London Metal Exchange (LME) nickel inventory levels are down 20% from their peak in February and the latest International Stainless Steel Forum (ISSF) production data suggests that the nickel market will remain in deficit for 2010 and 2011.
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Our weekly Platinum & Copper analysis....
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A weekly look at Platinum & Copper....
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Iron ore negotiations have ground to a halt - again. Iron ore producers and consumers were so far apart last year that negotiations on pricing broke down entirely. No price benchmark was reached between major Australian iron ore miners and China's steel mills. Instead, steelmakers resorted to buying their iron ore from smaller producers on the...
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Donald Coxe, strategy advisor at BMO Capital Markets, talks with Bloomberg's Pimm Fox about the outlook for....
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Great wisdom from Marc Faber on a number of topics....
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Traders Narrative has a post about the linkage between the S&P 500 and the Copper/Gold ratio....
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Today, China sits atop a paper Everest, with foreign-currency reserves worth more than $2.4 trillion. No public financial institution boasts that degree of financial-asset firepower. Of that total, more than $800 billion is held in U.S. debt.
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Outlook on BHP after its better than expected earnings. They beat expectations despite earning less in its FY first half earnings. Earlier analysis of BHP and its long term trend:
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