Digging Deep

Defense Metals in the Media

February 16, 2024

Our 2024 Predictions, Part 2

January 11, 2024

Our 2024 Predictions, Part 1

January 02, 2023

Can Gold Hit $3,000 in 2024?

29 December, 2023

Will Bitcoin ETFs Kill Gold?

November 21, 2023

What's Next for Gold?

06 June, 2023

Platinum and Palladium

February 2022

Transition to Production

June 15, 2021

Silver Suppression?!

February 02, 2021

Gold: Year in Review 2020, and 2021 Outlook

January 04, 2021

Gold has big year in 2020 and outlook for this year robust. Learn about monetary expansion and gold future prices.Read More

AbraPlata: CMR's full analysis of an Argentina focussed gold and silver junior

May 2020

The gold futures price reached US$1,767/ounce this week before retreating, which was the second time it has surpassed US$1,760 in the past two months, marking some of gold's highest levels in several years.Read More

Net zero scenario to require 9.7 Mt of new copper supplyover next decade

October 20, 2022 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.How much copper is needed to successfully meet the climate targets set out by the Paris Agreement? Wood Mackenzie quantifies the scenario in its latest research report, ‘Red metal, green demand: copper’s critical role in a...Read More

Royalties reform could dampen investors' appetite for Chile's copper sector

June 29, 2021 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Proposed changes to Chile’s mining royalty regime will not have a drastic impact on the country’s production landscape in the near-term.However, analysis from global natural resources consultancy Wood Mackenzie, a Verisk c...Read More

Strong macro headwinds provide a mixed outlook for mined commodity markets

October 08, 2018 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.This article first appear in Forbes on Oct 7, 2018. After a positive start to 2018, growing trade tensions have raised concerns over global economic growth, while tightening global liquidity is having an adverse effect on many em...Read More

Metals & mining: what to look out for in 2021

February 03, 2021 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.We enter 2021 with many mined commodity prices riding high after recovering from a dramatic pandemic-induced slump in H1 2020. But far from marking a new atmosphere of positivity, the new year brings new questions. How will Chinese po...Read More

Are we on the cusp of another mining super-cycle?

February 23, 2021 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.As the first wave of the coronavirus pandemic began to bite, many observers confidently predicted that the end was nigh for global economic activity. Governments around the world closed their economies as the only tool available to li...Read More

Metals and mining: will 2022 be the year of rebalance?

January 25, 2022 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Last year presented a unique challenge to metals and mining players: how to make sense of disorientating price volatility and a dizzying array of market signals. We expect 2022 to provide some respite from the frenetic pace of 2021 &n...Read More

Trump's latest China tariffs - what do they mean for metals and mining?

May 10, 2019 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.The U.S has increased tariffs on $200bn of Chinese goods to 25%, from 10%, impacting a number of metals. Commentary below comes from the Wood Mackenzie metals team:Copper By Wood Mackenzie Senior Consultant, Yanting Zhou"Previous...Read More

De Beers to Launch New Melee Tester in Early 2023

November 06, 2022 / www.diamonds.net

RAPAPORT... De Beers is working on a new testing machine for screening some of the tiniest melee diamonds, claiming the move will help the industry spot synthetic stones more efficiently.The new instrument will enable fast and automated verification of up to 3,600 stones per hour in the 0.001- to 0.0033-carat (0.6- to 1-millimeter) range, the miner said Friday. The equipment, part of the comp...Read More

Indian Festive Season Buoys Titan Profit

November 06, 2022 / www.diamonds.net

RAPAPORT... Titan Company's sales and profit jumped in the second fiscal quarter as the Indian retailer benefited from solid festive demand. Revenue - including at subsidiaries - climbed 22% year on year to INR 92.24 billion ($1.11 billion) for the three months ending September 30, the company reported last week. The jeweler registered a profit of INR 8.35 billion ($100.9 million), a 30% incr...Read More

Lightbox Brings On New CEO

November 06, 2022 / www.diamonds.net

RAPAPORT... De Beers has hired Antoine Borde as CEO of its Lightbox lab-grown diamond brand. He will succeed Steve Coe, who left the company in July.Borde was most recently global e-commerce vice president at French multinational food-products corporation Danone Group. He also worked at Coty Luxury, where he led e-commerce and digital transformation, and spent 12 years at cosmetics giant L'Or?(C)a...Read More

Holiday Sales to Jump as Shoppers Weather Challenges

November 06, 2022 / www.diamonds.net

RAPAPORT... US holiday spending is set to top last year's record figure, as consumers dip into their savings and rely on credit to provide gifts for loved ones, the National Retail Federation (NRF) has forecast.Retail sales in November and December will grow between 6% and 8% year on year, for a total of $942.6 billion to $960.4 billion, the organization predicted last week. The average increase o...Read More

Criminal Case Opened Over Jagersfontein Dam Disaster

November 06, 2022 / www.idexonline.com

(IDEX Online) - A criminal case is to be opened in South Africa against Jagersfontein Developments over the dam burst tragedy in September that killed at least two people and devastated a town.The Department of Water and Sanitation says that in addition to the criminal case it is implementing administrative enforcement measures against the company, owned by Dubai-based Stargems.  It alle...Read More

World's Biggest Collection of Australian Pinks on Display

November 06, 2022 / www.idexonline.com

(IDEX Online) - A huge collection of over 100 Australian pink diamonds, many from the iconic Argyle mine, collected over three decades by New York based LJ West Diamonds, is now on display at Melbourne Museum, Australia.It's described by organizers as "the largest collection of Australian pink diamonds to be shown in the world".Among the gems on display is the 2.83 carat Argyle Violet, the on...Read More

De Beers Can Screen Melee Down to 0.001-cts

November 06, 2022 / www.idexonline.com

(IDEX Online) - De Beers is launching a new diamond verification instrument, which it says is capable of automatically screening large volumes of melee at speed, and identifying rogue lab growns.Through its innovation arm, Ignite, it has developed technology to verify 3,600 diamonds per hour in the 0.001 carat to 0.0033 carat (0.6 to 1.0mm) size range.It says the new instrument, available early ne...Read More

Death of the Moonshot: Major Tech Pivot Incoming

November 01, 2022 / www.outsiderclub.com

In case you haven't noticed, the majority of Big Tech's most notable recent moonshots are far from critical. I've asked it before, and I'll ask it again: Do we really need a metaverse? I'm struggling to imagine anyone working a 9-to-5 job as a legless, dead-eyed denizen of Mark Zuckerberg's uncanny valley. Or how about self-driving vehicles? I'll be the first to admit I can't wait to hand...Read More

Osisko buys royalty on Solgold project for US$50 million

November 07, 2022 / www.canadianinvestor.com

Share this article VANCOUVER - Solgold [SOLG-TSX, LSE] has struck a binding agreement with Osisko Gold Royalties Ltd. (OR-TSX, OR-NYSE) for a US$50 million royalty financing with reference to the company's Cascabel copper-gold project in northern Ecuador.Osisko will receive a 0.6% net smelter royalty (NSR) royalty interest from Solgold, calculated with reference to net smelter returns from the Ca...Read More

Economics, not Politics will Make Cultured Meat the Next Big Thing

November 07, 2022 / www.energyandcapital.com

Ugh, do we have to politicize everything?Texas congressman Ronny Jackson, recently posted this tweet ...This is, for lack of a better word, stupid.Why would someone have to politicize disruptive food technology? And in such an absurd way, too?Why would lab-grown meat (also called cultured meat), turn you into a socialist democrat?That makes no sense.The meat isn't "fake" either.The only differen...Read More

China Scores on the Biggest Supply Crunch of the Decade

November 07, 2022 / www.energyandcapital.com

I hate to be the bearer of bad news, but the war in Ukraine is showing no signs of slowing down. From what I've seen, aside from some of the more brainwashed Russian public, the world is almost unanimously on Ukraine's side. Regardless, nobody is benefiting from this. Russia's economy is falling apart as more and more international businesses pull out. Even McDonald's revoked the nation's...Read More

Rick Rule & Lobo Tiggre discuss China's covid zero policy, recession, inflation, gold

November 07, 2022 / marketsanity.com

The Power & Market Report, Released on 11/7/220:35 Broader market update9:48 China reopening months a way15:31 Effect of China reopening on industrial commodities17:56 The next recession19:07 Gilt market21:02 Rising interest rates and emerging markets23:25 Real yield with inflation at 8%27:23 Sentiment among family offices30:07 Leveraging gold holdings42:25 Yamana Gold takeoverRick Rule, founder a...Read More

Schiff: The Gold Train Has Left the Station

November 07, 2022 / marketsanity.com

YouTube/PeterSchiff, Released on 11/7/22 (Recorded on 11/6/22) ? Commodities break out of their bear market corrections. ? Tech stocks collapsing further. ? Smart money is buying gold mining stocks. ? Labor force participation rate has declined despite extra jobs.Peter Schiff is an internationally recognized economist specializing in the foreign equity, currency and gold markets. Mr. Schiff made h...Read More

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