查看更多>>摘要：The creation of Nevada Gold Mines (NGM) in Nevada, to fuse the operations of leading gold producers Barrick Gold and Newmont, was seen as a long overdue panacea to unlock incredible value through hundreds of millions of dollars of synergies and a truly regional approach to exploration and development of one of the richest gold districts in the world. NGM holds three tier-one gold mines (Turquoise Ridge, Carlin and Cortez) within 10 underground and 12 open-pit mines, two autoclave facilities, two roasting facilities, four oxide mills, a flotation plant and five heap leach facilities. Its 2022 production guidance is 1.9 million-2.1 million ounces, with proven and probable reserves of 9.4Moz.
查看更多>>摘要：Nordic Nickel is an awkward mix of geological insight, capital market opportunism and problematic governance. With an A$8 mil!ion-$12 million capital raising underway, Nordic Nickel is set to join 27 new resource stock listings so far this year and another 14 slated by the ASX for the coming month. A May 25 ASX market debut was expected. Excited by expectations of burgeoning demand for energy storage, promoters of the Perth headquartered company have their sights set on finding nickel-cobalt sulphide mineralisation in Finland.
查看更多>>摘要：Anglo American is hotly rumoured to be looking at a possible bid for the Khoemacau copper mine in Botswana, put on the auction block by private equity owner GNRI. Stories are doing the rounds that CEO Duncan Wanblad and his team are casting a slide rule over the asset, which is said to be worth about $1.5 billion. Khoemacau is situated in the highly prospective (but underexplored) Kalahari copper belt (KCB), which stretches into Namibia.
查看更多>>摘要：North American fertiliser firms Nutrien and The Mosaic Company have seen profits boom as potash and phosphate prices surged following Russia's invasion of Ukraine and ongoing sanctions on Belarus. Toronto-listed Nutrien, the world's largest fertiliser company, has raised its full-year 2022 adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) guidance to US$14.5 billion-$16.5 billion, up 45-47% from the $10 billion-$11.2 billion guidance it made on February 16 this year prior to Russia's invasion of Ukraine.
查看更多>>摘要：The chalcocite outcrops at Uru in Cesar, Colombia, emerge unmistakably with an obvious green coating of copper mineralisation. While the beating sun and +35°C heat may make you think your mind is playing tricks on you, the outcrops are less something you explore for and discover and more something you trip over as you walk through the brush. This was an oft repeated experience during a two-day field trip with a Max Resource advisor and Colombia geology expert, Dr Chris Grainger, to see what is rapidly becoming one of the most talked about copper plays in the Americas. There has been a succession of very high-grade copper sampling results, such as a channel sample of 16.8m grading 8.3% copper and 146 grams per tonne of silver.
查看更多>>摘要：Up today. Down tomorrow. That's the latest view of the copper price from in-vestment bank Morgan Stanley. The short-term outlook, according to the bank, is for the copper market to remain tight thanks to a number of "supply challenges". But in the second half of the year a series of new mines and expanded operations is expected to see a steady increase in metal inventories, which will bear down on the price. Since the start of the year, copper has been the mining world's laggard, sitting around US$10,000 per tonne since mid-March and even the recent retreat to $9,766/t, the lowest in three months, is showing signs of reversing back to the $10,000/t level.
查看更多>>摘要：Zinc doesn't need a boost as it trades close to an all-time high of US$4500 per tonne but there are hints the metal will follow in the energy transition footsteps of nickel, lithium, and copper, and that could push the price even higher. Stationary electricity storage batteries using zinc in their chemistry have been around for decades but never taken off like the nickel-rich, lithium-ion batteries preferred by electric vehicle (EV) makers.
查看更多>>摘要：Federal Reserve policymakers resem-ble a blind man in an unfamiliar room, groping for an exit while anxiously trying to sidestep irreplaceable family heirlooms. Three events occurring in guick succession are combining to set the scene for a once in a generation economic policy challenge. Prior to 2020, most political leaders might have identified coping with climate change as their most pressing task. Then came the COVID-19 pandemic, the accompanying economic disruption and the ongoing threat to global health. Most recently, Russia's invasion of Ukraine has forced governments to rethink some basic assumptions about geopolitical safety and energy security.
查看更多>>摘要：High commodity prices are masking deep-seated problems in the world's big mining companies, where a combination of cost inflation, supply-chain tightness, and shortages of everything is starting to bite. Reports covering March-guarter production, might throw fresh light on the size of the challenge confronting BHP, Rio Tinto and other leading miners, which are currently enjoying strong investor support because of near-record prices for most of their output.
查看更多>>摘要：A sea of cash has kept the world's big miners afloat in the first few months of the year, but below the surface there are cost and operational problems that will soon test the credentials of management. Investors, if not their advisers, sense the longer-term challenges by selling sector leaders even as most investment banks say buy. Anglo American fell 8% on the day it announced cuts to iron ore and coal guidance and then kept falling, ending last week down a chunky 14.6%, wiping out much of this year's gain.
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