Songtao, Guizhou province resumed operation after inspection as of Tuesday June 5. Another indicated that it will restart production within this week, SMM learned. All manganese plants and some parts of mines in Songtao were shut by the local government last Friday after the area's water and soil po...Read More

SMM Evening Comments (Jun 5)

June 05, 2018 / news.metal.com

SHANGHAI, Jun 5 (SMM) – Nonferrous metals saw mixed trading on Tuesday June 5. SHFE lead led the gains and closed nearly 3.6% higher, copper rose nearly 1%, and zinc inched up. Tin fell over 1%, nickel dipped, while aluminium went flat. In the ferrous market, iron ore jumped over 1.7%, rebar and hot-rolled coil went up slightly, while coke fell over 1% and coking coal dipped 0.76%....Read More

LIVE FUTURES REPORT 05/06: LME zinc rallies while nickel, copper prices gather momentum

June 05, 2018 / www.metalbulletin.com

Zinc prices on the London Metal Exchange ended 2.4% higher at the close of trading on Tuesday June 5, reaching their highest since April 24, while three-month nickel and copper also finished strongly.Outperforming the rest of the complex, zinc's three-month price reached a high of $3,201 per tonne during the afternoon ring. It has climbed more than 4.5% since its June 4 low of $3,056 per tonne. "W...Read More

COKING COAL DAILY: Market participants brace for price increases

June 05, 2018 / www.metalbulletin.com

There is still room for seaborne coking coal prices to increase amid expectations of tightening supply and robust Chinese demand, market participants said on Tuesday June 5. A premium category cargo was heard to have changed hands at around $194 per tonne fob Australia late evening, market sources said. "Demand from Chinese buyers is robust and steelmakers expect to be able to get a better deal on...Read More

LIVE FUTURES REPORT 05/06: LME zinc price up 1.4%; copper, nickel and lead keep firm

June 05, 2018 / www.metalbulletin.com

All base metals prices on the London Metal Exchange recorded positive moves up during morning trading on Tuesday June 5, with zinc's three-month price leading the complex higher amid a weaker US dollar index. The zinc price climbed 1.4% to reach a high of $3,175 per tonne over the morning. Sister-metal lead is trading in similar form, with this week's push above $2,500 per tonne keeping firmly in...Read More

Great Frauds (Like The Silver Manipulation On The COMEX) Require Darkness

June 05, 2018 / www.silverdoctors.com

Ted Butler say, "let me be clear, both JPMorgan and the CME Group are stone-cold crooks when it comes to silver." Here's why...by Ted Butler via SilverSeekNo doubt you're aware of the massive fraud uncovered at Theranos, the high tech medical startup purported to be able to run any number of diagnostic tests from a single drop of blood. Theranos was a Silicon Valley upstart valued at $10 billion a...Read More

Silver Prices Are Approaching a Key Breakout Point

June 05, 2018 / moneymorning.com

Peter KrauthA weakening dollar hasn't spurred silver prices like we expected, but the indicators I'm looking at show silver is nearing the tipping point it needs to surge higher.Geopolitical concerns have eased in Italy and Spain, and the U.S.-North Korea summit appears to be on once again for next week.That has diminished the attraction of silver's safe-haven properties in the near term, but with...Read More

SMM Evening Comments (Jun 5)

June 05, 2018 / news.metal.com

SHANGHAI, Jun 5 (SMM) – Nonferrous metals saw mixed trading on Tuesday June 5. SHFE lead led the gains and closed nearly 3.6% higher, copper rose nearly 1%, and zinc inched up. Tin fell over 1%, nickel dipped, while aluminium went flat. In the ferrous market, iron ore jumped over 1.7%, rebar and hot-rolled coil went up slightly, while coke fell over 1% and coking coal dipped 0.76%....Read More

South32 looks to Mexico in $100M zinc deal

June 05, 2018 / www.mining-journal.com

The Perth-based diversified miner overnight signed an agreement with Toronto-listed Silver Bull Resources on the Sierra Mojada zinc-silver project in Mexico.Read More

Metminco starts drilling at Tesorito

June 05, 2018 / www.mining-journal.com

In March, it said it was raising upwards of A$5 million (US$3.86 million) for exploration in Colombia.The company hopes the diamond drilling programme will confirm and expand the gold mineral system previously drilled by a previous owner, as well as test a previously undrilled geophysical anomaly.Of the three diamond core holes previously drilled, the best hit a 384m intercept grading 1.1g/t gold,...Read More

Data: SHFE, DCE market movement (Jun 5)

June 05, 2018 / news.metal.com

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Anglo American back exploring in Australia

June 05, 2018 / www.mining-journal.com

The company in February applied for 19 contiguous exploration licences over 5,700 square kilometres in western Queensland, and appears to be targeting a potential southern extension of the Mount Isa fault under the Georgina Basin.Read More

Arc ups Zamsort interest to 55%

June 05, 2018 / www.mining-journal.com

The company, formerly known as Ortac Resources, has acquired a further 6% interest from Terra Metals in exchange for 17.5 million new ordinary shares of no par value in Arc Minerals.It became Zamsort's largest shareholder in mid-May when it upped its holding from 14% to 49% by acquiring 35% of Terra's shares in Zamsort for 102.1 million new ordinary shares.Arc also holds a convertible loan note in...Read More

SMM Morning Comments (Jun 5)

June 05, 2018 / news.metal.com

SHANGHAI, Jun 5 (SMM) –Copper: Copper prices rose overnight as the US dollar weakened. Labour negotiations at BHP’s Escondida copper mine in Chile, the world’s largest copper mine, which began last week are also likely to weigh on supply. In light to the shutdown of the second largest copper smelter in India, SMM remains bullish on copper prices in the short term due to the expec...Read More

Inside support for Petropavlovsk putsch

June 05, 2018 / www.mining-journal.com

London-listed Petropavlovsk (POG) is in the midst of a major shareholder battle that could see the whole board booted at the June 29 annual general meeting.Read More

Commodity price optimism and the curious case of uranium...

June 05, 2018 / www.mining-journal.com

What they fail to foresee is that by providing money at a low cost of capital they oversupply investment capital, facilitating market over-supply.The end result is that despite increased demand, commodity prices lag, leaving investors with sub-optimal returns.Even if investors' expectation for supply deficits turns out to be true, there is no reason why they should build-in higher commodity prices...Read More

Rock Tech Lithium starts PEA on Ontario pegmatite play...

June 05, 2018 / www.mining-journal.com

DMT is calculating an updated resource estimate for the project, which is expected to be released soon, and which will form the basis of the PEA. The resource update is expected to entail an increase of tonnage based on the exploration work undertaken over the past 18 months, and an upgrade of resource classification, in line with Canada's National Instrument 43-101 guidelines.Read More

GULF FLAT STEEL IMPORTS: HRC price nudges upward but demand still weak

June 05, 2018 / www.metalbulletin.com

Flat steel import prices in the United Arab Emirates and Saudi Arabia increased slightly this week but demand was limited because of the damping effect on business of the Islamic holy month of Ramadan, sources told Metal Bulletin on Tuesday June 5.Buyers prefer to postpone bookings during the holy month, which started in mid-May.Working hours are reduced in Saudi Arabia; Ramadan is always a slow m...Read More

To the editor: Why is exploration success so elusive?...

June 05, 2018 / www.mining-journal.com

See these two Richard Schodde graphs.Ultimately, however, mineral exploration underwent a very significant structural change because of this progressive shallow ore deposit depletion. This structural change was signalled by the fact that, for the first time in modern history, a very strong multi-year increase in mineral exploration expenditure was not answered by a parallel increase in ore deposit...Read More

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