CONTAINERBOARD AND CORRUGATED BOX PRICING OVER THE PAST NINE QUARTERS 5/5/2017
CONTAINERBOARD AND CORRUGATED BOX PRICING OVER THE PAST NINE QUARTERS 5/5/2017
CONTAINERBOARD AND CORRUGATED BOX PRICING OVER THE PAST NINE QUARTERS 5/5/2017
SPOT MARKETS – – OUTPUT UP 6%-10% IN EARLY 2017 EXCEPT NI & AG WITH FIRM PRICES AND RESTARTS; MAYBE WORLD DEMAND FIRM TOO 5/3/2017
IRON ORE INDUSTRY – – SPOT PRICES FALL AS WORLD STEEL OUTPUT UP, MINES DEPLETING, NECESSARY EXPANSIONS QUASHED, GRADES FALL 4/21/2017
BHP BILLITON: LOWER ESTIMATED 2017 COPPER, IRON ORE, COAL AND OIL OUTPUTS; LOWER NEAR TERM IRON ORE PRICES; HIGHER CAP EX WITH 80 MMT YANDI DEPLETION WARNING 4/27/2017
BHP BILLITON: ELABORATION ON 10 KM DISTANCE TO “SOUTH FLANK” REPLACEMENT AND MARCH 29TH 80 MMT YANDI DEPLETION WARNING 5/1/2017
U.S. STEEL SUFFERS POOR PRODUCTIVITY AND COSTS EQUIVALENT TO A $40/TON “COST MISS” OR $400/TON DEVIATION WITHIN 1 M.T. SUBSET 4/26/2017
METALS – – VOLUME 23 DESCRIBES LARGE GAINS IN OUTPUT WITH HIGH CONFIDENCE IN CHINA & ROW; MANY MORE OPENINGS AND NEW PLANTS 4/27/2017
FOREST PRODUCTS – – WOOD STOCKS DOWNGRADED WITH SHARE PRICE GAINS AND HISTORIC MAY 15TH WOOD PRICE SEASONAL PEAKS 4/26/2017
GOLDCORP NUEVA UNION CAPEX ESTIMATED INCREASED; SEVERAL LOW GRADE GOLD-COPPER PROJECTS COMPARED WITH CERRO CASALE 4/26/2017
FORTESCUE METALS: OUR LOWER IRON ORE PRODUCTION AND PRICE ESTIMATES LOWER EARNINGS AND PRICE TARGET 4/27/2017