Webinar Replay: State of the Market - Mining Q4 2018
Thursday, February 14
Price weakness persisted in the December quarter for many key commodities, such as copper and zinc, with the markets looking at a worsening environment for global trade. On the flip side, dovish noises from the U.S. Federal Reserve helped gold price rose by 7% during the quarter. For exploration it was mixed messages; drilling was up strongly in October and November and significant financings grew year over year, yet our Pipeline Activity Index fell to its lowest since July 2017.
M&A continues to escalate in 2019, with the recent announcement of the Newmont/Goldcorp merger, soon after the conclusion of the Barrick/Randgold deal. Exploration budgets are expected to track upwards for the third consecutive year.
As markets digest evolving uncertainties for global trade and the outlook for key economies, join us for our review of the quarterly performance of the mining sector, and see what’s in store for producer margins in 2019.
December 2018 Quarterly Review
Commodity price trends and estimates
Drilling locations and exploration targets
Mergers and acquisitions
Quarterly financing activity
Industry market capitalization
Special Focus: Miners’ margins to increase in 2019
Mark FergusonResearch Director, Metals and Mining Research, S&P Global Market Intelligence
Mark Ferguson is an Research Director and the Head of Mining Studies for the Metals & Mining Research division of S&P Global Market Intelligence. Full Bio
Mark Ferguson is an Research Director and the Head of Mining Studies for the Metals & Mining Research division of S&P Global Market Intelligence. Having worked for previous iterations of the division since 2004, Mark has extensive experience in producing exploration and supply-side studies for the mining sector.
He is currently responsible for providing strategic leadership and functional direction for the research group, and for managing production of the group’s reports and publications. These publications include annual editions of the Corporate Exploration Strategies and Strategies for Reserves Replacement studies, as well as various monthly and quarterly publications focused on global exploration, production, and market trends.
Mark holds an MSc in Earth Sciences from Dalhousie University. Minimize
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