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

Sunrun-Vivint Solar deal represents largest consolidation in residential solar history

July 07, 2020 / www.woodmac.com

Sunrun has agreed to acquire Vivint Solar in an all-stock transaction. The deal is valued at $3.2 billion including debt.Commenting on the deal, Ravi Manghani, Wood Mackenzie Research Director, said: "Per Wood Mackenzie’s US PV Leaderboard, Sunrun and Vivint have been the #1 and #2 residential solar companies in the US for the past few years. Sunrun holds about 9% of the market share and Viv...Read More

Ensco beefs up fleet with Rowan deal

October 08, 2018 / www.woodmac.com

Commenting on the news that offshore driller Ensco will buy Rowan in a $2.38 billion deal, Leslie Cook, principal analyst, Wood Mackenzie, said: "As we have been saying for the past two years, consolidation among drillers is paramount to a recovery. In that respect, this announcement comes as no surprise."Ensco and Rowan are companies that have strong brand recognition in both the jack-up and floa...Read More

Comstock takes Haynesville lead with US$2.2bn Covey Park deal

June 11, 2019 / www.woodmac.com

Comstock Resources today tightened its grip on the Haynesville basin with a US$2.2 billion cash-and-stock deal to buy privately-held Covey Park.Robert Clarke, director, US Lower 48, at global natural resources consultancy Wood Mackenzie, said: “The deal creates a Haynesville leader with the pro-forma company having access to the three best parts of the play: Caspiana Core in Louisiana, the S...Read More

BHP's all-share offer for Anglo American

April 29, 2024 / www.woodmac.com

BHP has made an all-share offer for Anglo American which valued the company at US$40.7 billion, conditional upon separate demergers by Anglo American by distribution of its entire shareholdings in Kumba and Anglo-American Platinum Limited to Anglo American shareholders. Anglo American’s board has unanimously rejected the proposal from BHP on the basis of valuation and uncertainty associated...Read More

Is green smelting possible?

September 13, 2021 / www.woodmac.com

With 2021 shaping up to be the year the world got serious about decarbonisation, every sector can expect to come under the climate change microscope. The vast carbon emissions from steel and aluminium production often overshadow the environmental impact of zinc, lead and copper smelting. But the energy-intensive process of producing these metals is far from squeaky clean. So, is ‘green&rsquo...Read More

China's crude reserves to reach 1.15 billion barrels in 2020

March 23, 2020 / www.woodmac.com

Wood Mackenzie’s latest analysis reveals that China’s crude stock (including strategic and commercial petroleum reserves) could reach 1.15 billion barrels in 2020, equivalent to 83 days of oil demand.Wood Mackenzie senior consultant Lei Sun said: “Major crude oil importers such as China have been known to build their strategic reserves when prices are low, as seen in previous oil...Read More

323 million electric vehicles will be on the roads by 2040

August 19, 2020 / www.woodmac.com

Electric vehicle (EV) sales are expected to reach 45 million units per year by 2040, with a total global EV stock of 323 million, according to new research from Wood Mackenzie.Both projections have been revised down 2% when compared to Wood Mackenzie's pre-coronavirus forecast, with the pandemic delaying total vehicle sales by two years.Responses to the pandemic from China and Europe have strongly...Read More

Tech Talk for Thursday February 27th 2025

February 26, 2025 / timingthemarket.ca

U.S. equity index futures were higher this morning. S&P 500 futures were up 33 points at 8:30 AM EST.Nvidia advanced $3.06 to $134.34 after reporting higher than consensus fourth quarter results. Royal Bank is expected to open higher after reporting higher than consensus fiscal first quarter earnings. Snowflake added $15.01 to $181.20 after reporting higher than consensus fourth quarter revenu...Read More

Tech Talk for Wednesday February 26th 2025

February 26, 2025 / timingthemarket.ca

U.S. equity index futures were higher this morning. S&P 500 futures were up 32 points at 8:30 AM EST.Intuit advanced $31.37 to $587.00 after reporting higher than consensus second quarter results.Masimo gained $10.46 to $180.00 after offering a positive 2025 outlook.Workday added $26.80 to $282.02 after announcing higher than consensus subscription revenue growth in the fourth quarter. General...Read More

The Federal Reserve Killed the Penny. Is MAGA Next?

March 06, 2025 / dailyreckoning.com

President Trump recently issued an executive order instructing the US Mint to stop producing pennies. The reason for this is it costs nearly four cents to produce one penny.That's right: the US government can't even make pennies without losing money! President Trump may have signed the death certificate, but the Federal Reserve is the penny's true killer. Since the Fed's creation, the US dollar ha...Read More

U.S. Gold Corp. Announces Inaugural Digbee Assessment Results

February 26, 2025 / www.usgoldcorp.gold

As U.S Gold Approaches Financing Activities for the CK Gold Project, the Assessment Demonstrates that the Company is on the Right Track to Satisfy LendersCHEYENNE, Wyo., Feb. 26, 2025 /PRNewswire/ -- U.S. Gold Corp. ("U.S. Gold," the "Company," "we," "our" or "us") (NASDAQ: USAU), is pleased to announce the results of an independent assessment conducted by Digbee Limited ("Digbee"). Digbee's plat...Read More

Mining Company Meets Strategic Gold Project Milestones

February 28, 2025 / www.theaureport.com

Seabridge Gold Inc. (SEA:TSX; SA:NYSE.MKT) issues its annual corporate Report Card based on 15 goals in 2024. Find out what one analyst thinks is "the most important catalyst for the stock" this year.Seabridge Gold Inc. (SEA:TSX; SA:NYSE.MKT) issued its annual corporate Report Card this week based on 15 goals in 2024, meeting all of them except for one finding a joint venture (JV) partner for it...Read More

The Impact of Gold's Revaluation & a US Sovereign Wealth Fund

February 28, 2025 / www.theaureport.com

Brian Hicks of Wealth Daily reviews how a U.S. sovereign wealth fund and gold's revaluation could impact finances globally.On February 3 of this year, the White House issued an "information bulletin" regarding President Donald Trump's plans to establish a U.S. sovereign wealth fund (SWF).Without question, Trump's executive order to form a United States SWF represents a groundbreaking transformatio...Read More

Silver Co. Expands Its Project Resource 45%

February 28, 2025 / www.theaureport.com

Another of its growth strategies, underway, is boosting production. Read on to learn why one analyst's target price on this producer-developer implies a 483% uplift.Silver X Mining Corp. (AGX:TSX.V; AGXPF:OTC) released an updated NI 43-101-compliant mineral resource estimate for its Nueva Recuperada project in Peru, and it reflects a significant increase in all categories and metals, according to...Read More

There Are Some Bullish Indicators in the Silver Market / Commodities / Gold & Silver 2025

February 27, 2025 / www.marketoracle.co.uk

Silver has quietly had a strong start to 2025, with the price up 12.6 percent. However, it remains significantly underpriced compared to gold from a historical perspective with the gold-silver ratio still above 90-1. The gold-silver ratio tells you how many ounces of silver it takes to buy one ounce of gold given the current spot price of both metals.While industrial demand has a much bigger impac...Read More

Are reported metal stocks a good measure of market fundamentals?

March 01, 2022 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. Demand for mined commodities exceeded pre-pandemic levels in 2021. Despite macro-economic headwinds over the next few years, growth seems assured and could be supercharged by a faster decarbonisation pathway. Supply constraints and disruptions continue and are likely to be exacerbated by economic sanctions on Russia...Read More

Swelling Cushing oil hub stocks will require more pipelines

August 06, 2019 / www.woodmac.com

Growing US crude production – particularly in the midcontinent and Rockies regions – is upending traditional Gulf Coast pipeline routes.The result? An unprecedented great American oil pipeline build-out. The shale revolution has led to burgeoning pipeline takeaway access from the Permian basin. Last month, we discussed three reasons why the Permian’s future pipeline capacity won&...Read More

The Majors and US tight oil

October 30, 2018 / www.woodmac.com

What does tight oil have in common with Facebook, Apple, Amazon, Netflix and Alphabet's Google stocks (known as FAANG stocks)? Answer: tight oil is arguably the upstream equivalent of these tech sector leaders. It's the hot investment play in the oil and gas index, it outperforms like mad, and it's been driving to distraction those that don't own any. Production has leapt from zero six years...Read More

Kazakhstan's upstream sector takes stock after nationwide unrest

January 19, 2022 / www.woodmac.com

Early 2022 has brought the most traumatic events in Kazakhstan’s 30 years of modern independence. Widespread protests and civil unrest led to unprecedented scenes of violence on the country’s streets. Especially in Almaty, the largest city. More than 225 lives have been lost.What began as peaceful demonstrations against a sharp increase in the price of LPG fuel in resource-ri...Read More

July 19, 2024 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. Read More

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