Global Mining Views

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Weekly Mining Roundup

In line with our expectations mining equities have lost some of their recent gains as concerns resurfaced over. Our expectation that the FTSE 350 Mining index will retest support at 16,000 is looking...

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Tin & Zinc: Divergent Paths

We maintain our bearish view across base metals over the course of 2012 and remain below consensus on the complex. However, within the base metals complex we expect significant variation and...

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Further Capex Declines On The Horizon

BMI View: We expect delays and reductions in capital expenditure to continue as mining companies face slowing growth in China and lower metal prices. This view has been playing out already with...

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