News - Market Insights

Liontown Resources has appointed a new managing director and CEO to drive the development of the Kathleen Valley lithium deposit (reports MiningNews).

Liontown Resources has appointed a new managing director and CEO to drive the development of the Kathleen Valley lithium deposit (reports MiningNews). Senior BHP executive Tony Ottaviano will take up the top job from May 1. Ottaviano was most recently program director BHP operating system and improvement at BHP and was previously vice president, strategy, development and planning at BHP Iron Ore. A mechanical engineer, he has also worked at Argyle and for Wesfarmers.

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Boss Energy managing director Duncan Craib says the company is well-positioned to take advantage of improving uranium market fundamentals (reports MiningNews).

Boss Energy managing director Duncan Craib says the company is well-positioned to take advantage of improving uranium market fundamentals (reports MiningNews). Craib told the Resources Rising Stars Summer Series that current dynamics in the uranium market were "fascinating". "Investor sentiment is front-running an expected rise in price," he said. Shares in Boss have roughly doubled since the start of November.

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With agricultural prices soaring, metal prices hitting the highest in years and oil well above $US50 a barrel, JPMorgan Chase & Co. is calling it — commodities appear to have begun a new supercycle of years-long gains (reports Bloomberg).

With agricultural prices soaring, metal prices hitting the highest in years and oil well above $US50 a barrel, JPMorgan Chase & Co. is calling it — commodities appear to have begun a new supercycle of years-long gains (reports Bloomberg). A long-term boom across the commodities complex appears likely with Wall Street betting on a strong economic recovery from the pandemic and hedging against inflation, JPMorgan analysts led by Marko Kolanovic said in a report on Wednesday.

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Despite iron ore’s well documented economic significance, it faces deep-seated pessimism among industry commentators (writes Mark Eames in The Australian Financial Review).

Despite iron ore’s well documented economic significance, it faces deep-seated pessimism among industry commentators (writes Mark Eames in The Australian Financial Review). The commodity supports 70 per cent of the world’s steel production. Steel is everywhere, underpinning our modern civilisation. Production of the next most significant metal, aluminium, is one-30th the volume of steel globally. Iron ore generates two-thirds of global mining industry profits.

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The broad upswing in commodity prices since the depths of the coronavirus crisis represents just the first leg of a sector-wide “bull market” fanned by government spending, analysts and investors say (reports The Financial Times).

The broad upswing in commodity prices since the depths of the coronavirus crisis represents just the first leg of a sector-wide “bull market” fanned by government spending, analysts and investors say (reports The Financial Times). Wall Street banks are telling their clients to increase their exposure to raw materials, which are poised to benefit from a vaccine-driven global economic recovery, aided by fiscal stimulus.

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Bardoc Gold is putting the finishing touches on the definitive feasibility study for its namesake gold project near Kalgoorlie (reports MiningNews).

Bardoc Gold is putting the finishing touches on the definitive feasibility study for its namesake gold project near Kalgoorlie (reports MiningNews). The DFS for the 3 million ounce project will be released in March, with capital costs expected to be about A$140 million. Bardoc is targeting production of over 135,000 ounces of gold per annum over about eight years at all-in sustaining costs of $1220 an ounce. "There are significant margins to be made at the project," CEO Rob Ryan told the Resources Rising Stars Summer Series yesterday.

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Nuclear power will be essential if Japan is to reach its goal of net zero carbon emissions by 2050, the country’s energy minister has told the Financial Times, saying that power shortages this winter have helped to shift public debate over the sector.

Nuclear power will be essential if Japan is to reach its goal of net zero carbon emissions by 2050, the country’s energy minister has told the Financial Times, saying that power shortages this winter have helped to shift public debate over the sector. Heavy snowfalls that brought Japan to the brink of power cuts last month underlined the continued need for nuclear, said Hiroshi Kajiyama, who is responsible for energy in his role as minister for economy, trade and industry.

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Fresh forecasts of demand growth and renewed fear of supply disruption have combined to trigger a round of remarkable iron ore price upgrades for 2021 just as investors hug the sidelines in the weeks ahead of profit reporting season (reports MiningNews).

Fresh forecasts of demand growth and renewed fear of supply disruption have combined to trigger a round of remarkable iron ore price upgrades for 2021 just as investors hug the sidelines in the weeks ahead of profit reporting season (reports MiningNews). All the big iron ore miners have been sold down since hitting multi-years highs last month, with some of the selling almost certainly the result of profit-taking thanks to a better-than-expected recovery after the COVID-19 collapse early last year.

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