MEGAN VAN WYNGAARDT on MINING WEEKLY | 5 March 2018 “Metals prices have benefited from the improved global economy and from a recently weaker US dollar, in which most commodities are valued, with the Standard & Poor’s (S&P’s) GSCI reaching a two-year high on January 26, aiding the uptick in global exploration, the research firm’s […]
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HENRY LAZENBY on MINING WEEKLY | 5 March 2018 Global mining exploration budgets are expected to swell about 20% this year, bolstered by the generally positive trend in metals prices extending into early 2018, a new report by S&P’s Global Market Intelligence has found. Global spending on the search for nonferrous metals rose 15% year-on-year […]
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ANDREW TOPF on MINING.COM | 17 December 2017 “The copper price is scaling heights not seen since the end of November, bolstered by strong economic data coming out of China and Wall Street buying. 9Finance reported on Sunday that rising stock market indices on Wall Street “had boosted sentiment and sparked a wave of buying on […]
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MARK BURTON on BLOOMBERG MARKETS | 17 December 2017 “Cobalt left other metals in the dust this year, driven by demand from electric carmakers like Tesla Inc. But with new supply coming online and high prices likely to spur substitution and recycling, the market for the key battery component could prove choppier next year.” Read […]
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HENRY LAZENBY on MINING WEEKLY | 1 December 2017 “The rate at which global automotive markets are adopting electric vehicles (EVs) is accelerating at a much faster pace than even some of the keenest market observers estimated at the start of 2017, and is opening up once-in-a-lifetime investment opportunities among the four key ‘energy metals’ […]
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RANJEETHA PAKIAM on BLOOMBERG MARKETS | 14 November 2017 “Gold may be set on a perilous path as central banks withdraw the liquidity punch bowl that has driven stock markets to record highs. As a world recovery gathers pace, the Federal Reserve is shrinking its balance sheet and raising interest rates, while the European Central […]
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DAVID STRINGER on BLOOMBERG MARKETS | 25 October 2017 “Ground zero in the global scramble for lithium is a small patch of northern Australia’s iron-ore rich outback, where work is accelerating to deliver the world’s next major mines to feed soaring demand from electric vehicle battery makers. Almost 60 percent of supply from planned large projects […]
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MINING WEEKLY | 25 October 2017 “JOHANNESBURG – As the world speeds ahead with a move towards more electric vehicles (EVs), including hybrids, plug-ins and full electric cars, the nickel market is heading for deepening deficits, falling stocks and rising prices. This is the view of Wood Mackenzie principal analyst Sean Mulshaw, who forecasts that […]
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MARK BURTON and EDDIE VAN DER WALT on BLOOMBERG TECHNOLOGY | 2 August 2017 “The revolution in electric vehicles set to upturn industries from energy to infrastructure is also creating winners and losers within the world’s biggest metals markets. While some of the largest diversified miners like Glencore Plc argue fossil fuels such as coal […]
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