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
Look beyond market approach to project valuations: van ZylLeadershipVideo Series: Mining Journal speaks with Peter BryantSPONSOREDsaudi ministry of industry and mineral resourcesAvino Silver & Gold looks to triple production by adding assetsSPONSOREDavino silver & gold mines ltd Arizona Sonoran prepares for lift-off at CactusSPONSOREDarizona sonoran copper company inc."We see valuation ups...Read More
In December, production increased 0.25% to 6.5Moz compared with the September quarter and 7.4% year-on-year.Read More
A merger of Trillium Gold (TSXV: TGM; US-OTC: TGLDF) and Pacton Gold (TSXV: PAC; US-OTC: PACXF) will create an explorer with over 15 projects spanning 1,260 sq. km in the Red Lake mining district, the companies say.Pacton's Red Lake gold project is within 20 km of Trillium's Newman Todd complex and the western portion of its Confederation Belt properties. Trillium's Leo and Pakwash properties are...Read More
The U.S. military has the most extensive reach of any military in the world. We can get anywhere at any time. We also routinely conduct aerial surveillance operations and freedom of navigation missions around the globe, even - or rather, especially - in contested territory. It's a projection of strength and resolve, and it often yields vital information and data.Of course, that also means U.S....Read More
Eric Desaulniers, CEO and president of Nouveau Monde Graphite discusses the Matawinie project in Quebec, the Uatnan JV with Mason Graphite following a positive economic assessment in January, and its plans for 2023. Desaulniers spoke with Northern Miner production editor Blair McBride at PDAC in Toronto in March 2023.Read More
The European Union has published its Critical Raw Materials Act and added copper, nickel and manganese to its list of critical materials.The CRMA, unveiled by the Brussels-based European Commission on Mar. 16, outlines that the EU would simplify permitting procedures for critical raw materials projects and that select projects would have support for access to finance and shorter permitting timefra...Read More
"We see valuation upside with weak market sentiment now creating an attractive entry point," Citi said in a note dated March 16 and a Lynas share price of $6.43.Read More
Groupon, Inc. (NASDAQ:NASDAQ:GRPN) Q4 2022 Results Conference Call March 16, 2023 5:00 PM ETCompany ParticipantsJennifer Beugelmans - Chief Communications OfficerKedar Deshpande - Chief...Read full newsRead More
Panbela Therapeutics, Inc. (NASDAQ:NASDAQ:PBLA) Q4 2022 Earnings Conference Call March 16, 2023 4:30 PM ETCompany ParticipantsJames Carbonara - Hayden IRJennifer Simpson - Chief Executive...Read full newsRead More
SenesTech, Inc. (NASDAQ:NASDAQ:SNES) Q4 2022 Results Conference Call March 16, 2023 5:00 PM ETCompany ParticipantsJoel Fruendt - CEOTom Chesterman - CFOConference Call ParticipantsAvi...Read full newsRead More
Hudson operates in a regulated industry where the government has ruled a quick HFCs phase out. Click here to read my analysis of HDSN stock.Read full newsRead More
BioXcel Therapeutics, Inc. has just released results for the fourth quarter of 2022. Click here to read my analysis of BTAI stock.Read full newsRead More
Euronext operates in an interesting market that has historically delivered market-beating returns. Click here to see our take on EUXTF stock.Read full newsRead More
Co-Diagnostics, Inc. (NASDAQ:NASDAQ:CODX) Q4 2022 Earnings Conference Call March 16, 2023 4:30 PM ETCompany ParticipantsAndrew Benson - Head of Investor RelationsDwight Egan - Chairman,...Read full newsRead More
CRA International provides economic, financial, and management consulting services in the US, the UK, and internationally. Find out my analysis of CRAI stock.Read full newsRead More
Virgin Orbit Holdings faces divergence between development, projections and funding capability. Click here for our view of VORB stock prospects.Read full newsRead More
Sasol is a South African multinational energy firm with an emphasis on fossil fuel and chemical activities. Read why we assign a cautionary hold rating to SSL.Read full newsRead More
HNI Corporation has seen headwinds materialize heading into 2023 as the building and workplace market is set to cool down. Click here for our take on HNI stock.Read full newsRead More
Masonite's medium to long-term revenue growth and margin expansion prospects look good. Click here to read my most recent analysis of DOOR stock.Read full newsRead More
WiSA Technologies, Inc. (NASDAQ:NASDAQ:WISA) Q4 2022 Earnings Conference Call March 16, 2023 11:00 AM ETCompany ParticipantsDavid Barnard - LHA Investor RelationsBrett Moyer - Chairman,...Read full newsRead More