Wall Street Journal sees a debt-ceiling copper glow up
A look at the esteemed financial paper’s case for calling copper the next big bull market.
Frik Els , Editor
Frik has 20 years’ experience as a business journalist across a range of industries including automotive, technology and entertainment markets. Frik has an entry in Global Mining Observer’s Who’s Who of Mining 2018, and contributions to publications and conferences including Business Insider, Investing.com, Mines & Money London and New York, Vancouver Resources Investment, Progressive Mine Forum in Toronto and Canadian Mining Symposium in London, UK. He’s been interviewed on CBC Radio and Korea State TV and quoted in the Financial Post.
Posts by Frik Els:
Top stocks plummet after Chile brings lithium industry under state control
Shares in the world’s top two lithium producers are tanking after Chile said their contracts will not be renewed and prices for the battery metal continue to fall.
Fresh blow to cobalt bulls as prices sink below $20,000
With massive stockpiles from Tenke Fungurume in the DRC released for export, cobalt prices face further pressure.
Copper price is rallying but China stimulus could be “phantom tailwind”
Recent stimulus in China, consumer of half the world's copper, is the weakest in 20 years relative to the size of its economy -- report.
CHARTS: Mining’s top 50 companies top $1.4 trillion value amid M&A fever
World’s top 50 mining companies build on gains in the first quarter of 2023, but remain well below valuations this time last year as M&A fever grips the sector.
CHARTS: There is a chasm between gold price and gold mining stock valuations
Gold mining stock prices have to double to get back to 30-year average relative to the gold price and the S&P 500.
CHART: Demand is soaring, but global mining is not expanding
Mining companies have to run just to stand still, but expansion capex in the global mining sector as a percentage of profits has halved in a decade.
Value of battery metals in newly-sold EVs tripled on rampant lithium, nickel prices
MINING.COM’s EV Metal Index surged to just under $27 billion in 2022 thanks to surging lithium and nickel prices, but January saw a 50% month-on-month drop.
Nickel price slumps as global production soars
Production from top supplier Indonesia jumped 41% in January, compared to last year.
Study shows seafloor cobalt, nickel mining dramatically lowers battery metals environmental impact
Benchmark's lifecycle assessment of The Metals Co’s Pacific Ocean project shows nickel, cobalt from seabed perform better in almost every category including 70%-80% lower emissions than Indonesian nickel.
