Jeffrey Christian is the managing partner of CPM Group, a commodities research and management, consulting and financial advisory firm in New York. He founded the company in 1986, spinning off the Commodities Research Group from Goldman Sachs & Co.,…
Analysts at CPM have studied the precious metals and commodities markets – including investment trends in mining equities – since the 1970s. This long and intimate involvement gives us insight into the transformations that clearly now are wracking the …
Changes in financial markets trouble mining industry Read More »
China’s electric vehicle (EV) sales have declined year-over-year for the second straight month, on the heels of uncharacteristically slow growth this spring, indicating that contractions in cobalt supply may be partly offset by lower-than-anticipated b…
China’s electric vehicle slowdown could dampen cobalt prices Read More »
In his 2016 memoir, Nike founder Phil Knight recalls being 24 years old and having what he calls a “Crazy Idea.” He writes: “That morning…
Commentary: It’s time for a few more Crazy Ideas Read More »
Western Pakistan is a fascinating place. It’s remote, arid, tribal, and these days, a Taliban stronghold — not the friendliest of spots for westerners planning on coming home still attached to their heads. It was slightly safer when I was…
The po…
Odds ‘n’ Sods: Dodging drug smugglers in Western Pakistan Read More »
The following is a release by London-based consultancy Metals Focus upon the publication of “Platinum & Palladium Focus 2019,” its flagship annual report on the…
Metals Commentary: Palladium to outshine platinum in 2019, says Metals Focus Read More »
In August 2017, Canada’s federal, provincial and territorial ministers responsible for mining called for a Canadian Minerals and Metals Plan (CMMP) to support industry competitiveness,…
Commentary: Canadian and Australian federal governments lay out plans for mining Read More »
CHICAGO – The writing is on the wall for Canadian mining companies and it has been for quite some time. Their glory days as a global leaders are fading – and mega-mergers won’t bring salvation. Market signals are already showing…
The post COMMENT…
COMMENT: Mega-mergers will bring short-lived glory if miners ignore innovation Read More »
During ALROSA’s (MICEX: ALRS) Capital Markets Day on March 18, the company said the most frequently asked questions it gets during 1-on-1 meetings with investors…
Commentary: Are diamond mining stocks a good contrarian play? Read More »
OTTAWA – On March 14 the Mining Association of Canada released the latest edition of its annual Facts & Figures report that provides a comprehensive overview of the trends affecting Canada’s mining sector. It contains the unwanted truth that this&#…
COMMENT: MAC says mining needs government support to enhance competitiveness Read More »
