Big 5 diversified mining companies are having a rough 2024

World’s 50 biggest miners had a combined market capitalization of just under $1.4 trillion, with losses at the very top offsetting a banner quarter for gold and copper stocks.

Frik Els | April 5, 2024 | 9:47 am

CHARTS: Copper price bulls bring back $10,000 forecasts

While plummeting spot TC/RCs – from $90+ to $3 – are behind the (already fizzling) rally, copper’s long term supply problems are also firmly back in focus.

Frik Els | March 29, 2024 | 1:07 pm

CHART: China’s Belt and Road mining investment hits record

China’s overseas investment in metals and mining as part of its Belt and Road Initiative surged by 158% last year, hitting $19.4 billion with energy transition metals the main focus.

Frik Els | February 20, 2024 | 9:57 am

Green shoots for copper, nickel, zinc, aluminium prices 

Macquarie says January's full set of PMIs looks like a potential turning point for the global industrial cycle.

Frik Els | February 8, 2024 | 4:20 pm

Cybertruck: Musk needs mines

Powered by Tesla’s own made-in-Texas batteries, the stainless steel Cybertruck carries a heavy load of nickel, cobalt, manganese, graphite and lithium.

Frik Els | February 7, 2024 | 9:19 am

Activists, Hollywood take down top 50 mining company

The ranks of the most valuable mining companies in the world were throughly scrambled in 2023 as governments intervened, lithium and nickel prices tumbled, gold hit records and a new listing went ballistic.

Frik Els | January 31, 2024 | 8:31 am

Blade runners: how LFP batteries brought EV metal markets back to earth

In a few short years, LFP batteries crushed nickel and cobalt mining markets and new technology could do the same to lithium.

Frik Els | January 5, 2024 | 9:48 am

The biggest global mining news of 2023

A tumultuous year for the global mining industry: collapse of lithium prices, furious M&A activity, gold’s new record and state intervention in mining on a scale not seen in decades.

Frik Els | December 27, 2023 | 10:01 am

What green energy transition? Half of mining still exploring for gold

New study shows a $1.1 billion drop in gold exploration budgets this year as juniors struggle to raise capital, but the precious metal still accounts for 46% of the total.

Frik Els | November 7, 2023 | 8:34 am

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