Jim Rogers: Commodity bull market hasn’t gone away
Commodity investing legend says the Chinese market is on its way to "finding a good bottom."
Frik Els , Editor
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:
Stillwater plunges as palladium price is decimated
Palladium price drops 8% to five year low, crushing shares in only US PGM miner.
Chinese gold imports rise 48%
Hong Kong customs data show a rebound in number two gold importing nation.
CHART: Stop panicking about China and mining
We're not in 2008 – plotting global economic growth against commodity prices shows metals and mining sell-off is disconnected from realities on the ground.
Canadian mining stocks outperform metals prices
Canadian junior and mid-tier mining companies also raised 62% more capital in the second quarter than in 2014.
Mining private equity is being fundamentally transformed
Appian Capital founder Michael Scherb: "You're now seeing the same changes in mining that happened in oil and gas which is now heavily supported by PE"
Gold price: Hedge funds reverse historic bearish position
Amid chaos on equity markets, large speculators on gold futures this week exited bearish positioning not seen in at least 9 years.
Forget slower growth, worry about Chinese GDP contraction
Chinese rail freight tonnage – a key indicator for economic activity and the commodities trade – has plunged by 10.2% this year.
Is this gold price jump the turning point?
Gold leaped more than 2% to a five-week high Thursday on a futures market in rare backwardation and where hedge fund investors are short 323 tonnes.
The real reason the copper price is being crushed
Hidden Chinese inventory and the carry trade.
Mining’s next boom is off the map: Arctic ice, abyssal plains and asteroids
Depletion, lower ore grades and higher prices pushing miners to new frontiers. The Arctic is already drawing capital, deep-sea mining is moving into a regulatory fight, and space remains the long-dated option.