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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...
Baosteel and WISCO merger creates world's second-largest steelmaker
Baosteel Group and Wuhan Iron and Steel (Group) Corp (WISCO) will merge to become the world's No. 2 steelmaker, part of China's efforts to stem los...
Harmony doubles down at Hidden Valley gold in PNG
Australian-listed Newcrest Mining is selling its 50% share in the Hidden Valley Joint Venture to its South African partner, Harmony Gold, for just ...
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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