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GLG News by Copper Mining Experts

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May 15, 2008
MINING WORKER SHORTAGE AT ALL LEVELS
Analysis of: U.S. energy industry is hampered by labor shortage | www.iht.com
Author: Richard Rouse, President, ROR Mine Consulting
  During  the  early  1970's  the  coal  industry  started  to  expand  and  found  that  not  only  was  there  a  shortage  of  engineers  and  technical  people  but ...
April 29, 2008
They Have Arrived (Metal ETF’s that is)
Analysis of: The Best and Worst Natural Resource Funds | www.thestreet.com
Author: Paul Glantz, President, Metal Recycling Consultants
While reviewing the performance of resource funds for the first quarter of 2008,  I realized that there is now an availability of buying or selling specific commodities for actual users as a 'hedge' against price volatility.
February 28, 2008
Traditional Future Metal Price Analysis is for the Birds
Analysis of: Survey of Forecasts (of Metal Prices) | www.recycling-magazine.com
Author: Paul Glantz, President, Metal Recycling Consultants
As published in Recycling Magazine Feb 2007, “Survey of Forecasts”, basemetals.com compiled price predictions of 22 analysts. These analysts are paid researchers that spend their time analyzing the metal markets.   In order to determine the price prediction, in this case in one year, the analyst...
January 4, 2008
The Yamana, Meridian and Northern Orion Resources Transaction - a strategic view
Analysis of: Yamaha Clinches Meridian Deal | online.wsj.com
Author: GLG Expert Contributor
The merger of Yamana, Meridian and Northern Orion embraces many strategic dimensions that must be considered in analyzing its merits. The positive expectancy concerning the quality of the transaction is supported by the manifestation of several attributes in condition to add substantial value to the...
December 13, 2007
A Unique Perspective on the Base Metals Market
Analysis of: The Base Metals Market Briefing | www.gfms-metalsconsulting.com
Author: Paul Glantz, President, Metal Recycling Consultants
Being an actual metal trader, selling scrap metal to mills and refiners, I believe I have a unique perspective on the base metals market. When selling scrap to a mill or refinery, the price is most often calculated using a mathematical formula.   Changes to the formula indicate changes in interest,...
December 12, 2007
Where are we in the supercycle?
Analysis of: The Base Metals Market Briefing | www.gfms-metalsconsulting.com
Author: Neil Buxton, Managing Director, GFMS Metal Consulting Ltd
Base metal prices have come under pressure on the back of weak demand, not only in in the US, but also increasingly in Europe and Japan.  This threatens to overshadow, in the short-term, the still strong demand growth from China.   Nickel and zinc prices have already fallen by 50% from their...
September 28, 2007
no more impact
Analysis of: Chevron unlocking shallow gas potential in Dutch North Sea | www.offshore-mag.com
Author: GLG Expert Contributor
This is a significant development in The Netherlands which will more than double our local affiliated company’s production within two years. It demonstrates Chevron’s commitment to continued investment in its European crude oil and natural gas portfolio. Chevron has been able to expedite development...
September 19, 2007
impact on steel industry
Analysis of: Is the $100 barrel on its way ? | www.telegraph.co.uk
Author: GLG Expert Contributor
yes definately the total logistics industry is depend upon the pricing of shipping  of the goods from one country to onther country.the most of the company waits to slash down the price of transporatation ,it may take some drop in growth of exports industry mainely the shipments happenys through...
September 7, 2007
i think there wont be any impact of import of iron ore
Analysis of: China steelmakers to see little impact from Indian iron ore price hike- Shougang | www.forbes.com
Author: GLG Expert Contributor
india is the third largest supplier of iron ore to china,the denmand of iron ore is more and more in future and also proved from the data of exports.the duty is imposed to regulate the chain of   relaible suppliers to china.this duty is to benefitial for the indian goverment coz...
September 3, 2007
BHP wants to be world leader in Iron ore exports to china
Analysis of: BHP Billiton sales to India outpacing gains in China | www.iht.com
Author: GLG Expert Contributor
the world's biggest mining company, said it would seek to grow aggressively in India where volume growth is out ,BHP, which posted a jump in full-year profit earlier this week on strong minerals sales, and earmarked $20 billion (9.98 billion pounds) for new projects, said there were untapped opportunities...

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