Aurora Funds Management's Hugh Dive says he has miners stocks because there is a lack of clarity on outlook.
Iron ore prices will remain choppy through 2016, but are expected to rise steadily in the next two years, says Prestige Economics' Jason Schenker.
The "FMHR" trades discuss the trades in the mining and metals space as gold and silver continue to gain.
Lonmin miners still live in the "truly appalling" conditions that were a major cause of the fatal strikes four years ago, Amnesty International says.
Zambia's president has been re-elected in a closely contested vote, the country's electoral commission announced Monday.
The new head of state has already made waves with his latest moves in just the five weeks since inauguration.
This month alone, Duterte's threatened the mining sector, vowed to "destroy oligarchs," and insulted a U.S. diplomat.
A bright spot in Glencore's operations update was that it raised its copper production guidance, says Clarksons Platou Securities' Jeremy Sussman.
John Meyer, analyst at SP Angel, comments on the latest production report from Glencore.
The rally in palladium prices could be due to China's lease rates or vehicle emission control policies, says Ayers Alliance Securities' Jonathan Barratt.
"Fast Money" trader Brian Kelly and Dennis Davitt, Harvest Volatility Management, discuss their views on the major mining rally.
Shares of Cliffs Natural Resources are down 7 percent today. CNBC's Dominic Chu reports the details.
Gold buyers may be the Donald Trump voters of the commodities market, says an analyst who thinks this year's bullion rally may push prices above $1,500.
Annalisa Jeffries of Platts notes that strong Chinese demand has led to a turnaround for the commodity.
Rio Tinto may have presented a subdued global outlook, but it still boasts solid growth projects, according to Rob Brierley of Patersons Securities.
The SPDR Gold Trust has already rallied more than 27 percent this year.
Jean-Sebastien Jacques, CEO of Rio Tinto, puts the company's latest earnings results into context and says the miner's net debt has fallen.
Rio Tinto may do more copper exploration as China moves toward a consumer-led economy, says Ayers Alliance Securities' CIO, Jonathan Barratt.
Better-than-expected iron ore prices this year will help Rio Tinto, says MineLife's senior resource analyst, Gavin Wendt.
Security is a critical issue but the future of the company is in Africa, says John Welborn, Resolute Mining's MD and CEO.