China

Copper price rally comes to abrupt end

Frik Els | April 15, 2014
Copper price rally comes abrupt end

After steady recovery from near four-year lows, copper price sinks below $3 a pound again over China and supply growth worries.

China’s appetite for gold down, but not gone: World Council

Cecilia Jamasmie | April 15, 2014
China’s appetite for gold down, but not gone: World Council

The country's gold fever is expected to cool this year.

Glasenberg pulls off blockbuster Las Bambas deal

Frik Els | April 13, 2014
Glencore gets $6bn cash for Las Bambas

Chinese buyers cough up $6.3 billion in cool hard cash for massive Peru copper project indicating renewed confidence in prospects for the red metal.

UPDATE: The Ore Wars after the Flash Crash

Frik Els | April 13, 2014
UPDATE: The Ore Wars after the Flash Crash

The 8% one-day drop in the iron ore price in March was the result of a new dynamic in the market: panicked selling by traders using ore as loan collateral.

Gundlach on Chinese economic growth: 'How about a minus 7?'

Frik Els | April 13, 2014
Gundlach on Chinese economic growth: 'How about a minus 7?'

Founder and chief investment officer of $49 billion DoubleLine Capital may be a huge China bear, but he likes gold.

Imperialism Déjà Vu

Major powers are scrambling for as much of the world’s resources as they can control. Exploration and drilling intensify daily. Previously inaccessible or unprofitable areas are targeted – the days of easy access to the globe’s resources no longer exist.

Copper, iron ore imports defy China weakness

Frik Els | April 10, 2014
Copper, iron ore imports defy China weakness

China's iron ore imports jump 21% to 74 million tonnes while copper imports surge 31%.

Maritime piracy shifts to Atlantic, Southeast Asia

Frik Els | April 10, 2014
Maritime piracy shifts to Atlantic, Southeast Asia

Of the 70 pirate attacks so far this year, 53 have been in the waters off Southeast Asia and West Africa and some 50 crew remain in captivity.

Signs of Chinese import surge lifts iron ore price to 6-week high

Frik Els | April 9, 2014
UPDATE: The Ore Wars after the Flash Crash

Iron ore is honing in on the $120 a tonne-level, long considered an industry price floor.

Zachary Schumacher's 'State of the Rare Earths' address

The Mining Report | April 9, 2014

As China's rare earth production winds down, other sources worldwide could shape up to reward early investors.

Study: Copper surplus likely to push price down to $2.75 a pound

Frik Els | April 8, 2014
Study: Copper surplus likely to push price down to $2.75 a pound

The closely-watched Thomson Reuters GFMS annual copper survey paints a grim picture for the copper price in 2014 and beyond.

Iron ore price tracks higher as Chinese finance deals unravel

Frik Els | April 8, 2014
Iron ore price recovery continues as Chinese finance deals unravel

Iron ore is up 12% from lows sparked by panicked selling from Chinese traders and mills using stockpiles for trade credit.

Mining, oil and gas companies, at highest risk of cyber-attacks: report

Cecilia Jamasmie | April 8, 2014
Mining, oil and gas companies, at highest risk of cyber-attacks: report

Personal assistants at large mining companies and PR people were the most targeted by online criminals.

Renewed estimates of Chinese gold demand

GoldMoney | April 7, 2014

Analysis of the detail discovered in historic information in the context of China’s gold strategy has allowed me for the first time to make reasonable estimates of vaulted gold, comprised of gold accounts at commercial banks, mine output and scrap.

Matchmaking miners and China's $7 trillion in savings

Cecilia Jamasmie | April 7, 2014
China hunts for mining deals overseas with more than $7 trillion to spend

Only last year Chinese overseas investment totalled $61.6 billion by the end of September.

Watch a 631-foot containership run aground

Michael Allan McCrae | April 6, 2014
container ship hong kong

Almost on the soccer pitch.

On the surface, mining the moon doesn't look that great

Michael Allan McCrae | April 6, 2014
moon infrographic

Looking at lunar REE

Frank Holmes - U.S. Global Investors

Four areas revved up for a resource boom

revved up mining

A diversified selection of commodity stocks is key.

China to shut down 2,000 coal mines this year

Cecilia Jamasmie | April 4, 2014
China to shut down 2,000 coal mines this year

As part of the Beijing’s ongoing plan to reduce the alarming rates of air pollution and reduce the nation’s dependency on the fossil fuel.

Gold price snaps losing streak as Chinese buyers return

Frik Els | April 2, 2014
Gold price snaps losing streak as Chinese buyers return

Rather than an indication of weakening demand, discounts offered in Shanghai on the London spot price were a function of the weak yuan.

Stephan Bogner and the rise of a Euro-Chino-Russian superpower

The Mining Report | April 2, 2014

In this interview with The Mining Report, Bogner details what these shifting power dynamics will mean for the commodities market.

BHP bullish on coal demand, but says prices to remain weak

Cecilia Jamasmie | April 2, 2014
BHP bullish on coal demand, but says prices to remain weak

The mining giant believes demand for coal to keep growing over the next 20 years, driven mainly by China and India.

The how and when of Chinese stimulus

Frik Els | April 1, 2014
The how and when of Chinese stimulus

Don't hold your breath.

Uralkali’s potash goes on sale, India to pay lowest price in 7 years

Cecilia Jamasmie | April 1, 2014
Uralkali’s potash goes on sale, India to pay lowest price in 7 years

The price is also about 25% below what India paid last year to the now defunct Belarusian Potash Co., which Uralkali owned jointly at the time with Belaruskali.

BHP Billiton mulls spinning off non-core divisions into $18bn firm

Cecilia Jamasmie | April 1, 2014
BHP Billiton mulls spinning off non-core divisions into a $18bn firm

The separate company would be listed on the London Stock Exchange, as well as the Australian and South African markets.

Chinese shadow banking and commodities

GoldMoney | March 31, 2014

The story that commodities are at the centre of China’s shadow banking system has gained prominence in recent weeks.

More »