Today’s Issue Cluster: Mining
Germany – Jun: Trade surplus in slight decline; exports +0.3%, imports +1.0% / AFP
UK – Jul: Retail Sales Defy Brexit Vote; +1.1% from -0.5% / WSJ
US – Jun: JOLTS job openings tick higher; 5.6m from 5.5m / CNBC / R
EU – Spain: Enjoys tourism boom as terror fears stifle rival regions FT *
EU – Bank shares: a bargain or poison for investors? FT *
EU – Investment banks sharply underperform US rivals FT * *
UK – Fintech sector seeks light at end of Brexit tunnel R *
UK – Brexit fears drive fall in land prices FT *
Metals – Investors Look Past Gloomy View of the Economy B *
Metals – Zinc, Nickel and Copper still being imported by China R / FT *
Metals – Anglo American Just Scratching Surface to Slim Down WSJ *
Steel – China Said to Mull Mergers to Create Two State Giants B *
Lead – Has risen just 2% while sister Zinc has jumped 38% B *
Copper – Goldman Warns of ‘Supply Storm’ B *
Copper – Wins Fans in Health Care WSJ *
Tin – Britain Goes Back to Bronze Age With Plans to Revive Mining B * *
Aluminum – Heats up for want of cold metal r *
Aluminum – A Poor Man’s Steel When It Comes to Fighting China B *
Lithium – FMC contract underlines rising battery demand FT
Lithium – Australia miners find themselves in a sweet spot N *
Platinum/Palladium – Chase down gold’s stellar showing FT
Gold – Near 2016 high on haven demand FT / WSJ
Gold – At ‘Rich Level’ as Fed May Hike Three Times B *
Potash – What’s next after China contract FT * *
Nuclear – US Customers Could Pay $2.5b Plants That Never Get Built B * *
Nuclear – China Cracks Down on Protests WSJ / NYT
Nuclear – Chinese City Backs Down on Fuel Plant After Protests NYT / FT
Nuclear – China warns UK over £18b deal FT
Nuclear – When the facts change… E *