With the supply of copper slowly recovering, there has been a steady shift in focus towards development and project growth.This is likely to be a slow process, with access to capital being a major stumbling block. Company balance sheets are improving, but shareholders are concentrating on yield, rather than re-investment of capital for growth. Is the timing right for new project investment? How wi...Read More

Investing.com - Gold prices were under pressure on Tuesday as a stronger dollar pushed the precious metal back towards 7-month lows hit a week earlier.At 10:55AM ET (14:55GMT), gold futures for August delivery on the Comex division of the New York Mercantile Exchange gained $4.90, or 0.4%, to $1,254.70 a troy ounce.Meanwhile, the U.S. dollar index, which measures the greenback’s strength aga...Read More

Guilty of going after tonnages and pursuing growth at any cost during bull times, the world's mining companies have suffered a wave of CEO replacements, with shareholders demanding more capital austerity and returns in the form of dividends and share buybacks.By 2016, the mining industry had given back all the value created during the Chinese growth cycle and 'capital discipline' became the new ma...Read More

Why is zinc expected to see significantly higher zinc prices later this decade?A spate of scheduled mine closures, an underdeveloped project pipeline and steady demand growth is expected to provide the basis for significantly higher zinc prices later this decade.In 2015, the world's largest zinc miner, Glencore, made the decision to cut production by the equivalent of 4% of global output. As a con...Read More

Import prices for some flat steel products in the United Arab Emirates and Saudi Arabia decreased this week because of lower offer and deal prices, sources told Metal Bulletin on Tuesday July 10.There is a liquidity shortage among some contractors, who are not receiving payments on time, sources said, while the seasonal slowdown continues.UAEMetal Bulletin's weekly price assessment for UAE imports...Read More

(Adds futures, company news items)July 10 (Reuters) - Britain's FTSE 100 index .FTSE is seen opening 12 points higher at 7,770 on Tuesday, according to financial bookmakers, with futures FFIc1 down 0.03 percent ahead of the cash market open.* KIER: British construction and support services company Kier Group Plc KIE.L said on Tuesday it had launched a cost-savings plan that would include the sal...Read More

Different markets, different cycles. Mining companies suffered for their sins in the downturn a little earlier than the oil and gas sector. Now they are emerging into a new upturn, also ahead of the game.  What challenges do they face that oil and gas companies might learn from? I asked Julian Kettle, Vice Chairman of Metals and Mining Research, to share his thoughts. A battle...Read More

What have I got to do to make you love me? What have I got to do to make you care?You can imagine the Majors' CEOs musing over Elton John's lyrics, wondering what it takes to win over investors after the stock market's dismissive reception of results that clearly demonstrated the extent of the upstream performance improvement underway.It's a sad, sad situation. Three things in the 2017 results sto...Read More

 Building a case for long-term sustainability'Underwhelmed' sums up investors' indifferent response to the Majors' Q1 results. The flicker of positive share price movement barely made an impression on the collective 16% underperformance against the stock market so far in 2017. This despite trouncing expectations as upstream 'delivered' for the first time in nine quarters.What do they have to...Read More

The physical iron ore market stayed rangebound while steel prices rose on Tuesday July 10 amid more concerns over potential restrictions on blast furnaces in China's steelmaking hub.Metal Bulletin 62% Fe Iron Ore Index: $63.91 per tonne cfr Qingdao, down $0.01 per tonneMetal Bulletin 62% Fe Pilbara Blend fines Index: $62.82 per tonne cfr Qingdao, up $0.21 per tonneMetal Bulletin 58% Fe Premium Ind...Read More

July 10 (Reuters) - Britain's FTSE 100 index .FTSE is seen opening 12 points higher at 7,770 on Tuesday, according to financial bookmakers.* SKY/TWENTY-FIRST CENTURY FOX: Twenty-First Century Fox Inc FOXA.O is preparing a new bid for Sky Plc SKYB.L that values it at about 25 billion pounds ($33.14 billion) to top the offer it has received from Comcast Corp CMCSA.O , the Financial Times reported on...Read More

As electric vehicles have grown in popularity, increasing attention has been placed on raw materials such as lithium, cobalt and nickel for batteries, but the story extends further.Fully electric vehicles will require four times as much copper as internal combustion engine vehicles, and the infrastructure for charging them will see an increased demand for copper or aluminium cables. Also, as...Read More

The global crude landscape is being upended by surging US crude oil production flowing into international markets.The North America Crude Markets Service provides context and analysis of the entire US crude value chain - from upstream production, midstream infrastructure, downstream demand centres and crude price trends. The service enables you to connect the dots on the rapidly evolving role US c...Read More

The latest news and price moves to start the Asian day on Wednesday July 11.Base metals prices on the London Metal Exchange ended predominantly lower on Tuesday July 10, led by a more than 2% drop in zinc prices while ongoing uncertainty around Sino-US trade relations hampers the complex. Read more in our live futures report.Here are how prices looked at the close of trading:Comex copper...Read More

Electric vehicles (EVs) and energy storage have dominated the narrative in the metals and mining space.  As announcements on EV targets by automakers and governments grew ever more bullish, panic around the security of raw material supply started to build - reinforced by unsuccessful attempts by auto industry giants to lock in long-term supply deals.The supply scramble has continued into 2018...Read More

The growing interest and investment in electric vehicles (EVs) and energy storage requires you to better understand the lithium, cobalt, nickel and graphite markets.The Battery Raw Materials Service provides the industry's most comprehensive analysis of this booming market within the metals sector, integrating our leading coverage of the energy 'decarbonisation' story with world-class metals analy...Read More

The US Midwest aluminium premium has slid for the fourth week in a row, due to the backwardation curve in London Metal Exchange prices causing many sellers to part with material at a discount, although buyers generally remained uninterested in buying spot. American Metal Market's latest assessment of the P1020 spot aluminium premium dropped to 19.75-20.5 cents per lb on Tuesday July 10,&...Read More

Get actionable data and analysis straight from our store in just a few clicks. Our report, insights and studies are easy to find by industry sector or commodity type.Areas of expertise include:Power & Renewables: Whether you want to spot the next regulatory trend or understand how the switch from coal will impact the market, we have more than 70 reports covering nuclear, solar, gas, wind...Read More

To own or not to own? That's one of the key questions refinery owners have been asking over the past 10 years. For some industry players, owning refinery capacity is no longer the necessity it used to be, while for others it has become central to business success. As a result, the refinery 'buck' is being passed on.The reasons for such significant ownership changes are complex. In some regions, ma...Read More

A summary of base metals premiums from across the globe for the week to Tuesday July 10Read More