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ALLEGHENY TECHNOLOGIES INCOME TAX AND JV REVISIONS 1/9/2018

ROYAL GOLD NET DEBT AND CORPORATE TAX RATE LOWERED  1/5/2018

ARCONIC BENEFITS FROM US CORPORATE TAX REFORM; LOWER FUTURE ESTIMATES TAXES INCREASE EARNINGS ESTIMATES AND PRICE TARGET  1/4/2018

VALE SELLS ASSETS DESPITE LOW PRICES SENDING “CAPITAL DISCIPLINE,” “COST DISCIPLINE” AND SIMPLIFICATION MESSAGES  1/2/2018

HARMONIZING FOREST PRODUCTS STOCKS FOR 21% CORPORATE TAX RATE, OUR ESTIMATE OF 28% FROM 2022 AND OTHER CHANGES 1/1/2018

GLENCORE PLC HIGHER FORECASTED VOLUMES FOR 2018-2020 AND COBALT PRICES GENERATE ADDITONAL EARNINGS  1/1/2018

METALS – – VOLUME 31 HAS 32 NEW METALS PLANTS OPENINGS AND 9 CLOSINGS IN DECEMBER 12/28/2017

WESTROCK INVESTOR DAY TARGETS $4+ BILLION EBITDA IN FY 2022 UP FROM $2.3 BILLION IN FY 2017  12/24/2017

CAMECO: CHINESE ENERGY CRISIS SEVERE IN DECEMBER AS NATURAL GAS SUPPLIES FALL WELL SHORT 12/22/2017

BHP BILLITON PRESENTS MESSAGES OF CAPITAL RESTAINT AND INCREMENTAL MARGIN ENHANCEMENTS 12/1/2017