Fertiliser Minerals are here to stay. Production and consumption sources are diverse with major miners such as Canada, Russia and Jordan feeding the mega-users India, Brazil...
A good week on the ‘change for those who want metal prices higher. The forecasters, even so, are remaining cautious. We now hear it for copper...
The sector remains as ever hostage to gold. Noted, the Pt/Au ratio is moving back in favour of platinum, but that might be as much to...
Exchange Traded Metals The sector rallied on better economic sentiment and the sharing of our view that the world is bigger than the Euro. Neither will...
Metals and Minerals Exchange Traded Metals It is a proven fact that traded metals do not hold strong religious beliefs. So they exited Christmas and New...
We warned in the 10/12/2011 issue, but three weeks ago, that the precious metals might retreat. They have. We blamed it on the fear factor receding...
Hefty falls of 3-6% on the week and around 20% across the board for the year. Twelve months ago we were heralding continued recovery which indeed...
Iron Ore Pricing. We have long advocated a clearing house system for iron ore, based on the LME format. Opponents argue it would be too difficult....
You do not tiptoe gently into a thousand million tonne market. It has compartmentalised itself over the years thus: The mineral is a key part of...
Can demand rise yet the price fall? Sure can. We have been warning for some time that in a severe recession the flight into tangibles will...
