In charts: Copper project pantry bare from 2025
Bank of America (BofA) Global Research analysts expect the copper market to flip back to a deficit from 2025 onwards following the completion of the current wave of project buildouts,…
Commodities Markets
Chart: Bulks most affected by Russia-Ukraine conflict
Trade dislocations due to sanctions, high power prices and disruption to production facilities in the conflict zone are three major threats to the metals and mining industry due to escalating…
AME Roundup: Patricia Mohr sees a copper supercycle emerging in the medium term
Copper could be heading towards supercycle territory in the medium term, with price levels expected to reach above US$5 per pound, economist and commodity market specialist Patricia Mohr told a…
Video Interview: Magna Mining on its Shakespeare project’s Ni-Cu opportunity
Magna Mining (TSXV: NICU) continues to build positive exploration and development momentum at its Shakespeare nickel-copper project 70 km southwest of the Sudbury Basin in Ontario. The Northern Miner recently…
Key insights from the inaugural Future Minerals Forum in Riyadh
Saudi Arabia is one of the world’s oil powerhouses, boasting the second-largest proven reserve of the slick stuff. Still, as the inaugural Future Minerals Forum recently held in Riyadh heard,…
Kazakh uranium industry unaffected by unrest
The world’s largest uranium producer, Kazatomprom, remains unaffected by the ongoing turmoil in the Central Asian state of Kazakhstan, Reuters reported the Kazakh producer as saying. “Uranium mining is going…
Decarbonization plays the metals fiddle in 2022
The recent 26th edition of the Conference of the Parties (COP26) brought about renewed vigour to phase down carbon dioxide emissions across the globe. Still, to get there, the mining…
Scotiabank’s Marc Desormeaux on 2022 outlook
Marc Desormeaux leads Scotiabank Economics’ regional economic forecasting and commodity market coverage and is the creator of Scotiabank’s Provincial Outlook, the department’s quarterly forecast publication on Canada’s provincial economies. Prior…
Palladium ETF tops US$100M in AUM for the first time
A substantial influx of interest from institutional investors and wealth management allocations has pushed the Global Palladium fund (GPF), an exchange-traded fund created by Russia’s Norilsk Nickel, above US$100 million…
Robust metals price outlook softens in 2022 – reports
The global metals and mining industry outlook has changed from ‘positive’ to ‘stable’ with a new Moody’s Investors Service report finding that despite most metals prices exceeding historical marks, that…
Forecasts morph into reality as tech metals fundamentals heat up
The world is at the start of an exponential upswing in demand for the suite of technology metals as a global top-down push for the energy revolution accelerates, Ryan Castilloux,…
Aluminium premia spike on planned Russian export tax
Russia has proposed introducing an export duty on aluminum as part of new measures to curb creeping inflation, sending regional premia in crucial European markets soaring, a new analysis by…