Opinion on Metals and Mining

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Type Product title / description Pub Price
CommentWire
CommentWire

BHP Billiton: latest acquisition makes mining giant a key US shale gas player

The world's largest mining company, BHP Billiton, has reached an agreement to buy Chesapeake Energy's 487,000 acre Fayetteville shale gas assets, including the midstream assets located in central Arkansas. This is the company's first foray into the US shale gas business, and immediately makes it one of the major producers in North America.

Published By Datamonitor
01 Mar 2011
CommentWire
CommentWire

China: metal price hike may lead to the development of more sustainable antimony mining

Global metal prices have risen by 150%, largely due to the closure of illegal antimony mines in China because of health and safety reasons, logistical problems and government intervention. While this may not be good news for traders, higher metal prices may incentivize China and other countries with rich reserves of antimony to mine the rare material in a more sustainable and safer manner.

Published By Datamonitor
23 Sep 2010
Expert View
Expert View

Banks are wary of environmental risks, but a switch to green lending is not inevitable

Some of the world's biggest banks will make it increasingly difficult for companies involved in controversial industries to get funding for future projects. Growing environmental scrutiny is making it harder for lenders to finance polluting industries without suffering a blow to their reputation, but a continued focus on profit means improved lending for green ventures is far from guaranteed.

Published By Datamonitor
09 Sep 2010
CommentWire
CommentWire

Transport and energy: gloomy announcements raise questions over supposed 'green shoots' of recovery

Declines in the Baltic Dry Index and international air cargo volumes, along with forecasts of weak crude oil demand until 2012, have raised questions over various claims of a quicker-than-expected global economic recovery. Despite the recent rally in the stock market brought on by these claims, these new announcements indicate that a full recovery is still a long way off.

Published By Datamonitor
02 Jul 2009
CommentWire
CommentWire

Murchison Metals: launches bid for rival

The Japanese-backed Western Australian iron ore producer Murchison Metals has launched a hostile takeover bid for its main competitor Midwest, which is backed by Chinese interests, and comes in the wake of the western Australian government announcing a limited tender for building a port to ship iron ore. If successful, the deal is expected to provide substantial savings for the two companies.

Published By Datamonitor
12 Oct 2007
CommentWire
CommentWire

Gold: an increasingly competitive investment vehicle

Gold prices have recently reached seven-year highs, at a time when capital markets are showing recovery, which contradicts convictions on the timing of bullion rises. As a stabilizing influence on investment portfolios, investment managers would serve their clients well by reviewing exposure to this impressive growth.

Published By Datamonitor
03 Dec 2003
CommentWire
CommentWire

AEP: staying in the UK, albeit with foreign coal

Low wholesale power prices are adversely affecting the UK coal industry; having ruled out further investment, AEP is now searching for other ways to reduce costs. With imported coal cheaper than that from the UK, increasing imports seems inevitable. Although this is bad news for UK coal, it does at least confirm AEP's commitment to stay in the UK power and coal markets.

Published By Datamonitor
16 Oct 2002
CommentWire
CommentWire

EU energy: coal overcapacity will go gently

Germany and France will be allowed to spend an additional combined amount of E2.5 billion in state aid to the two countries' coal industries. This is designed to reduce the significant remaining overcapacity in Europe's coal production while tempering the social cost of pit closures.

Published By Datamonitor
03 Oct 2002
CommentWire
CommentWire

Corus: muddled thinking

When Corus was formed in 1999, it hoped to grow by diversifying from steel - but a corporate rethink has overturned these plans. Not only is the firm now spinning off its non-steel businesses, it's merging with Brazil's CSN, thereby guaranteeing ore supplies. It's not clear that heavy exposure to a rickety economy is the best way of hedging commodity price risk, however.

Published By Datamonitor
21 Aug 2002
CommentWire
CommentWire

Alcoa: troubles not over yet

Alcoa's poor results were expected, as the aluminum industry is in dire straits at present. Overcapacity and lack of demand have combined to keep prices and sales low, and the company's cost-cutting efforts were never going to make up for this. Alcoa is well run, and will benefit when the industry improves - but this may not be for some time.

Published By Datamonitor
08 Apr 2002

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