This week we review the highlights of our Nickel Spotlight report published late last week in which we put the key bullish and bearish drivers of the market this year into perspective. Bullish Since the 2016 low at $7,550 per tonne, LME nickel has traded within a succession of higher highs and lows. It has been no different this year. We expect nickel’s robust fundamentals to continue support...Read More

The three-month copper price on the London Metal Exchange was lower during morning trading on Tuesday October 1, falling below nearby support levels amid high turnover. Recently trading at around $5,653 per tonne, copper's outright price was down by around 1.2% from Monday's closing price of $5,725 per tonne. Volumes traded in copper over the morning were moderately high, with some 4,700 lots...Read More

In this week’s analysis, we review the major positive and negative aspects of the tin market, which either have shaped the price direction in recent months or will influence the outlook for the rest of 2019 and beyond. Positives The WBMS pegged the global refined tin market in a deficit of 5,300 tonnes in the first seven months of 2019. This is slightly deeper than a deficit of 5,000 tonnes i...Read More

LME spreads tighten... The LME zinc forward curve has tightened recently with the cash/three-month backwardation flaring out to around $50 per tonne on Monday September 30, compared with $7 per tonne on September 20. While tighter spreads and the modest 0.7% decline in open interest across the week suggest an element of short covering, they also reflect falling availability; on-warrant stocks dipp...Read More

ACCESS RESTRICTEDTo read the rest of this analysis please take a free sample or subscribeFREE SampleReceive a free sample of  market analysis and price forecasts.Free SampleSUBSCRIBEReceive unlimited access to all current and archive content going back to 2008 including downloadable pricing data and forecasts.Plus download the latest issue as soon as it’s published.SubscribeRead More

Broader markets are seeing some relief buying in the morning of Tuesday October 1 after the United States stepped in to ease fears of escalating trade tensions by denying plans to prevent Chinese companies from listing their shares on US markets, but metals remain under pressure. The economic news remains depressing: South Korea's exports registered 10 months of declines and a Bank of Japan survey...Read More

Click here to download the Selected Demand IndicatorsACCESS RESTRICTEDTo read the rest of this analysis please take a free sample or subscribeFREE SampleReceive a free sample of  market analysis and price forecasts.Free SampleSUBSCRIBEReceive unlimited access to all current and archive content going back to 2008 including downloadable pricing data and forecasts.Plus download the lat...Read More

Prices of cobalt metal, salts and hydroxide continued their upward momentum in September, while the chemical prices outperformed amid strong demand incited by concerns of supply tightness following the news on Glencore's Mutanda mine closure in early August. Price moves The rally in the benchmark cobalt price slowed in September with aggressive trader stockpiling drying up, amid limited restocking...Read More

The manganese flake - or electrolytic manganese - market is likely to diverge when demand for battery materials exceeds supply and sends prices soaring, Goran Djukanovic, analyst at Aluminium Insider, said at Fastmarkets Battery Material Europe conference in Berlin on September 26-27.The market could split into two grades, depending on whether it could be used as a raw material to produce batterie...Read More

Dear Rich Lifer,We spent last Thanksgiving on Kauai, trading Black Friday and turkey for surfing Hanalei Bay and eating poke.The weather was terrific. The waves were great. And at the risk of being heretical, I like Hawaiian shave ice more than pumpkin pie.So you can imagine what I was thinking when this invitation showed up in my mailbox …It was sent from The Westin in Princeville, a hotel...Read More

The European charge and high carbon ferro-chrome benchmark has dropped 2 cents to $1.02 per lb for the fourth quarter of 2019. The settlement is announced every quarter by Merafe Resources, which operates a chrome joint venture with trader-miner Glencore in South Africa. The benchmark is a forward-looking price for the coming quarter and some market participants see the small quarter-on-quarter de...Read More

Fastmarkets published its China copper scrap discount price later than scheduled on Monday September 30 due to a technical issue during the price discovery process.The following price was published in Fastmarkets' price book later than scheduled: Copper scrap No2 copper (birch/cliff) imported into China 94-96%, LME/Comex discount, cif China, US cents/IbFor more information on or to provide feedbac...Read More

A Reuters news report stating Kinross Gold (TSX: K; NYSE: KGC) is "putting future deals in Russia on hold" after recently acquiring a development project in the country is "an unfortunate mischaracterization," the company told The Northern Miner."We are not paused in the country, as we are active with two operating mines, a robust and successful exploration program that has added to mine life, and...Read More

Lithium Americas (TSX: LAC; NYSE: LAC) has released an updated feasibility study that boosted the production capacity of Cauchar?--Olaroz lithium project in Argentina's Jujuy province to 40,000 tonnes per annum from 25,000 tonnes per annum.Lithium Americas and Ganfeng Lithium (TSXV: ILC; US-OTC: ILHMF) each own 50% of the project.The feasibility study, which updates the one tabled in 2017, says...Read More

This week's episode features a special interview with CPM Group's Jeffrey Christian by acting editor-in-chief Trish Saywell. Christian discusses precious metals prices and the macroeconomic dynamics that might be influencing them in terms of both supply and demand. He also says that it's time to play gold on the long side, but that an upward move may take four to five years to materialize.All this...Read More

White Gold turns heads as exploration steps up a gearSPONSOREDwhite gold corpSilver Mines times Bowdens to perfectionSPONSOREDsilver mines limitedPoster South Africa mine regeneration on trackSPONSOREDorion mineralsLean mining and the fourth industrial revolutionSPONSOREDdassault systemesThere are those in the market who reckon Cupric is the spearhead of what could be the first of many projects in...Read More

"We look forward to watching Joshua Serfass, VP of Corporate Development at @IntegraResource take to the stage in Denver and present 'Your Future Workforce: Millenials aren't the problem, they're the solution. #futureofmining @futureofmining #FOMAmericas https://t.co/nckUeIz1dD"Read full newsRead More

The price of copper will have to rise drastically to decarbonise world by 2025, research has found.Read full newsRead More

"$BYND - Beyond Meat: How It Stacks Up Against Hyper-Growth Stocks Of The Past 20 Years. Keep reading: https://t.co/OHt5inIfDA #business #markets #trading"Read full newsRead More

"$CONN - This 7.8%-Yielding Bond Is Certainly Attractive. Follow this and any other stock on Seeking Alpha! https://t.co/bEIIGF3aO9 #economy #stockmarket #investing"Read full newsRead More