Recent Articles

Codelco now mines copper for $1.40 a pound

Posted on August 28, 2015

Chile's state-owned giant slashes costs 11% and boosts production as it takes the fight to the competition amid slumping copper price.

Iron ore price rallies again

Posted on August 28, 2015

A more than 4% jump on Friday erases week's losses and brings gains since July low to 28%.

Gold no longer a safe haven asset

Posted on August 27, 2015

Speculators ruined gold's safe haven reputation long ago – this week's tepid response to the market panic is the just the latest example says new report.

Iron ore still in a bull market. What does it say about China?

Posted on August 26, 2015

No commodity is more exposed to China and the iron ore price is up 20% from its 2015 low. Has the steelmaking raw material become a leading indicator?

One way Chinese investors are coping with stock rout

Posted on August 26, 2015

New statue depicting the bull's triumph over the bear is drawing crowds and raising eyebrows.

Jim Rogers: Commodity bull market hasn't gone away

Posted on August 26, 2015

Commodity investing legend says the Chinese market is on its way to "finding a good bottom."

Stillwater plunges as palladium price is decimated

Posted on August 25, 2015

Palladium price drops 8% to five year low, crushing shares in only US PGM miner.

Chinese gold imports rise 48%

Posted on August 25, 2015

Hong Kong customs data show a rebound in number two gold importing nation.

CHART: Stop panicking about China and mining

Posted on August 24, 2015

We're not in 2008 – plotting global economic growth against commodity prices shows metals and mining sell-off is disconnected from realities on the ground.

Canadian mining stocks outperform metals prices

Posted on August 24, 2015

Canadian junior and mid-tier mining companies also raised 62% more capital in the second quarter than in 2014.

Mining private equity is being fundamentally transformed

Posted on August 23, 2015

Appian Capital founder Michael Scherb: "You're now seeing the same changes in mining that happened in oil and gas which is now heavily supported by PE"

Gold price: Hedge funds reverse historic bearish position

Posted on August 21, 2015

Amid chaos on equity markets, large speculators on gold futures this week exited bearish positioning not seen in at least 9 years.

Forget slower growth, worry about Chinese GDP contraction

Posted on August 20, 2015

Chinese rail freight tonnage – a key indicator for economic activity and the commodities trade – has plunged by 10.2% this year.

Is this gold price jump the turning point?

Posted on August 20, 2015

Gold leaped more than 2% to a five-week high Thursday on a futures market in rare backwardation and where hedge fund investors are short 323 tonnes.

The real reason the copper price is being crushed

Posted on August 19, 2015

Hidden Chinese inventory and the carry trade.

Report: At least one large gold hedge this year

Posted on August 17, 2015

After a dramatic 2014 with 103 tonnes sold forward, gold producers' hedge book activity died down in Q1, but new report says more big deals likely.

Hedge funds remain ultra-bearish on gold price

Posted on August 17, 2015

Large-scale speculators on gold futures market remain net short for third week – bearish positioning not seen since records began in 2006.

Vale ordered to halt production at giant Amazon nickel mine

Posted on August 14, 2015

Judge also orders compensation for indigenous people in the region following protests at mine responsible for 9% of Brazilian giant's nickel output.

China's central bank continues to stock up on gold

Posted on August 14, 2015

Amid a currency and credibility crisis The People's Bank opts for transparency by updating its official gold purchases – only the second time since 2009.

Is Glencore about to dump $16 billion of stockpiles?

Posted on August 13, 2015

JP Morgan Cazenove says Swiss commodity trading giant has to start off-loading inventory to slash its $48 billion debt pile and keep its credit rating.

Massive buying of gold stocks as fear trade returns

Posted on August 12, 2015

Currency wars and hedge fund short covering lift gold price sending investors piling back into gold mining stocks.

Iron ore price rally safe from yuan devaluation

Posted on August 12, 2015

High cost domestic Chinese iron ore mines will stay shut, boosting already surging imports.

Silver Wheaton shares on a tear after record quarter

Posted on August 12, 2015

Streaming company ups production 29% in Q2 and CEO Randy Smallwood says expansion opportunities abound in today's market.

Chinese fears send gold price to 3-week high

Posted on August 11, 2015

"Gold's best moment this year came when we saw various FX swings, lots of central banks cutting interest rates or intervening in their monetary policy."

Dr Copper making way too much of China devaluation

Posted on August 11, 2015

Bellwether copper price falls to fresh six-year low after China devalues currency, but new report says market reaction is a knee-jerk one.

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