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
ARCONIC INSTALLES EX-PRATT & WHITNEY JET ENGINE HEAD AS CEO; POSSIBLE TACTICS TO GROW REVENUES, CUT COSTS OR CUT DEBT 4/17/2017
STEEL INDUSTRY – – TRUMP DE-REGULATIONS TO ENCOURAGE OFFSHORE DRILLING TO BENEFIT “MIX” FOR HIGH VALUE STEELMAKERS 4/10/2017
RIO TINTO DETAILED MODEL EXTENDED TO 2030 TO INCORPORATE 2025-30 MONGOLIA U/G, LA GRANJA 2024, RESOLUTION 2026-30 AND BUYBACKS 4/11/2017
ROYAL GOLD, RUBICON’S PHOENIX PROJECT ADDED BACK TO MODEL. PASCUA LAMA NSR PERCENTAGE INCREASED BY 0.74% 4/12/2017
SPOT MARKETS – – OUTPUTS RISE 6% TO 30% IN EARLY 2017 WITH RESTARTS OR NEW CAPACITY; MAYBE WORLD DEMAND FIRMER TOO 4/5/2017
METALS – – COMPARISON OF 2015, 2016, AND 2017E YEAR-END BALANCE SHEETS OF THE SIX LARGE DIVERSIFIED MINING COMPANIES (BHP Billiton, Vale, Rio Tinto, Anglo American, Glencore, and Teck) 4/4/2017
METALS – – VOLUME 22 DESCRIBES MORE REOPENINGS AND NEW INVESTMENTS THAN SHUTDOWNS 3/31/2017
NEWMONT MINING COMMENTS FROM MARCH 2ND SURINAME MINE VISIT; COMPANYWIDE MODELS UPDATED FOR YEAR-END RESULTS 3/31/2017
GUYANA GOLDFIELDS SITE VISIT TO AURORA GOLD MINE MARCH 3RD 3/31/2017