Archives: Downloads

METALS – – EXAMPLES OF EXTREME PRICE PHENOMENA; MORE OUTPUT CUTS TO COME 4/4/2020

GOLD INDUSTRY – – A $2,000 TO $5,000 GOLD PRICE SCENARIO PLAUSIBLE IF PANDEMIC CONTINUES TO YEAR-END 2020 4/1/2020

METALS AND RELATED RESOURCE INDUSTRIES – – IMPAIRMENTS LARGER THAN EXPECTED IN 2019 AT $31.5 BILLION AS NOTABLE LARGE PROJECTS SUFFER SETBACKS 4/2/2020

METALS EXPANSIONS- – VOLUME 58 MARCH SEES EARLY SIGNS OF CAP EX CUTS, DELAYS AND HINTS OF A DELUGE OF CUTBACKS LATER 3/31/2020

SPOT MARKETS – – WORLD AUTO SALES DOWN ABOUT ¼ IN MARCH QUARTER; METALS OUTPUT CUTS LIKE CRUDE OIL CUTS DRIBBLE OUT VERY SLOWLY  3/31/2020

FOREST PRODUCTS – – WOOD PRICES FALL THIS WEEKEND AFTER BIG RUN 3/29/2020

MARCH 2020 IN THE CONTEXT OF PAST FINANCIAL CRISES 3/28/2020

FREEPORT-McMORAN INC. FIRST MAJOR COMPANY TO OMIT DIVIDEND; JANUARY 2020 GLOBAL REFINED COPPER OUTUT UP 15.8% AND MINE OUTPUT UP 9.5% 3/27/2020

METALS – – SECOND ROUND OF EARNINGS ESTIMATE CUTS WITH LOWER DEMAND WITHOUT ENOUGH PRODUCTOIN CUTS 3/24/2020

WEYERHAEUSER UPGRADED TO OVERWEIGHT BASED ON SHARE PRICE DECLINE, RECENT STRONG HOUSING STARTS, DOUBLED OSB PRICES 3/15/2020