CHARTS: Iron ore, copper price – shot… chaser

BMO Capital Markets this week made some changes to its metals and mining outlook for H2 2021, raising expectations pretty much across the board.

Frik Els | July 28, 2021 | 11:59 am

Rio Tinto’s lithium market entry likely only start of battery metals ambitions

"Lithium M&A likely a formality in the coming years" as Rio Tinto plans $2.4 billion mine in Serbia from entirely new mineral source – jadarite.

Frik Els | July 27, 2021 | 12:06 pm

Dawn of a mining supercycle. Are you taking the fizz?

MINING.COM takes issue with a new white paper by Wood Mackenzie forecasting the varying impacts of the green energy transition on metals and mining demand.

Frik Els | July 16, 2021 | 5:18 pm

Copper mining is Opec on crack, so why is the price falling?

Half the world’s copper mining is controlled by just three countries, and China alone refines 40% of the metal central to the green energy transition away from fossil fuels.

Frik Els | July 13, 2021 | 1:47 pm

How Ivanhoe’s giant new Congo mine stacks up against copper mining’s top tier

Ivanhoe’s Kamoa-Kakula project is ramping up to 841,000 tonnes and $1.8 billion in free cash per year – report

Frik Els | June 24, 2021 | 2:58 pm

MAPPED: These 25 projects will set the copper price for decades

A 6 million tonne copper supply gap will open up by the mid-2020s but projects needed to plug that gap face uphill battles.

Frik Els | June 17, 2021 | 1:30 pm

Iron ore price correction delayed as global steel demand tops 2bn tonnes for first time ever

New report says China’s green push means end of cheap exports, deflating steel prices in rest of the world supporting iron ore prices.

Frik Els | June 11, 2021 | 12:36 pm

CHART: Top miners leave money on the table amid copper price rally

Copper output from biggest producers disappoints with one glaring exception – Freeport McMoRan going underground at Grasberg.

Frik Els | June 10, 2021 | 12:17 pm

120 year chart shows copper price supercycle only starting

First, in real terms the copper price is nowhere near a record high. And the 2000s China-induced supercycle wasn’t the first to originate in Asia either.

Frik Els | June 2, 2021 | 12:45 pm

Cobalt, nickel price: Rapid LFP uptake dents EV bull case

Global per-vehicle use of nickel and cobalt has fallen by a fifth over the past year – in China, it’s down by more than 40%.

Frik Els | May 28, 2021 | 11:22 am

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