Morgan Stanley - Page 4

Morgan Stanley: 4 of 9

Dryblower on the problem of yield hunting in mining stocks

If the iron ore price has fallen by 30% over the last 30 days, why are BHP shares up by 4%?

16 August 2021

BHP's Shenzi operations in the Gulf of Mexico

BHP approves big petroleum spend

Two projects moving forward

05 August 2021

Dryblower on the return of steep iron ore grade discounting

Dryblower's quiz question: "Can a commodity boom and bust at the same time?"

05 July 2021

Buy, Sell, Hold: IGO, Agrimin and Medallion

IGO downgraded on price strength; and coverage initiated on Agrimin and Medallion

18 June 2021

Copper's record sparks substitute chatter

Efficiency gains in batteries and EV motors could reduce copper consumption, says Morgan Stanley

14 May 2021

Dryblower on the return for Andrew Forrest of the iron ore realisation gap

FMG's strong performance looking increasingly difficult

22 March 2021

'Long road down' for iron ore price: Goldman Sachs

But still 'too early to become bearish' on the sector

17 March 2021

Dryblower on the nickel surprise (with iron ore next!)

Nickel may not be the only commodity facing a less-than-smooth ride over the rest of 2021

15 March 2021

FROM OUR PARTNERS

Northern Territory Copper Project Well Positioned

KGL Resources provides compelling investment rationale with its Jervois copper project

PolarX Strongly Backed by Gold Major

Australian junior enjoys strong support for its USA project portfolio.

VHM's near-term critical minerals project poised with consummate timing

Globally-significant deposit aiming for production in 2025

Webdrill Your Trusted Experts for Safety, Reliability and Accuracy!

Webdrill stands proud as the provider with an elite reputation in the drilling industry

Regis' cash mountain continues to grow

Thacker Pass takes crown as world's biggest lithium resource

Lithium market to remain oversupplied to 2027

Tungsten in geopolitical crosshairs

RESEARCH

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A growing series of reports, each focused on a key discussion point for the mining sector, brought to you by the Mining News Intelligence team.

Mining Company ESG Index: Benchmarking the Future of Sustainable Mining

The Mining Company ESG Index report provides an in-depth evaluation of ESG performance of 61 of the world's largest mining companies. Using a robust framework, it assesses each company across 9 meticulously weighted indicators within 6 essential pillars.