China's Continuing Coal Crisis

Source: Mineweb (7/23/08)

Through our discussions with industry experts we understand the causes of this coal shortage across the region appear to include booming demand well in excess of previous expectations; transport infrastructure bottlenecks; mine closures due to safety and environmental considerations, which have continued, having a particular impact on coking coal supply and deterioration in coal quality.

Macquarie sponsored a two-day conference in Beijing last week. The Asia-Pacific Coal Market Summit was organised by the China Coal Transport and Distribution Association (CCTD) and featured speakers from the Chinese government, industry associations and the producing and consuming industries.

Our main impression was of a chronically tight coal market (both for thermal and coking coal) with little short-term relief in sight. Through our discussions with industry experts we understand the causes of this coal shortage across the region appear to include booming demand well in excess of previous expectations; transport infrastructure bottlenecks; mine closures due to safety and environmental considerations, which have continued, having a particular impact on coking coal supply and deterioration in coal quality.

Announcing Streetwise Live! Events
Source: Streetwise Reports (07/13/2020)

Streetwise Reports is offering 100 investors—at no charge—the opportunity to meet via Zoom with executives of precious metals companies as they discuss recent developments at their companies and upcoming catalysts.

"China's export quota could be opportunity for Canadian miners"

Mexico: Gold's Next Powerhouse Player
Source: Marc Davis, BNW News (11/03/2009)

As the world's key gold producing nations struggle mostly in vain to replenish dwindling below-ground supplies, Mexico is bucking the trend in a big way.

Where Have All the Gold Mines Gone?
Source: Brent Cook, Exploration Insights (04/14/2009)

Given the declining global gold production, mining companies’ demand for reserve replacement and the acute dearth of new gold discoveries, there is no doubt that real economic discoveries will be exceptionally valuable. . .the opportunity for stellar profits is the best it has probably ever been. Identifying the few successes, however, will require vigilant and constant technical assessment of geology and drill results, always with an eye to mine economics.

Congo Completes Mining Review, Says Majors Quit Talks
Source: Reuters (12/20/2008)

"Review process is extended an additional 45 days to allow six companies to return to the negotiating table for direct talks with government ministers."