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> MINEWEB RADIO - METALS WEEKLY
MINEWEB RADIO - METALS WEEKLY
Oil, metals, and a mixed world economy - Hale
David Hale looks at how commodities are likely to fare in 2012 given the very mixed global economy and the wild card that is oil.
Platinum outlook and difficulties within the PGM basket
Standard Bank's Walter de Wet looks at the reasons behind platinum's recent price performance and the outlook for PGM basket prices
China's role in base metal markets - Macquarie
Macquarie's Duncan Hobbs looks at the likely impact of China's growth outlook on base metals demand.
Copper demand, Chinese growth and the platinum:gold ratio
Nic Brown looks at how China's new 5-year plan is likely to impact base metals markets, why copper should end the year in deficit and why platinum is so much cheaper than gold.
Significant seasonal strength in Q1 2012 for silver, gold unlikely - Morgan
While there is likely to be some strengthening in the metal over the course of Q1 2012 David Morgan believes we are currently in a long consolidation period
Silver producers being held hostage - Sprott
Sprott Asset management, CEO, Eric Sprott says that silver producers are being hurt by the volatility in the paper silver market and need to help ensure that the physical market rules the price
Resting platinum's hopes on jewellery -Atkins
Macquarie's Hayden Atkins says the starting point for the platinum sector going into 2012 is fairly weak, so much of the hope rests with jewellery
Bullish on iron ore but large uncertainties remain - Henderson
JP Morgan's Ian Henderson says, over the next few years significant weakness in the iron ore market is unlikely but, the state of the global financial world means uncertainties abound
Indigenous populations and the rise of resource nationalism
ICMM President, Dr. Anthony Hodge, looks at the implications of the increasing role being played by governments and indigenous populations in the mining sector
For the individual, gold is the only place to hide - McAvity
Given the current machinations in the global financial system, Deliberations on World Markets Author Ian McAvity believes that another global financial slowdown is inevitable
Behind iron ore's price slump - Rhynhardt Roodt
A look at the reasons behind the 34% drop in iron ore prices during October and what this means for earnings going forward
Petmin's plans through the cycle - Ian Cockerill
Petmin's, executive chairman, Ian Cockerill looks at the reasons behind the diversified mining group's recent acquisitions given the macro-economic environment facing miners
The state of South African mining - Adrian Macartney
Ernst & Young's Africa transactions head, Adrian Macartney, looks at some of the major challenges facing the South African mining sector.
Base metal outlook still good, even if Europe continues to deteriorate - Natixis
Natixis's Nic Brown believes that while there are a few similarities between the current situation and 2008, the differences mean that base metals are unlikely to fall as hard, even in a worst case scenario.
More QE needed as western worries hit base metals -Edison
Edison Investment Research's Charles Gibson looks at some of the reasons behind the recent falls in base metals and argues the case for further quantitative easing.
Copper's sustainable price between $8,00 and $8,500 - Standard Bank
A strong sell off across the commodities complex has pushed copper prices down significantly but, Standard Bank's Walter de Wet says, fundamentals remain positive for the metal
Downside risks looming for copper - VM Group
A growth in mine supply, in the wake of further potential economic weakness in the West and uncertainty around the state of China's stock piles all point to a rising downside risk for the metal
Rare earths and other critical metals - Lara Smith
A look at why critical metals are suddenly a hot topic and some of the challenges facing the sector.
Platinum's supply and demand fundamentals in the current environment - Johnson Matthey
A look at the factors currently influencing supply and demand in the PGM sector with Johnson Matthey publications manager Jonathan Butler
The danger of financialisation and substitution in the copper market - Simon Hunt
A look at how the copper market is placed given the likelihood of a return to recession in the West and concerns around inflation in China
Chinese growth, inflation and the implications for commodity prices
The Beijing Axis MD ,Kobus van der Wath, talks us through the implications of the latest set of Chinese inflation numbers in light of the crises in Europe and the US and what it means for commodities
Silver Wheaton and the prospects for the silver market - Randy Smallwood, Silver Wheaton's President & CEO
A look at some of the reasons behind the strong performance by the silver royalty company and a view on what one can expect from the silver market going forward
Copper likely to move higher over H2 2011 - Mohr
Scotia Capital's Patricia Mohr says, the decline in copper over the last week has actually been quite limited and expects another move up for the metal in the second half of the year.
Nickel market prospects in the face of oversupply and Chinese pig nickel
The nickel demand situation currently is "pretty much wholly reliant on China and how that country develops"
Copper price volatility expected - Monica Bonar, Fitch
With the impact of the macro-economic concerns on the one hand and supply disruptions on the other copper markets are likely to continue to be choppy
Copper likely to trade as high as $11,000 before year end - Tom Kendall
A look at the fundamentals behind copper's recent run and expectations of further growth as China comes back into the market
Copper, coal and Jinchuan's deal with Metorex
A recap of some of the big headlines of the week in the copper and coal sectors and a discussion of Metorex's deal with Jinchuan
Base metal de-stocking phase nearing its end - Nic Brown
The inflation problem in developing countries could be reaching its peak after which could see a pick -up in growth over the next 9 months that would be good for base metals
China, inflation and the copper market
A look at some of the macro economic factors playing out in the copper market and what one can expect for the rest of the year
The continued rise of resource nationalism - Ben Cattaneo, Stratos
The election of Ollanta Humala in Peru has created another, in what is a long list of debates about resource nationalism but, it does hold some challenges for mining companies
Elections, taxes and the return of the diamond sector
David Hargreaves, mining consultant to XCAP Securities talks about the longer term implications of Humala's election win in Peru, the mining tax in Australia and how much higher diamond prices can go.
The state of Nuclear after Fukushima and Germany
Steve Kidd, deputy director general at the World Nuclear Association, takes a look at the long term outlook for nuclear power in a post Fukushima world without Germany as a major player
Greece, US debt and their impact on commodity markets
Investec's Michael Power takes us through the impact of the end of QE2, the continuing escalation of the euro zone's problems the rise of Indian and Chinese coal demand
A reality check for base metals - Natixis
Copper looks set to benefit from the recent drop in prices that brought valuations closer to fundamentals and if anything has improved the outlook for the metal.
The Platinum market and where it is heading - Johnson Matthey
Johnson Matthey which has just launched its platinum survey says the metal is likely to trade on average at $1,870 over the next six months but, could go as high as $2,000
Global steel and the important role of India -Mike Elliot
Ernst & Young's Mike Elliot says, while India looks set to become a global steel powerhouse, over capacity remains a concern globally as does the continued increase in input costs
Copper market fundamentals and its relative position in the commodity space
National Australia Bank's Ben Westmore provides a view of the current copper landscape and says while strong demand is expected to remain, copper does have the most to lose within the base metals complex
PGM prices and an outlook for stocks - Leon Esterhuizen
RBCCM's Leon Esterhuizen says low stock valuations and a positive outlook for metal prices mean a few interesting investment scenarios for PGM stocks
Rare earth prices and Molycorp's Santoku America acquisition- Mark Smith: Molycorp CEO
A look at the reasons behind the rare earth miner's latest deal, how it fits in with the AS Silmet deal announced earlier and a view on why the rare earth supply squeeze could last longer than many expect
Silver, gold, and struggling currencies - Ian McAvity
A look at the hot money flowing into silver, the implications of gold acting as a mirror for currencies seemingly in a race to the bottom and China's role in the copper market
Silver the investment of the decade - Eric Sprott
Silver's performance over the next three to five years is likely to treble that of gold, says Sprott Asset Management Chairman, Eric Sprott, and he is still bullish on gold as well
Japan, copper and expectations versus reality - Simon Hunt
The longer term impacts of the tragedy in Japan are difficult to predict and, there is no certainty that copper will benefit to any great degree from the country's reconstruction
Japan and the Uranium market - Ed Sterck, BMO Capital Markets
A look at some of the possible longer term impacts of the Fukushima disaster on the uranium sector and how current valuations should be viewed
Silver, copper and the current state of the global economy - Puru Saxena
A look at the possible impacts of the Japanese crisis on commodity markets and the outlook for silver and copper givern the current state of play in the global economy
Exploration trends for 2011 - Jason Goulden MEG
The Metals Economics Group's latest World Exploration Trends report shows that gold remains a popular exploration focus but there is some concern about longer term pipelines
$40 silver this year but short term correction likely- Morgan
While in the longer term silver prices are likely to hit as high as $40, a consolidation is likely in the shorter term and gold:silver ratio could move back to 50 or higher
Choppy copper prices and the growth of Asia - Leon Westgate
"Copper has, longer term, some very solid fundamentals but short term, however, the risk is to the downside".
Mining Indaba: China and commodities - Kobus van der Wath
China's focus is shifting from keeping the country going at almost all costs to making sure that there is sustainability, which bodes well for commodities
The rising role of resource nationalism and 2011's mining challenges - Ernst and Young
Ernst & Young's Mike Elliot and Adrian Macartney look at some of the trends to come out of 2010 and some of the challenges facing miners in 2011
Copper, steady as she goes but a few squalls in sight - Ed Meir, MF Global
"Markets are quite over bought but they haven't really latched onto a reason or an excuse to sell off."
Coking coal and Iron ore prices in 2011 - Ben Westmore
National Australia Bank commodities economist, Ben Westmore, takes us through the factors currently impacting on coking coal and iron ore prices.
PGMS set to surge over next 3 years - Leon Esterhuizen
RBC Capital Markets analyst, Leon Esterhuizen explains why the problems currently facing South African PGM producers and expected demand in Asia bode very well for metals prices.
Commodities: A big picture view for 2011
Investec Investment Strategist, Michael Power takes us through some of the themes that are likely to run through 2011 and what their impact might be on the commodities complex
2011 base metals outlook, Jim Lennon, Macquarie securities
I don’t think you're going to see a derailment from extra supply - it’s got to be demand, and when you talk about demand there is clearly the thing that you would be watching for would be another financial crisis and Europe is clearly the area that people are focused on.
Copper stocks, LME trading and base metals in 2011 - Neil Buxton, GFMS
A look at how a single trader came to hold as much as 80% of the LME's copper stock piles, the supply demand picture for copper and an outlook for base metals in 2011
The continued rise of resource nationalism - Adrian Macartney
As commodities prices rise and governments place more emphasis on the importance of strategic resources so, nationalism's impact on mining grows
Silver prices to continue upwards in 2011 -Philip Klapwijk, Executive Chairman GFMS
"It's possible that silver investment this year on a net basis may reach close to US$4billion in size and it's probable that next year we will see a higher figure."
Uranium's resurgence - John Licata
Uranium prices have surged in recent weeks, pulling with them the miners that produce and explore for the metal, we take a look at some of the factors behind the jump
The Impact of QE2 on copper and the possibility of bubbles - Simon Hunt
A look at the impact of further quantitative easing on commodity markets in general and copper specifically and why a supply squeeze is unlikely
The fight over rare earths - Technology Metals Research's Jack Lifton
A look at what the tussle means for users of these commodities, and where production is likely to kick-start.
The changing face of iron ore - Credit Suisse's Ric Deverell and Kamal Naqvi
A look at the continually expanding role of China and India in the iron ore markets and the longer term impacts of the move away from benchmark pricing
Molybdenum's strong outlook - Catherine Virga, Director of Research, CPM Group
Tightening supplies of the metal and continuing demand from China are just some of the reasons behind the strong outlook for the metal
The platinum market - David Hargreaves: Mining Consultant with W.H. Ireland
A look at the supply and demand fundamentals currently affecting the price of platinum
QE2, deflation and commodity prices - Puru Saxena
The founder of Puru Saxena Wealth Management takes us through the pros and cons of quantitative easing, inflation and the impact of all of this on metals prices
Silver's break to 30 year highs - John Licata, chief commodity strategist at Blue Phoenix
Investment demand for silver has increased dramatically but it is its industrial uses that are possibly more interesting as the metal increasingly becomes a leading barometer for economic growth says, Blue Phoenix's John Licata
Palladium's upward trajectory - Jonathan Butler: Publications manager - Johnson Matthey
While gold and silver steal all the headlines, palladium is quitely doing very well and looks set to continue its upward trajectory
China's impact on base metals - Ben Westmore - National Australia Bank
As growth in China and the rest of Asia continues so both copper and nickel are looking good
Mining M&A picking up - Michael Lynch-Bell: Head of transactions for metals and mining, Ernst & Young
Merger & Acquisition activity picked up fiercely in the first half of 2010 and, judging by the most recent spate of deals, things don't look to be slowing any time soon
Silver's fundamentals - Michael DiRienzo: executive director, The Silver Institute
A look at some of the factors influencing the strong performance shown by silver
Potash, and BHP Billiton's bid for Potash Corp - Ian Henderson, JP Morgan
JP Morgan fund manager, Ian Henderson explains why there has been so much activity within the potash sector of late and takes us through some of the more important points of the potential deal
Copper prices - Bart Melek: Commodity strategist, BMO Capital Markets
The outlook for the copper market remains robust with the supply demand roughly balanced this year and moving into deficit in 2011
The rainclouds above mining's current silver lining - Christopher Ecclestone
As metals prices surge once more the mining sector and particularly management, needs to ensure it learns some lessons from the last few years
Metals Weekly - Earnings season focus
Charles Gibson of Edison Investment Research helps us through some of the earnings numbers that have come out, with a particular focus on the big miners, including a preview of what to expect from Rio Tinto and a focus on iron ore pricing
Platinum: a look at supply and demand - Peter Duncan - GM, Market Research: Johnson Matthey
The white metal has been in the news a lot lately both from the supply and the demand side but, current indications are for a market that is moving closer to balance than last year
Weekly News Wrap: Cynthia Carroll, Sishen and a mid-cycle dip in commodities
We take a look at Anglo American CEO', Cynthia Carroll's move to Amplats, the impact of a slowdown in demand from China and comments that the current slump in prices is nothing more than a mid-cycle dip
RSPT and long term fundamentals - Tim Goldsmith: global mining leader, PwC
A look at the implications of the continued saga of the RSPT and the reasons why there is still life in commodities over the long term
Charles Gibson - head: mining research, Edison Investment Research
A look back at a week when tensions aroud the RSPT heightened, concerns around Chinese growth and the importance of the California State Teachers' Retirement System looking to use commodities as an inflation hedge
Investec Investment Strategist: Michael Power
A look at the broader macroeconomic moves of the last week or so and how they have been affecting commodities in a week where metal prices have taken a knock
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