Two charts show why investors are right to love mining streaming companies
New study says streaming and royalty deal flow will grow significantly over the next decade, move beyond gold and silver and expand outside the Americas.
Frik Els
Frik has 20 years’ experience as a business journalist across a range of industries including automotive, technology and entertainment markets. Frik has an entry in Global Mining Observer’s Who’s Who of Mining 2018, and contributions to publications and conferences including Business Insider, Investing.com, Mines & Money London and New York, Vancouver Resources Investment, Progressive Mine Forum in Toronto and Canadian Mining Symposium in London, UK. He’s been interviewed on CBC Radio and Korea State TV and quoted in the Financial Post.
Posts by Frik Els:
Copper price flies high, but further out forecasts are grim
Out of a panel of over two dozens banks, brokers and economists, Goldman Sachs alone sees gains from current levels.
Goldman doubles down: Record-high copper price within a year
"Nearly $16 trillion would have to go into green-focused infrastructure to achieve decarbonisation targets, compared to $10 trillion in China during last supercycle.”
Stars are aligning for uranium price rally
Two new reports argue for a leap in uranium prices as China commits to 46% increase in nuclear capacity, Europe designates it "green" and inventory is hoovered up.
50-year gold price vs stocks chart shows bullion fair value above $2,500
Gold vs the S&P 500 since end of gold standard indicates bullion’s bull run to resume based on historical norm. That, or stocks are in for a beating.
EV Metal Index doubles year-on-year as lithium, cobalt prices rally
Despite a big drop from December’s blowout high, January 2021 still ranks as the fourth best month for the MINING.COM EV Metal Index thanks to rising cobalt, nickel and lithium prices.
Cobalt, nickel free electric car batteries are a runaway success
Few months in, LFP Model 3 already commands 5% of global EV market, counts for 21% of Tesla battery capacity hitting roads–even before key patent expiry next year.
Copper price crashes through $4.00, down 7%
Massive selloff in industrial metals wipes billions off mining stocks – Freeport down 14%, Rio Tinto 11% for the week.
Copper, nickel price: 3 charts that bolster the bear case
The mad surge in the copper price took even ardent bulls by surprise, but doubts are beginning to creep in about the sustainability of the rally, at least in the short term.
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As China row deepens, 1 million tonnes of Australian copper concentrate need new buyers
Australian copper concentrate exports to China has been at zero since November amid record prices and historically low refining charges.