January 27, 2017

Chart of the Week: Is Trump making uranium great again?

Uranium has been the most-hated commodity since 2011 - and the Global X Uranium ETF has been pummeled over 90% in a brutal bear market.

January 27, 2017

US, Canadian engineers back Keystone XL application, urge swift approval

Operating Engineers in the U.S. and Canada stand ready to build this essential piece of North American energy infrastructure.

January 27, 2017

TransCanada submits new application for Keystone XL permit

The company has spent at least $2.5 billion on the project, whose total cost if built would be at least $10 billion due to delays and permitting costs.

January 27, 2017

South Africa blames AngloGold, Sibanye of refusing to comply with safety laws

Mines minister Mosebenzi Zwane noted that 19 of the 73 miners who died in South Africa last year lost their lives at operations run by those companies.

January 26, 2017

Oil poised to reach $80

We've been bullish on oil prices and published a piece last April predicting an energy shortage. I continue to think that is where we're headed.

January 26, 2017

Copper takes some shine off Anglo American’s results

The miner reported broadly higher output in the fourth quarter across all divisions, except for copper, which suffered from lower grades and strikes.

January 26, 2017

Anglo’s Kumba Iron Ore just got a lot more attractive to potential buyers

The company, Africa's largest iron ore producer, expects profits to more than double this year on the back of higher iron ore prices and a weak rand.

January 25, 2017

US withdrawal from TPP to impact steel sector — Wood Mackenzie

Steel the US has traditionally exported to TPP countries is high in value–added, which is exactly the kind of product that helps keeping the high-cost local steelmaking business afloat, analysts…

January 24, 2017

BHP iron ore output breaks records

But the world's number one miner cuts full-year copper production guidance.

January 24, 2017

You can trust official Chinese GDP growth numbers – for now

But at 6.8% in the fourth quarter China's economy "is now expanding faster than is sustainable" says new report.