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Metals & Mining Commodity Reports

Mining M&A activity jumps YOY in H1'14

London, 22 August 2014

There was a sharp increase in the number of completed and pending mining project and company deals in the first half of 2014 compared with the same period in 2013; however, the lower averages of price paid and value of acquired commodities per deal suggests that cash-strapped smaller companies are being forced to sell their assets at lower valuations.

Read more: Mining M&A activity jumps YOY in H1'14

M&A and capital raising in mining & metals: H1 2014

London, August 2014

M&A and capital raising activity remained subdued over 1H 2014 - down 69% year-on-year, according to the latest analysis from EY.  This was largely the consequence of a continuing commitment to capital discipline and a lack of urgency over investment, given the relative lack of competition for assets.

Read more: M&A and capital raising in mining & metals: H1 2014

Outlook for New Electrical & Electronic Uses of Silver

Silver Industrial Demand Expected to Outpace Global GDP Growth Through 2016

 

Washington, August 2014

The Silver Institute has released a report titled “The Outlook for New Electrical and Electronic Uses of Silver.” The report identifies three key potential growth areas for silver demand: flexible electronics; light emitting diodes (LEDs); and interposers. These three growth areas combined have the potential to add another 20 million ounces of silver to total demand by 2018.

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Productivity tops mining risks

London, 1 August 2014

Boards and CEOs are now realizing that regaining lost productivity and gaining new ground is critical for long-term profitability and achieving an adequate return on capital employed, and requires a whole-of-business response. This broad transformational approach is essential and is yet to be applied effectively by any one sector participant. This huge step change is why this risk is top of the EY ranking.

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Fewer new discoveries, slower development weigh on gold industry

London, July 2014

SNL Metals & Mining: In light of declining discovery rates and a longer time to advance a discovery to production, the gold industry's future ability to replace production through large discoveries is in doubt. Analysis suggests that discoveries made since 1999 might eventually only replace half of the gold produced over the same period.

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Platts Global Metals Awards 2014

London, May 2014

Fortescue Metals Group Limited took top billing, winning two of the most prestigious titles at the 2014 Platts Global Metals Awards. The Australian iron ore producer and mining giant won “Rising Star” and “Metals Company of the Year” honors Wednesday night for its ascension from industry newcomer to the world’s fourth largest iron ore producer in less than a decade.

Read more: Platts Global Metals Awards 2014

China's gold market: progress and prospects

London, 15 April 2014

A major report published today by the World Gold Council “China's gold market: progress and prospects” suggests that private sector demand for gold in China is set to increase from the current level of 1,132 tonnes(t)1 per year to at least 1,350t by 20172. Following the record level of Chinese demand in 2013, which saw the country become the world’s largest gold market, the report suggests that while 2014 is likely to see consolidation, the succeeding years are likely to see sustained growth.

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Judicial review suspends LME implementation of warehouse queue rule

London, 1 April 2014

The LME’s moves to regain credibility in the aluminium market have seen a plot twist at the last minute, write Maquarie Bank. Following a UK High Court ruling on Thursday supporting a claimant case brought by RUSAL around the rule change consultation, the LME will now not implement the previously proposed warehouse changes on April 1. This defeat, which comes as a surprise to the metals market, potentially has significant implications for LME metals participants. In our view, there will be plenty more twists and turns in the coming months

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Natixis Metals Review 2014, H1

London, 341 March 2014

Better late than never: 2013 was another difficult year for commodities, with total return indices trading in a narrow range to end the year down between 1.2% (S&P-GSCI) and 9.5% DJ-UBS. While DJ-UBS industrial metals lost around 13.6%, DJ-UBS precious metals suffered more substantial losses, with a negative return of almost 31%. In contrast, G3 equity markets rallied strongly, with the S&P500 up 30% and Japan’s Nikkei gaining by more than 50%. Investors might reasonably ask themselves whether commodities will ever begin to share in the global economic recovery: Natixis Metals Review.

Read more: Natixis Metals Review 2014, H1

China’s environmental measures will not curb steel production and seaborne iron ore growth

Edinburgh, 28 March 2014

Wood Mackenzie: Steel plants in China have been targeted as a major source of the toxic smog enveloping Beijing and Shanghai. Emergency measures have been imposed on regional steelmakers with mills in Tangshan ordered to suspend at least 30% of production and idle coke batteries and sintering operations.

Read more: China’s environmental measures will not curb steel production and seaborne iron ore growth