Buy Dip for March Rally
This issue concentrates on what to buy into touted late February weakness for a March rally and our more strategic energy and metals bottoming...
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E&P Financial Health: Better Than You Think. Liquidity Reserves Will See Most Firms Through Downturn
The precipitous slide in oil prices since fall 2014 has eroded the financial health of most exploration and production, or E&P, firms. Natural...
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Copper Mine By Mine Supply Challenges For Everyone: Update As Copper Is Set to Break 12k USD/Ton
We highlight mine-by-mine issues plaguing each of the listed copper companies, resulting in supply being compromised by >3.5% setting the stage for...
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JSE December 2025 Rebalance: No Top 40 Changes
The end of an era: SWIX indices to be terminated 31 Dec 2025, methodology adopted throughout index series since the harmonisation in March 2024
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Anglo American’s Next Big Win? The Sakatti Project Could Be a Game-Changer for Global Nickel Supply!
Anglo American has been actively pursuing a transformation strategy, focusing on becoming a premier producer in copper and iron ore while...
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