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
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
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 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 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 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
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
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
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
GoviEx edges closer to productionSPONSOREDgoviex uraniumTorq kicks off drilling at Santa CeciliaSPONSOREDtorq resourcesCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelThe conflict reportedly involved the the Sudanese military and an "influential militia group" called the Rapid Support Forces.Read More
GoviEx edges closer to productionSPONSOREDgoviex uraniumTorq kicks off drilling at Santa CeciliaSPONSOREDtorq resourcesCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelTogether with its direct lithium extraction technology partner, Lilac Solutions, Lake announced the production of 2,500kg of lithium carbonate equivalents at the Kachi lithium pilot plant.Read More
GoviEx edges closer to productionSPONSOREDgoviex uraniumTorq kicks off drilling at Santa CeciliaSPONSOREDtorq resourcesCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelThe survey asks about central risk trends and requires participants to rate risks in up to three jurisdictions they are familiar with.Read More
Share this article VANCOUVER - Sigma Lithium Corp. [SGML-TSXV, NASDAQ] has successfully and safely achieved first production of green lithium, thus concluding the commissioning process and transitioning the company from developer to producer.Completing the commissioning of the phase 1 green tech plant is the final critical milestone in the development of the Grota do Cirilo project in Brazil an...Read More
Atalaya reported copper production of 12,139 tonnes of copper in the first quarter of 2023, up by 6% from the same period of 2022, but down 13% from the previous quarter. The company mined 3.Read More
The company received its operating license in early April and has now commissioned the second module, a dense media separation plant, having previously commissioned the crushing plant at the end ofRead More
Cangrejos would produce an average of 371,000ozpa of gold and 41Mlbpa of copper for 26 years, from reserves of 11.Read More
Together with its direct lithium extraction technology partner, Lilac Solutions, Lake announced the production of 2,500kg of lithium carbonate equivalents at the Kachi lithium pilot plant.Read More
Speaking at the 2023 CESCO Mining Exploration Forum in Santiago, Chile, the minister said that while world exploration budgets increased in 2022, with Chile representing 5.Read More
Amazon CEO Andy Jassy is sending a clear message, but it isn't garnering enough attention. Read more about AMZN here.Read full newsRead More
Timely market insights with Investing Expert Kirk Spano. Fed rhetoric, interest rates, recent bank earnings, Charles Schwab and compelling energy investments.Read full newsRead More
KKR Real Estate Finance Trust specializes in floating rate senior loans. Click here to read more about KREF and why Office segment is causing some issues.Read full newsRead More
With partner Valero, Darling Ingredients' Diamond Green Diesel joint venture is a market leader. Check out if this makes DAR stock a buy.Read full newsRead More
The Fed has saved the system but the side effects include a Japanification of parts of the US banking industry and creation of zombie banks. Read what investors need to know.Read full newsRead More
IDU is very similar to XLU in performance and volatility, despite a larger number of holdings. Click here to read more about IDU fund.Read full newsRead More
Equity LifeStyle is focused on manufactured housing communities, recreational vehicle communities, and marinas. Read why I'm bullish on ELS stock.Read full newsRead More
Sarissa Capital has taken full control of Amarin. Sarissa hasn't disclosed material plans. Click here to see our take on AMRN stock.Read full newsRead More
Compared to other US office REITs, Alexandria Real Estate trades at a significant premium. Click here to read my analysis of ARE stock and why it's a hold.Read full newsRead More
Real estate equities were among laggards for a second-straight week, pressured by a rebound in benchmark interest rates. Read more to see my thoughts.Read full newsRead More