Analysis Reveals Divergence Between Copper and Gold Miners

Following the recent announcement by the Chinese central bank of a seemingly underwhelming 57% increase in gold reserves, the gold price plunged to below $1,100/oz amid a broader commodities sell-off. Data from Wood Mackenzie suggest these price levels put approximately 10% of gold miners in loss-making territory. However, this price drop only exacerbates a trend, which gold miners have been tackling for some time, as highlighted by Wood Mackenzie in a new analysis of gold and copper miners.

Read more ...

PCS Pursues Potash Producer

By Steve Fiscor, Editor-in-Chief

During late June, Canada’s Potash Corp. of Saskatchewan (PCS), the largest potash producer, made an offer to acquire Germany’s K+S, the world’s largest salt producer and the No. 6 potash producer. K+S said the process was ongoing and it is currently assessing available options.

Read more ...

PGMs and Pricing Pressure

Thomson Reuters recently published the GFMS Platinum & Palladium Survey 2015, which offers an in-depth review of market fundamentals for platinum group metals (PGMs) and an outlook for the future.

Read more ...

The End of the Bear Cycle for Gold?

The authors of Gold Focus 2015, an annual report that contains comprehensive historical supply and demand statistics and a detailed forecast for 2015, believe that gold will continue to face challenges in the near-term, in particular the global macroeconomic backdrop remaining unfriendly toward the metal.

Read more ...

Resource Center Whitepapers, Videos, Case Studies