“WHAT IF: What if the world is shifting from an “investment phase” of a 30-year commodity cycle to an “exploitation phase?”  How does this professional [Read more...]

The South African Steel Industry is hit hard by he global slowdown in the market DEMAND for steel. Reports today from multiple sources say for example that South Africa’s [Read more...]

Published by Bloomberg, Jul 20, 2015 Oil has been reeling for about a year; now gold is getting slammed— Commodities are at a 13-year low. How will this affect your [Read more...]

The Big Three iron ore producers havebbeen particularly hard hit. World number one BHP Billiton (NYSE:BHP) fell again in New York, bringing its losses since Friday to more [Read more...]

July 10 (Reuters) – Hit hard by the accelerated downturn in metal prices, most global mining companies preparing to report results are likely to announce another round [Read more...]

A Bloomberg report on Jul 8, 2015 The analysis of the demand for port and rail freight always begins with an examination of the market supply/demand at the buyers level. [Read more...]

From the Financial Times news report comes this upbeat news from Mongolia. The headline: Is this just more public relations political hype? Another “junk” rated [Read more...]

This railway news report is focused on the expected physical construction of new railway. That is the SUPPLY side story. The rest of the technical story will be found in the [Read more...]

Reuters data http://mobile.reuters.com/article/idUSL3N0Z823E20150622?irpc=932 China’s imports of coking coal fell 24.2% to 14.7 million tonnes in the first four months [Read more...]

From Bloomberg, Jun 18, 2015 “Chinese steelmakers are deepening the first production cuts in a quarter century”… As manufacturing steel production drops, [Read more...]