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

Codelco will use Waybridge to digitise its global refined copper business, which the company said would "lead the industry towards more efficient, reliable, and sustainable trading".Read More

A new report by market analyst Wood Mackenzie argues that steel, aluminum, and copper stand to benefit most from an uptick in China's gross domestic product growth this year.WoodMac suggests that if China's economy grows at the expected base case of 5.5% in 2023, the recovery will remain domestically contained with minimal global impact.However, due to the industry-intensive nature of the high-cas...Read More

(IDEX Online) - HRD Antwerp says it has launched a legal action in the Belgian courts against its former partners in Turkey, alleging they damaged its business reputation.It jointly launched the HRD Istanbul branch with Enstitu Istanbul Bilim Akademisi Yonetim Dan?,, ??...?,manl?,, ?g?,, ? A.S. in 2014 until it terminated the arrangement in October 2021.Ellen Joncheere, CEO of HRD Antwerp, (pictur...Read More

Child said the company had signed several confidentiality agreements to allow potential bidders into its data room, has hosted three site visits and received non-binding offers from threeRead More

Kukielski said the Peruvian electorate is quite balanced, which makes it difficult for any party to ram its agenda through, and that successive presidents have understood the value mining representsRead More

The following slide deck was published by Aeva Technologies, Inc.Read full newsRead More

Lessors have been able to pass higher interest rates to customers for which the lease has yet to start. Read what's next for AerCap (AER) And Air Lease Corporation (AL).Read full newsRead More

NextNav, Inc. (NASDAQ:NASDAQ:NN) Q4 2022 Earnings Conference Call March 22, 2023 5:00 PM ETCompany ParticipantsGary Parsons - ChairmanGanesh Pattabiraman - Co-Founder & CEOChris Gates -...Read full newsRead More

Capital One's Credit Default Swaps are surging in price, indicating a significant decrease in investor confidence. Find out why I'm bearish on COF stock.Read full newsRead More

A key crypto indicator, the MVRV ratio (Market Value to Realized Value), is signaling the next Bitcoin bull run may be underway. Find out why I'm bullish on BTC-USD.Read full newsRead More

Predictive Oncology, Inc. (NASDAQ:NASDAQ:POAI) Q4 2022 Earnings Conference Call March 22, 2023 12:00 PM ETCompany ParticipantsTheresa Ferguson - Senior Director of MarketingRaymond Vennare...Read full newsRead More

We read through William-Sonoma's latest earnings call and learned about some exciting growth initiatives the company is executing. Click here to read my analysis.Read full newsRead More

Petco Health and Wellness Company, having just reported Q4 earnings, has seen growth come to a standstill since the pandemic. Click for our take on WOOF stock.Read full newsRead More

GBTC still trades at a 37% discount to net asset value, but the tide might be turning as Grayscale's lawsuit against the SEC is foreshadowing. Learn why GBTC is a buy.Read full newsRead More

Rani Therapeutics Holdings, Inc. (NASDAQ:NASDAQ:RANI) Q4 2022 Earnings Conference Call March 22, 2023 4:30 PM ETCompany ParticipantsLaurence Watts - Managing Director, Gilmartin Group...Read full newsRead More

Celsius Holdings slipped after Q4 2022 results missed analyst estimates but is cheap at a forward EV/S multiple of 7x. Click here to see our full CELH review.Read full newsRead More

Republic Services beat earnings expectations and achieved great growth YOY even in harsh environments. Click here to read my most recent analysis of RSG stock.Read full newsRead More

There has been a lot written about the relatively large drawdown of the Strategic Petroleum Reserve. Read what's next for the SPR.Read full newsRead More

Roblox Corporation has an attractive flywheel business model. Click here to read why we think RBLX stock is currently trading at a very elevated valuation.Read full newsRead More

Aziyo Biologics, Inc. (NASDAQ:NASDAQ:AZYO) Q4 2022 Earnings Conference Call March 22, 2023 4:30 PM ETCompany ParticipantsMatt Steinberg - Investor Relations, FINN PartnersRandy Mills -...Read full newsRead More