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
Rolls-Royce faced an extinction level risk, and I think it has - at least possibly - avoided that. Click here to see our take on RYCEF stock.Read full newsRead More
Summit Midstream Partners will face bankruptcy for the rest of the decade depending on how the market executes. Click here to see our take on SMLP stock.Read full newsRead More
Investors stampeded out of Pfizer stock this week, driving it to a 52-week low. Read more to see why we rate PFE stock a strong buy.Read full newsRead More
Cassava Sciences' phase 2 data was from a nonrandomized trial, therefore unconvincing. Read more to see my recommendation on SAVA stock.Read full newsRead More
"Well over half of all exploration budgets in 2022 were going towards gold exploration.Read More
(IDEX Online) - A US jewelry buyer who spent $645,000 on diamonds using a Russian-linked debit card is taking legal action - claiming she received neither the goods nor a refund.Maria Zurabova, from Florida, says made her purchase at jeweler Royal Star Inc, in Manhattan's Diamond District, paying paid with a card linked to Alfa Bank - Russia's biggest private bank - whic...Read More
Smallwood said silver, which conducts electricity better than copper and gold, is his favourite metal, with growing opportunities due to its increased use in the electronics of vehicles, politiciansRead More
(IDEX Online) - The IDEX Polished Price Index showed signs of stabilizing in February, with its smallest decline in a year, of just 0.55 per cent. Some short-term shortages appear to be forcing up the prices of smaller goods. Melee prices were reportedly up as much as 10 per cent at Sight 2 (20 to 24 February), although the prices of some larger goods were reduced. Russian goods have largely been...Read More
This year's Prospectors and Developers Association of Canada convention officially began on Sunday morning, following a year that has seen the mining sector attract a new level of attention from governments, automakers, battery manufacturers and more.During the opening ceremony, Julie Dabrusin, parliamentary secretary to the federal minister of natural resources, highlighted how the commitment of...Read More
Since acquiring the El Limon and La Libertad plants and concessions from B2Gold in 2019, Calibre Mining has steadily seen annual growth in production and resources with the successful execution of itsRead More
Beyond the slick delivery and well-practised jokes which warmed the crowd, many of whom had experienced snow-related travel disruption, the message is a serious one, his efforts to bring technologicalRead More
(IDEX Online) - Three people have been arrested in a series of raids in India at premises linked to the manufacturer and exporter Sagar Diamond Limited.The Directorate of Enforcement (ED)said it was investigating money-laundering claims relating to a China-based app called Power Bank, listed on Google Play Store, which offered investors returns of up to 10 per cent, then blocked their accounts.A n...Read More
Battleground stocks can be volatile, but also lead to large gains. Medical Properties Trust is an unlikely battleground stock. Click here for our take on MPW.Read full newsRead More
Swiss Life Holding AG (OTCPK:SWSDF) Q4 2023 Earnings Conference Call March 1, 2023 3:00 AM ETCompany ParticipantsPatrick Frost - Group Chief Executive OfficerMatthias Aellig - Chief...Read full newsRead More
Pharma Mar, S.A. (OTCPK:PHMMF) Q4 2022 Earnings Conference Call March 1, 2023 7:00 AM ETCompany ParticipantsJose Luis - Head, Investor Relations & Capital MarketsMaria Luisa de Francia...Read full newsRead More
T recently highlighted its position among the best dividend-yielding stocks in the United States and in the Fortune 500. Click here to read our dividend analysis.Read full newsRead More
China Tower Corporation Limited (OTCPK:CTOWY) Q4 2022 Earnings Conference Call March 2, 2023 7:00 AM ETCompany ParticipantsZhiyong Zhang - Executive ChairmanGu Xiaomin - Executive Director...Read full newsRead More
Vidrala, S.A. (OTCPK:VDRFF) Q4 2022 Earnings Conference Call March 1, 2023 4:00 AM ETCompany ParticipantsInigo Mendieta - Head-Investor RelationsRaul Gomez - Chief Financial...Read full newsRead More
NV Bekaert SA (OTCPK:BEKSF) Q4 2022 Earnings Conference Call March 1, 2023 4:00 AM ETCompany ParticipantsGuy Marks - Investor RelationsOswald Schmid - Chief Executive OfficerTaoufiq...Read full newsRead More
Corbion N.V. (OTCPK:CSNVF) Q4 2022 Earnings Conference Call March 3, 2023 5:00 AM ETCompany ParticipantsPeter Kazius - Head, Investor RelationsOlivier Rigaud - Chief Executive OfficerEddy...Read full newsRead More