Archives: Downloads

IRON ORE NEW PROJECT LIST AT 853 MILLION METRIC TONNES LARGER THAN 500+ MMT THAT WE WROTE JUNE 16TH MORNING 6/22/2023

IRON ORE PROJECT CANCELLATIONS NEEDED TO PREVENT MASSIVE OVER SUPPLY 6/16/2023

METALS INVENTORY STABLE; SPOT NONFERROUS BASE METALS PRICE DECLINES BAD FOR 2Q AND 3Q EARNINGS OUTLOOKS 6/12/2023

LITHIUM REFINING GLOBAL CAPACITY EX-CHINA SURPLUS IN 2026-28

HIGHLIGHTS OF OUR JUNE 7TH VIRTUAL CONFERENCE 6/7/2023

METALS EXPANSIONS- – VOLUME 95 MAY 11 PROJECTS ADVANCE AND 3 CUTBACKS 5/31/2023

HIGHLIGHTS OF OUR JUNE 6TH VIRTUAL CONFERENCE 5/5/2023

STEEL INDUSTRY – – CHINA’S STEEL EXPORTS AND STRONG MILITARY STEEL USE DRIVE 4.1% 2023 YTD CHINA STEEL OUTPUT GAIN 5/31/2023

VALE PHOTO BOOK FROM MAY 22-24 MINAS GERAIS TOUR 5/30/2023

LOUISIANA-PACIFIC OSB PRICES REBOUND FOR MAY AND COSTS FALL A LOT IN MARCH QUARTER, BUT SIDING VOLUMES SOFTEN 5/18/2023