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New China data expected to make grim reading

February 27, 2020 / www.mining-journal.com

The manufacturing purchasing managers' index (PMI) and services PMI, scheduled to be published on Saturday, will be the first data release from Beijing to fully reflect the impact of the coronavirusRead More

FOCUS: Coronavirus-linked tight cashflow, weak demand push China's SiMn price lower

February 28, 2020 / www.metalbulletin.com

The Chinese domestic price for silico-manganese has drifted downward significantly in recent assessments because some alloy smelters reduced their offer prices to attract buying interest and generate cash amid the sluggish demand circumstances created by the outbreak of the 2019-nCoV coronavirus, market participants have told Fastmarkets.Fastmarkets' latest assessment of the price of silico-mangan...Read More

CHINA TUNGSTEN SNAPSHOT: Tungsten concentrate climbs on tight supply

February 28, 2020 / www.metalbulletin.com

Key data from the Wednesday February 26 pricing session in Shanghai.Key drivers: Supply shortage in tungsten concentrate market prompted higher offers, though no deals were concluded. Some concentration plants...Read More

Where Gold Might Rally To Next

February 27, 2020 / news.goldseek.com

By: Carolyn BorodenGold has potential upside to 1709.41 in the futures (GC) as long as two support areas hold. There's initial support at the recent low near 1626, and a wide cluster of support at symmetry projections between 1614.80 and 1621.30.As long as price holds above one of these two zones, we can begin to look at buy triggers. If price breaks beneath there, we'll back off until furth...Read More

Asian Metals Market Update: Feb-27-2020

February 27, 2020 / news.goldseek.com

Gold should start another wave of rise. Silver will now behave like a precious metals and not an industrial metal. Even USA is preparing for corona virus outbreak. Lack of demand from global tourism industry should result in crude oil prices sliding. Next week will be a big week for bulls and bears of gold. If economic data releases wins then gold prices will correct more. If corona virus wins t...Read More

IN CASE YOU MISSED IT: 5 key stories from February 27

February 28, 2020 / www.metalbulletin.com

Here are five Fastmarkets stories you might have missed on Thursday February 27 that are worth another look.A vessel contracted by Brazil-based miner Vale is grounded off the coast of the country's north-eastern Maranh??o state, having suffered damage after leaving the Ponta da Madeira Maritime Terminal earlier this week.Growing Chinese copper output and an imbalance in trade terms between China a...Read More

Cobalt hydroxide payables stop short of 70% as coronavirus clouds outlook

February 28, 2020 / www.metalbulletin.com

Cobalt hydroxide payables have stabilized over the past week, with buyers taking a more hesitant approach to restocking against an uncertain backdrop for cobalt consumption and prices in the coming months. Fastmarkets' cobalt hydroxide payable indicator, min 30% Co, cif China was unchanged at 67-69.5% of the standard-grade cobalt price (low-end) on February 26. Payables had been rising steadily si...Read More

DAILY SCRAP REPORT: Mills stay away from deep-sea bookings, prices flat

February 28, 2020 / www.metalbulletin.com

Turkish steel mills have continued to stay away from the deep-sea scrap markets to try to keep pressure on prices, sources said on Thursday February 27.After a buying spree in the past three weeks, the mills stopped their deep-sea purchases at the beginning of this week.The mills were very active in the deep-sea scrap markets in the period from February 4-24, booking at least 22 cargoes totaling m...Read More

INTL COPPER CONF: Europe copper industry wary of growing Chinese dominance

February 28, 2020 / www.metalbulletin.com

Growing Chinese copper output and an imbalance in trade terms between China and the west have led to a rising need for the European copper industry to guard its interests, panelists at Fastmarkets' International Copper Conference in Amsterdam said on Thursday February 27."It's difficult to say [European copper market participants] don't have to worry," chief metal officer Marco Calamia from one of...Read More

Japan ferrous scrap offer prices rise again but buyers hold firm

February 28, 2020 / www.metalbulletin.com

Japanese ferrous scrap export transaction prices were unchanged over the week to February 26 despite a rise in offer prices from most sellers, market sources told Fastmarkets.A rise in container freights - amid a shortage of containers - increased demand for unusual bulk scrap bookings over the week in Asian countries including India and Pakistan, while a similar pattern emerged in Taiwan, with gr...Read More

COBALT SNAPSHOT: Metal prices consolidate above $17 per lb

February 28, 2020 / www.metalbulletin.com

Key data from the February 27 pricing session in London. Key drivers:  Spot market reportedly tight, especially for alloy-grade units, with material held in tight hands. Spot activity has been reasonably thin while market awaits greater clarity on the economic and demand impact of...Read More

Cobalt hydroxide payables stop short of 70% as coronavirus clouds outlook

February 28, 2020 / www.metalbulletin.com

Cobalt hydroxide payables have stabilized over the past week, with buyers taking a more hesitant approach to restocking against an uncertain backdrop for cobalt consumption and prices in the coming months. Fastmarkets' cobalt hydroxide payable indicator, min 30% Co, cif China was unchanged at 67-69.5% of the standard-grade cobalt price (low-end) on February 26. Payables had been rising steadily si...Read More

Why Biotech Stocks Matter

February 27, 2020 / www.energyandcapital.com

Can you protect yourself against the coronavirus by taking cold showers twice a day?According to one snake oil salesman, you can.I'm not going to give you his name because I don't want him to get any further attention. But this self-proclaimed "healer," recently took to Reddit to share his "research."It was complete horseshit.While there are certainly some fascinating studies on how cold showers a...Read More

China-origin battery raw materials shipments to S Korea, Japan so far unaffected by coronavirus but participants remain wary

February 28, 2020 / www.metalbulletin.com

Deliveries of battery raw materials from Chinese producers to consumers in South Korea and Japan are continuing as usual despite a recent surge in the number of people infected by the novel coronavirus (2019-nCoV) in the latter two countries, Fastmarkets understands. Major exporters of battery precursor materials in China told Fastmarkets this week that they have not been requested by their custom...Read More

IN CASE YOU MISSED IT: 5 key stories from February 27

February 28, 2020 / www.metalbulletin.com

Here are five Fastmarkets stories you might have missed on Thursday February 27 that are worth another look.A vessel contracted by Brazil-based miner Vale is grounded off the coast of the country's north-eastern Maranh??o state, having suffered damage after leaving the Ponta da Madeira Maritime Terminal earlier this week.Growing Chinese copper output and an imbalance in trade terms between China a...Read More

EUROPE HRC: Domestic prices inch up on long lead times, lack of imports

February 28, 2020 / www.metalbulletin.com

Domestic prices for hot-rolled coil in Northern Europe inched up day on day on Thursday February 27, supported by long delivery times for domestic material and a lack of import offers, sources told Fastmarkets.Fastmarkets' daily steel hot-rolled coil index, domestic, ex-works Northern Europe, was ?,?484.38 ($526.85) per tonne on February 27, up by ?,?0.67 per tonne day on day from ?,?483.71 per to...Read More

Carson Block on Tesla and INK Research downgrades the US market

February 26, 2020 / www.canadianinsider.com

Based on INK Research sentiment indicator changes, this morning we downgraded the US market to overvalued. While a bounce could take place should coronavirus disease (COVID-19) worries subside, we believe it would be a mistake to aggressively add to certain positions that worked in the past. There is one big name that we believe investors should avoid right now based on our signals.The name and o...Read More

Wednesday on INK Ultra Money: Carson Block on activist short selling plus soggy days for Agnico Eagle Mines

February 26, 2020 / www.canadianinsider.com

Here is what's new today on INK Ultra Money. Canadian Insider Club Ultra members have access to both premium and free content. If you are asked to sign in, select Canadian insider as your subscription website.1. Activist Short-Selling: Uncovering Fraud and the Future - Real VisionCarson Block, CIO of Muddy Waters Capital - an activist short-selling fund, joins Real Vision again to discuss activis...Read More

FOCUS: Coronavirus-linked tight cashflow, weak demand push China's SiMn price lower

February 28, 2020 / www.metalbulletin.com

The Chinese domestic price for silico-manganese has drifted downward significantly in recent assessments because some alloy smelters reduced their offer prices to attract buying interest and generate cash amid the sluggish demand circumstances created by the outbreak of the 2019-nCoV coronavirus, market participants have told Fastmarkets.Fastmarkets' latest assessment of the price of silico-mangan...Read More

IN CASE YOU MISSED IT: 5 key stories from February 27

February 28, 2020 / www.metalbulletin.com

Here are five Fastmarkets stories you might have missed on Thursday February 27 that are worth another look.A vessel contracted by Brazil-based miner Vale is grounded off the coast of the country's north-eastern Maranh??o state, having suffered damage after leaving the Ponta da Madeira Maritime Terminal earlier this week.Growing Chinese copper output and an imbalance in trade terms between China a...Read More

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