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2024-04-25 00:14:22 ET Summary Following First Quantum’s mine closure, the market has 4 million tonnes less copper capacity. This is coupled with growing demand. Anglo American is fully benefitting from Quellaveco mine expansion. Q1 copper production was up by 11%. Soli...
2024-04-24 17:47:13 ET More on BHP BHP: Improvements Visible, But Downside Possible Too BHP Should Be Added By Investors Seeking Income And An Attractive Total Return BHP: Ready For A Second Wave Of Inflation? Read the full article on Seeking Alpha Fo...
2024-04-24 07:25:19 ET More on Fortescue Fortescue: An Iron Ore Giant With Strong Cash Flows Historical earnings data for Fortescue Dividend scorecard for Fortescue Read the full article on Seeking Alpha For further details see: Iron ore prices su...
2024-04-23 13:13:27 ET More on Anglo American Anglo American Q4 2023 Earnings Call Transcript Anglo American Q4 2023 Results - Earnings Call Presentation Anglo American: Too Cheap To Ignore Read the full article on Seeking Alpha For further details se...
2024-04-22 09:59:26 ET More on Anglo American Anglo American Q4 2023 Earnings Call Transcript Anglo American Q4 2023 Results - Earnings Call Presentation Anglo American: Too Cheap To Ignore Read the full article on Seeking Alpha For further details se...
2024-04-18 12:10:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. International markets ...
2024-04-17 12:53:28 ET More on Rio Tinto Rio Tinto: The Pullback In Iron Ore Prices Creates A Buying Opportunity Rio Tinto: We're Looking For An Exit Due To China Concerns Rio Tinto: Improved Conditions Can Augur Well Read the full article on Seeking Alpha ...
2024-04-12 11:42:33 ET More on Freeport McMoRan Freeport McMoRan Is Overpriced Freeport McMoRan: A Large High-Margin Copper-Focused Miner Freeport McMoRan's Electrification Story Boosted By Mine Closure & Future's Rally Read the full article on Seeking ...
2024-04-08 14:20:00 ET Summary The slump in iron ore prices is in stark contrast to copper’s extraordinary rise. In this edition, we look at just what’s driving the divergence. Last year, rising demand for renewables and EVs in China already offset the slump from...
2024-03-29 07:22:55 ET Summary Nickel spot prices were lower the last month and remain very low causing distress to the nickel miners. Nickel market news - Macquarie - Nickel market surplus just 36,000t this year. Nickel prices may soon recover from Indonesia-induced slump. Ni...
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After a robust performance in 2021, the electric vehicles (EVs) sector is poised to maintain its sales momentum in 2022. With robust consumer demand for efficient, cost-effective, and clean-energy-based vehicles, along with government initiatives to facilitate environmental sustainability, EV...