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

The company, a subsidiary of the Grosso Group, acquired a 100% interest in 460.5 hectares of the mid-grade Rincon West lithium resource at the Rincon Salar in Salta Province in 2021, with a further 3,282 hectares of claims available. Drilling began last year, with an initial programme of nine diamond drills, which have produced ever more positive lithium brine values, including a 153m interval ran...Read More

Putting local content at heart of ESG effortsSPONSOREDsaudi ministry of industry and mineral resourcesBarksdale has line of sight on Sunnyside permitSPONSOREDbarksdale resourcesMid-tier Aeris on copper growth trajectorySPONSOREDaeris resources Alma in right commodity at right addressSPONSOREDalma metalsThe deal, inked on March 6 by UK business and trade minister Nusrat Ghani and Canadian minister...Read More

Prices and supplies of critical metals will increasingly hinge on government policy and geopolitical tensions, three of Canada's top bankers said Monday at PDAC.Speaking on a panel moderated by Northern Miner Group president Anthony Vaccaro, part of the "Peaks and valleys in mineral sector financing" session on the second day of the conference, executives from three of Canada's five major banks s...Read More

Canada is considering how to match funding opportunities by the United States for critical mineral projects while balancing national security with the need for Chinese investment, Natural Resources Minister Jonathan Wilkinson says. Ottawa announced plans last year to spend $3.8 billion in a critical minerals strategy to 2030 while the U.S. Inflation Reduction Act (IRA) is allocating about US$36...Read More

Multinational miner Vale (NYSE: VALE) and University of Toronto have launched what they describe as a first-of-its-kind partnership aimed at developing more sustainable mining solutions and the talent needed to create them.To support the partnership, which will focus on decarbonization and the energy transition, the base metals miner will contribute $1.6 million over the next three years to the un...Read More

Putting local content at heart of ESG effortsSPONSOREDsaudi ministry of industry and mineral resourcesBarksdale has line of sight on Sunnyside permitSPONSOREDbarksdale resourcesMid-tier Aeris on copper growth trajectorySPONSOREDaeris resources Alma in right commodity at right addressSPONSOREDalma metalsFor the small army of investors that backed Sirius, there may one day be a silver lining, assumi...Read More

The creation of a lithium cartel in South America could drive away investment, according to Ana Cristina Cabral-Gardner, CEO of Sigma Lithium Resources (TSXV: SGML).Argentina, Chile, Bolivia and Brazil are analyzing the creation of a group in charge of expanding South America's processing capacity, turning more of their mined lithium into batteries, and tapping into the electric vehicles manufac...Read More

Zenith Minerals executive chairman David Ledger tells Mining Journal the company is leveraging its pedigree in exploration, with progress at its lithium assets, gold and base metals deposits, zinc joint venture and new project.Read More

Remember Modern Monetary Theory or "MMT"? I first sounded the alarm back in 2018 and then again in 2021.At the time, MMT was all the rage among monetary and fiscal policy wonks. It seemed to offer the best of all possible worlds. You can spend as much as you want without any downside.The main tenets of MMT are that debt and deficits don't matter because the Fed can monetize the debt by printing mo...Read More

This week's episode features Dean McPherson, head of business development for global mining at TMX Group, in conversation with Northern Miner host Adrian Pocobelli. Dean explains why Canada continues to remain the preeminent jurisdiction for mining companies to both base their headquarters and be listed as public companies. He also describes how companies graduate from the TSX Venture Exchange to...Read More

Putting local content at heart of ESG effortsSPONSOREDsaudi ministry of industry and mineral resourcesBarksdale has line of sight on Sunnyside permitSPONSOREDbarksdale resourcesMid-tier Aeris on copper growth trajectorySPONSOREDaeris resources Alma in right commodity at right addressSPONSOREDalma metals"We produce about 1TW of batteries globally, and we need to get to 400TW. It shows the astronomi...Read More

Putting local content at heart of ESG effortsSPONSOREDsaudi ministry of industry and mineral resourcesBarksdale has line of sight on Sunnyside permitSPONSOREDbarksdale resourcesMid-tier Aeris on copper growth trajectorySPONSOREDaeris resources Alma in right commodity at right addressSPONSOREDalma metalsInglis said rapidly evolving digital tools would remove much of the mundane graft of exploration...Read More

As we enter 2023, the transition toward clean energy is intensifying. In some areas of the globe, carbon neutral idealism is giving way to a panicked "War on Carbon" as the impact of climate change becomes more tangible, and unfortunately disruptive, to the average person. As regions like Europe experience unprecedented winter warmth and the southwest United States grapples with an unusual dichoto...Read More

Fevertree is a very good business that has had an ROIC of over 30% for years. Read my analysis detailing why Fevertree stock is a buy at current levels.Read full newsRead More

Hess Corporation has a massive portfolio of upstream assets with growing production. Read more to see my thoughts on HES stock and my recommendation.Read full newsRead More

Dave Inc. (NASDAQ:NASDAQ:DAVE) Q4 2022 Earnings Conference Call March 6, 2023 5:00 PM ETCompany ParticipantsJason Wilk - Chief Executive OfficerKyle Beilman - Chief Financial...Read full newsRead More

Canadian National Railway posted strong Q4 2022 results even in harsh economic environments. Read more to see why I think CNI stock is a Hold.Read full newsRead More

AllianceBernstein Global High Income Fund invests in American and foreign bonds to generate a high income for investors. Click for our review of the AWF CEF.Read full newsRead More

The following slide deck was published by Merck & Co., Inc.Read full newsRead More

Russia's invasion into Ukraine has led to greatly increased (European) defense budgets. iShares U.S. Aerospace & Defense ETF may benefit. Click for more on ITA.Read full newsRead More