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Sector Report

Coking Coal — Showing its Mettle

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The scarcity value of the commodity and investable companies in the coking coal space makes it an interesting and under-analysed sector for equity investors. Combined with above-consensus forecasts for commodity prices, our analysis suggests that the outlook is bright. This view appears to be shared by many corporates, with the recent prices paid for high-quality projects in the asset market…

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Mineral Sands — Shifting Up A Gear

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In a full sector report, we take a detailed look at where things stand in the mineral sands sector. Over the past 18 months the mineral sands industry has moved through an inflexion point, creating the most favourable outlook for companies in the past five years. Product prices for TiO2 feedstock and pigment have been rising, and both markets are…

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