China

China panic crushes mining stocks

Frik Els | July 7, 2015
China panic crushes mining stocks

Billions wiped from mining sector as gold, silver prices fall and copper, iron ore prices plummet to 2009 levels amid Chinese stock market collapse.

Copper prices hit 6-year low, blame China

Cecilia Jamasmie | July 7, 2015
Copper prices hit 6-year low, blame China

As high volatility in the Chinese stock-market reinforced worries of a dropping demand from the nation, the world’s top metals consumer.

These are the top business risks mining and metals firms face

Cecilia Jamasmie | July 7, 2015
These are the top business risks mining and metals firms face

Getting — and keeping — a social license to operate, as well as resource nationalism, remain among the top five business risks for the industry.

Iron ore prices going from bad to worse — below $50

Cecilia Jamasmie | July 7, 2015
Iron ore prices going from bad to worse — below $50

The sustained losses place smaller miners back in the danger zone.

Iron ore price getting crushed again

Frik Els | July 6, 2015
Iron ore price getting crushed again

Chinese steel prices fall to record low Monday, dragging down iron ore price another 4%.

Australian coal miners attack China's new testing system

Cecilia Jamasmie | July 6, 2015
Australian coal miners attack China's new testing system

They claim Beijing is using it to block imports and so favour its own struggling coal industry.

Investment banking prescriptions for Eldorado Gold’s ailment

Hallgarten & Company | July 5, 2015
perscription creative commons image

"Ideally the company should be broken up into a Chinese piece, a Turkish-listed piece and an 'other' piece."

Iron ore hits four-month low

Cecilia Jamasmie | July 3, 2015
Iron ore drops to four-month low

As fresh reports provided further evidence of a slowing Chinese economic and consequently increasing stock piles up at its ports.

China’s rate cuts to slow copper demand even further — report

Cecilia Jamasmie | July 3, 2015
China’s rate cuts to slow copper demand even further — report

China's central bank commitment to ensure policy remained prudent this year may mean no more monetary stimulus, which could see copper demand growth slow further.

China clamours to set global gold prices

Al Jazeera | July 2, 2015

The world's biggest producer and consumer of the metal sees a golden opportunity to expand its pricing power.

World Coal Association welcomes China's continued commitment to low emissions coal technology

World Coal Association | July 2, 2015

The World Coal Association has welcomed today’s announcement by China of its Intended Nationally Determined Contribution (INDC) in preparation for the COP21 climate negotiations in Paris later this year.

Iron ore falls below the $60 mark again

Cecilia Jamasmie | July 1, 2015
Iron ore falls below the $60 mark again

The value of the commodity has fallen by about 35% over the latest 12-month period, hitting Australia’s economy harder than expected.

US Gov’t offers $20 million to projects aimed at recovering rare earths from coal

Cecilia Jamasmie | July 1, 2015
US Gov’t offers $20 million to projects aimed at recovering rare earths from coal

The National Energy Technology Laboratory (NETL) has been investigating the economic feasibility of recovering the coveted elements from coal.

False gold scam in Canada results in arrest of Chinese national

CBC News | June 30, 2015

Bao Sheng Zhong, a Chinese national living in Richmond, B.C., now faces three counts of fraud for allegedly scamming two Asian women and one Asian man from the Lower Mainland.

Oilprice.com

Why Buffett bet a billion on solar

Oilprice.com | June 28, 2015

During the late innings of the ICE-age (as in the Internal Combustion Engine age) it has become clear that feeding gasoline and diesel to the next billion new cars is not going to be easy, or cheap.

Nervous Chinese investors dive back into gold

Frik Els | June 26, 2015
Nervous Chinese investors dive back into gold

Chinese gold imports via Hong Kong jump 35%, shipments from Switzerland increase nine-fold in May as Shanghai's equity rally turns into sharp correction.

China readies to launch yuan gold fix before year-end

Cecilia Jamasmie | June 25, 2015
China readies to launch yuan gold fix before year-end

While details remain unknown, it is believed the fix would be launched via the Shanghai Gold Exchange, the world's biggest physical bullion exchange.

Rick Rule and Porter Stansberry's guide to protecting your portfolio from the ravages of the currency wars

The Gold Report | June 25, 2015
finance_dollar_bill

Russia, China and the U.S. are in a battle for currency dominance and natural resource stocks have been buffeted as a result.

Battery grade graphite set for record year

electric-cars-to-boost-rare-earths-sector

China’s output of spherical graphite has continued to go from strength to strength in Q2 2015 on the back of strong lithium ion battery demand from Asia.

Indians buy gold as Chinese shift to stocks

Wall Street Journal Online | June 24, 2015

The rapid run-up in Chinese shares this year is dimming the allure of another popular investment: gold. Luckily for fans of the metal, demand is looking healthy in India, the other big retail market in Asia.

Iron ore prices hit six-day highs, but rally won’t last say experts

Cecilia Jamasmie | June 24, 2015
Iron ore prices hit six-day highs, but rally won’t last say experts

Analysts from Goldman Sachs, Citi and ANZ predict prices will drop again below $50 a tonne.

Uralkali may delist before year-end ahead of imminent merger — report

Cecilia Jamasmie | June 22, 2015
Uralkali may delist before year-end ahead of imminent merger — report

The world's largest potash miner is said to be mulling a merger with Uralchem, one of its main shareholders.

Zijin goes after Aussie gold miner in overseas buying spree

Cecilia Jamasmie | June 22, 2015
Zijin goes after Aussie gold miner in overseas buying spree

The Chinese firm already mines gold next door to a Phoenix deposit.

China: The reason why Apple released gold iPhones

Business Review | June 22, 2015

Many people scratched their heads when rumors first emerged that Apple planned to launch a gold iPhone in addition to its standard silver and gray/black colors.

Met-coal plumbs decade lows

Andrew Topf | June 21, 2015
Met coal outlook improves significantly

Hobbled by too much supply and not enough demand, especially in China, the coal needed to produce steel has fallen to levels not seen since 2004.

Oilprice.com

China’s energy demand may not increase until 2017

Oilprice.com | June 21, 2015
How China controls Ecuador's oil

In this post I revisit the energy production and consumption data for China looking for clues about the future direction of global energy markets.

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