Trade War Will Hasten Bull Market For Rare Earths
Ahead of the Herd’s Rick Mills puts the case for the US-China trade war being less about trade and more about technological supremacy.
Read MoreAhead of the Herd’s Rick Mills puts the case for the US-China trade war being less about trade and more about technological supremacy.
Read MoreOil futures prices fell last week despite settling higher on Friday. Brent and West Texas Intermediate recouped some of their recent losses on Friday, a day after posting their biggest one-day loss since December.
Read MoreGold and silver futures ended with modest losses on Friday, but had weekly gains thanks to renewed safe-haven demand on the back of trade-war worries.
Read MoreGlobal iron ore prices have advanced again amid robust trading activity as Chinese steel prices remain firm and iron ore stockpiles fall. Meanwhile, a continuing watch is being maintained on the Sul Superior dam wall in Brazil.
Read MoreBardoc Gold is now in the process of assembling a major combined Resource base in WA’s Eastern Goldfields region in combination with a centralized processing hub.
Read MoreThe Kambalda nickel camp is stirring again some 53 years after WMC (acquired by BHP in 2005) drilled the KD1 discovery hole, with Mincor boss David Southam positioning the company to be in the thick of things.
Read MoreAhead of the Herd’s Rick Mills ponders the ramifications of the trade war resulting in China embargoing exports of critical metals to an under-supplied US.
Read MoreGlobal iron ore prices continued their surge on Wednesday jumping another 3.7% to more than $US105 a tonne – another five year plus high.
Read MoreThe risks associated with carbon-exposed commodities, specifically coal, are now “offset by upside to copper and nickel” according to BHP.
Read MoreAs global iron ore prices settled above $US100 a tonne for the first time in five years Fortescue Metals Group has announced the second new mine in a year in its Pilbara operational area in WA.
Read MoreThe uranium spot price continues to drift lower.
Read MoreGlobal iron ore prices have finally topped the $US100 a tonne mark for the first time in five years, thanks to renewed concerns about the stability of supplies from Brazil where there are reports of signs of instability at a mine dam wall owned by Vale.
Read MoreGold futures fell Friday to settle at their lowest in more than two weeks on Friday, to be also down over the week as the US-China trade war burbled along and American consumer confidence rose strongly.
Read MoreOil is moving back towards centre stage as producers held a preliminary meeting on Sunday ahead of the next round of OPEC and non-OPEC producer talks next month.
Read MoreFOMO among major miners BHP and Rio Tinto was on full display in Barcelona this week at the Bank of America Merrill Lynch mining conference.
Read MoreGlobal iron ore prices are within sight of topping the $US100 a tonne mark for the first time since 2014 after another rise on Thursday.
Read MoreThe Australian gold rush to North America is accelerating. St Barbara has joined Newcrest and North Star resources in spending up big on mines in either Canada or Alaska. Total spend so far has topped $2.2 billion.
Read MoreBrazilian miner Vale is looking at spending up to $A3.5 billion ($US2.5 billion) expanding the dry processing capacity of iron ore mines over the next five years.
Read MoreDespite the sharp slide in China’s production and investment in April, there were some sharply divergent trends in output by industry. For example, crude steel production – the figure along with iron ore, coal and LNG import data of great interest to Australia – increased strongly.
Read MoreDriven by a 47% surge in global iron ore prices, Fortescue Metals has surprised the market with a massive increase in its dividend from 19 cents to 60 cents a share, fully franked.
Read MoreThe start of higher tariffs on $US200 billion of Chinese imports left gold and metals markets all but unmoved on Friday and last week.
Read MoreIron ore prices have jumped above $US97 a tonne – the highest price in four years as demand from Chinese mills continues and traders ignore the trade war escalation between the US and China.
Read MoreAnother outstanding quarter of achievements for Allegiance Coal, including the release of results of its Definitive Feasibility Study, sees AHQ firmly on track for development of its Tenas coking coal project.
Read MoreAhead of the Herd’s Rick Mills notes global demand for zinc and lead means a step-up in exploration is critical.
Read MoreAustralian iron ore giants, Rio Tinto and BHP have moved to the top of the global pecking order thanks to the problems besetting its Brazilian rival, Vale.
Read MoreAnother surprise from China’s monthly trade report – instead of another rise in exports, in April, the data showed a fall, raising questions if the trade war with the US was biting deeper than previously thought.
Read MoreIron ore prices have jumped above $US96 a tonne despite the confusion about President Trump’s threat to impose higher tariffs on $US200 billion of Chinese imports into the US from Friday.
Read MoreOil prices fell last week despite a small gain on Friday off the back of the better than expected April jobs data and a dip in the value of the US dollar.
Read MoreHelios is now embarking on the same path as Aurora Oil and Gas. We know oil exists. The drilling and the seismic work shows that. The question now is how much is there, what type of oil and how easy it is to extract?
Read MoreDespite being caught within a trading range between $0.02 and $0.03 since September 2018, the quality of the exploration results from LTR’s dual drilling programs at its Kathleen Valley and Buldania lithium projects in Western Australia, cannot be questioned.
Read MoreThere was lots to cheer about for the ASX-listed lithium stocks when Wesfarmers (WES) rolled out its $776 million, or $1.90 a share, friendly takeover bid for Kidman Resources (KDR).
Read MoreGold prices went nowhere in the first quarter of this year and would have fallen sharply had it not been for a continuation of the strong central bank buying that dominated the market for all of 2018.
Read MoreSolid quarterly updates from the two remaining energy groups yesterday for the three months to March in the shape of the Kerry Stokes-dominated Beach Energy and LNG exporter and power operator, Origin.
Read MoreOil futures slid sharply on Friday after a worried President Donald Trump issued pleas to OPEC to lower prices.
Read MoreGold futures rose Friday after in the wake of better than expected first-quarter economic growth in the US surprised markets.
Read MoreGold miner Northern Star Resources had a less-than-stellar March quarter, largely because of delays to the arrival of new mining equipment at Pogo.
Read MoreNorthern Star Resources took a hit on Wednesday after the growing gold miner announced disappointing first quarter production results, thanks largely by weakness at its Pogo operation in Alaska.
Read MoreOil futures fell for a second day despite Brent crude topping $US75 a barrel on Thursday for the first time this year, but gold futures notched up a second successive, tiny, daily gain.
Read MoreCobalt? Passe. Lithium? Soo yesterday. Graphite? Get with the program, please: high purity alumina is the vogue battery metal.
Read MoreAhead of the Herd’s Rick Mills explains why the rare element palladium is becoming ever more valuable.
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