Monthly Archives: July 2015

Indonesian trade minister signs off on Freeport copper export deal

Fitch: Low Latam Copper Production Costs Shield to Lower Prices

COLUMN-Minding the gaps in the copper cost curve: Andy Home

SRB REVEALED: The story of China’s most notorious copper trader, Liu Qibing

Policies fail to lift Chinese rare earths prices

Commodities supercycle’s end is nigh – FT Markets

New aluminum suppliers find opportunity to enter Japan market amid dim price outlook

Molybdenum: Minor Metal Is Major Mistake for Investors – WSJ.

Zambia’s H1 copper output rises 2.1 pct

Zinc market could be facing concentrate supply deficit: Investec

Here come the cuts – China cutting aluminium output

Copper concentrate, scrap in short supply in China due to low prices

COLUMN-Chinese steel juggernaut slows but not fast enough: Andy Home.

Chile copper union vows to intensify strike after miner shot dead

Recommended long read: China’s Un-Separation of Powers The Blurred Lines of Party and Government; The Blurring Role of Party and Government

Gold: Flight from safety – FT.com.

China’s SRB carries out nickel stockpiling in ‘a different way’

Waning China demand means larger lead market surplus: Reuters poll

Aluminium and copper swamped with surpluses, prices seen poised: Reuters poll

India Mines Ministry Proposes Doubling of Import Tax on Aluminum

COLUMN-China, the aluminium giant that’s still growing: Andy Home

COLUMN-Lead stocks; how to have fun in a bear market: Andy Home