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PRICES FALLING MORE THAN COSTS AS MARGINS FALL AGAIN QUARTER IN 4Q

LOUISIANA-PACIFIC ENJOYS OSB PRICE, VOLUME OR SHARE BUYBACK UPSIDES BEYOND OUR CONSERVATIVE FINANCIAL MODELS; SIDING DESERVES LOW CO2 EMISSIONS PREMIUMS 2/26/2024

GOLD INDUSTRY – – “TIER ONE” OBSESSION WITH SIZE EMBRACES RISKS AND DESTROYS SHAREHOLDER CAPITAL 2/26/2024

ALCOA TO CONSOLIDATE OR ACQUIRE 40% PARTNER ALUMINA LTD 2/25/2024

NEWMONT MINING “REVISED” OR ERASED 23.5 MM OZ OF GOLD IN YEAR-END 2023 RESERVE AND NONRESERVE RESOURCES ACCOUNTING 2/22/2024

ALUMINUM INDUSTRY – – WORLD SMELTER OUTPUT UP 2.4% IN JANUARY 2024 AFTER A 2.2% RISE IN 2023 2/20/2024

FIRST QUANTUM MINERALS WRITES DOWN RAVENSTHORPE NICKEL IN AUSTRALIA, BUT NOT COBRE PANAMA 2/20/2024

STEEL INDUSTRY – – HIGHLIGHTS OF FEB 5-9TH ASSN. IRON AND STEEL TECHNOLOGY “MODERN ELECTRIC ARC FURNACE STEELMAKING” 2/11/2024

NUCOR HAS CERTAIN VERY LOW VOLUMES; COMMENTS FROM VISIT TO BRANDENBURG, KY NEW 1.2 M.T. PLATE MILL 2/7/2024

STEEL INDUSTRY – – THREE POSSIBLE EXPLANATIONS FOR TERRIBLE STEEL VOLUMES 2/5/2024