SSgA SPDR S&P Global Natural Resources ETF

Goldman Sachs (GS) now expects copper prices to fall to $4,000 per metric ton this year. In its previous guidance, Goldman had expected copper to fall to $4,500 per metric ton in 2016.

Glencore’s metals and mining segment was the second-biggest contributor to its 1H15 revenues.

China’s (MCHI) iron ore port inventory is a key indicator that reflects the commodity’s supply-and-demand balance.

Elliott Management plans to engage in a “constructive dialogue” with Alcoa’s board about Alcoa’s split transaction and “additional available opportunities to maximize shareholder value.”

Southern Copper has historically traded at a premium to Freeport.

Vale’s CFO (chief financial officer) Luciano Siani Pires said during Vale Day on December 6, 2017, that the company deserves a rerating of its valuation.

It’s important for investors to keep tabs on iron ore port inventories in China. Inventory levels show the balance between demand and supply for iron ore.

The third element of Elliott Funds’ “value unlock” plan for BHP Billiton (BHP) (BBL) is the adoption of a policy of consistent and optimized capital returns to shareholders.

China’s passenger car sales rose 26% year-over-year in August. This is the fourth consecutive month that car sales have risen in the double digits.

US Spot hot rolled coil prices have risen in the ballpark of $200 per short ton in 2016. Spot cold rolled coil prices have risen by ~$300 per short ton.

Rio Tinto reported its 1H16 results on August 3, 2016. Its underlying earnings came in at $1.6 billion, 7% ahead of consensus expectations of $1.5 billion.

It can take almost two pounds of alumina to produce one pound of aluminum. Naturally, changes in alumina prices would impact aluminum’s production cost.

On September 28, Alcoa (AA) announced that it would split into two independent companies. The transaction is expected to be completed in the second half of 2016.

Aluminum is the second most widely used metal after steel. Investors have a special liking for aluminum. There are several ways to play the industry.