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Category: Commodities

First Quantum rebuffs informal approach from Barrick Gold

Commodities
First Quantum Minerals Ltd. recently rebuffed an informal takeover approach from Barrick Gold Corp., the world’s second-largest producer of the precious metal, as miners scour the globe for deals, people with knowledge of the matter said. Barrick made overtures to First Quantum in the last...
Continue reading » June 15, 2023 admin Commodities No Comment

CHARTS: Copper mining profits top $100 billion a year, but where are the new mines?

Commodities
A recent presentation by S&P Global Market Intelligencemining and metals team featured a couple of graphs that crystalize the fundamental challenges facing copper mine supply.  Mitzi Sumangil, associate analyst at the US-based research firm, presented a graph showing the yawning gap between copper mining companies’ profits and...
Continue reading » June 9, 2023 admin Commodities No Comment

Why Copper Is Now One of the World’s Most In-Demand Metals | WSJ

Commodities
Copper demand has skyrocketed as the push for electrification of vehicles and energy sources continue to take over. The non-precious metal is important in the shift away from fossil fuels as it is critical for EVs, windmills, solar panels and even the entire power grid....
Continue reading » June 8, 2023 admin Commodities No Comment

“Commodity Market & Where We Are?” Chen Lin of Chen Picks presents at the May Metals Investor Forum

Commodities
Continue reading » May 29, 2023 admin Commodities No Comment

The Importance of Class One Nickel for the EV Markets

Nickel might be one of the more abundant metals in the Earth’s crust, but it’s not all about just nickel, we want class one battery grade nickel. Could you explain the difference between the class one high-grade nickel that you need for batteries and the...
Continue reading » May 29, 2023 admin Commodities No Comment

Ivanhoe Mines CEO on the Commodity Market Upswing

Robert Friedland
Robert Friedland, Founder & Executive Co-Chairman of Ivanhoe Mines, shares his view on commodity prices and whether a supercycle is under way with Bloomberg’s Erik Schatzker at the 2023 Qatar Economic Forum. The government of the State of Qatar is the underwriter of the Qatar...
Continue reading » May 25, 2023 admin Commodities 2 Comments

Lithium demand is skyrocketing: Analyst

Pedro Palandrani, analyst at Global X ETFs, joins BNN Bloomberg to share his three picks in lithium stocks. LINK to interview on BNN.  
Continue reading » May 15, 2023 admin Commodities No Comment

New Fraser Institute Annual Survey of Mining Companies 2022

Mining
Latest Fraser Institute jurisdictional rankings are out. LINK
Continue reading » May 5, 2023 admin Commodities No Comment

Forbes: “Everyone Who Understands Copper Seems To Be Buying More Of It”

“The world just doesn’t get it. It doesn’t understand that there’s a massive copper deficit coming.” These were the comments from Glencore CEO Gary Nagle only a few months ago. He went on to add “The world will stop without the additional copper supply. But...
Continue reading » April 30, 2023 admin Commodities, Copper No Comment

Zoltan Pozsar Says Commodities Are Poised for Growth

Commodities
Via Resource Talks
Continue reading » April 28, 2023 admin Commodities 1 Comment
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