September 7, 2016

Zinc, it never rains but it pours

What will happen is that no major in the mining industry shall consider new investments until prices breach $1.20.

September 6, 2016

Zinc price rally may have gone too far

Current price could bring idled production back and bulky new projects are coming online soon.

September 5, 2016

BHP Billiton launches Prospects blog

The blogs will offer views on economics, commodities outlook and individual markets, and broader issues such as policy, governance and our social contribution.

August 25, 2016

Mining has nothing to fear from Fed rate hikes

Study shows commodities have been the best performing asset class during Fed rating hike cycles since 1983 with average returns for industrial metals 44%

August 25, 2016

South32 posts $1.6bn loss but pays maiden dividend

The miner continues to look for new assets, including Anglo American’s 40% stake in their manganese joint venture — Samancor.

August 23, 2016

Investing in the new resource bull market

After four grinding years of falling metal prices and vanishing market capitalizations, we have seen a stunning shift in market sentiment since mid-January, says Matt Geiger of MJG Capital. Multiple…

August 21, 2016

McArthur River mine could cost up to $1B to remediate

The McArthur River mine in Australia is looking at a nine-figure clean-up bill, says a new report on one of the world's largest producers of lead, zinc and silver.

August 19, 2016

Moody’s has just called the bottom of the commodities rout

The worst is over, at least for base metals, says Moody's, but warns that challenging industry conditions should continue through to at least 2018.

August 18, 2016

Copper price is going nowhere

New report says base metal prices have bottomed, but there's hardly any upside – and that includes the zinc price.

August 17, 2016

CHART: China must import more ore

China's domestic iron ore, copper, nickel, zinc, lead and bauxite mining output is slowing dramatically.