Iron ore prices and shipping costs fell to the lowest levels in five years amid signs China’s slowing growth is sapping demand for cargoes just as the world’s largest mining companies press on with raising output and spur a glut.
Investors who want to play in the iron and copper space should look to small-cap producers for attractive valuations and lower risk, says the institutional research analyst who names iron ore and copper companies with upside potential.
The managing editor of MetalMiner describes herself as a "classic libertarian" but nonetheless believes government has a role to play in developing domestic supplies of critical metals. She argues for private/public partnerships and explains why today's low prices don't phase her.
Labor problems and low prices have platinum mines closing in South Africa, and potential for acquisitions ripening. Analysts George Topping and Michael Scoon of Stifel Nicolaus discuss supply trends for platinum group metals as well as iron ore and other commodities.
Nearly universal in scope, the global scrap supply arises from a vast network of collectors, dismantlers and processors both large and small in every country - in practically every state, province, district and county - on the planet.
The senior mining analyst with Dundee Capital Markets has some rather bullish forecasts for iron ore and copper prices. But given the worldwide economic malaise and a slowdown for China's economic powerhouse, what's his rationale?
Soaring growth in countries like China and India has led to high global manganese demand. The bulk manganese specialist with CRU International in London, discusses how manganese prices are closely tied to the economy and supply and demand.