Metals Commentary: 5G technology should boost demand for gallium, cobalt
During the World Radiocommunication Conference (WRC) in Egypt in November, thousands of delegates from more than 100 countries adopted a treaty that moves the world…
Volume 105 Number 26 December 23, 2019 – January 5, 2020
Interview: CPM’s Jeffrey Christian reflects on 2019, forecasts what lies ahead in 2020
Jeffrey Christian is the managing partner of CPM Group, a commodities research and management, consulting and financial advisory firm in New York. He founded the…
Cleveland-Cliffs to acquire AK Steel in US$1.1B all-share deal
US iron ore producer Cleveland-Cliffs (NYSE: CLF) is acquiring AK Steel (NYSE: AKS) in an all-share transaction valued at US$1.1 billion. Cliffs, North America’s largest…
Metals Commentary: Electric car sales are tanking, but metal use spikes
The global auto industry will produce 88.8 million cars and light trucks this year in an almost 6% drop from a year ago, according to…
Commentary: The gold party has only just begun
The year 2019 has been good for gold. In many currencies gold recorded all-time highs (i.e. euro, Canadian dollar and Australian dollar), with the exception…
Norilsk Nickel weighs capital investment and dividend strategy
Norilsk Nickel (US-OTC: NILSY) plans to boost spending on new projects over the next decade to increase production and capitalize on the growing electric car…