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FOREST PRODUCTS – – MARCH HOUSING STARTS CONTINUE DECLINES; WOOD PRICES MAKE SPRING LOWS INSTEAD OF PEAKS 4/26/2019

FREEPORT-McMORAN INC. LONE STAR DRILL INTERCEPTS EXCITING 4/25/2019

ALCOA SUFFERS FROM MARKET RECESSION FEARS FOR LME INGOT AND FALLING ALUMINA PRICES, BUT SOME DATA ARE VERY FAVORABLE 4/25/2019

SPOT MARKETS – – SCRAP STEEL PRICES FALL $20-$25/T IN APRIL; SCRAP PAPER DOWN; VEHICLE SALES FALL IN MANY REGIONS; METALS INVENTORIES FALL FAST NONETHELESS

COPPER INDUSTRY – – TEN COPPER PROJECTS ADVANCE AND ANOTHER DOZEN OR MORE IN PLANNING IN USA 4/12/2019

IRON ORE INDUSTRY – – PRICES RISE MORE AS LOST OUTPUT STEADY AT 141.8 MMT IN 1.8 BILLION TONNE EXPECTED WORLD STEEL OUTPUT 4/12/2019

ANGLOGOLD ASHANTI STABLE OUTLOOK; OBUASI RESTART IN GHANA COULD BE 10% MORE OUTPUT IN 2021; WE MODEL 1 OF 3 ASSET SALES 4/9/2019

ALLEGHENY TECHNOLOGIES HAS SEVERAL NEAR-TERM HEADWINDS 4/7/2019

GUYANA GOLDFIELDS FOLLOWUP TO NI 43-101 STUDY FILED MARCH 29TH 4/3/2019

IRON ORE INDUSTRY – – LOST OUTPUT RISES ANOTHER 10 MMT AT VALE, 14 MMT AT RIO AND 7 MMT AT BHP TOTAL 141.8 MMT RELATIVE TO 1.8 BILLION TONNE EXPECTED WORLD STEEL OUTPUT 4/3/2019