Forget about the gold price. Forget about the copper, zinc and nickel price. Start searching out companies that can weather another few years of recovery, because it's unlikely mining companies will get any price relief soon.
The fundamentals tell Stefan Ioannou, mining analyst with Haywood Securities, that the outlook is good for copper and zinc in the midterm, while for nickel, stronger-for-longer is the watchword. In this interview, he warns that nickel's price is unlikely to cycle up before 2017.
Which metals and rare earth companies are set to strike in this volatile market? Tom Szabo doles out tips in this Metals Report interview and explains why he likes companies that have yet to achieve market favor.
Industrial minerals like copper and nickel are essential to global economic expansion. But everywhere you look, grades are getting lower, and costs are getting much, much higher. Is there a way out? Rick Mills says mining companies need to look to Greenland.
South Africa, platinum mining giant, is about to fall off the investment map, says Dave Forest. Until the country sorts out its labor politics, there is a real need to establish alternative sources of platinum group metals, vanadium and manganese.
When it comes to supply and demand dynamics, Aheadoftheherd.com Publisher Rick Mills does his own math. China may make a show of its alleged copper surplus and Germany may downplay its need for efficient energy sources, but Mills foresees demand spikes.