Frik Els , Editor

Iron ore price falls 5% – China scrap adds to oversupply fears

China's steel association warns accumulated steel output will exceed 10 billion tonnes in 2016 as scrap prices drop below pig iron costs inside the country.

Frik Els | May 24, 2016 | 1:06 pm

Vale readies for iron ore price war

For competitors S11D is a four-letter word.

Frik Els | May 20, 2016 | 12:00 pm

Risks mount for gold producers over deep capex cuts

New report says cutbacks in capital spending are shrinking production profiles faster than expected and eating into earnings.

Frik Els | May 19, 2016 | 4:57 pm

Harvard, IMF economist: Emerging markets must go for gold

If all central banks were to hold at least 5% of forex reserves in gold (versus 60%+ in rich economies) it would require the purchase of almost 8,000 tonnes

Frik Els | May 19, 2016 | 1:44 pm

Copper price falls to 3-month low, defies bullish forecasts

Traders ignore new survey of 22 economists that found consensus for double digit gains by the fourth quarter and into 2017.

Frik Els | May 19, 2016 | 12:32 pm

One in five rare earth companies want out

A new survey of the rare earth industry outside China shows many producers and processors are responding to weak prices by exiting the market.

Frik Els | May 18, 2016 | 12:43 pm

Copper price won’t lag spiking oil for much longer

China's spending on infrastructure is being front-loaded and should translate into significantly higher copper demand later in the year.

Frik Els | May 17, 2016 | 2:41 pm

CHARTS: 2016 gold price rally’s all about ETFs, hedge funds

At the same time consumer and central bank demand is plummeting, raising questions about the sustainability of the upswing.

Frik Els | May 12, 2016 | 12:04 am

Miners going broke – worst still to come

New report says mining and metals companies set to default on debt at more than three times the historical rate going back to 1983.

Frik Els | May 11, 2016 | 4:21 pm

CHARTS: The May mining and metals meltdown

Seven trading days in and already global mining investors are nursing double digit declines as everything from copper to met coal to silver take a beating.

Frik Els | May 10, 2016 | 5:14 pm

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