Vladimir Zernov

Pan American Silver recently published the preliminary economic assessment of its Mexican Dolores mine expansion. The project is estimated to increase the mine's annual silver production by 1.39 million ounces, while increasing average annual gold production by 37,000 ounces. The company evaluated the results of the study as positive, but decided to defer making a construction decision for the next 9-12 months. Why is Pan American Silver being so cautious?

Freeport-McMoRan is going to reach its ambitious debt-reduction target by assets sales.

Alpha Natural Resources has to make more aggressive steps in optimizing its portfolio to become a definitively cheap company.

Freeport-McMoRan agreed to a memorandum of understanding with the Indonesian government, stepping closer toward the resumption of copper exports.

Shares of South African miners will likely carry a discount for exposure to the country because of multiple, long strikes.

Teck Resources obtained the right to purchase up to 20 million shares, but how likely is the buyback?

Absorbed in the battle with Casablanca Capital, Cliffs Natural Resources could finish without a game plan.

Just like BHP Billiton, Rio Tinto wants its share of the potash pie.

Schlumberger will continue to trade at a premium to its peers, but this does not limit their upside.

S&P downgrades Walter Energy to junk rating, putting further pressure on the company.

Newmont Mining goes to court regarding the Indonesian copper concentrate export issue.

Alcoa's recent acquisition solidifies its aerospace presence.

Franco-Nevada and Royal Gold have significant cash positions, but it is difficult to put all this money to work effectively.

Cliffs Natural Resources and Casablanca Capital continue to bash each other, but they fail to make a compelling case for a turnaround.

AK Steel's and Nucor's second-quarter earnings will be softer than expected, but this doesn't change the outlook for these companies.

Agnico Eagle Mines enjoys strong production growth and free cash flow, but needs further gold price upside as shares became richly valued.

Potash Corp. recalls layoff because of granular potash market tightness, which is good news for the company and for Intrepid Potash.

Allied Nevada Gold is considering selling a stake in itself.

While all met coal producers are short term losers, cost-effective ones have good chances to profit in the longer term.

Barrick Gold's talks with China National Gold did not include Pascua-Lama.