【出版时间及名称】:2010年美国金属与矿产行业前景展望
【作者】:德意志银行
【文件格式】:pdf
【页数】:77
【目录或简介】:
Table of Contents*
Executive summary ........................................................................... 3
Commodity revision summary ....................................................... 10
Alcoa – leveraged aluminum play .................................................. 30
Cliffs Natural Resources – perfectly positioned in bulks ............. 35
Coeur d’Alene Mines – operations stabilizing............................... 40
Freeport-McMoRan –cash flow harvest ahead ............................. 44
Grupo Mexico – Asarco consolidation next driver ....................... 48
Silver Standard – Pirquitas slow, but gold finds add value......... 52
Southern Copper – Cananea strike still unresolved ..................... 56
Thompson Creek – moly leverage ahead....................................... 60
Vale – Benchmark prices back in vogue ........................................ 64
Recent publications......................................................................... 70