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GRUPO MEXICO: UPDATED SUM OF THE PARTS VALUATION AFTER TRANSPORTATION IPO; HIGHER FUTURE COPPER PRICES RAISE EPS 3/12/2018  

STEEL INDUSTRY – – EXPECTATION OF TRADE PROTECTION OR TRUMP SOLUTIONS MAY BE A WORSE CATASTROPHE THAN 1932, 1982 OR 2009 3/9/2018  

BARRICK GOLD FORECASTS 4.4 MM OZ AVERAGE OUPTUT IN 2019-22 AS RESERVES FALL TO 64.5 FROM 86.0 MM OZ 3/5/2018  

METALS – – ANNUAL “PROSPECTORS AND DEVELOPERS ASSOCIATION CONVENTION” IN TORONTO DESCRIBES GLOBAL SUCCESSES 3/8/2018  

NORTHERN DYNASTY HAS ROUGHLY TWENTY TIMES AS MUCH PUBLIC COMMENT AS POLYMET’S PROJECT IN MINNESOTA 2/2/2018  

FRANCO NEVADA ENJOYS EXTRA 10% STAKE, FASTER 2019 STARTUP AND EXPANDED HIGHER COBRE PANAMA GOLD AND SILVER OUTPUT 2/20/2018  

FIRST QUANTUM HIGHER COPPER PRICES AND COPPER OUTPUT DRIVE INCREASED EARNINGS; CAP EX COMPLETION TO REBUILD FINANCES 2/20/2018  

SOUTHERN COPPER BENEFITS FROM HIGHER FUTURE OUPTUT TO 1.7 MMT MICHIQUILLAY IN 2025; DCF/NPV ACCRETION HELPS PRICE TARGET 3/1/2018  

METALS – – VOLUME 33 HAS 20 NEW METALS PLANTS OPENINGS, 1 CLOSING AND 1 NEW TAX ACTION IN FEBRUARY  3/2/2018  

SPOT MARKETS – – WOOD AND STEEL MAKE NEW PRICE PEAKS, BUT RECESSION WORRIES LOOM WITH INTEREST RATES, HIGHER INVENTORY OR TARIFFS 3/3/2018