January 12, 2015

China’s green ban hitting Aussie coal exporters hard

Australia exports as much as 49 million tonnes of thermal coal a year to China.

January 12, 2015

Rio Tinto to spend at least $500 million to advance diamond project in India

The Bunder project will be one of the only four diamond mines to be operational over the next decade.

January 12, 2015

Battle for control of Asia Resource heats up

Its chairman Bob Kamandanu decided to step down only weeks ahead of a vote proposed by largest shareholder Samin Tan to replace most directors and take the reins at the…

January 11, 2015

At least four dead as landslide hits Myanmar jade mining region

At least four people have been killed in a landslide at a jade mine in Myanmar’s north, authorities said Friday.

January 9, 2015

CHARTS: Iron ore price won’t withstand 2015 supply flood

Dozens of mines closed last year but another 175 million tonnes will have to drop out to neutralize 2015 output growth, which unlike copper is de-risked.

January 8, 2015

India coal miners end nationwide strike

About half a million coal miners in India have called off a strike, removing the threat of widespread power outages and a crippling coal shortage.

January 7, 2015

India’s rocketing iron ore imports

Still minuscule compared to China, but the subcontinent is now a net importer compared to shipments of 120 million tonnes per year before.

January 7, 2015

Buckley: China’s declining coal dependence Is evident in the data

The bottom line today is that the traditional nexus between real GDP growth, electricity expansion and coal demand is now broken.

January 6, 2015

Silver price in 2015: Better the devil you know

Strong fundamentals will lift the price, but all bets are off if the many ETF investors who bought between $20–$30 lose confidence and start liquidating en masse.

January 6, 2015

Gold price in 2015: Playing Russian roulette

The US dollar together with rates and inflation expectations will keep advances in check, but all bets are off if Russia and/or Euroland turn to chaos.