New bull chart for $30,000 copper price: porphyries nearly mined out

Porphyries produce 80% of all copper but “the industry's ability to increase its reserve base by lowering cut-off grades is nearing an end” says new study.

Frik Els | May 14, 2021 | 12:05 pm

Mining stocks outpace tech gains but valuation gap remains Escondida-size

Despite hot metals markets the revenge of the miners, as Robert Friedland would have it, is still a dish best served cold.

Frik Els | May 13, 2021 | 11:55 am

As China row deepens, 1 million tonnes of Australian copper concentrate needs new buyers

Australian copper concentrate exports to China have been at zero since November amid record prices and historically low refining charges.

Frik Els | May 6, 2021 | 5:00 pm

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 | April 30, 2021 | 10:26 am

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.

Frik Els | April 27, 2021 | 3:46 pm

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.”

Frik Els | April 13, 2021 | 2:16 pm

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.

Frik Els | March 31, 2021 | 4:44 pm

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.

Frik Els | March 30, 2021 | 3:59 pm

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.

Frik Els | March 16, 2021 | 1:17 pm

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.

Frik Els | March 11, 2021 | 2:30 pm

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