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Diggers and Dealers: a bright future for Australian gold
We recently conducted a research trip to Western Australia and attended the Diggers and Dealers conference in Kalgoorlie. After listening to presen...
Diversified miners Q1-22 reported results review
Buoyant miners exposed the reality of the operating environment in Q1 production updates. Building on record margins and pay-outs in 2021, the mine...
Does China's copper semis market need more capacity?
The copper semis market in China has been enjoying robust growth since the new millennium driven by a growing domestic end-use market and the desir...
Major diversified miners: where is the risk?
To understand the relative risk exposure of the major diversified mining companies, we have combined Wood Mackenzie’s Metal and Mining Tool's corpo...
Lead: 5 things to look for in 2017
This year holds the prospect of historically low concentrate stocks, restricted supply of refined lead and the price climbing strongly in reaction ...
High-grade iron ore premium set to fall with coking coal prices
High coking coal prices have incentivised Chinese steel producers to purchase more high-grade iron ore fines. As a result, the price gap between hi...
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