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Commodities, General discussion of commodities
blacksheep
post Posted: Nov 12 2019, 02:00 PM
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A good read - Power To The People, And Mining - Richard (Rick) Mills Ahead of the Herd - https://www.sharecafe.com.au/2019/11/12/pow...ple-and-mining/

Lithium and copper mining get a special mention
QUOTE
Conclusion

Country risk is one of the most serious and unpredictable risks facing mining operations and investor interests – where the political and economic stability of the host country is questionable and abrupt changes in the business environment could adversely affect profits or the value of the company’s assets.

We’ve seen many instances of companies losing assets that were lawfully theirs. Several countries come to mind as places where shareholders could, without warning, receive news that their investment’s operations have been taken over by the government or its friends, or where permits get delayed or canceled outright.

This is not a static list. The Fraser Institute does a good job of ranking countries annually according to their attractiveness to investors. Last year Chile ranked sixth, above copper competitor Peru, all Canadian provinces/territories with the exception of Saskatchewan and Quebec, and every US state but Alaska and Nevada. Where will the lithium and copper powerhouse fall in the next Fraser Institute rankings, given how far the long arm of the state has reached into the mining industry, along with fresh uncertainty caused by wide-spread protests, property damage, deaths and injuries?

It’s a reminder that we, as junior resource investors, must constantly assess, and re-assess, where we put our hard-earned cash. Knowledge is power. Having the right information will save you from making mistakes and hopefully guide you in the direction of shareholder profits.




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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: early birds  lgrif  mullokintyre  
 
nipper
post Posted: Nov 3 2019, 11:58 AM
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AJ Lucas, Cudmilla.

must be an election round the corner



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
joules mm1
post Posted: Nov 3 2019, 11:56 AM
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https://twitter.com/i/moments/1190622427052695552
uk bans fracking #gas




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. . . . . . . . everything has an art.....in the instance of the auction process, the only thing, needed to be listened to; price
 
blacksheep
post Posted: Oct 29 2019, 03:08 PM
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In Reply To: blacksheep's post @ Oct 29 2019, 01:09 PM

Copper prices seen stifled by growth fears next year: Reuters poll
QUOTE
LONDON/ (Reuters) - Prices of copper and other industrial metals are expected to be capped next year as weak economic growth weighs on the market, a Reuters poll showed.

read more - https://www.reuters.com/article/us-metals-b...l-idUSKBN1X717V



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Oct 29 2019, 01:09 PM
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What a difference a year makes: gloom and doom at Metals Week
Bloomberg News | October 28, 2019 | 7:31 am
QUOTE
At last year’s LME Week, the industry was mostly optimistic. This time, things are looking bleak.

The outlook for some key metals is at the weakest since the financial crisis as the U.S.-China trade war and a synchronized global slowdown pummel consumption and investor sentiment. Economic bellwether copper is flashing warning signals, with demand growth stalling this year as manufacturing contracts.

Attached Image



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The only standout in the group is nickel, which has surged amid concerns about tight supply.

Attached Image



read more - https://www.mining.com/web/what-a-differenc...at-metals-week/



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Oct 12 2019, 08:19 PM
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Australian Government Resources & Energy Quarterly September 2019
https://publications.industry.gov.au/public...tember-2019.pdf




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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 

sentifi.com

Share Cafe Sentifi Top themes and market attention on:


blacksheep
post Posted: Sep 30 2019, 02:37 PM
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Australia trims outlook for commodities peak as prices weaken
Bloomberg News | September 29, 2019 |
extract
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Commodity forecasts:

Iron ore seen averaging $80.10/ton in 2019, $61.40/ton in 2020 and $57.50/ton in 2021, unchanged from previous forecasts. Projections refer to spot ore with 62% content, FOB Australia.

Newcastle benchmark thermal coal forecast to average $95/ton in 2019 and decline to $72/ton in 2020 as demand weakens.

Spot coking coal is forecast to average $186/ton in 2019 and $168/ton in 2020.

Oil prices are seen declining on higher output, including from the U.S. Brent crude to average $65.70/barrel in 2019.

Gold seen supported by trade tensions and geopolitical risks and is forecast to average $1,391/ounce in 2019. Prices in Australian dollar terms to rise to a record annual average A$2,042 an ounce in 2020.

Copper prices experienced increased volatility on trade tensions and reduced economic activity, though will be supported longer-term by rising consumption. Prices to average $5,938/ton this year and $6,193/ton in 2020.

Lithium prices are expected to see further falls after declining about a third year on year amid surging supply. Growth in global lithium consumption has slowed in response to challenging economic conditions and policy changes in China


read more - https://www.mining.com/web/australia-trims-...-prices-weaken/



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Aug 3 2019, 11:39 AM
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Threat of fresh US tariffs imperils commodity markets
By WILLIAM CLARKE
Published: Friday, 02 August 2019
extract
QUOTE
US President Donald Trump said additional tariffs against China will come into force at the start of September.

The United States will impose additional tariffs on Chinese goods entering the country from the start of September, according to US President Donald Trump.

The new tariffs could hit shipments of metals and minerals from China to the US and suppress commodity consumption in China.

In comments on his Twitter account on Thursday August 1, Trump said that "Trade talks are continuing, and during the talks the U.S. will start, on September 1st, putting a small additional Tariff of 10% on the remaining 300 Billion Dollars of goods and products coming from China into our Country. This does not include the 250 Billion Dollars already Tariffed at 25%."

In comments made later that day to reporters at the White House, Trump said that the period before the new tariffs go into effect was to allow for existing shipments to pass and was not meant to provide a window for negotiations.

The decision to implement the additional tariffs was a result of China’s failure to resume purchases of US agricultural products and its continued export of the illegal drug fentanyl, Trump said.

It is unclear what goods will be included on the tariff list - in particular, whether the 10% tariff will apply to minerals that were initially included, then removed, from the 25% tariff list that was announced in September 2018 and put into effect in May 2019.

read more - https://www.indmin.com/Article/3887354/Thre...ty-markets.html



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Feb 22 2019, 12:43 PM
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Posts: 6,603
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Copper and Lithium Giant Squeezing Water Rights for Miners
By Laura Millan Lombrana
February 21, 2019, 8:00 PM GMT+11 Updated on February 21, 2019, 11:39 PM GMT+11
QUOTE
Officials plan to more than double number of prohibited zones
BHP and Antofagasta have requested water-rights extensions

read more - https://www.bloomberg.com/news/articles/201...miners-in-north



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Feb 7 2019, 09:02 AM
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Glencore says heavy rain disrupts operations at two Australian coal mines
Reuters | about 5 hours ago |
QUOTE
Glencore, which is also a major producer of copper and zinc in Australia, said "controlled operations" were continuing at its Queensland copper and zinc businesses in Townsville, Mount Isa and Cloncurry.

http://www.mining.com/web/glencore-says-he...ian-coal-mines/



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 


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