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STEEL INDUSTRY – – GLOBAL DEMAND AND U.S. DEMAND BOTH VERY POOR IN JULY; WE INTERPRET MORE OF A “SECULAR DECLINE” THAN A “RECESSION” 9/5/2024

GOLD MARGINS TO EXPAND IN 3Q WHILE ALL BULK AND BASE METALS TO FALL 9/5/2024

METALS EXPANSIONS- – VOLUME 111 AUGUST 15 PROJECTS ADVANCE AND 3 DELAYS DOMINATED BY 6 COPPER AND 6 LITHIUM MINES 9/2/2024

FOREST PRODUCTS – – MILL WOOD PRICES AT LOWS, BUT HOME DEPOT RETAIL PRICE HIGHER UNCHANGED 8 TO 16 WEEKS

SANDSTORM GOLD ENJOYS HIGHER PRICES, PROGRESS AT MARA AND WORK ON HOD MADEN 8/2/2024

METALS INDUSTRY – – SOME CHANGES IN INVESTMENT RATINGS AFTER 9.1% FALL IN S&P 500 AND LARGER SHARE PRICE FALLS IN METALS 8/5/2024

STEEL INDUSTRY – – U.S. DEMAND PLUMMETED IN JUNE 8/7/2024

ALCOA BENEFITS FROM HIGHER ALUMINA PRICES AND COMPLETING ALUMINA LTD MERGER AUGUST 1ST AHEAD OF OUR DECEMBER 31ST ORIGINAL ESTIMATE 8/6/2024

NUCOR MARKET SHARE AND VOLUME TRENDS DRIVE SKINNIER MARGINS 8/5/2024

SANDSTORM GOLD ENJOYS HIGHER PRICES, PROGRESS AT MARA AND WORK ON HOD MADEN 8/2/2024