News and Reports

Year Ahead 2025

January 06, 2025

The AOCE and WB have moderate overall forecasts for the metals in 2025 inline with IMF forecasts for a decline in economic growth and inflation, although we see the probability of a stagflationary scenario as still reasonably high.Read More

Year in Review 2023 and Outlook for 2024

January 04, 2024

The past year was a difficult one overall for the metals, with the main standouts to the upside being a geopolitical risk-driven gain in gold, a China-driven rise in iron ore and a surge in uranium on broadening global support for nuclear power (Figure 1). A jump in global interest rates to near two-decade highs saw recession fears persist all year, and while one still did not actually eru...Read More

Year in Review 2022 and Outlook for 2023

January 2023

This year the post-global health crisis boom was brought to an end by a surge in inflation to forty-year highs, a major rise in global interest rates in an attempt to curb the rising prices and surging geopolitical risk after Russia's invasion of Ukraine. While precious metals held up reasonably well as markets turned to them as a risk hedge, by Q2/22 the higher interest rates put an end t...Read More

Chile: The Heart of Global Copper

October 2021

Chile is the world leader in copper production, at 28.5% of the total in 2020, and this looks set to continue, with the country having the largest global reserves, at 23.0% of total. It is also the global leader for molybdenum, which is often found along with copper, and is a major lithium player, holding 51.1% of global reserves. Read More

Newfoundland Gold

June 2021

Newfoundland has become a gold exploration hotspot over the past few years, with the sector seeing some of its strongest activity ever. While the province remains a small contributor to Canadian gold production, it has a substantial mineral industry well supported by the government, focused on iron ore, copper and nickel, and the surge in exploration suggests that gold output from the...Read More

Nevada Gold Mining and Canadian Juniors

April 2021

Nevada is the core of the U.S. gold output, accounting for by far the majority, at 75.4% on average for the past year. The state looks set to remain a dominant player in U.S. gold, as it accounts for 49% of total U.S. reserves, with Alaska slightly ahead with 51% of reserves, but just 8.6% of current production. The U.S. accounts for 6.1% of global gold output, making Nevada one of the largest gol...Read More

An Overview of the Golden Triangle

July 2020

The Golden Triangle in northwestern British Columbia has historically been a major site of Canadian gold production, beginning as early as the mid 1800s. There was a wave of production in the 1990s which cooled as the gold price declined, but larger scale production resumed in 2017, and the area has seen surging exploration interest over the past year, given that the region has some of the largest...Read More

An Overview of Quebec Gold Mining

April 2020

In this report we outline the Quebec gold mining industry, including its major producers, and a survey of many of the junior miners focused on the province. Quebec accounts for 34% of Canadian gold production (second to Ontario, with 44%) and remains a major focus for both producers and junior miners.Read More

An Overview of the Red Lake Mining District

January, 2020

Red Lake has been one of the most prolific gold mining districts in Canada and the world, with exploration having started in the 1920s, and production, which began in the 1930s, continuing to the present day. The district is known for the high grade of its gold, its infrastructure, and strong institutional support, given the long history of mining in the area.Read More

Solis Minerals commences drilling at Jaguar lithium project, Brazil

June 23, 2023 / www.canadianinvestor.com

Share this articleVANCOUVER - Solis Minerals Ltd.'s [SLMN-TSXV; SLMFF-OTC; SLM-ASX; 08W-FSE] drill rig has been mobilized and has commenced the company's maiden drilling program at the flagship Jaguar lithium project, Brazil. Drilling commenced on June 22, 22 days after signing of the option agreement over the Jaguar project.Executive director Matt Boyes commented: "We are delighted to announce th...Read More

Rio's A$1bn Australian spending spree

June 23, 2023 / www.mining-journal.com

Rio estimates of the $1 billion awarded, $618 million was spent with Pilbara-based businesses and a record $504 million was spent with Indigenous businesses.Read More

The Red Phone Is Ringing off the Hook and That's a Problem

June 23, 2023 / www.outsiderclub.com

In my last appearance on the Angel Investment Research podcast, Jason Freiert and I talked about our collective short-term memory.Specifically, I mentioned the Chinese spy balloon incident, which took place in February but which most people have already forgotten about.Well, the Pentagon hasn't forgotten.In fact, President Biden just brought it up again at a fundraiser earlier this week."The reaso...Read More

China offers $72B tax break to spur EV sales

June 22, 2023 / www.mining-journal.com

Wanted: new mining jurisdictions to help achieve net-zeroSPONSOREDsaudi ministry of industry and mineral resourcesSaturn works dual-focus opportunitySPONSOREDsaturn metalsNova retains laser focus on qualitySPONSOREDnova royaltyVanadium Resources eyes 180-year mine in South AfricaSPONSOREDvanadium resourcesThe preferential purchase tax policy for new energy vehicles is being extended to the end of...Read More

Ruby Market "Firing on all Cylinders" says Gemfields

June 22, 2023 / www.idexonline.com

(IDEX Online) - Gemfields yesterday reported a 17 per cent increase in revenue at its latest auction of rubies, amid what it described as a "significant rebound in market prices".The UK-based colored gems miner sold $80.4m of mixed-quality rough at a series of online and physical auctions in Bangkok earlier this month, up from $66.8m last December."The ruby market is clearly firing on all 12 cylin...Read More

South32 seeking manganese production at Hermosa

June 22, 2023 / www.mining-journal.com

Volante said next-generation battery chemistries, such as LMFP and NCM, feature manganese with up to two-thirds of the volume.Read More

Yes, It CAN Happen Here

June 22, 2023 / dailyreckoning.com

I've warned repeatedly about the dangers that central bank digital currencies (CBDCs) pose to personal liberties.I've warned how they would allow governments to monitor every transaction you make, which basically means a surveillance state.This facilitates the creation of a social credit system that allows governments to punish those who engage in unapproved activity such as buying guns, donating...Read More

Mitsubishi shows new strategy with Marimaca

June 22, 2023 / www.mining-journal.com

Mitsubishi, which has a portfolio of copper investments in the region, including the Escondida, Los Pelambres, Antamina, Los Bronces and Quellaveco mines in Chile and Peru, typically invests at theRead More

Solaris considers non-equity funding options

June 22, 2023 / www.mining-journal.com

The company currently has US$25 million in cash and with a $2.5 million monthly burn rate will evaluate its financing options towards year-end. "Equity is not attractive where we are trading (C$5.Read More

Pharrell's Second Pair of Diamond Sunglasses

June 22, 2023 / www.idexonline.com

(IDEX Online) - US rapper Pharrell Williams has been showing off his SECOND pair of Tiffany & Co diamond-encrusted sunglasses.The 50-year-old multiple Grammy Award wore his first custom made pair - an almond-shaped frame with two emeralds and 61 round diamonds, weighing more than 25 carats - at Paris Fashion Week last January.At the time he joked: "Tiffany and I are engaged," and said the sung...Read More

LME nickel actions were effectively a Tsingshan bailout, court hears

June 22, 2023 / www.mining-journal.com

The hedge fund Elliott Associates, and the trader and market maker Jane Street Global, are suing the LME over cancelled nickel trades, seeking a combined $472 million in damages The LME closed theRead More

Australia could be big critical mineral player in Indo-Pacific...

June 22, 2023 / www.mining-journal.com

Wanted: new mining jurisdictions to help achieve net-zeroSPONSOREDsaudi ministry of industry and mineral resourcesSaturn works dual-focus opportunitySPONSOREDsaturn metalsNova retains laser focus on qualitySPONSOREDnova royaltyVanadium Resources eyes 180-year mine in South AfricaSPONSOREDvanadium resourcesThe Perth USAsia Centre at the University of Western Australia has published the first in a s...Read More

Ain't No Such Thing as a Free Lunch

June 22, 2023 / dailyreckoning.com

Happy Thursday to you from a lovely Asti!"What's mine is mine, and what's yours is mine!" is a fun little reminder my mother used to lob at my father.I remember bristling at it when I was a kid, not because my mother was in any way mean-spirited about it or even because my father was resigned to it. But as an only child, that meant I'd have to share one day.To this day, I buy my wife a separate po...Read More

IRA uncertainties leave companies guessing

June 22, 2023 / www.mining-journal.com

A panel discussion focused on the 30D and 45X tax credits available under the Internal Revenue Code.Read More

LME nickel actions were effectively a Tsingshan bailout,...

June 22, 2023 / www.mining-journal.com

Wanted: new mining jurisdictions to help achieve net-zeroSPONSOREDsaudi ministry of industry and mineral resourcesSaturn works dual-focus opportunitySPONSOREDsaturn metalsNova retains laser focus on qualitySPONSOREDnova royaltyVanadium Resources eyes 180-year mine in South AfricaSPONSOREDvanadium resourcesThe hedge fund Elliott Associates, and the trader and market maker Jane Street Global, are su...Read More

Northern Star to expand iconic Australian gold mine...

June 22, 2023 / www.mining-journal.com

Wanted: new mining jurisdictions to help achieve net-zeroSPONSOREDsaudi ministry of industry and mineral resourcesSaturn works dual-focus opportunitySPONSOREDsaturn metalsNova retains laser focus on qualitySPONSOREDnova royaltyVanadium Resources eyes 180-year mine in South AfricaSPONSOREDvanadium resourcesThe mill expansion will take processing capacity from the current rate of 13 million tonnes p...Read More

Novo attracts De Grey as partner and shareholder

June 22, 2023 / www.mining-journal.com

In return for spending at least $25 million on exploration over the next four years, De Grey will earn a 50% interest in Novo's 1034sq.km Egina project that sits along trend from De Grey's 11.Read More

Indonesia tipped to ban raw copper exports from May 2024

June 21, 2023 / www.mining-journal.com

"If these two big companies complete their smelters, that means we will no longer export raw copper because it will be processed domestically to become copper cathodes," Indonesia's president JokoRead More

"WE MUST ACT NOW!"

June 21, 2023 / dailyreckoning.com

"WE MUST ACT NOW!"This we are told by Kyiv Post correspondent Jason Jay Smart, American by birth.Who are "we"? Why must we act now? How must we act? Against whom must we act?And how might this fellow's counsel wreck us all?These are the central questions we tackle today.This Smart fellow is heart and soul for Ukraine. He harbors powerful beliefs in its "democratic" ways.For the same reason he is...Read More

Rio makes half-a-billion investment at Kennecott

June 21, 2023 / www.mining-journal.com

The US$498 million investment is targeting an initial reserve of 3Mt grading 2.4% copper, 1.Read More

Share to Youtube Share to Facebook Facebook Share to Linkedin Share to Twitter Twitter Share to Tiktok