STEEL INDUSTRY – – UNION LABOR RELIEF DEALT A SETBACK; MORE LOUSY DEMAND DATA 12/21/2015
STEEL INDUSTRY – – UNION LABOR RELIEF DEALT A SETBACK; MORE LOUSY DEMAND DATA 12/21/2015
STEEL INDUSTRY – – UNION LABOR RELIEF DEALT A SETBACK; MORE LOUSY DEMAND DATA 12/21/2015
NEWMONT MINING EMPHASIZES NEW PRIORITIES IN EXPLORATION AND “BOLT-ON” SMALL PROJECTS APPENDAGES TO EXISTING BIG MINES 12/15/2015
METALS INDUSTRY – – NO NONFERROUS METALS SEASONAL SECONDHALF SLOWDOWN NOR INVENTORY GLUTS LIKE WORLD COLLAPSE 12/14/2015
METALS – – SUPPLY TIGHTENING AS MORE SHUTDOWNS EVOLVE 12/14/2015
ROYAL GOLD SENSITIVITY TO POSSIBLE ZERO VALUE FROM MT MILLIGAN AND RUBICON’S PHOENIX PROJECT 12/14/2015
THOMPSON CREEK METALS FACES 2017-18 DEBT MATURITIES AND POTENTIAL CASH FLOW SHORTFALL 12/14/2015
FORTESCUE METALS LOWERS COSTS OFFSET BY LOWER PRICES; CUT EARNINGS ESTIMATES BUT HOLD SAME PRICE TARGET WITH LESS CAP EX 12/8/2015
IRON ORE INDUSTRY APPROACHING BALANCE IN SIMULATION OF WORLD STEEL INDUSTRY 5% 2015-16 DROP FOLLOWED BY 2% GROWTH 12/2/2015
SILVER WHEATON: ANTAMINA SILVER STREAM WITH GLENCORE BUILD INTO MODEL AND POST- 2020 HUDBAY’S 777 MINE DELETED; SENSTIVITY TO SPOT SILVER AND GOLD PRICES. 12/1/2015
RIO TINTO: SIMULATED AT “SPOT” AS WELL AS FORECASTED PRICE REBOUNDS; IRON ORE AND COPPER MARKETS CLOSELY BALANCED 12/1/2015