SPOT MARKETS – – SCRAP FLOWS HIGHER THAN DECEMBER QUARTER 5/3/2016
SPOT MARKETS – – SCRAP FLOWS HIGHER THAN DECEMBER QUARTER 5/3/2016
SPOT MARKETS – – SCRAP FLOWS HIGHER THAN DECEMBER QUARTER 5/3/2016
INTERNATIONAL PAPER ACQUIRES WY’S PULP BUSINESS FOR $2.2 BIL. 5/2/2016
METALS – – VOLUME ELEVEN OF PLANT SHUTDOWNS SINCE AUGUST 2015; CHINA RESTARTS STEEL & ALUMINUM OUTPUTS IN MARCH 4/29/2016
METALS – – IMPORTANCE OF MUCH STRONGER BALANCE SHEETS 4/29/2016
INTERNATIONAL PAPER OPERATING MARGINS TRIMMED IN PAPER AND CONSUMER PACKAGING SEGMENT. ASIA CORRUGATED PACKAGING SEGMENT TO BE SOLD IN Q2 2016 4/29/2016
FREEPORT-McMORAN INC.: COPPER & OIL PRICE ESTIMATES LOWERED; LOWER OIL COST ESTIMATES AND 2016 & 2017 CAP EX ESTIMATES 4/29/2016
IRON ORE SUPPLY AND DEMAND — CHINESE CUTS HOLD PRICES AT $90/t 6/20/2014
ALLEGHENY TECHNOLOGIES (ATI $42.45, rated Overweight, price target $54 up from $44) STAINLESS STEEL BASE PRICE HIKES TO STICK AS 25% FALL IN YTD WORLD NICKEL MINE OUTPUT CONSTRA 6/20/2014
GOLDCORP (GG $26.10; rated Overweight; $36 up from $32 price target) CAMINO ROJO SULPHIDE PROJECT AND HIGHER PENASQUITO RECOVERY RATES RAISE NPV/SHARE; LOWER 2014 AND 2015 GOLD PRICE ESTIMATES. 6/19/2014
FREEPORT-McMoRAN COPPER AND GOLD (FCX $33.91, rated Overweight, price target $72) HIGHLIGHTS FROM VISIT TO 55%-OWNED SERBIAN COPPER-GOLD PROJECT 6/16/2014