查看更多>>摘要：Why is gold and silver streaming company Wheaton Precious Metals increasingly viewed as a stand-out for investors seeking to cash in on war and inflation? "Gold miners have been adding be tween $50 and $150 per ounce to their cost forecasts for calendar 2022 due to inflationary pressures, and that was before the Ukraine war kicked in," said one broker. "Wheaton doesn't have that problem."
查看更多>>摘要：Jindalee Resources promises a self-funding transactional approach to value creation, in a departure from the standard industry model. Jindalee was one of 84 companies to appear on stage at the annual RIU Explorers Conference in Fremantle in February. Nearly all the presenting compa nies in Fremantle fell into one of two categories: those looking for gold and those clambering aboard the battery-metals bandwagon.
查看更多>>摘要：The supply picture for most metals is set to improve over the next two years as markets become more balanced, but current underinvestment risks a severe crunch after this decade amid growing energy transition demands. Tight metals markets are expected to ease by next year, with stocks as a percentage of the markets for lithium, cobalt, graphite, manganese, nickel, copper and iron ore turning positive, according to Robin Griffin, vice presi dent of metals and mining at research firm Wood Mackenzie.
查看更多>>摘要：Business conditions toughened in sec-ond half of last year for producers of low-grade iron ore, but they could get a lot tougher as Rio Tinto and other de velopers move closer to making final investment decisions on the giant, but long-delayed, Simandou iron ore de posits in Guinea. Worst affected by a wave of heavy-duty discounting of second-tier ore was the Australian company Mineral Resources, which posted a pre-tax loss of A$6 million in the December half, compared with a profit of A$659 million in the previous corresponding period.
查看更多>>摘要：The price of many metals reacted to President Putin's decision to send the Russian army into Ukraine, but most are likely to be short-term reactions. In Europe, however, the invasion is likely to result in longer-term price rises for energy metals and minerals, especially uranium. Natural gas provides over 22% of the European Union's energy, and 40% of this gas comes from Russia. As a re sult, gas prices in Europe have reacted sharply to the Russian aggression.
查看更多>>摘要：Renewable energy and electric vehicles (EVs) are set to drive growth in China's demand for rare earth elements (REEs), amid increasing demand for zero-emis sion transport and electricity as Beijing accelerates its decarbonisation drive to meet climate goals. Wind turbines and new-energy vehi cles (NEVs) - China's catch-all term for battery and hybrid EVs, fuel cell EVs and hydrogen internal-combustion engine vehicles, as well as vehicles powered by other alternative fuels - presently make up a combined 18.5% of China's REE consumption.
查看更多>>摘要：Investors may be guestioning US president Joe Biden's commitment to reduce the country's reliance on foreign imports of critical minerals by develop ing its domestic resources, after the Department of the Interior (DOI) sus pended a crucial road building permit. "We can't build a future that's made in America if we ourselves are depend ent on China for the materials that power the products of today and to morrow," Biden said at a White House event late last month.
查看更多>>摘要：Iron ore demand in China looks set to firm up in the coming weeks as produc tion curbs on steel mills ease following the conclusion of the Winter Olympics last weekend. Elevated seaborne cargo arrivals next month underpin the firmer de mand outlook for iron ore. Some 123 spot seaborne trades were concluded on a CFR China basis before the week-long Chinese New Year (CNY) holiday began on 31 January. This was up by 27% from the same period of 2021, Niki Wang, managing editor of iron ore at S&P Global Platts, said.
查看更多>>摘要：It might sound like an outrageous sug-gestion but as BHP looks for growth opportunities in its favoured future-fac ing commodities, it could do no better than buy South32. Given that it is only seven years since BHP loaded South32 with a fistful of its leftovers deemed non-core and then kicked its creation out the back door, it's a near-certainty that corporate pride would prevent re-acquisition.
查看更多>>摘要：Zimbabwe, it has oft been reported, is a basket case of a country renowned for human rights violations and a severely dysfunctional economy. Infla tion is running at about 60%. And yet, some Western miners have been mak ing money there, big time, prompting investors in London to sit up and take notice. Step forward ASX-listed Prospect Resources, which cut a deal recently to sell its 87% stake in the Arcadia lithium project to a Chinese company for a whopping $377.8 million. Admittedly, that's before Prospect has paid capital gains taxes, but sources say the com pany has made a huge return on its investment: the shares are up nearly 400% in a year.
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