How Afghanistan’s $1 trillion mining wealth sold the war

US media regurgitates a 2010 New York Times frontpage story on Afghanistan’s mineral riches based on a secret Pentagon memo and a 1977 Soviet geologic map.

Frik Els | August 27, 2021 | 12:19 pm

120-year chart shows commodities have never been this undervalued

Commodities investor Goehring & Rozencwajg poses the question: Natural resources – uninvestable assets or unprecedented opportunity?

Frik Els | August 11, 2021 | 5:00 pm

Copper treatment charges rise as mined production rises

Goldman recapitulates $5 a pound copper price by end of 2021

New report says while copper bulls have been facing “a crisis of confidence”, fundamentals “have been quietly tightening” setting up return to record prices in the near future.

Frik Els | July 30, 2021 | 11:24 am

Copper price: After China ban, Australia had no problem finding new concentrate buyers

China was Australia’s no. 1 customer and in the past sucked in more than half the country’s exports.

Frik Els | July 29, 2021 | 10:57 am

CHARTS: Iron ore, copper price – shot… chaser

BMO Capital Markets this week made some changes to its metals and mining outlook for H2 2021, raising expectations pretty much across the board.

Frik Els | July 28, 2021 | 11:59 am

Rio Tinto's lithium market entry likely only start of battery metal ambitions

Rio Tinto’s lithium market entry likely only start of battery metals ambitions

"Lithium M&A likely a formality in the coming years" as Rio Tinto plans $2.4 billion mine in Serbia from entirely new mineral source – jadarite.

Frik Els | July 27, 2021 | 12:06 pm

Dawn of a mining supercycle. Are you taking the fizz?

MINING.COM takes issue with a new white paper by Wood Mackenzie forecasting the varying impacts of the green energy transition on metals and mining demand.

Frik Els | July 16, 2021 | 5:18 pm

Copper mining is Opec on crack, why is the price falling?

Copper mining is Opec on crack, so why is the price falling?

Half the world’s copper mining is controlled by just three countries, and China alone refines 40% of the metal central to the green energy transition away from fossil fuels.

Frik Els | July 13, 2021 | 1:47 pm