Yulia Tolstykh

Alfa

Analyst, Metals & Mining @ Alfa

Yulia joined the Alfa-Bank Research team in 2017, covering Metals & Mining stocks. Yulia holds a BA degree in Economics from the National Research University – Higher School of Economics.

Yulia Tolstykh
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Latest articles from Yulia Tolstykh

Russia: Assessing the "E" in metals & mining ESG — Risks and opportunities

The investment community is becoming increasingly aware of the risks and opportunities related to carbon intensive businesses, which is gradually transitioning to new production methods and incorporating a wider set of considerations to comply with e...
Alfa Boris Krasnozhenov
Boris Krasnozhenov @ Alfa 23 December 2020
Eco-Warrior: Assessing the "E" in Russian metals & mining ESG
Eco-Warrior: Assessing the "E" in Russian metals & mining ESG

US benchmark steel price reaches $825/t — Positive

Steel prices have continued to rally and have reached $825/t of HRC (short-ton, US benchmark) in the US. The price benchmark also touched $880/t level in 2011, when the commodity market was booming on the Chinese recovery. The consumption ratio is ab...
Alfa Boris Krasnozhenov
Boris Krasnozhenov @ Alfa 8 December 2020

Silver Alert: Reassessing the price potential

While the all-time high price is not that far off we are going to access whether the precious metal price has further upside potential on 1) stronger demand fundamentals, 2) weaker supply and 3) a silver price rerating on the gold/silver ratio. We ar...
Alfa Boris Krasnozhenov
Boris Krasnozhenov @ Alfa 2 October 2020
Silver Alert: Reassessing the price potential
Silver Alert: Reassessing the price potential

Nornickel shareholder tensions rise – neutral

The CEO of Interros, Sergey Batekhin commented on the shareholder conflict situation and Nornickel (MNOD:LI; O/W; TP $35.3/GDR) developments. The Interros and RUSAL relations have deteriorated. Interros believes that RUSAL's focus on dividends comes...
Alfa Boris Krasnozhenov
Boris Krasnozhenov @ Alfa 30 July 2020

Lab-grown diamonds? We doubt it – Investing community assesses new risks

Following our ALROSA update “Can diamonds regain their sparkle?” Another interesting fact is that China produces 85% of global LGD volumes, reflecting a huge industrial base. Tiffany: “Our position is LGDs are not a luxury material. The significant p...
Alfa Boris Krasnozhenov
Boris Krasnozhenov @ Alfa 8 June 2020

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MMC Norilsk Nickel PJSC

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