The Metals Report: In the 2013 Review of global trends in the mining industry, PwC describes the “crisis of confidence” in the mining sector. Does that analysis apply to the specialty metal miners? Are there opportunities in this small sector that might be missed?
Chris Ecclestone: Every metal and mineral has a different story. At this moment, some precious metals—like gold and silver—are in a crisis, but platinum and palladium are not. A big-brush approach to these markets can lead to errors. For example, if iron is weak, to conclude that coal is weak would be wrong. That might be … [visit site to read more]
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