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SPOT MARKETS – – CHINESE STOCKPILE HOARDING NONFERROUS METALS WHILE MAINTAINING FULL METALS OUTPUT; PANDEMIC CRISIS ESCALATES IN THIRD WORLD 6/4/2020

BHP SHARES REBOUND WITH BROAD FINANCIAL MARKETS  5/31/2020

METALS EXPANSIONS- – VOLUME 60 MAY SEES VIRTUALLY FEW NEW PROJECTS AS SHUTDOWNS BEGIN TO MOUNT 5/31/2020

METALS AND FOREST PRODUCTS – – “BIG PICTURE” UNKNOWNS AND CERTAIN SHARE PRICE REBOUNDS TEMPT ME TO GO TO “HALF CASH” 05/29/2020

GRUPO MEXICO: CUTS ALL DIVIDENDS 50% WITH LOWER COPPER PRICES, WHILE TRANSPORTATION, COSTS AND CASH BALANCES EACH DO WELL 5/30/2020

SOUTHERN COPPER: DIVIDENDS, EARNINGS ESTIMATES AND PRICE TARGET CUT WITH LOWER COPPER PRICES DESPITE DECENT INTERNAL DYNAMICS 5/29/2020

SPOT MARKETS – – WORLD AUTO SALES FALL 6 MM IN 1Q AND WE ESTIMATE AT LEAST AN 8 MM UNIT DECLINE IN 2Q 2020 FROM FROM ABOUT 22.5 MM/ QTR IN 2019  5/19/2020

GOLD MINING – – COMPARISON TO 1979-80 AND 2011 PRIOR GOLD PEAKS 5/11/2020

NORBORD REPORTS LESS THAN EXPECTED VOLUMES AND PRICES ON BOTH CONTINENTS 5/7/2020

KIRKLAND LAKE GOLD ENJOYS HIGH GOLD PRICES, BUT MAY DIP TO AS LOW AS 255,000 OZ JUNE QUARTER OUTPUT WITH PANDEMIC RESTRICTION 5/6/2020