X 5/14/2023
U.S. STEEL BENEFITS FROM TUBULAR PROFIT BOOM REVERSING 2015-21 LOSSES; MINIMILL UNDERPERFORMS BUT COULD BOOM AFTER 2025 FROM INVESTMENTS; WE AWAIT POST-2025 CAP EX STRATEGY 5/14/2023
U.S. STEEL BENEFITS FROM TUBULAR PROFIT BOOM REVERSING 2015-21 LOSSES; MINIMILL UNDERPERFORMS BUT COULD BOOM AFTER 2025 FROM INVESTMENTS; WE AWAIT POST-2025 CAP EX STRATEGY 5/14/2023
STEEL AND ALUMINUM CUT COSTS AS MOST ENERGY INTENSIVE, BUT FIRST-QUARTER AVERAGE UNIT COSTS ROSE 2.1% FROM 4Q DUE TO A FEW STEEP COST INCREASES 5/10/2023
AKORA RESOURCES INFILL DRILLING, BULK SAMPLE AND “SCOPING STUDY” FOR 2 MMT ANNUAL DSO PROJECT 5/10/2023
SANDSTORM GOLD HAS A STRONGER OPERATOR AND NEW TIMETABLE AS SSR MINING TO BUY 40% OF HOD MADEN FROM LIDYA 5/9/2023
GOLD INDUSTRY BANKING CRISES, RISE OF REMNIBI YUAN TRADE, CHINA’S PRIMACY AND UKRAINE CONFLICT 5/9/2023
FOREST PRODUCTS – – UPGRADING WOOD STOCKS TO NEUTRAL 5/3/2023
FREEPORT-McMORAN INC. DISCUSSIONS TO EXTEND INDONESIAN MINING CONTRACT BEYOND 2041 5/3/2023
OSISKO MINING (OBNNF US $2.79, not rated) JOINS WITH GOLD FIELDS LTD(GFI $15.42, not rated) IN 50%-50% JOINT VENTURE 5/2/2023
METALS EXPANSIONS- – VOLUME 95 APRIL 16 PROJECTS ADVANCE AND 9 CUTBACKS 4/30/2023
POLITICAL RISKS WITH CHILE NATIONALIZING LITHIUM, NEW CHILEAN CONSTITUTION, NEW MEXICAN MINING LAW, ETC. 4/30/2023