Digging the Dirt – Bloomberg Intelligence’s Monthly Metals Call

This is a replay of our Bloomberg Intelligence Metals and Mining call on Thursday, Feb. 26 at 9 a.m. EST/2 p.m. London time with analysts Alon Olsha, Jack Baxter, Grant Sporre and Emmanuel Munjeri. Alon summarises the key results takeaways from the diversified miners and the implications for the sector. Jack digs into rare earths, including demand catalysts, supply risk and pricing pressure points. Grant lays out our iron ore outlook, focusing on China-driven demand, seaborne supply and margin implications for the majors. Emmanuel rounds out the call with a post-earnings read-through on senior gold miners, including costs, capital returns and balance-sheet priorities.