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Iron Ore Price Ascending
May 27 2019
Global supply of iron ore has fallen over 2019 and China’s port stocks are dwindling. So, how high can prices go?
Trade War Will Hasten Bull Market For Rare Earths
May 27 2019
Ahead of the Herd’s Rick Mills puts the case for the US-China trade war being less about trade and more about technological supremacy.
CORRECTION: Trade Impasse Threatens US Lithium, Rare Earth Imports
May 24 2019
Ahead of the Herd’s Rick Mills ponders the ramifications of the trade war resulting in China embargoing exports of critical metals to an under-supplied US. The original text included erroneous information about Lynas Corp.
Material Matters: Iron Ore, Met Coal & Copper
May 21 2019
A glance through the latest expert views and predictions about commodities. Iron ore; metallurgical coal; aluminium; and copper.
Material Matters: LNG, Bulks And Steel
May 15 2019
A glance through the latest expert views and predictions about commodities. Trade tensions; LNG; bulks; and steel.
The Looming Gold Reserve Crisis
May 15 2019
McKinsey & Company warn that a lack of recent exploration investment threatens a gold reserve crisis, while Macquarie singles out Africa-based miners as solid growth prospects.
China’s Enviromental Crackdown Buoys Lead, Zinc
May 10 2019
Ahead of the Herd’s Rick Mills notes global demand for zinc and lead means a step-up in exploration is critical.
Material Matters: Iron Ore, Oil And Nickel
May 07 2019
A glance through the latest expert views and predictions about commodities. Iron ore; oil; and nickel.
Material Matters: Cobalt, LNG And US Oil
Apr 30 2019
A glance through the latest expert views and predictions about commodities. Cobalt; European ETS; Australian gold miners; LNG; and US oil.
Palladium Shifting Into Higher Gear
Apr 23 2019
Ahead of the Herd’s Rick Mills explains why the rare element palladium is becoming ever more valuable.
Analyse The Market From A Different Angle
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