May 2020

HOTTER ON METALS: Looking for LUV in the time of Covid-19

How long it will take the global economy to recover from the Covid-19 pandemic is anyone’s guess right now.

HOTTER ON METALS: Move over, mega mine, ex-Rio Tinto CEO says

The Covid-19 pandemic is likely to lead to another casualty: the mega mine.

HOTTER ON METALS: Alcoa calls for industry-wide aluminium cuts

Alcoa Corp has called on the aluminium industry to assess the cost effectiveness of its smelting capacity and make cuts where appropriate - or face a ratcheting up of inventories and a protracted period of low prices.

HOTTER ON METALS: Auto supply chain gets harsh wake-up call from Covid-19

If ever there was a masterclass in the need to disaster-proof a supply chain, then the Covid-19 pandemic has provided a harsh reminder to the automotive sector that it’s failing.

HOTTER ON METALS: Currencies and oil - miners’ unexpected saving grace

The sharp decline in emerging market currencies combined with a collapse in oil prices are providing a twin saving grace for many metals and mining companies during the Covid-19 pandemic.