February 21, 2017

Global steel production is surging in 2017

Up 7% year on year across all regions, supporting rally in iron ore and rebound in coking coal prices.

February 21, 2017

Misinformed in the Age of Information: What is the ‘fake news’ impact on stock market prices?

While the phrase is on many people’s lips, the impact of fake news on the financial markets and high-frequency trading is not yet clearly defined.

February 21, 2017

World’s biggest miner hasn’t given up hope for potash

BHP Billiton still sees potash as a key commodity in which to base its future growth despite prices for the fertilizer remain weak.

February 21, 2017

BHP Billiton back into the black, pays higher-than-expected dividend

Net profit was $3.2bn for the six months to December 31, compared with a loss of $5.7bn in the same period a year earlier.

February 20, 2017

Potash demand destruction likely in India, after Gov’t hints at subsidy cut

Already reeling from decades-low prices, potash miners are staring at another headwind, this time from India, a major importer of the crop fertilizer ingredient.

February 20, 2017

Copper price turns higher again – Grasberg gashed

Top listed copper producer Freeport says negotiations with Indonesia going nowhere – will slash production at iconic mine by 60%.

February 20, 2017

China leading the charge for lithium-ion megafactories

As exciting as Tesla's Gigafactory 1 project is, it’s actually just one of multiple large-scale “megafactories” being built – with many of them being in China.

February 20, 2017

North Korea lights fire under coking coal price

The totalitarian state is the number three supplier to China of the steelmaking raw material.

February 19, 2017

China won’t buy any more North Korean coal this year

The economic noose is being tightened around North Korea's neck after the pariah regime ignored a United Nations resolution by testing a missile last week.

February 19, 2017

Gold gets a shot in the arm from inflation and China

The question I have is: Why would an investor deliberately choose to lose money? But that’s precisely what’s happening now with inflation where it is.