Spot Markets 112318
SPOT MARKETS – – “RECESSION PRICES” AND WORRIES, BUT INVENTORIES KEEP FALLING AND U, MN, ALUMINA, MET COAL, THERMAL COAL, N, PHOSPHATE AND POTASH PRICES UP 11/23/2018
SPOT MARKETS – – “RECESSION PRICES” AND WORRIES, BUT INVENTORIES KEEP FALLING AND U, MN, ALUMINA, MET COAL, THERMAL COAL, N, PHOSPHATE AND POTASH PRICES UP 11/23/2018
SANDSTORM GOLD UPS ANTE TO 15.8 MM MORE AFTER COMPLETING 2.5 MM SHARE BUYBACK 11/16/2018
ROYAL GOLD NET DEBT LOWERED AND KEY ASSETS UPDATED 11/16/2018
BHP GROUP RETURNS $10.4 BILLION IN CAPITAL FROM OIL & GAS ASSET SALES; DISDAINS “PROCYCLICAL” INVESTMENTS 11/24/2018
ALLEGHENY TECHNOLOGIES INVESTOR DAY GUIDANCE ABOVE OUR ESTIMATES 110918
PAN AMERICAN SILVER RESEARCH COVERAGE INITIATED AT OVERWEIGHT INVESTMENT RATING 11/16/2018
U.S. STEEL HIGHER 2019 CONTRACT PRICES AND HIGHER COSTS; WORRY THAT TARIFFS END 2020, COMPETITORS EXPAND AND UNION COSTS ROSE 11/13/2018
TAHOE RESOURCES: GUATEMALAN CONSULTATION TO BEGIN; GOLD MINE OUTPUT AND COSTS BELOW ANNUAL GUIDANCE THUS FAR IN 2018 11/12/2018
WESTROCK TO INCREASE CAP EX 50% IN 2019 AND MAKES CAUTIOUS DECEMBER QUARTER GUIDANCE DESPITE GOOD SEPTEMBER RESULTS 11/13/2018
METALS MARKETS IMPACTED BY SEVERAL POLITICAL EVENT VARIABLES 111318