What I Am Known For: 

  • Nearly three decades of unique global coverage of the mining and steel sectors, top II rankings in the US (#1) and Europe (#3), in depth analysis of supply and demand for key commodities (with a focus on copper, iron ore, and met coal), strong relationships with management teams, traders, investors and various other industry participants in all major regions, and sector-leading research on Freeport, Teck, Glencore, Anglo American, First Quantum, and Alcoa, among others.

How I Am Different: 

  • We do our own commodity supply and demand analysis, and our team covers major mining stocks in all regions rather than having coverage siloed by region.  Our global team is fully integrated, and our coverage is broad and deep. We publish a high volume of differentiated research, and we have a larger client base than almost all other analysts in the sector. 

3-5 Key Research Highlights: