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

First Majestic Silver was one of the worst-performing precious metals stocks in 22 & 23 hasn't started off any better. Click here to see our take on AG stock.Read full newsRead More

Sociedad makes about 80% of its gross profits from lithium. Read more about SQM stock analysis here.Read full newsRead More

Tightening financial conditions and a return of credit risk have reinforced our risk-off stance.Read full newsRead More

Aurinia's Lupkynis, initially promising for LN treatment, has not met revenue projections. Click here to see our take on AUPH stock.Read full newsRead More

For most of the last two years, the dollar steadily strengthened against most major currencies with little interruption.Read full newsRead More

Minerva Surgical, Inc. (NASDAQ:NASDAQ:UTRS) Q4 2022 Earnings Conference Call March 21, 2023 4:30 PM ETCompany ParticipantsCaroline Corner - IRTodd Usen - President and CEOJoel Jung -...Read full newsRead More

Deere had one of the best years on record for the company in 2022, but earnings should decelerate in future years for multiple reasons. Read more about DE here.Read full newsRead More

BlackRock Income Trust closed-end fund is currently trading at a reasonably attractive valuation. Click here for more on the BKT CEF.Read full newsRead More

PFSweb announced 1 million share buyback, but this does little to halt the share price slide. Find out why I rate PFSW stock a sell.Read full newsRead More

Marathon Petroleum benefitted immensely during 2022 as the global energy shortage sent margins surging. Click here to see our take on MPC stock.Read full newsRead More

Big discounts to book value are delivering large dividend yields for REITs. Read how the plunge in the market since early Feb created far more opportunities.Read full newsRead More

London-based BP p.l.c. released its fourth quarter and full-year 2022 results on February 7. Click here to read my analysis of BP stock.Read full newsRead More

The banking system of the United States is in disarray right now and needs changing. Find out why leaders seem confused as to where to go at the moment.Read full newsRead More

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

Call Start: 10:00 January 1, 0000 10:41 AM ETNavigator Holdings Ltd.Read full newsRead More

Some investors had to blink twice at the news that Paramount Global had rejected a $3b offer for Showtime as inadequate. Click here to see our take on PARA.Read full newsRead More

Terran Orbital Corporation (NYSE:NYSE:LLAP) Q4 2022 Earnings Conference Call March 21, 2023 11:00 AM ETCompany ParticipantsJonathan Siegmann - Senior Vice President, Corporate...Read full newsRead More

Niu Technologies recorded its third consecutive quarter of revenue contraction in last year's fourth quarter, but forecast a return to growth this year.Read full newsRead More

Aroundtown is a German real estate company focused on the office, residential, and hotel segments. Click here to read my analysis of AANNF stock.Read full newsRead More

Fraport faces significant cash outflows as it fuels big construction projects that will pay off in several years. Learn why I'm marking FPRUF shares a Hold.Read full newsRead More