High oil prices benefit Canada, Carney says – by Nathan VanderKlippe (Globe and Mail – September 8, 2012)

The Globe and Mail is Canada’s national newspaper with the second largest broadsheet circulation in the country. It has enormous influence on Canada’s political and business elite.

Calgary — Mark Carney strode in front of the most powerful members of Canada’s energy industry with a message that was sure to please: the Bank of Canada has done the math, and oil companies are not setting the country on a course of economic destruction.

In short, he said, high oil prices aren’t hurting Canada. “In a world of elevated commodity prices, it is better to have them. Bank of Canada research shows that high commodity prices, regardless of the cause, are good for Canada,” he said.

Strong crude pricing does force a rise in the loonie, he said. But the overall impact is a net rise in “income, wealth and GDP in Canada.” While the higher dollar does harm non-commodity exports, that pain is “partially offset by the fact that a stronger currency reduces the cost of productivity-enhancing machinery and equipment imports,” he said at the annual Spruce Meadows Round Table just south of Calgary, which draws business leaders from across the world.

And, Mr. Carney added, any central bank efforts to ward off so-called Dutch disease – by tampering with Canada’s currency to protect manufacturers, for example – are likely to do more harm than good.

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NEWS RELEASE: Mining Association of Canada Remains Bullish on Metal Outlook

British Columbia in strategic position to benefit from mining’s largest customer, China
 
VANCOUVER, B.C, Sept. 7, 2012 /CNW/ – Canada’s mining industry is on the right path to continued prosperity despite current market volatility, says the Mining Association of Canada (MAC).
 
In a speech to members of the Vancouver Board of Trade, MAC President and CEO Pierre Gratton said regulatory reform, investment in infrastructure and promotion of strong trade relations with countries such as China, the world’s biggest consumer of metals, will keep Canada globally competitive.
 
Despite a slowdown in Chinese growth to 7.6 per cent in the second quarter, from decades of 10 per cent average annual growth, Gratton noted that most prices remain at relatively high levels, despite a fall off in recent months, and emphasized that the long-term fundamentals that have supported rising commodity prices over the past decade remain.
 
“The mining super cycle is not over, it is taking a pause. This is the nature of the mining business, which is cyclical,” said Gratton.  “The industry is generally better prepared for the current slowdown compared to last time, which was much more dramatic.”

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Tar and feathers suitable for [Ontario] premier and minister – by Mac Dysart (Timmins Daily Press – September 7, 2012)

 The Daily Press is the city of Timmins broadsheet newspaper.

TIMMINS – If these were the days of the old western frontier, these men, after being rounded up by the posse, would probably have been dealt the most severe consequences of the old western judicial system for their complete disregard, humiliation and disrespect to country and fellow man. I am speaking of no one other than Rick Bartolucci, Minister of Northern Development and Mines, and Dalton McGuilty. (excuse the pun in spelling.)
 
Have we ever received a grant or a visit from Bart? Not that I know of! Have we ever seen McGuilty here? No!
 
These two men alone, especially Bart, a supposedly true northerner, since being appointed to this post by Dalton McGuilty, are doing more to ruin the structure of Northern Ontario than anyone in our history, and should and must, stand responsible for their actions of dissembling the Northeast Corridor of this province.
 
(Dr. David Suzuki fits into this category also, with his environmental issues, but that’s another story.) These actions should be declared an act against humanity, of which everyone must be held accountable, and these two are no exception to the rule.
 
The most eastern section of the North, including the Ontario Northland Railroad corridor, the very spinal system of the great North, does not fit into their vision as part of what we calls the North.

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In China, Silvercorp critic caught in campaign by police – by Mark MacKinnon and Andy Hoffman (Globe and Mail – September 8, 2012)

The Globe and Mail is Canada’s national newspaper with the second largest broadsheet circulation in the country. It has enormous influence on Canada’s political and business elite.

BEIJING and VANCOUVER — On the afternoon of Dec. 28, Huang Kun was about to board a flight to Hong Kong when his Canadian passport was flagged by officials at Beijing’s International Airport, and he was taken into custody by Chinese police.

It was the beginning of a prolonged and often frightening ordeal for Mr. Huang that has landed the 35-year-old from British Columbia in a Chinese jail – sharing a one-bed cell with 20 other men. He is expected to soon face charges of criminally defaming a Vancouver-based mining company called Silvercorp Metals Inc.

Mr. Huang knew when he went to the airport that day that police in the city of Luoyang, where Silvercorp’s flagship mining operations are located, had arrested and interrogated two associates of his. The men had helped him prepare a scathing research report that, when its allegations were published, sent Silvercorp’s share price tumbling 20 per cent in one day on the Toronto Stock Exchange.

What he didn’t know was that in the wake of a series of scandals involving Chinese companies listed on North American stock exchanges, authorities in China had decided to push back hard against those attacking the credibility of Chinese firms.

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Martin Falls signs Ring of Fire agreement with Ontario – by Lenny Carpenter (Wawatay News – September 7, 2012)

Northern Ontario’s First Nations Voice: http://wawataynews.ca/

Marten Falls First Nation and the Ontario government signed a Memorandum of Understanding (MOU) on Sept. 7.  The agreement signifies a working relationship where the two parties will work to ensure minimal environmental impacts as a result of mining development in the Ring of Fire.
 
Signed in Marten Falls by Chief Eli Moonias, Northern Development and Mines Minister Rick Bartolucci and Natural Resources Minister Michael Gravelle, the MOU addresses the employment, economic development and environmental impacts of any Ring of Fire projects in the First Nation’s traditional territory.
 
In a media release, Moonias said the Ring of Fire is an opportunity for the community to work towards the implementation of Treaty 9, which their ancestors signed with mutual benefits for all parties, including an annual payment of $4 for all band members.
 
“Needless to say, the environment has no price tag,” he said. “Therefore, development will proceed only if the environmental assessment process is thorough and with the full participation of Marten Falls First Nation.”

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Good news: Vale’s Thompson smelter and refinery may stay open a year or two beyond 2015 – by John Barker (Thompson Citizen – Septmeber 7, 2012)

The Thompson Citizen, which was established in June 1960, covers the City of Thompson and Nickel Belt Region of Northern Manitoba. The city has a population of about 13,500 residents while the regional population is more than 40,000. editor@thompsoncitizen.net

Peter Poppinga, who less than a year ago replaced Tito Martins in Toronto as chief executive officer of Vale Canada and became executive director of base metals globally for Brazilian-based mining giant Vale, told company managers Sept. 6 “that every aspect of the base metals business is under review, including our Manitoba Operations, and we may face new challenges and new opportunities in the coming months as a result,” Lovro Paulic, general manager of smelting and refining, Don Wood, general manager of production services and Mark Scott, general manager of mining and milling, said in a jointly-issued letter from the three most senior managers in Manitoba Operations to employees here Sept. 7.

“The most pressing and immediate challenge before us is to reduce costs and increase efficiencies while continuing to strive for Zero Harm—these are complementary,” the trio said.

United Steelworkers Local 6166 President Murray Nychyporuk, elected to his second three-year term last spring, says the “news is not surprising” and the union recognizes the world nickel market has taken a serious downturn over the last year and Vale has to find a way to cut costs. Nychyporuk said the union would work with the company during the review process to protect their common interests.

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Asian trade data point to dire outlook for mining stocks – by Scott Barlow (Globe and Mail – September 6, 2012)

The Globe and Mail is Canada’s national newspaper with the second largest broadsheet circulation in the country. It has enormous influence on Canada’s political and business elite.

Recent trade data illustrate a near-collapse in Asian exports to the European Union which, if it continues to accelerate, would signal the end of the mining supercycle.

Over the past decade, Canadian mining stocks have closely tracked the path of Asian export data, highlighting the importance of Asian manufacturing growth on demand for base metals.

The incredibly sharp decline in exports from South Korea and China to Europe suggest a dire outlook for Canadian mining stocks and sustained selling pressure in the sector.

“Asia’s export growth to the E.U. fell from –5.0 per cent in June to –15.6 per cent in July, and the trajectory is becoming as steep as during the global financial crisis” writes Nomura economist Rob Subbaraman.

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Glencore sweetens Xstrata bid as shareholder vote delayed – by Pav Jordan (Globe and Mail – September 7, 2012)

The Globe and Mail is Canada’s national newspaper with the second largest broadsheet circulation in the country. It has enormous influence on Canada’s political and business elite.

Global commodities giant Glencore International PLC has sweetened its offer to acquire Swiss miner Xstrata PLC, bowing to pressure from a key shareholder who said the initial $34-billion was too low.

Xstrata, which is 34-per-cent owned by Glencore, said the new proposal envisaged an increase to the merger ratio to 3.05 Glencore shares for every Xstrata share, from a previous merger ratio of 2.8 shares.

“The board of Xstrata PLC has received a proposal from Glencore International PLC to amend the terms of the merger of Glencore and Xstrata,” Xstrata said in a statement.

Glencore’s offer to acquire Xstrata hit a road block in recent months after one of its top shareholders, Qatar Holdings, a global investment house founded by the Qatar Investment Authority, said the offer was too low.

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Links with China bring ‘long-term pain’: study – by Jameson Berkow (National Post – September 7, 2012)

The National Post is Canada’s second largest national paper.

CALGARY – Bribery, corruption and state interest trumping business logic remain common in China, and Canada must remain keenly aware of those trends as it mulls closer economic ties with the Asian superpower, says a report published Thursday.

The University of Calgary paper, titled Dancing With The Dragon, was released the same day two other reports urged Canada to take steps toward fostering more business relationships between the two countries.

As the federal government reviews China’s $15-billion bid for Canada’s Nexen Inc. — the largest foreign takeover attempt to date by the Communist country — the three publications together serve as a warning for Ottawa not to trade long-term prosperity for short-term gains.

“Those short-term gains very often create long-term pain in such a terrible way that I [have seen] the suffering of those people [who] were raking in new opportunities and then all of a sudden they dry out,” Josephine Smart, economic anthropology professor at the University of Calgary and author of the report, said in an interview.

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UPDATE 2: Glencore ups offer for Xstrata to $37bn – by Clara Ferreira-Marques and Emma Farge (Mineweb.com – September 7, 2012)

www.mineweb.com

Glencore is now proposing to offer 3.05 new shares for every Xstrata share, with Ivan Glasenberg as the new CEO in place of Xstrata’s Mick Davies.

LONDON/ZUG (Reuters) –  Commodity trader Glencore has raised its offer for miner Xstrata to salvage a bid, now worth about $37 billion, that appeared to be heading for the rocks after Xstrata shareholder Qatar held out for more.
 
Xstrata said Glencore was now proposing to offer 3.05 new shares for every Xstrata share, up from 2.8, with Glencore Chief Executive Ivan Glasenberg to become CEO of the combined group, instead of Xstrata boss Mick Davis as originally envisaged.
 
Xstrata said Glencore was also suggesting a possible change to the structure of the deal that could allow it to pass more easily with a simple majority of shareholders.
 
Glencore’s bid had been teetering on the brink of collapse after Xstrata’s second-largest shareholder, Qatar, with 12 percent, said it would vote against the deal unless it was improved.

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[Canada Natural Resources Minister] Oliver warns of ‘missed opportunity’ – by Yadullah Hussain (National Post – September 7, 2012)

The National Post is Canada’s second largest national paper.

You would think that Joe Oliver would be used to the media glare by now, but a little more than a year into the job as the minister of natural resources, he is still amazed to see his department get such intense press attention.

“It is interesting how much in the public eye all this is – it’s nothing to do with the colour of my tie, but it’s important for the country,” he said on the sidelines of a press conference this week that saw media folk crammed in the offices of Canaccord Genuity in downtown Toronto to listen to the minister speak. Despite the acres of media space dedicated to energy issues, the former investment banker is finding it tough to get many Canadians on his side.

Many energy projects Ottawa is trying to push face fierce opposition. The Alberta oil sands development is derided not only by environmentalists and many aboriginal groups but even provinces like British Columbia and Ontario. The two key pipeline projects – Enbridge Inc.’s Northern Gateway and TransCanada Corp.’s Keystone XL – are bogged down in regulatory and environmental red tape. And the federal government’s efforts to improve environmental standards have been dismissed by critics as weak and insufficient.

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Democrats show no love for Canadian oil – by Claudia Cattaneo (National Post – September 7, 2012)

The National Post is Canada’s second largest national paper.

Amid all the hoopla of the Democratic party convention this week and the promises of shared prosperity, there was little for Canada to take away.
 
In the party’s national platform, released to coincide with the event in Charlotte, N.C., Canada barely rates a mention and there is nothing on the most important unresolved issue between the two countries and a big pillar of Canada’s own future prosperity — the stalled Keystone XL pipeline.
 
It’s a stark contrast to the Republican plan, which has made North American energy independence with the help of a stronger partnership with Canada and Mexico a key objective, and promises approval of the controversial US$7.6-billion pipeline from Alberta’s oil sands to refineries in the U.S. Gulf “on Day One” of a Mitt Romney administration.
 
Heads up: if re-elected in the Nov. 6 vote, Barack Obama will keep Canada guessing about the fate of the controversial project, despite approving the southern leg earlier this year, continuing efforts by proponent TransCanada Corp. to improve the more controversial northern leg, and by Ottawa to lobby for its approval.

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A failed deal with Glencore means a lonely road to growth for Xstrata – by Clara Ferreira-Marques (Mineweb.com – September 6, 2012)

www.mineweb.com

With Glencore’s $34 billion takeover bid set to collapse on Friday, Xstrata boss Mick Davis will have to woo back disgruntled shareholders to push ahead a solitary growth plan

LONDON (Reuters) –  With Glencore’s $34 billion takeover bid set to collapse on Friday, Xstrata boss Mick Davis will have to woo back disgruntled shareholders in the miner and push ahead alone with ambitious growth plans.
 
Chief Executive Davis aims to steer the fourth-largest diversified miner from its acquisition-fuelled first decade into a phase of organic, or self-generated, growth, which the miner hopes will boost volumes by 50 percent by the end of 2014 and cut average operating costs by a fifth.
 
The broad, bespectacled South African who has led Xstrata for the past decade has major hurdles ahead – unhappy minority shareholders demanding changes at the top and an even unhappier situation in Xstrata’s platinum investment Lonmin, the South African miner hit by a strike and soaring costs.

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NEWS RELEASE: NORONT RELEASES POSITIVE FEASIBILITY STUDY FOR EAGLE’S NEST PROJECT

Sep. 4, 2012

Toronto, Ontario, September 4, 2012. Noront Resources Ltd. (“Noront” or the “Company”) (TSX Venture: NOT) is pleased to announce the results of an updated National Instrument 43-101 – Standards of Disclosure for Mineral Projects (“NI 43-101”) compliant Feasibility Study (“FS”) for a stand alone nickel, copper, platinum group element (“Ni-Cu-PGE”) mine and mill complex exploiting the Company’s 100% owned Eagle’s Nest deposit (the “Project”), McFaulds Lake, James Bay Lowlands, Ontario. The results of the independent study, completed by Independent Consultants1 under the supervision of Micon International (“Micon”), confirms that Eagle’s Nest offers robust economics.
 
FEASIBILITY STUDY HIGHLIGHTS:

A Discounted Cash Flow (“DCF”) based on the Assumed Metal Prices2 indicates:
•an after tax Net Present Value at an 8% discount rate (“NPV(8%)”) of $543 million;
•an after tax IRR exceeding 28%;•an estimated initial capital investment of $609 million;
•an estimated life of mine sustaining capital cost of $160 million;
•estimated operating costs (including road access fees) of $97 per tonne or $2.34 per pound of nickel equivalent or -$0.31 per pound of nickel net by-product credits;
•an estimated mine life of 11 years; and
•a capital payback period of under 3 years based on a 100% equity project.

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Reports of Australian mining boom’s death ‘exaggerated’-PM Gillard – by Dorothy Kosich (Mineweb.com – September 5, 2012)

www.mineweb.com

Australian Prime Minister Julia Gillard ventured into politically hostile territory at the Association of Mining and Exploration Companies to drum up support for her education program

RENO (MINEWEB) – Australian Prime Minister Julia Gillard’s insistence that the Australian mining boom was far from over, struck a discordant note among attendees at the Association of Mining and Exploration Companies convention Tuesday.
 
Last month, Gillard’s Resources Minister Martin Ferguson declared Australia’s mining boom over after the world’s largest mining company, BHP Billiton, delayed the expansion of the Olympic Dam expansion and announced it would not approve any major new projects before June 2013.
 
The same day Gillard delivered her talk, Fortescue Metals Group announced it would cut staff and reduce operating costs, and would revise its FY 2013 capex guidance from US$6.2 billion to $US4.6 billion. The company also said it would defer development of the Kings deposit within the Solomon Mining hub and the completion of a fourth berth at Herb Elliot Port until “iron ore prices return to more sustainable levels.”

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