ARTICLES THAT I'LL READ TODAY
Column: China goes from driver to brake for crude oil, iron ore and copper: Russell
China has switched from driving global demand for major commodities to being a drag on growth, with July's customs data confirming the weakening trend for imports of crude oil, iron ore and copper.
by Reuters
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Goldman recapitulates $5 a pound copper price by end of 2021
In a new research note, Goldman Sachs says the copper price is “poised for the next leg higher” as short term headwinds fade and fundamentals point to a significant demand boost further out.
by Mining.com
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Record profits and blockbuster dividends: Here come the miners
The world’s biggest mining companies are about to start revealing how much cash they’re churning out from this year’s commodity boom. Look out for record profits followed by eye-watering dividend payouts.
by Mining.com
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Rerating: Top 50 mining companies double in value from covid low
Despite gold losing sight of last year’s record, a cooled copper price and iron ore markets that will struggle to move higher from current levels, MINING.COM’s ranking of the world’s 50 most valuable miners marched to a new high of $1.47 trillion at the end of the second quarter.
by Mining.com
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Copper: Flying Blind Over The Summer
The changing macro narrative and the unwinding of reflation trades is rippling through the metals market.
by ING Economic and Financial Analysis
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Dawn of a mining supercycle. Are you taking the fizz?
Published on Thursday, a new Wood Mackenzie forecast for the green energy transition, or GET™ is, for good reason, already in wide circulation.
by Mining.com
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Next mining supercycle will be different than any other
Another commodities supercycle is on the horizon, but it will be different from any that have come before, Wood Mackenzie asserts in its latest report.
by Mining.com
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GRAPHIC: Metals recycling to be a key plank for cutting emissions
Consumer awareness of carbon emissions from the production of metals for the energy transition will eventually energize the recycling industry and stimulate searches for substitutes that could spoil the party for miners.
by Reuters
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Fund managers give copper a wide berth as China cools
Fund managers have been reducing their exposure to copper as the market heads into what is normally a seasonally weak spot for demand.
by Andy Home
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Forecasts morph into reality as tech metals fundamentals heat up
The world is at the start of an exponential upswing in demand for the suite of technology metals as a global top-down push for the energy revolution accelerates, Ryan Castilloux, managing director of Adamas Intelligence, tells The Northern Miner.
by Henry Lazenby
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Ride The Boom In Copper And Agriculture Commodities For Alpha And Income Growth
The great post-pandemic commodity boom is upon us, and I am bullish on copper and agriculture commodities.
FCX is my preferred vehicle to ride the copper boom.
UAN is my preferred vehicle to ride the agriculture boom.
by Long-Term Business Investor
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Royalties reform could dampen investors’ appetite for Chile’s copper sector – report
Proposed changes to Chile’s mining royalty regime will not have a drastic impact on the country’s production landscape in the near-term. However, analysis from global consultancy Wood Mackenzie, indicates there is clear risk the amendments could compromise continued appetite to make large-scale, long-term investments in Chile’s copper sector.
by Mining.com
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CHART: Study predicts over 400% increase in copper, lithium, nickel battery demand
BloombergNEF has upped its predictions for annual demand for lithium-ion batteries by more than a third from its previous forecast on the back of expectations for rapid growth in the passenger vehicle segment.
by Mining.com
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Inflation, Commodities, Housing, And Silver
For all the talk about the pullback in lumber and copper prices and the comfort some in the ‘transitory’ camp are taking in that, the CRB raw industrials index has rallied back to within .3% of its 10 yr high
by King World News
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EMX Royalty Files Amended and Restated Timok Project Technical Report on SEDAR
EMX Royalty Corporation is pleased to announce the filing on SEDAR of an amended and restated Timok Project Technical Report entitled: "NI 43-101 Technical Report - Timok Copper-Gold Project Royalty, Serbia" dated July 21, 2021 and with an effective date of December 31, 2020 prepared by Mineral Resource Management LLC ("MRM").
by EMX Royalty
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Sierra Metals Subsidiary in Peru, Sociedad Minera Corona Reports Q2-2021 Financial Results
Sierra Metals Inc. announces the filing of Sociedad Minera Corona S.A.'s ("Corona") unaudited Financial Statements and the Management Discussion and Analysis ("MD&A") for the second quarter of 2021 ("Q2 2021").
by Sierra Metals
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Copper price: After China ban, Australia had no problem finding new concentrate buyers
Copper was an early victim of the increasingly fraught relations between Canberra and Beijing and Chinese imports of concentrate have fallen off a cliff since November last year under a ban that was never made official.
by Mining.com
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World’s top copper mine moves step closer to strike over wages
Union leaders at Escondida are calling on workers to reject owner BHP Group’s final wage offer, raising the possibility of a strike at the world’s largest copper mine at a time of tight global supplies and high prices.
by Mining.com
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Bandits steal truckloads of copper worth millions in southern Africa
Crime gangs have stolen dozens of truckloads of copper owned by miners and traders including Glencore, Trafigura and Traxys this year as they were heading to ports in southern Africa, three sources with direct knowledge of the matter said.
by Mining.com
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Jervois to buy Freeport copper for US$160M
Jervois Mining has unveiled major corporate transactions aimed at it becoming a globally significant cobalt company including an underwritten A$313 million equity raising that’ll fund the US$160 million acquisition of a refining and specialty product business in Finland called Freeport Cobalt.
by Mining Journal
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Copper price highest in 6 weeks as flooding in China raises supply concerns
Copper prices jumped on Monday as floods in China sparked demand hopes at a time when inventories are falling.
by Mining.com
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Vox Royalty Receives Legacy US$1M Payment and Acquires Latin American Royalty Portfolio
Vox Royalty Corp. a high growth precious metals focused royalty company, is pleased to announce that it has executed binding agreements with Titan Minerals Limited ("Titan") (ASX: TTM) to acquire four Peruvian gold, silver, and copper royalties (the "Royalty Portfolio") for total cash consideration of US$1,000,000.
by Vox Royalty
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Cyberattack disrupts main African cobalt, copper export hub
A cyber attack has disrupted container operations at the South African port of Cape Town, affecting its operating systems.
by Mining.com
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EMX Royalty Executes Agreement to Sell Its Svärdsjö Project in Sweden to District Metals
EMX Royalty Corporation is pleased to announce the the execution of an agreement for the sale of its Svärdsjö polymetallic project (the "Project") in Sweden to District Metals Corp.
by Yahoo Finance
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Rio Tinto reaches deal to review Bougainville copper mine impact
Rio Tinto Ltd (RIO.AX) said on Wednesday it has reached an agreement with stakeholders of the Bougainville community to look into potential environmental damage and human rights breaches at a copper mine it ran decades ago.
by Reuters
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Ivanhoe’s Kamoa-Kakula exports first copper concentrate
Ivanhoe Mines’ (TSX: IVN) massive Kamoa-Kakula mine in the Democratic Republic of Congo (DRC) has begun copper concentrate exports to international markets as the metal continues to trade close to all-time highs.
by Mining.com
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Codelco plans India, Southeast Asia push to trim reliance on China
Chile state mining company Codelco, the world’s largest copper producer, will seek to quadruple sales in Southeast Asia by 2023 and push further into the Indian market in an attempt to reduce a strong reliance on sales to China, the company told Reuters.
by Mining.com
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Antofagasta says drought could hit full-year production
Chilean miner Antofagasta (LON: ANTO) saw copper output fall 2.8% to 361,500 tonnes in the first half of 2021 and warned that full-year production guidance, unchanged for now, could be affected by the lack of rainfall in the area where its flagship mine is located.
by Mining.com
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Newmont Declares Quarterly Dividend of $0.55 Per Share
Newmont Corporation (NYSE: NEM, TSX: NGT) today announced that its Board of Directors declared a quarterly dividend of $0.55 per share of common stock, payable on September 23, 2021 to holders of record at the close of business on September 9, 2021.
by Newmont
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