FT Opinion – Commodities Note: Iron ore comes of age

Article from the Financial Times https://www.ft.com/content/302df889-4d6c-48cb-a385-c31961dd489c by Julien Hall and Fiona Boal Once in a generation a new graduate joins that elite circle of globally recognised and traded commodities. Now widely viewed as the second most important commodity behind oil, the evolution of iron ore has mirrored the transformation of China. One of the least volatile commodities in […]

Junior Gold Explorers Continue to Shine Amid Global Market Volatility

The year 2020 has already delivered what HM Queen Elizabeth would refer to in her end of year speech as an Annus Horribilis. It is still only April 2020, and Covid-19 continues to wreak almost biblical levels of havoc and human tragedy across the globe. In our previous article on junior gold explorers, we stated […]

FT – Iron ore outlook rests on Vale’s tricky rebound

Iron ore outlook rests on Vale’s tricky rebound by Neil Hume, Natural Resources Editor. Jan 16th 2020 Shareholders are revelling in bumper payouts, but prices could fade down the track. Shareholders in Rio Tinto are likely to be celebrating another bumper payout when the miner reports annual results next month. The Anglo-Australian group — along […]

Financial Times – Wary investors drawn to gold’s allure

Central-bank buying pushes prices higher after two tough years for gold bugs Henry Sanderson and Neil Hume JANUARY 16, 2019 If gold is anything to go by, investors are increasingly anxious about the state of the world. Volatile equity markets and fears of a global economic slowdown have helped gold rally 10 per cent from […]