February 2012

The Smart Cube Presenting Forecasting Insights and Strategies at Commodity EDGE

by Lisa Reisman on February 29, 2012

Style:    Category: Commodities, Investing Hedging, Sourcing Strategies

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The most popular question by far that we receive here at MetalMiner goes something like this: “What do you think the price of X is going to do this year?” Invariably, the answer leads to a discussion around what factors impact a particular metal’s price and by how much each factor impacts that price. Minds [...]

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Rare Earth Oxide Prices Continue Slide, But For How Much Longer? – Part One

by Stuart Burns on February 29, 2012

Style:    Category: Green, Metal Prices, MetalMiner IndX

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As my colleague Lisa is fond of saying, “nothing kills high prices like high prices” — and nowhere could that be more true than in the market for rare earths, whether in the form of oxides or metals. Prices soared in the first half of last year to a peak in the summer, following restrictions [...]

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Copper Lower on Global Cues

by TC Malhotra on February 29, 2012

Style:    Category: Commodities, Non-ferrous Metals

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Copper futures fell by 0.2 percent to Rs 421.75 ($8.43) per kg on February 27) after traders reduced positions, taking weak cues from global markets, reports Business Standard. At the Multi Commodity Exchange (MCX), the June contract for copper lost 85 paise ($0.017), or 0.2 percent, to Rs 421.75 ($8.43) per kilogram, with a trading volume [...]

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Feb. 29 – Tomorrow – Last Day of Early Bird Price for Commodity EDGE Conference

by Taras Berezowsky on February 28, 2012

Style:    Category: Commodities, Manufacturing, Sourcing Strategies

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Tomorrow — Wednesday, Feb. 29 — is the final day for the Early Bird Price that gets you into our groundbreaking commodities conference, Commodity EDGE: Sourcing Intelligence for the New Normal.  Full Conference Details Pricing Breakdown Registration Page Why shouldn’t you wait? Obviously, the chance to get price savings is the most pressing reason — [...]

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Indian Steel Sector Hit by Slowing Infrastructure Projects

by TC Malhotra on February 28, 2012

Style:    Category: Ferrous Metals, Public Policy, Supply & Demand

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The Indian steel sector has been hit badly because of slowdown in infrastructure projects, high interest rates and falling CAPEX, even as domestic steel prices remained stable mainly due to fall in supply from south Indian state of Karnataka, according to Business Standard. Profitability margins of most Indian steel producers came under pressure in the [...]

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India’s Vedanta Simplifying Share Structure as Platform for Growth

by Stuart Burns on February 28, 2012

Style:    Category: Commodities, Company News, M&A Activity, Non-ferrous Metals

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This commentary follows on the heels of yesterday’s post on the Sesa Goa-Sterlite merger.  Few believe that Indian billionaire Anil Agarwal’s planned merger of his sprawling empire of oil, gas, metals and iron ore mining firms into one coherent whole is solely about debt consolidation, simplification of shareholdings and some $200 million in cost savings. [...]

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US Steel Firms Lead the World

by Stuart Burns on February 27, 2012

Style:    Category: Commodities, Global Trade, Macroeconomics, Manufacturing

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This may sound like a sound bite from way back, but the US steel industry is leading the world. Not that the US steel industry is not a highly efficient, environmentally responsible and technologically innovative exponent of the art of steelmaking — it is all of those things — but we talk here of good [...]

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India’s Sesa Goa May Merge With Sterlite Industries

by TC Malhotra on February 27, 2012

Style:    Category: Company News, Ferrous Metals, M&A Activity, Non-ferrous Metals

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London-listed Vedanta Resources is planning to merge two of its units in India, Sesa Goa and Sterlite Industries, reports Business Standard. Sesa Goa is a leading producer and exporter of iron ore with a current market capitalization of around Rs 214.41 billion ($4.2 billion), while Sterlite Industries is involved in copper and aluminum production with [...]

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