More volatility on the cards in battery minerals

More volatility on the cards in battery minerals

Roskill weighs in on nickel, flake graphite and rare earths market moves

Research

14 AUGUST 2019
South32 has most downside to weak thermal coal prices: BMO

South32 has most downside to weak thermal coal prices: BMO

Glencore's contract sales acting as buffer in near-term from lower prices

Bulks

16 APRIL 2019
Analysts tip up to 113Mt in lost iron ore supply

Analysts tip up to 113Mt in lost iron ore supply

Analysts tip up to 113Mt in lost production and a falling iron ore price

Bulks

04 APRIL 2019
Copper calm dependent on grade and cost control

Copper calm dependent on grade and cost control

Copper sector analysis suggest surprising turn in long-term trend

Research

13 MARCH 2019
Glencore vows to cap coal output in ESG move

Glencore vows to cap coal output in ESG move

Decision, which is linked to climate change, comes shortly after major Australian coal acquisitions

Leadership

21 FEBRUARY 2019
'Efficient' iron ore market already balancing: BMO

'Efficient' iron ore market already balancing: BMO

BMO forecasts supply reaction from marginal tonnes, price normalisation

Bulks

18 FEBRUARY 2019
Dryblower on the second wave of merger mania, the fee-feeding frenzy

Dryblower on the second wave of merger mania, the fee-feeding frenzy

Dryblower cynical over investment banks' call for gold M&A

Dryblower

04 FEBRUARY 2019
China concerns to hang over metals in 2019

China concerns to hang over metals in 2019

BMO's Colin Hamilton looks at the metals markets' biggest questions for the year

Research

07 JANUARY 2019
Nickel weakness to persist: BMO

Nickel weakness to persist: BMO

Good ore supply and traders destocking until the new year mean prices won't climb quickly

Base metals

26 NOVEMBER 2018
Cardinal attracting attention offshore

Cardinal attracting attention offshore

Archie Koimtsidis says he's even seeing TSX investors move from cannabis stocks to his company

Events Coverage

13 NOVEMBER 2018
Cobalt 27 increases Ramu debt facility

Cobalt 27 increases Ramu debt facility

Cobalt and nickel streamer says lenders sold on story so equity finance for Ramu deal avoided

Project finance

26 OCTOBER 2018
The reaction to the 'Brandgold' deal

The reaction to the 'Brandgold' deal

Analysts were largely sold on the idea of an $18b 'Brandgold', but found different parts to like

Research

24 SEPTEMBER 2018