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What’s the Production Upside for Stillwater in the Long Term?
Stillwater is ramping up Blitz, a new project and its main development asset. The company expects the first product from it in mid-2018.
Can Stillwater Defend Its Place on the Cost Curve?
Stillwater Mining is in the first quartile of the industry cost curve. This is due to its robust cost structure, higher productivity, higher grades, and stable input costs.
Why Russia’s Industrial Production Fell in September
According to the Federal State Statistics Service, Russia’s industrial production index (IIP) fell to 3.7% in September, compared to a fall of 4.3% in August 2015, YoY.
What Will Sibanye Achieve through the Stillwater Deal?
The acquisition will add a significant long-term production upside from Blitz as well as recycling capabilities through the Columbus metallurgical complex.
Energy Export Dependency Hurt the Russian Economy
The Russian economy is dependent on oil and gas exports. Because of this, looking at terms of trade for Russia is important.
Are Stillwater Mining’s Assets Value Accretive for Sibanye Gold?
Stillwater Mining (SWC) is the only US-based miner of PGM (platinum-group metals) and the largest producer outside of Russia and South Africa.
Stillwater Mining’s Balance Sheet against Its Global Peers
Despite lower PGM (platinum group metals) prices, Stillwater Mining (SWC) has a strong balance sheet and maintained a position of strong net cash at the end of 2015.
Why aluminum, manganese, and nickel had mixed production results
BHP is a major worldwide producer of aluminum, manganese alloy, and nickel. Its portfolio includes aluminum operations in southern Africa, Australia, and South America.
How Is Stillwater Cutting Costs to Stay Ahead of Platinum Prices?
Stillwater Mining (SWC) has seen a significant increase in recovery rates, which is one of the best in the PGM (platinum group metals) industry.
Why Has Stillwater Mining Underperformed Its Peers in 2016?
Stillwater Mining (SWC) has underperformed its peers YTD as of March 2, 2016. It has, however, outperformed palladium prices with a rise of 3%.
Where Does Stillwater Rank in Terms of Mining Risk?
Stillwater Mining (SWC) exhibits strong leverage to palladium prices. It has lower geopolitical mining risk than South African PGM (platinum group metals) producers.
Where Is Russia Headed? The World Bank Has Made Its Prediction
According to the World Bank’s baseline projections, Russia’s economy will remain in recession through 2016.
Nickel plays an important role in the future of Vale SA
Analysts are watching Vale’s base metals division to see if it can offset the falling revenue from iron ore. The production profile is well supported by ramp-ups and productivity gains.
BHP’s aluminum, manganese, and nickel production was mixed
Aluminum demand growth has been strong. New supply is expected to continue curtailing high-cost capacity. This should benefit BHP and its peers.
Sibanye’s and Stillwater’s Take on Platinum-Group Metals Prices
Sibanye has become bullish on palladium in the last six to nine months. It’s worth noting that palladium has outperformed other precious metals year-to-date.
Stillwater Mining’s Outlook for Palladium and Platinum
Stillwater Mining believes that underlying industrial demand for palladium remains strong with structural deficits in the palladium market. Management is more positive on palladium than platinum.
Vale Reports Best 1st-Quarter Nickel Production Volume
Vale (VALE) nickel production in 1Q15 delivered 69,200 tons. As far as nickel production is concerned, this is the company’s best first-quarter performance.
Is Base Metals IPO a Near-Term Possibility for Vale?
Vale’s management has indicated that it could go for base metals IPO if it can generate EBIDTA of $4 billion to $6 billion against $2.5 billion in 2014.
BHP reports strong results for aluminum, manganese, and nickel
BHP aluminum production declined by 16% in 1H15 to 517 kilotons.