Supply and demand: 2 of 7

Commodities in a time of low inflation
OUTCROP

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

25 July 2019

More banks join the iron ore upgrade party
BULKS

More banks join the iron ore upgrade party

'Exceptional' year in iron ore changes outlook

27 May 2019

SQM is expanding its lithium hydroxide capacity in Chile to 29,500t/y by 2021
ENERGY MINERALS

SQM sees soaring lithium demand, but lower prices

New supplies coming on stream to erode the price another 20% by the second half of 2019

24 May 2019

"Are we on the cusp of another new wave of over-capacity?"
BASE METALS

Copper deficit could be overstated; is oversupply coming?

CRU adjusts supply and demand outlook and reduces copper price growth outlook.

09 April 2019

The zinc stockpile in LME warehouses have dropped over 90% over the past five years
BASE METALS

Zinc window opens and then slams shut

Zinc's happy hour likely to come to an end before the end of June

03 April 2019

 Copper cathode from Glencore’s Lomas Bayas operations in Chile
BASE METALS

Bank not sold on copper rally

Barclays adjusts Q1 copper forecast

28 February 2019

 Glencore sees demand growth in copper while cutting its own production forecast
BASE METALS

Glencore flags 2019 deficits

Inventories at record lows for many commodities

05 December 2018

China iron ore imports have peaked, says Macquarie
BULKS

China iron ore imports have peaked, says Macquarie

Last year may have been the peak for Chinese iron ore demand

29 August 2018

RESOURCE STOCKS

Northern Territory Copper Project Well Positioned

KGL Resources provides compelling investment rationale with its Jervois copper project

RESOURCE STOCKS

PolarX Strongly Backed by Gold Major

Australian junior enjoys strong support for its USA project portfolio.

RESOURCE STOCKS

VHM's near-term critical minerals project poised with consummate timing

Globally-significant deposit aiming for production in 2025

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