News and Reports

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

$IMPP - Imperial Petroleum: Discussion Of Proposed Dry Bulk Carrier Spin-Off.

April 14, 2023 / seekingalpha.com

Imperial Petroleum proposed to spin off two Handysize dry bulk carriers into a new Nasdaq-listed entity called C3is Inc. See why I rate IMPP stock a Sell.Read full newsRead More

$CBSH - Commerce Bancshares: High Risk, Limited Upside Make Stock Unattractive.

April 14, 2023 / seekingalpha.com

Economic factors will keep Commerce Bancshares's loan growth from dipping below the historical average. See why I'm maintaining a Hold rating on CBSH stock.Read full newsRead More

When Will China Invade Taiwan?

April 14, 2023 / www.outsiderclub.com

At this point, most everyone has accepted the reality that China will attempt to invade Taiwan - and sooner rather than later. The same was true with Ukraine, where we saw Vladimir Putin telegraph his intentions for years before finally acting. Russia was never going to let Ukraine - and especially Crimea - escape its clutches. Not without a fight, anyway. The same is true of Taiwan. Chinese...Read More

Surge in China's exports may be "short-lived"

April 14, 2023 / www.mining-journal.com

GoviEx edges closer to productionSPONSOREDgoviex uraniumTorq kicks off drilling at Santa CeciliaSPONSOREDtorq resourcesCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelWhile it's a positive sign for global demand, analysts warn that the upswing may not last due to a looming downturn in developed economies. "Exports from China unexpectedly surged 14.Read More

Surge in China's exports may be "short-lived"

April 14, 2023 / www.mining-journal.com

While it's a positive sign for global demand, analysts warn that the upswing may not last due to a looming downturn in developed economies. "Exports from China unexpectedly surged 14.Read More

Massive storm lashes Western Australia's iron ore heartland...

April 14, 2023 / www.mining-journal.com

GoviEx edges closer to productionSPONSOREDgoviex uraniumTorq kicks off drilling at Santa CeciliaSPONSOREDtorq resourcesCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelIlsa crossed the coast as a category 5 system, about 120km east-northeast of Port Hedland at around 12am AWST this morning, with an estimated intensity of 213km per hour, according to the Bureau ofRead More

Apple to switch to all-recycled cobalt in batteries...

April 14, 2023 / www.mining-journal.com

These recycling rules will apply to all Apple-designed batteries, even when made by third-parties, and will include the batteries in iPhones, iPads, and MacBooks.Read More

Europe's only high-purity manganese project hits milestone...

April 14, 2023 / www.mining-journal.com

The sample has tested for purity of 99.9% and will now be processed into high-purity magnesium sulphate.Read More

This Bud's NOT for You

April 14, 2023 / dailyreckoning.com

What were they thinking?How did someone believe that making "trans woman" Dylan Mulvaney the icon of a Bud Light ad campaign, complete with a beer can with Mulvaney's image on it, would be good for sales?With an ad featuring this person vamping around in the most preposterously possible way?Dylan, who had previously interviewed President Biden himself on trans issues, was celebrating "365 Days of...Read More

Buyer's remorse taints two mining deals

April 14, 2023 / www.mining-journal.com

GoviEx edges closer to productionSPONSOREDgoviex uraniumCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelTorq kicks off drilling at Santa CeciliaSPONSOREDtorq resourcesOne of the transactions which is experiencing problems is the bold attempt to create a major new goldmining business called Hoover House.Read More

$UAL - United Airlines: What To Expect From Earnings.

April 13, 2023 / seekingalpha.com

United Airlines Holdings, Inc. lowered guidance for Q1 in March, driven by timing of labor agreements and seasonality. Click here for our preview of UAL earnings.Read full newsRead More

$CCK - Crown Holdings Looks Fairly Valued.

April 13, 2023 / seekingalpha.com

Crown Holdings, Inc. looks towards improved margins this year as it recovers from inflationary pressures in 2022. Click here for our take on CCK stock prospects.Read full newsRead More

$IBM - Should You Buy The IBM Turnaround?.

April 13, 2023 / seekingalpha.com

International Business Machines Corporation is in the middle of a turnaround, with IBM streamlining its business. Click for more on IBM stock prospects.Read full newsRead More

$BTC-USD - Bitcoin: Highway To The Danger Zone.

April 13, 2023 / seekingalpha.com

Bitcoin may have struck a long-term bottom, but at the very least, I expect a substantial correction in the next few months. Find out if BTC-USD is a good investment.Read full newsRead More

$CMT - Core Molding Technologies: Financially Sound Stock.

April 13, 2023 / seekingalpha.com

Core Molding Technologies, Inc. recently announced solid Q4 FY22 and FY22 results. Click here to read my analysis of CMT stock.Read full newsRead More

$CSX - CSX: A New Strategy And Buying Opportunities.

April 13, 2023 / seekingalpha.com

In this article, I start by highlighting the macroeconomic challenges facing CSX and recent comments from Morgan Stanley. Read more here.Read full newsRead More

$AVTBF $AVNT:CA - Avant Brands Inc. (AVTBF) Q1 2023 Earnings Call Transcript.

April 13, 2023 / seekingalpha.com

Avant Brands Inc. (OTCQX:AVTBF) Q1 2023 Earnings Conference Call April 13, 2023 4:00 AM ETCompany ParticipantsStephanie Martens - Investor RelationsMatt Whitt - Chief Financial...Read full newsRead More

$LAKE - Lakeland Industries, Inc. (LAKE) Q4 2023 Earnings Call Transcript.

April 13, 2023 / seekingalpha.com

Lakeland Industries, Inc. (NASDAQ:NASDAQ:LAKE) Q4 2023 Earnings Conference Call April 13, 2023 4:30 PM ETCompany ParticipantsCharlie Roberson - Chief Executive OfficerRoger Shannon - Chief...Read full newsRead More

$XLK - Jump In Tech Layoffs Bad For People, But Good For XLK.

April 13, 2023 / seekingalpha.com

XLK ETF's exclusive focus on technology could give it a significant edge over potential alternatives in the long term. Learn why I rate XLK a Buy.Read full newsRead More

$SQM - SQM: Slight Dividend And P/E Advantage For Investors Vs. Albemarle.

April 13, 2023 / seekingalpha.com

With the more than 50% decline in lithium prices, from all-time highs lithium mining stocks have taken a beating, making this a good potential entry point.Read full newsRead More

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