Digging Deep

End of Banks in Canada?

September 16, 2024

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

Copper prices: fundamentally justified or fundamentally flawed?

June 01, 2021 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. Throughout 2021, I have been quite vociferous in my view that prices for copper (along with several other mined commodities) do not reflect fundamentals – the dynamics of supply, demand, stocks, costs and their empirically-observed relationships. My 35-year career following and opining on markets is grounded i...Read More

Copper: things to look for in 2024

January 25, 2024 / www.woodmac.com

What will be the key themes for copper in the year ahead? Growing economic and political uncertainty amid the slew of elections in some key copper-producing and consuming countries is one area we will be watching closely.Crucially, the timing of any interest rate cuts as well as energy transition-related developments will determine the strength of demand, notwithstanding the uncertainties due to t...Read More

Infographic | The future of the copper market

October 28, 2024 / www.woodmac.com

The copper market is on the brink of transformation, driven by increasing demand for copper-intensive technologies and the urgent need for sustainable practices across the metals and mining industry.Our interactive copper infographic offers a comprehensive overview of the future of the copper market, detailing the key trends and projections that will shape the industry through 2034.Fill out the fo...Read More

The energy transition sparks new interest in copper mining

February 09, 2024 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. Copper has often been important for technological progress. It was copper cladding for sailing ships’ hulls that led to dramatic improvements in speed, manoeuvrability and durability in the late 18th and early 19th centuries. That history continues in the modern era: copper is one of the critical metals &ndash...Read More

Webinar | Copper Rush: Diversify or go pure play?

September 17, 2024 / www.woodmac.com

The global copper rush is on, with diversified miners and pure-play copper companies locked in a strategic showdown. As the clean energy revolution accelerates, diversified miners are hungry for copper exposure, but permitting delays and rising capital costs are crippling organic growth. To fuel their copper ambitions, many are turning to mergers and acquisitions.This webinar will dive deep i...Read More

Webinar | Copper: Unpacking short-term volatility vs long-term fundamentals

April 01, 2020 / www.woodmac.com

Sentiment surrounding coronavirus (COVID-19) has dominated markets and copper price movements so far in 2020.  As a result of the virus, near-term global demand is softening, and the copper market is facing oversupply as a period of significant mine supply is on the horizon.   So, looking at the copper market fundamentals – where will the winners and losers be? Join our w...Read More

China's copper industry cushioned from power crunch

November 12, 2021 / www.woodmac.com

Wood Mackenzie’s latest report shows that compared to other base metals, China’s copper market appears to be better cushioned from the country’s power crunch.Since mid-2021, the Chinese government has been rationing power across many provinces with greater focus on energy-intensive industries such as steel, cement, chemicals and non-ferrous metals. Despite the measures, China&rsq...Read More

Global copper market to see another year of volatile prices

January 22, 2020 / www.woodmac.com

As we look to 2020, copper is faced with a finely balanced market. For now, positive investor sentiment around copper’s fundamentals is supporting higher prices. Stronger demand growth is underpinned by new semis capacity, while mine supply growth will be reliant on additions from both projects and existing mines. Meanwhile, the recent approval of new copper scrap re-categorisation standards...Read More

Five ways the copper industry can improve economics and sustainability

December 22, 2020 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice.Driven by a growing list of stakeholder requirements and an explosion in creative solutions, we expect the mining industry to accelerate its adoption of technology.The sense of urgency will grow as corporates pursue net-zero CO2 pledges, improved water management, continued improvements to employee safety, and cost optimisatio...Read More

Nickel and copper: building blocks for a greener future

April 04, 2022 / www.woodmac.com

Both nickel and copper possess properties that give them a central role in the drive for a greener future. While demand from existing use cases will continue to grow steadily, electric vehicle (EV) and energy storage applications will underpin a huge increase in long-term demand.At the recent Future Facing Mined Commodities Forum, we looked at the importance of these two metals for the energy tran...Read More

Tech Talk for Friday February 7th 2025

February 06, 2025 / timingthemarket.ca

U.S. equity index futures were lower this morning. S&P 500 futures were down 7 points at 8:35 AM EST. S&P 500 futures slipped 2 points following release of the U.S. January Employment Report. Consensus for January Non-farm Payrolls was 175,000, down from upwardly revised 307,000 in December. Actual was 143,000. Consensus for the January Unemployment Rate was 4.1%, unchanged from December....Read More

Trump's Bold Plan is Working

February 11, 2025 / dailyreckoning.com

In the very near future, cutting-edge semiconductors will finally be made in the U.S.TSMC's new $40 billion Arizona plant will soon be producing 4 nanometer chips, which are on the edge of what's possible today.The company is reportedly in talks with NVIDIA to produce top-end GPUs at the facility. By 2028 the plant is expected to be producing 2 nanometer chips, which are the smallest and most adva...Read More

The Order of Love

February 11, 2025 / dailyreckoning.com

Love? What in the name of Bill Bonner are you writing about, Seanie?Well, I found JD Vance's smiting of Rory Stewart on X too delicious not to write about. And it explains much of the mess the Western world finds itself in.But before I proceed, let me introduce you to some of the best philosophers I know and explain why Vance was right from a common-sense and Catholic perspective.The great Catholi...Read More

Why Coffee Prices Are Soaring: The Climate Crisis Brewing Behind Your Morning Cup

February 05, 2025 / www.youtube.com

CoffeePrices #Commodities #ClimateChange #Investing #Starbucks #SupplyChain #CoffeeMarket Coffee prices are hitting ...Read More

The Next Major Golden Triangle Discovery | Roger Rosmus - Goliath Resources

February 05, 2025 / www.youtube.com

Gold #Mining #stocks #goldprice #preciousmetals #stockmarket #trending In this interview with Roger Rosmus, CEO of Goliath ...Read More

GOLD: B2Gold's Namibia Antelope PEA

February 05, 2025 / www.youtube.com

gold #mining #preciousmetals #smallcapstocks #stockmarket Discover how B2Gold Corp. (TSX: BTO) is breathing new life into its ...Read More

Michael Gayed on the Reverse Carry Trade, Inflation Data, Bitcoin, Gold and Small Caps

February 06, 2025 / www.youtube.com

Publisher of The Lead-Lag Report, Michael Gayed, joins Mel on The Street to discuss "false freak outs," U.S. tariff threats against ...Read More

Arizona Metals Hits 2.7% CuEq at 450m Step-Out, Extends Kay2 Zone at Depth

February 05, 2025 / www.youtube.com

We caught up with David Smith, VP of Exploration at Arizona Metals (TSX:AMC) to discuss their significant step-out discovery at ...Read More

Molycop is Cutting Shutdowns by 25% & Improving Production

February 06, 2025 / www.youtube.com

Visit Molycop to Learn More: https://www.molycop.com/ Discover their Products: https://www.molycop.com/products Learn ...Read More

Molycop Ensures Mining Operations Keep Running

February 06, 2025 / www.youtube.com

Visit Molycop to Learn More: https://www.molycop.com/ Discover their Products: https://www.molycop.com/products Learn ...Read More

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