We don't have that level of detail on Russia. Russia is one of the largest producers in the world. Any deviation from the broad assumption of production not dropping this year in Russia could be very meaningful.
The sharp fall in global commodity prices is starting to have an impact on North Korea, economists say, hurting a state that relies heavily on exports of minerals to keep its economy afloat – and its gargantuan military funded.
In this interview with The Mining Report, he shares his secret for finding companies that can create value despite challenging market conditions, and he reveals where he is putting his money today.