Stephen Briggs, metals strategist at BNP Paribas, believes that poorore grades, namely from major mining companies, are at the top of the list for poor mine supply this year.
Barclays believes the main reasons for these declines stem from poorore grades being mined as well as disruptions in the form of strikes, with some pipeline cuttings, and poor weather.
Several experts in the field outlined several issues that they said point to a decline in the mining industry, from poorore grades to declines in drilling activity to misinformation on the investment side.