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

EWG is a $1.73B AUM exchange-traded fund, providing investors risk on exposure to the German economy. Read more to see why EWG ETF is a Hold.Read full newsRead More

Carlisle Companies' latest Q4 results were amazing - at least in terms of revenues. Read more to see why I view CSL stock as seriously undervalued at this time.Read full newsRead More

ZIM Integrated paid the last major dividend of this cycle on April 3 with an ex-dividend date of April 4. Read why ZIM's stock price is overvalued.Read full newsRead More

Carlisle Companies holds a priority to give value to shareholders by either buybacks or distributing a dividend. Read why I rate CSL stock a Buy for now.Read full newsRead More

(IDEX Online) - The tailings dam that burst at the former Jagersfontein diamond mine, in South Africa, last September, "deviates from best engineering practice," according to a study of satellite images by civil engineering academics. Based on their three-dimensional reconstruction of the failed dam, the authors estimate four to six million cubic meters of diamond mining waste were...Read More

GoviEx edges closer to productionSPONSOREDgoviex uraniumTorq kicks off drilling at Santa CeciliaSPONSOREDtorq resourcesCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelWith Teck shareholders due to vote on a spinout of its coal business into Elk Vally Resources on April 26, Lassonde told The Globe and Mail he is interested in taking a 10-20% blocking stake inRead More

I've written for years about different nations' persistent efforts to dethrone the U.S. dollar as the leading global reserve currency and the main medium of exchange.At the same time, I've said that such processes don't happen overnight; instead, they happen slowly and incrementally over decades.While that's true, the process is accelerating in ways no one could have anticipated just over a year a...Read More

(IDEX Online) - Diamond billionaire Beny Steinmetz has lost an appeal against a conviction in a Swiss court for bribery, over an iron ore deal in Guinea.Three judges did, however, reduce the five-year prison sentence, handed down two years ago, to three years of which he must serve 18 months, according to a Reuters report.They also upheld the $52m fine, which was imposed at the same time, but acqu...Read More

Neste is trading at a higher multiple compared to its peers and its valuation looks full. Read more to see my thoughts on NTOIY stock and my recommendation.Read full newsRead More

WMB has one of the most valuable assets in the midstream space in Transco. The company's balance sheet is in good shape and it has plenty of dividend growth in front of it.Read full newsRead More

First Republic announced the date for its first quarter results and suspended preferred share dividends as well.Read full newsRead More

Issues in the banking sector have delivered yet another blow to the price of fixed-income securities. The market overreaction to current events has made a great opportunity to buy DFP.Read full newsRead More

With peak tax collection season set to begin next week, based on historic patterns, there is a high risk of a material downturn in dollar liquidity. Read here for more.Read full newsRead More

Shares of Caterpillar have fallen more than 15% over the last couple of weeks. Click here to read my analysis of CAT stock and why it's a hold.Read full newsRead More

Acomo N.V. focuses on trading, processing and distributing food products with nuts as a specialty. Click here for my review of ACNFF stock's recent results.Read full newsRead More

Pioneer Natural has dropped more than 25% from its 52-week highs. Click here to read our analysis and why we think PXD stock is a buy.Read full newsRead More

ACV has a significantly large asset base, offers monthly payouts and has been generating a strong yield since the time this fund has been in operation. Find out why ACV is a Hold.Read full newsRead More

On March 29, 523 business representatives from the Brazil and mainland China gathered for the Brazil-China Economic Seminar in Beijing.Read full newsRead More

The KFA Mount Lucas Strategy ETF index includes futures contracts on 11 commodities, 6 currencies, and 5 global bond markets. Click here to read why KMLM ETF is a Hold.Read full newsRead More

Williams Companies tends to trade at a slightly higher valuation than its peers. Click here to read our analysis and why we think WMB stock is a buy.Read full newsRead More