Juukan Gorge is a watershed moment for the world’s miners
Miners have been given notice that shareholders expect a zero-failure operational model.
Posts by Andy Home - Reuters:
Funds collide with fundamentals in red hot copper cauldron
Funds are riding a wave of Chinese buying that has confounded the market and seen LME copper rise from its March low of $4,371 per tonne to a two-year high of $6,830.
Europe joins global scramble for critical minerals
Europe has belatedly woken up to the fact it has a metals problem.
China’s aluminum import surge a sign of global disconnect
China’s once-in-a-decade aluminum trade inversion is first and foremost down to the arbitrage window that opened in the second quarter.
Metal markets caught out by strength of Chinese stimulus
The ghost of 2009 is looming ever larger in the industrial metals sector.
New contracts, new platform as LME joins green revolution
The London Metal Exchange is planning to lead the metallic drive towards a cleaner future.
Funds buy into a copper rally fuelled by China and Chile
Hedge funds are starting to buy into the rally in copper, which continues to build upside momentum.
Copper gets a warning the worst may be yet to come
The International Wrought Copper Council expects a surplus of almost one million tonnes of metal this year and next.
Nyrstar smelter outage rattles London lead market: Andy Home
The outage of Nyrstar's Port Pirie lead smelter in Australia has injected a rare bit of excitement into the London lead market.
The big copper short is back as macro fears return: Andy Home
The trade war has returned with a vengeance as copper and other industrial metals come under sustained fund selling pressure.
