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
In mid-February, Ford Motor Company (NYSE: F) announced a US$3.5-billion investment to build a battery plant in Michigan that will help it reach its target of producing 2 million electric vehicles a year by 2030. The battery cells will use technology and expertise provided by China's Contemporary Amperex Technology, the world's biggest manufacturer of batteries for EVs. The announcement follows F...Read More
BHP (NYSE: BHP; LSE: BHP; ASX: BHP) announced Friday that as construction progresses at its Jansen potash project in Saskatchewan, it has awarded three new contracts in partnership with local First Nation communities.Covering camp management, site services and raw ore/handling foundation, the contracts include representation from the six First Nations surrounding the Jansen site, with whom BHP has...Read More
Century Lithium (TSXV: LCE; US-OTC: CYDVF) is on track to complete a feasibility study by mid-year on its 100%-owned Clayton Valley lithium claystone project in southwestern Nevada, with a plan of operations to follow. The Vancouver-based company, which changed its name from Cypress Development in January, is already processing material at a nearby pilot plant from its lithium-bearing claystone d...Read More
Wesdome Gold Mines (TSX: WDO) has provided an updated mineral resource and reserve estimates for its two high-grade underground assets: the 100% owned Kiena mine complex in Val-d'Or, Quebec, and the Eagle River mine near Wawa, Ontario.As of Dec. 31, 2022, the Toronto-based gold miner's combined proven and probable mineral reserves totalled 2.4 million tonnes grading 12.9 grams gold per tonne, for...Read More
With the Golden Triangle hosting several copper-gold porphyries, Freeport has entered into a two-stage option to earn up to an 80% ownership interest in Todd Creek over 10 years.Read More
Dear Outsider,I have fond memories of my time as a Boy Scout.Setting up campsites...Hiking up big mountains and learning all about the flora and fauna of the East Coast...Building a roaring fire...Making s'mores...Sleeping under the stars in a tent that I built...Cooking a breakfast of pancakes, eggs, and bacon in the morning on a cast-iron skillet...Earning badges at Boy Scout camp, climbing, swi...Read More
'Security of tenure' at centre of new Saudi mining codeSPONSOREDsaudi ministry of industry and mineral resourcesZenith Minerals 'leveraging pedigree in explorationSPONSOREDzenith minerals limitedIris Zone proves Catalyst theory on Bendigo Goldfield northern extensionSPONSOREDcatalyst metals ltdArizona Sonoran prepares for lift-off at CactusSPONSOREDarizona sonoran copper company inc.Sa...Read More
The following slide deck was published by Seacoast Banking Corporation of Florida in conjunction with this event.Read full newsRead More
The following slide deck was published by S&T Bancorp, Inc.Read full newsRead More
The following slide deck was published by PJT Partners Inc.Read full newsRead More
The following slide deck was published by Atara Biotherapeutics, Inc.Read full newsRead More
The following slide deck was published by TTM Technologies, Inc.Read full newsRead More
The following slide deck was published by Teledyne Technologies Incorporated in conjunction with this event.Read full newsRead More
The following slide deck was published by OSI Systems, Inc.Read full newsRead More
Nothing makes me happier than being paid for exciting and mundane parts of life. Check out the two companies working to reduce their overall debt levels.Read full newsRead More
Avadel Pharmaceuticals' Lumryz has the potential to transform the narcolepsy treatment market. Click here for a detailed investment analysis of AVDL stock.Read full newsRead More
Roku was among the most exposed customers of Silicon Valley Bank - the bank held 26% of Roku's cash holdings. Read how SVB's fallout may impact Roku's business.Read full newsRead More
US chartered banking sector is very healthy, because banking regulations do not allow over-leverage like before financial crisis. Click here to read my thoughts.Read full newsRead More
The fall of SVB Financial has become the second-largest banking failure in US history in a matter of days. Read more to see why SIVB stock is a Strong Sell.Read full newsRead More
First Republic Bank has fallen victim to the woes regarding the SVB Financial Group. Click here to read my analysis of FRC stock.Read full newsRead More