查看更多>>摘要：US President Joe Biden has invoked the Defense Production Act of 1950 to order that critical minerals used in the clean energy transition and defense sector be considered as fundamental to national security. US mining firms, especially those de veloping lithium projects that will be used in the move to electric vehicles, welcomed the news. Biden's instructions on critical min erals and the need to end its import dependency are clear.
查看更多>>摘要："A little often" is a popular diet rec ommended for people trying to lose weight, stay trim or avoid the bloating effect of biting off more than they can chew, so it should be a surprise that big mining companies are following pre cisely that advice from Dr McKinsey. The "doctor" in this case is not really a doctor, it's the global management consulting firm McKinsey & Company, which last month compiled a report for mining clients called 'How to navigate mining's cash-flow conundrum'.
查看更多>>摘要：The Barton Gold Holdings chief ex ecutive expects a threefold rise in the company's price, making it "far and away the value proposition on the market". Barton Gold, which listed in June 2021 after raising A$15 million, was one of the presenting companies at the Brisbane Mining, Energy and Minerals Conference in March. Unlike many of the participants, Barton has largely held its value over the past nine months, trading this week within a cent of its A$0.25 issue price.
查看更多>>摘要：The Zeitgeist is moving against Chilean copper miner Antofagasta, capitalised at ?17 billion on the London Stock Exchange. To be sure, this is a well-run mining company that runs on cash, not debt, with plenty in the development pipe line to retain momentum. But Antofagasta is facing a double whammy: a possible hike in taxes and royalties implemented by a new, left-leaning government, and a potential downward correction in the copper price.
查看更多>>摘要：A diesel drought is threatening to cor rode the profits flowing into the mining industry from the commodity boom sparked by the Ukraine war. While just one of many costs in a mining operation, diesel fuel is an es sential item, especially in big open pit mines that rely on heavy earthmoving equipment, and the diesel-electric lo comotives that haul material to port.
查看更多>>摘要：With the highest inflation rates in four decades, rising commodity prices offer no guarantee of improving investment returns. Venture Minerals is confronting a typical top-of-the-cycle phenomenon. The company has been forced to leave iron ore in the ground, despite cyclically high prices, amid generalised price inflation.
查看更多>>摘要：Less oil equals more coal. It isn't quite as simple as that, but a squeeze on Rus sian oil (and gas) will have the effect of returning coal to its throne. Welcome back old king coal. For environmentalists and govern ments that have spent the past 20 years trying to kill coal what's happen ing on global energy markets must be maddening.
查看更多>>摘要：The challenges facing Anglo Ameri can's Woodsmith potash project in the UK couldn't be more stark. Anglo plans to produce polyhalite, a type of potash that currently accounts for a miniscule percentage of the global market for crop nutrients. These nutrients are essential as they replenish soil and can enhance yield.
查看更多>>摘要：The price of copper touched an all time high of US$10,730/t (US$4.87/lb) on March 7, and despite a small retreat remains on its strong two-year upward trajectory. The red metal is widely predicted to break through the psychologically im portant US$5/lb mark (US$11,023/t) by August, and is at a four-year high rela tive to the price of gold.
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