Rio thirsty for copper

Rio thirsty for copper

More than a subtle change in language around Winu at D&D, writes 2019 Media Award winner Barry Fitz

Barry Fitzgerald

14 AUG 2019
Red hot demand tipped for red metal

Red hot demand tipped for red metal

Forecasts EVs will drive tsunami of demand for copper

Research

13 AUG 2019
Commodities in a time of low inflation

Commodities in a time of low inflation

As world GDP growth slows, so prices will ease; also a heartening uranium follow-up. The Outcrop by

Outcrop

25 JUL 2019
Rio Tinto mortal after all

Rio Tinto mortal after all

Rio has long lorded it over the industry when it comes to operational capability, writes Barry Fitz

Barry Fitzgerald

17 JUL 2019
Winu 'not at major scale', says Citi

Winu 'not at major scale', says Citi

Rio Tinto's copper-gold discovery might not be good enough

Discovery

02 JUL 2019
Dryblower and the rise of copper and nickel in the new financial year

Dryblower and the rise of copper and nickel in the new financial year

If Dryblower was a betting man, he'd be putting his money on base metals shining in FY20

Dryblower

01 JUL 2019
Catalysts offset risks for base metal producers

Catalysts offset risks for base metal producers

Macquarie retains positive outlook for Aussie copper and nickel miners, despite trade war risk

Base metals

29 MAY 2019
Discovery rates for copper at decade lows

Discovery rates for copper at decade lows

Majors exploring more near existing mines, M&A yet to take off

Research

06 MAY 2019
Sandfire to corral Black Butte

Sandfire to corral Black Butte

Sandfire's Karl Simich allowed himself a moment of reflection last week, writes Barry Fitz

Barry Fitzgerald

24 APR 2019
No wall of copper mine supply coming

No wall of copper mine supply coming

Despite huge potential copper projects database, imminent start-ups unlikely

Research

24 APR 2019
S&P lifts copper, iron ore forecasts

S&P lifts copper, iron ore forecasts

Steady demand, tight supply and limited output growth led S&P to lift forecasts for copper, iron ore

Research

15 APR 2019
M&A growth set to continue

M&A growth set to continue

Bulks, copper and battery metals enjoying attention as deal value is growing

M&A

12 APR 2019
Copper staves off substitution

Copper staves off substitution

Red metal still material of choice, especially in China

Research

08 APR 2019
Copper risk matrix highlights challenges

Copper risk matrix highlights challenges

Risks increasingly copper price insensitive

Research

05 APR 2019
Psst… want a 25ktpa copper mine for nothing?

Psst… want a 25ktpa copper mine for nothing?

The Nifty copper mine is either a steal or a money pit for Metals X, writes Barry FitzGerald.

Barry Fitzgerald

03 APR 2019
Base metals rally just another dead cat bounce?

Base metals rally just another dead cat bounce?

Bank lowers price forecasts but thinks optimistic view sustainable

Base metals

26 MAR 2019

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