June 4, 2020

Copper price rally builds as China’s spending balloons

Copper now up 27% from covid-19 lows as China’s $700bn “new infrastructure” spending kicks into gear – 10,000 5G base stations are being built per week.

June 4, 2020

Fossil fuel industry in “terminal decline” — report

The global market value of fossil fuels is set to collapse by almost two-thirds.

June 2, 2020

Silver prices are poised to outperform gold – somewhat

Global efforts to restart economies following coronavirus lockdowns are expected to boost silver demand.

June 2, 2020

Chinese battery breakthrough needn’t worry cobalt price bulls

Svolt's new cobalt-less battery technology has long road ahead, says Benchmark Mineral Intelligence.

June 2, 2020

Latin America virus surge puts world’s biggest mines at risk

With China getting back to work and Latin America the new virus hot spot, concern is shifting from demand to supply.

June 1, 2020

US copper concentrate heads to China again after tariff relief

A shipment of around 10,000 tonnes for China Copper, part of state-run Chinalco, is due to arrive in mid-June.

June 1, 2020

Copper, iron ore prices surge on signs of quick global recovery

Chinese iron ore stockpiles fall to near-four year low and copper price may escape worst of downturn, says new report.

June 1, 2020

Metal inventories pile up in factories, smelters

Aluminum inventories have already climbed and are forecast to surge by 5 million tonnes by the end of 2020 to 16 million.

June 1, 2020

Gold price edges higher as US civil unrest persists

Gold climbed to more than a one-week high on Monday.

June 1, 2020

Trump’s sparring with China revives rare earths stock trade

A Chinese stock strategy that worked in 2019 when tensions got heated with the US is picking up again.