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5 Takeaways from Antaike's Nickel & Cobalt Forum, 2023
Wood Mackenzie’s analyst, Karoline Sun, together with over 1,000 delegates, attended Antaike’s China International Nickel & Cobalt Industry Forum i...
Alcoa and Alumina Ltd: An acquisition to make way for other acquisitions?
US aluminium producer Alcoa announced a US$2.2 bn all-stock buyout proposal for its Australian joint venture partner Alumina Limited. The transacti...
Diggers and Dealers: a bright future for Australian gold
We recently conducted a research trip to Western Australia and attended the Diggers and Dealers conference in Kalgoorlie. After listening to presen...
Diversified miners Q1-22 reported results review
Buoyant miners exposed the reality of the operating environment in Q1 production updates. Building on record margins and pay-outs in 2021, the mine...
Does China's copper semis market need more capacity?
The copper semis market in China has been enjoying robust growth since the new millennium driven by a growing domestic end-use market and the desir...
Mineral policy reform in Latin America; the impacts on lithium & copper
It could be argued, that copper and lithium are to Latin America what oil and gas have been to the Middle East: a source of wealth and opportunity ...
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