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China SignPost™ “Greatest Hits” #6: Mining & Minerals
December 24th, 2013China’s rise as a top global mineral consumer and producer creates three key dynamics that we believe investors and policymakers should follow closely. First, the pursuit…
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The Great Potash Power Play: India and China Will Battle for Ethiopian Potash Re...
August 25th, 2013The Diplomat Gabe Collins, “The Great Potash Power Play,” The Diplomat, 23 August 2013. Russia-based Uralkali, the world’s largest potash producer, turned the global potash market…
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Elephant in the Room? Are mining companies on target as they look to India to he...
December 23rd, 2012China’s economy continues to produce a chorus of negative news—slowing earthmover sales, weak coal demand, and a broader acceptance by the leadership that the country appears…
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Cornering Commodities Markets: For China, Xstrata/Glencore deal would have large...
February 7th, 2012Facebook’s plans to go public are a headline grabber, but in terms of fundamental global economic impact, the proposed US$90 billion merger between two Zug, Switzerland-based…
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Digging in: Earthmover sales reflect risks to China’s economic growth
January 16th, 2012–Earthmover sales are a useful economic indicator because China’s construction and fixed asset-driven economy is very heavy equipment-intensive. Also, construction machines are not a speculative asset…
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Transparency is Not Just for the Military: Improved commodity data reporting fro...
October 14th, 2011Just last week, the China Non-Ferrous Metals Industry Association estimated the country’s copper reserves at year-end 2010 to have been 1.9 million tonnes—roughly as much as…