The latest forecasts from Fastmarkets' team of analysts are ready to view.This month's key ferro-alloys forecast highlights:Prices across most ore and alloy markets trended higher in September, buoyed by improving demand from steelmakers with the end of the summer holiday season in Europe and the United States, as well as maintained demand from Chinese steel mills. Tightening of alloy inventories...Read More
The latest forecasts from Fastmarkets' team of analysts are ready to view.Fastmarkets analysts were invited to present our outlook for the coking coal market at Coaltrans Asia, held online on November 23-25. One of the key topics at the event was the trade tensions between China and Australia, which overtook Mongolia to become the largest coking coal exporter to China this year...Read More
The latest forecasts from Fastmarkets' team of analysts are ready to view.Iron ore remains the most bullish commodity of the year, with prices fuelled by Chinese demand and supply disruptions in Brazil, along with bullish sentiment. But prices are expected to come down because Brazilian exports have begun to recover, and have reached their highest level since the Brumadinho dam disaster in 2019. W...Read More
The latest forecasts from Fastmarkets' team of analysts are ready to view.In the iron ore market, supply issues including heavy rains at the start of the year, followed by staffing problems during the Covid-19 pandemic, have affected exports from Brazil. This has helped Australia gain a larger market share, but since June, Brazilian export volumes have returned to levels last seen before the...Read More
The latest forecasts from Fastmarkets' team of analysts are ready to view.Chinese blast furnace (BF) utilization rates have stagnated and iron ore port stock volumes are rising, reaching their highest levels since March, which suggests that iron ore supply is becoming excessive while demand is not growing. Unsurprisingly, prices dropped last week and we expect the trend to continue. The market has...Read More
The latest forecasts from Fastmarkets' team of analysts is ready to view.We spoke in our previous tracker of stainless steel prices ending 2020 on a high. That trend has continued during early 2021 and, in fact, the upward rally in prices has increased its momentum.Compared with the monthly price increase of some 5% seen at the end of 2020, prices for grade-304 stainless steel in al...Read More
The latest forecasts from Fastmarkets' team of analysts is ready to view.Prices of stainless steel are generally set to reach highs for the year as 2020 comes to a close. For the most common nickel-containing grades of stainless steel, this upward trend is being driven above all by rising nickel prices, which themselves are hitting relatively high levels into the end of 2020.The price increases si...Read More
The latest forecasts from Fastmarkets' team of analysts is ready to view.While much commentary has been written about Asian economies performing far better than those elsewhere this year during the global Covid-19 pandemic, it is stainless steel markets in Europe and the United States that are ending the year in better shape than their Asian counterparts.We do not talk of demand levels or demand g...Read More
The latest forecasts from Fastmarkets' team of analysts is ready to view.While a world leader in many areas, the United States is a relatively small player when it comes to stainless steel. It produces a small amount of material, both in absolute and relative terms (i.e. compared to the size of its population), while a large share of its industry is in the hands of bigger European companies. Never...Read More
This column aims to collect some of the most relevant recent discoveries and papers - particularly in but not limited to artificial intelligence - and explain why they matter.Read full newsRead More
The copper industry is set to face an annual supply deficit of 4.7 million tonnes by 2030, CRU Group estimates.Read full newsRead More
We've dug up the best and brightest gold companies for you to invest in, along with expert advice about putting your money into this field.Read full newsRead More
A resource update is underway with results expected in the second quarter.Read full newsRead More
We've dug up the best and brightest gold companies for you to invest in, along with expert advice about putting your money into this field.Read full newsRead More
As bond yields continue to rise, investors in many growth stocks are seeing some resistance. What once was a sector that couldn’t lose is now one that’s under pressure. Accordingly, investors looking to protect their portfolios may want to consider some defensive, cyclical plays.Here are two great stocks I think fit well within the defensive, cyclical precious metals sector that are pe...Read More
Mar 21, 2021 Guest(s): E.B. Tucker Director, Metalla Royalty & Streaming Ray Dalio, co-chief investment officer of Bridgewater Associates, recently wrote that policy makers short on money will likely raise taxes and prevent capital flows into "other assets" like gold and Bitcoin. E.B. Tucker, director of Metalla Royalty and author of "Why Gold, Why Now" said that the government already has the t...Read More
Here are five Fastmarkets stories you might have missed on Friday March 19 that are worth another look.Import activity in the South American flat-rolled steel market was nearly at a halt in the week ended on March 19 due to growing uncertainty about the existing Chinese steel export tax rebate.Read More
"Is that the way that you had hoped to conduct this dialogue?" foreign minister Wang Yi asked through an interpreter, during opening remarks in the meeting with US secretary of state Antony Blinken and national security advisor Jake Sullivan.Following the meeting, Sullivan said the talks were "tough and direct" and the US would continue to work with China going forward.The gold price is a little l...Read More
Here are five Fastmarkets stories you might have missed on Friday March 19 that are worth another look.Import activity in the South American flat-rolled steel market was nearly at a halt in the week ended on March 19 due to growing uncertainty about the existing Chinese steel export tax rebate.Read More
At PDAC2021, we spoke with Serafino Iacono, Director and Executive Chairman of Gran Colombia Gold Corp. (TSX: GCM; OTCQX: TPRFF). They are currently the largest underground gold and silver producer in Colombia, with several mines in operation, at its high-grade Segovia Operations. Segovia is one of the top five, highest-grade, underground global gold operations, which still has a significant explo...Read More