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Gold majors’ capital allocation: buybacks, discipline and the growth question ahead
Gold's five majors — Agnico Eagle, AngloGold Ashanti, Barrick, Gold Fields and Newmont — are generating free cash flow on a scale that rivals the d...
Strategic minor metals associated with lead and zinc production
Lead and zinc ores (galena and sphalerite) almost always occur together alongside complex polymetallic sulfides, lead and zinc smelters are some of...
Carajás Roundtable 2026: Mining, Geopolitics and the Future of Steel
What happens when mining executives, policymakers, development finance institutions, sustainability leaders and industry experts gather in one of t...
What Carajás reveals about the next decade of iron ore
Carajás is recognised as one of the world's premier iron ore provinces. What does a visit to Brazil's flagship iron ore operation reveal about the ...
Copper substitution: Rising incentives, limited disruption
The copper-to-aluminium price ratio has returned to more than 4.2x, a level that historically triggers intense discussion around substitution and r...
Digging Deep - Regional iron ore supply summary and player profiles
Australia's iron ore supply is approaching a critical inflection point. Growth will plateau post 2030 and premium-grade ore output will contract gr...
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