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HIGHLIGHTS OF FEB. 17TH VIRTUAL CONFERENCE BASE METALS SESSIONS 2/17/2021

HIGHLIGHTS OF FEBRUARY 16TH VIRTUAL CONFERENCE GOLD SESSIONS 2/16/2021

METALS SUBSTITUTION COMPARISONS AS PRICES RISE 2/19/2021

INTERNATIONAL PAPER APPEARS TO SUFFER COST INFLATIONS 2/8/2021

METALS EXPANSIONS- – VOLUME 68 JANUARY SEES 28 PROJECTS ADVANCING LED BY STEEL AND BATTERY METALS AND 4 CUTBACKS 2/2/2021

GOLD – – ESTIMATE 1.4% CPI IN 2020 AND 1.77% THIRTY YEAR TREASURY TRANSITION TO 10+% CPI OR 10+% THIRTY YEAR TREASURY YIELD 1/27/2021

IRON ORE OUTPUT SHORTFALLS TO INTERRUPT CHINESE STEEL OUTPUT 1/22/2021

METALS – – – POLITICAL REGULATORY OUTLOOK APPEARS TO LEAN-TO DEMOCRATS FOR MORE REGULATIONS, HIGHER TAXES, HIGHER SPENDING 1/21/2021

GOLD – – A THIRD AND FOURTH FACTOR ON INFLATION EXPECTATIONS 1/13/2021

DOMTAR SALE OF PERSONAL CARE UNIT FOR US $920 MM FAR BELOW OUR EXPECTATIONS 1/11/2021