Category: Commodities

Challenges with mine supply in South Africa, by far the world’s largest platinum producer, should support prices for the auto catalyst metal, says Matt Watson, founder of Precious Metals Commodity Management LLC….

Copper has long been touted as a big winner from the world’s drive towards electrification. All those electric vehicles and new grids need lots of the metal to work. At the same time, since it takes years for new copper mining capacity to actually come...

Concerns are growing among energy analysts, executives, and media outlets covering the energy space about the feasibility of the Biden administration’s efforts to subsidize an energy transition from fossil fuels to renewables into reality. Big power demands to supply electric vehicle (EV) recharging, crypto mining...

We had Roger Baxter come on the show to chat all things PGM’s. Plenty of ground was covered from the current supply-demand set up, what the state of South African operations are, how a rapid adoption of hybrid vehicles will impact and market what role...

BHP Group is considering making an improved offer for Anglo American after its $39 billion initial proposal was rejected by the London-listed miner, a source familiar with the matter told Reuters. BHP is in discussions on a revised bid for Anglo American to be made in...

Listen to a nickel market deep dive with experts Alex Laugharne of the CRU Group and Martin Turenne of FPX Nickel hosted by investor Brian Leni of JuniorStockReview.com. Topics covered in this MSE episode include Indonesia’s impact on global production, the variation across in pricing...

Cam Currie, Principal at Currie Metals and Mining Group and a Senior Investment Advisor at Canaccord Genuity, joins us to share his insights on the investment landscape for precious metals equities.

The whole royalty sector is a very enticing value proposition, due to the long-term expected returns on capital deployed, and it is a superior business model to individual resource extraction companies for a number of reasons. This is true whether the royalties held by a...

China Copper, one of the country’s leading producers of the metal, wants to acquire overseas mineral resources amid tight mined copper supply and rising demand, the company’s chairman told Reuters on Monday. A lack of rich copper resources at home has driven Chinese companies to hunt elsewhere,...