Global

 

Our key mining commodities include: Copper, Diamond, Gold, Iron Ore, Metallurgical Coal, Nickel, Platinum, Thermal Coal, Uranium and Zinc.

 

To learn more about our commodity insights or to learn how KPMG can support your business, please contact our Global Mining Commodity Leaders.

Uranium | Q4 2014 & Q1 2015

The uranium market remains on hold waiting for the right signals. The signals involve a mixture of the speed and extent of Japanese restarts, a potential supply disruption given the limited number of significant uranium producers, a return to historical levels of long term contracting and/or a geopolitical event.

Iron Ore | Q4 2014 & Q1 2015

In the short term, the ongoing surge in low-cost supply –driven by both brownfield mine expansions and productivity improvements – will continue to put pressure on the price of iron ore as it outstrips the increase in demand..

Copper | Q4 2014 & Q1 2015

While prices have rebounded this quarter, downward pressure remains as speculation of a further deceleration of the Chinese economy continues to negatively impact market sentiment.

Platinum | Q4 2014 & Q1 2015

The past six months were even more difficult than anticipated some six months ago. Platinum prices continued downwards to five year lows and consensus prices estimates indicate that 2014 price levels will only be reached in 2017. Thus a challenging two years lay ahead for producers.


Metallurgical Coal | Q2 2014 & Q3 2014

Like many in the industry, I am bullish on the long-term prospects of coal in general. Shorter-term, we are seeing improvements in pricing – albeit not at the levels we’d experienced just a few years ago.

Thermal Coal | Q4 2013 & Q1 2014

With declining thermal coal prices, shifting supply and demand dynamics in the US and Chinese policy developments regarding the usage of coal in the energy mix, sentiment towards the future of thermal coal is negative.

Nickel | Q4 2013 & Q1 2014

The confirmation of the ban of Indonesian ore exports in early January 2014 has helped drive nickel prices higher.

Diamond | Q4 2013 & Q1 2014

Are synthetic diamonds a potential threat?

Archive: Commodity Insights Bulletins

Welcome to our KPMG archived series of bulletins focusing on key mining commodities. Each bulletin is aimed to provide insight into trends, issues and changes within the key mining commodity sectors.

 Commodity Price Volatility

 

This online tool allows you to compare commodities price data from 2008 to present and see correlation trends within the market.

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