China

Australia govt forecast: Iron ore price below $100 for 5 years

Frik Els | September 17, 2014
Australia govt forecast: Iron ore price below $100 for 5 years

Iron ore will recover to above $90 a tonne over the medium term, but dips to low $70s not ruled out.

China a buyer amid 'colossal imbalances' in central bank gold hoards

Frik Els | September 16, 2014
China a buyer amid 'colossal imbalances' in central bank gold hoards

As in the retail gold market, there's a giant sucking sound in the official sector going East.

Oilprice.com

Why China's insatiable appetite for coal has likely peaked

Oilprice.com | September 16, 2014
Slow growth spoiling China’s appetite for coal

A recent report from Greenpeace found that China's coal consumption declined in the first half of this year and new Chinese government data suggests that the country's coal imports have dropped. Estimates indicate that by the end of the year, China's coal imports could be 8 percent below 2013 levels.

Threat of downturn worries Canadian companies in China

Business in Vancouver | September 15, 2014

Economic slowdown, theft of intellectual property rights are among firms’ top concerns, Asia Pacific Foundation survey reveals

China's war on pollution is finally moving coal prices

Frik Els | September 13, 2014
China's war on pollution is finally moving coal prices

The latest restrictions on production, consumption and imports could drive prices 10% higher by the end of the year.

Iron ore price bears come out in force

Frik Els | September 10, 2014
Iron ore price bears come out in force

2014 is the "inflection point" and "until mines close it's a world of $70 prices of iron ore."

Nickel price rally still has a long way to go

Frik Els | September 9, 2014
Nickel price rally still has a long way to go

Filipino supply worries, depleting Chinese stocks and Indonesian refinery delays could see nickel rise close to $30,000 a tonne.

Frik Els

How the India-China trade summit could rock iron ore

Frik Els | September 8, 2014
How the India-China trade summit could rock iron ore

Reviving the China-India ore trade which peaked at 120mtpa in 2009 could be part of a grand bargain when Modi and Xi meet for the first time in New Delhi.

Goldcorp: We have hit PEAK gold

Frik Els | September 8, 2014
Goldcorp: We have hit PEAK gold

CEO Chuck Jeannes says barring a major technological breakthrough global gold production probably peaked in 2013.

Anglo American chief not going for any major corporate split

Cecilia Jamasmie | September 7, 2014
Anglo American chief not going for any major corporate split

A big corporate break-up à la BHP Billiton is definitively not in his books, he told FT.com.

Australia’s exploration spending down the slippery slope

Cecilia Jamasmie | September 7, 2014
Australia’s exploration spending down the slippery slope

The figure recently hit a seven-year low, rising concerns over how these cost-cutting measures may delay the country’s next generation of mines.

INFOGRAPHIC: A forecast of when the world's resources will run out

Cecilia Jamasmie | September 7, 2014
INFOGRAPHIC: Here is when the world's resources will run out

Here is one interpretation of how much is left on Earth.

Joy Global sees strength in copper price

Frik Els | September 5, 2014
Joy Global sees strength in copper price

Giant equipment maker sees strong fundamentals and changing mining dynamics keeping the price of copper above $3 a pound.

The World Gold Council doesn’t get China’s demand — Koos Jansen

Cecilia Jamasmie | September 5, 2014
The World Gold Council doesn’t get China’s demand — Koos Jansen

He argues the omissions and inadequacies of the WGC reports on China's gold demand are far larger than what the body would let the world see.

Northern Gateway pipeline unlikely to start in 2018

Cecilia Jamasmie | September 4, 2014
Northern Gateway pipeline unlikely to start in 2018

The firm no longer expects to complete its $7.3 billion (and climbing) project in four years.

Iron ore price hits unwelcome 5-year-low

Cecilia Jamasmie | September 4, 2014
Iron ore price hits unwelcome 5-year-low

After flirting with a five-year low for about a month, the iron ore price fell to the lowest price since October 2009.

Is the gold bear market really over?

Gold Stock Bull | September 3, 2014

I have made no effort to hide the fact that I am very bullish of gold.  I am, after all, writing this for a site called GoldStockBull, and in fact my debut submission to the site was a piece in which I …

Raj Ray: miners' cost cutting set to deliver in late 2014

The Gold Report | September 3, 2014
Driverless Trucks

When gold prices plunged in late 2013, gold producers took notice and developed mine plans that offered greater flexibility in troubled times. But even the best plans take time.

Tension building up in the global copper market

SNL Metals & Mining | September 3, 2014
copper coils mining

Tension has been a feature of the copper market since the middle of last year but, so far, the net result has generally been stalemate and prices have moved sideways.

Rare earth, other mining projects pile up in northern Europe

Cecilia Jamasmie | September 3, 2014
Rare earth, other mining projects pile up in northern Europe

Vast stretches of northern Europe’s wilderness will soon host more mining companies going ahead with several projects in the area.

Cecilia Jamasmie

China’s antitrust crackdown threatens BHP demerger

Cecilia Jamasmie | September 2, 2014
China’s antitrust crackdown threatens BHP demerger

Following a meeting with BHP’s China boss, Beijing issued a statement saying it believed that “BHP and other iron ore suppliers should avoid abusing dominant market positions."

The case for a September gold price surge

Frik Els | September 1, 2014
The case for a September gold price surge

Historically holding gold going into September reaps investors a more than 3% return.

Iron ore prices approaching 5-year low

Cecilia Jamasmie | August 29, 2014
Iron ore prices hit lowest in five years

Monthly loss up to 8.4%

Potash: Come back Baumgertner, all is forgiven

Frik Els | August 28, 2014
Potash: Come back Baumgertner, all is forgiven

One year after Vladislav Baumgertner blasted the global potash market wide open, the now ex-Uralkali CEO's predictions seem to be playing itself out.

CHART: Copper price could follow iron ore over a cliff

Frik Els | August 28, 2014
CHART: Copper price poised to follow iron ore over a cliff

Iron ore is down 34% this year over China fears, soft demand and surging supply. The copper market is equally exposed, but has so far defied fundamentals.

Less than 2% of Peru’s total mining concessions are active

Cecilia Jamasmie | August 28, 2014
Less than 2% of Peru’s total mining concessions are active

Around 15,000 of the total 55,000 licences in effect risk fines and even losing all privileges over the land.

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