Part of a new strategic plan for Vale? Reports are that Vale has sold its Integra coal mine in Australia to Glencore and Bloomfield. The Integra coal mine complex is located [Read more...]

Eastern China steel mills have cut ferrous scrap prices. Source is Singapore (Platts)–27 Aug 2015 Jiangsu Shagang Group, the largest scrap user of China, on Thursday [Read more...]

From Bloomberg, Aug 26, 2015 Take the combined size of all stocks traded in Brazil, Russia, India and South Africa, multiply by two, and you’ll get a sense of how much [Read more...]

From Bloomberg, Aug 21, 2015 Politicians got an inspection tour of the North East Corridor (NEC) tunnel under the Hudson River into the city of New York. Repairs will not be [Read more...]

21 August report Not yet widely reported. State news outlet Xinhua on Tuesday reported that China’s rail freight volume had dropped by nearly 11% (10.9%) on a [Read more...]

One theory is that the stock market harm this time, unlike the crisis in 2007-09, seems to be hitting the emerging-market economies the hardest. The US economy has proven [Read more...]

Here is a short excerpt about rail project due diligence from the files of The Economist. They published this investor alert back in 2012. I am recirculating it in case you [Read more...]

Aug 20th to Aug 21st 2015 Not very transparent, the Official Chinese government economic growth reports are now being even more widely questioned. Data from reputable private [Read more...]

Often, by the time governments, courts, and investors get ready to sell off assets or commodities in a dispute, as in India, the markets are not buying. Without willing [Read more...]

The Bloomberg Commodity Index, a basket of 22 raw materials including crude and gold is trading at a 2002 low. It has slumped 14 percent this year. To read the entire [Read more...]