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GLG News by Copper Mining Experts

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August 23, 2007
Bold Prediction of $4 Copper May Be Premature
Analysis of: Copper to Peak Near $4 Per Pound this Fall, As Chinese Demand Remains Steady | gold.seekingalpha.com
Author: Paul Glantz, President, Metal Recycling Consultants
The fp trading desk has made a bold prediction on short term copper prices which expects a price increase of 20% in a matter of one or two months. Their use of recent historic economic data does not tell the whole story.
June 15, 2007
Wheeling-Pittsburg Corp. – In the STEAL Business?
Analysis of: Metal Management Sues Wheeling-Pitt | www.forbes.com
Author: Paul Glantz, President, Metal Recycling Consultants
Wheeling-Pittsburg Corp. has been sued for not paying for scrap steel. They claimed the scrap was out of specifcation. Assuming their claim is accurate, under what rule of law do they get to keep the scrap without paying for it?
May 31, 2007
Coal to Liquid Fuel Plans: Complex issue provides opportunities
Analysis of: Lawmakers mull coal-to-liquid fuel plans | money.cnn.com
Author: GLG Expert Contributor
The May 24, 2007 Reuters article, "Lawmakers mull coal-to-liquid fuel plans", touches on many aspects of a current debate, decisions and actions from which have significant potential impact, financially and environmentally, and long term and short term. While some advocates with their respective...
May 29, 2007
How will consolidation impact Asian Steel?
Analysis of: Asia next stop in steel M&A wave: IISI head | www.reuters.com
Author: Donald Fosnacht, Director, Applied Research and Technology Dev., UNIVERSITY OF MINNESOTA
World wide consolidation in steel appears to be inevitable and Asia is the next area of real opportunity for significant consolidation activity.  Some movement in this direction has occurred with the alliance of different companies under the Nippon Steel umbrella or the combination of NKK and Kawasaki...
May 29, 2007
Stainless Steel Prices Due for a Fall
Analysis of: Stainless steel production to grow further – but at a slower rate | www.worldsteel.org
Author: Paul Glantz, President, Metal Recycling Consultants
The article was right on target. Expect further cuts. India may become more active.
May 28, 2007
Will record high nickel prices kill the golden goose
Analysis of: Stainless steel production to grow further – but at a slower rate | www.worldsteel.org
Author: Neil Buxton, Managing Director, GFMS Metal Consulting Ltd
Nickel demand has benefited from the sharp gains in stainless steel output. However nickel is now the single most important cost in the production os stainless steel.  As such stainless steel prices have increased and demand for stainless is beginning to be affected. Nickel demand is...
April 2, 2007
Consolidation rather than exploration
Analysis of: Analysts clamour for higher LionOre bid | www.theglobeandmail.com
Author: Neil Buxton, Managing Director, GFMS Metal Consulting Ltd
Xstrata's move for LionOre reinforces the latest trend that it is easier to buy existing production rather than develop new projectsThere remain major financial and technological risks concerning the next generation of nickel "mega" projects
March 16, 2007
Copper - Can It Save Your Life? Part II
Analysis of: Hospital in soldiers furore uses copper to beat MRSA bug | www.thisislondon.co.uk
Author: Paul Glantz, President, Metal Recycling Consultants
To review, in a little publicized study published on Copper.org, confirmation of certain desirable medicinal properties of copper and copper alloys were presented. This report was distributed to the association’s membership, but still has not received widespread publication by the media. However, this...
March 12, 2007
India’s Tariff on Iron Ore May be Political
Analysis of: China steelmakers to see little impact from Indian iron ore price hike- Shougang | www.forbes.com
Author: Paul Glantz, President, Metal Recycling Consultants
India announced on February 28 that it was initiating a tariff on iron ore of nearly $7 per metric ton.China’s purchases of 75 million ton of iron ore from India, comprise 23% of its total imports.Yet, one of the major Chinese importers, Sino Steel, has refused to purchase any new material. Last year...
February 15, 2007
Copper - Can It Save Your Life?
Analysis of: Studies Show Copper Surfaces May Help Thwart "Superbug" Hospital Infections, Says Copper Development Association | www.copper.org
Author: Paul Glantz, President, Metal Recycling Consultants
Copper has desirable medicinal properties, some of which may kill undesirable microorganisms such as E Coli bacteria and Influenza viruses.It has been documented that copper has been used since Ancient Egypt to cure numerous diseases and afflictions.It may be time to bring copper into the environment...

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