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
Robin Dow, CEO of Silver Eagle Mines, which is advancing the Murdock Mountain phosphate project in Nevada, discusses what makes the project unique and the company's near-term catalysts. Dow spoke with Northern Miner staff reporter Henry Lazenby at the Vancouver Resource Investment Conference (VRIC) in January. Read More
New World's Antler points to high-return copper productionSPONSOREDnew world resources Nordic Nickel gears up for Pulju pushSPONSOREDnordic nickelSaudi builds foundation for world-leading mining sectorSPONSOREDsaudi ministry of industry and mineral resourcesAruma sprinting through lithium field raceSPONSOREDaruma resourcesTotal platinum group metal (PGM) production fell by 6% to 4Moz in 2022....Read More
Miners are looking to digitalization and automation to increase productivity and safety and lower costs. Here's a look at some of the suppliers that are offering up crucial connectivity, equipment and software solutions. ABB ABB is a leader in process automation, electrification and digitalization, control technologies, software, measurement and analytics for the process and hybrid industries....Read More
(IDEX Online) - The G7 nations and the 27 EU countries are reported to be discussing ways to track Russian diamonds.A statement could be issued this week, according to a Bloomberg news report, although implementation of such a system would be complex and time-consuming.The USA imposed sanctions shortly after Russia invaded Ukraine almost a year ago, but the EU has resisted calls to do likewise, as...Read More
Tim Kingsley, vice-president of exploration with Coppernico Metals discusses working to become a listed company as it secures a community access agreement in Peru, where it's exploring for copper-gold at its Sombrero project. Kingsley spoke with Northern Miner staff reporter Henry Lazenby at VRIC in January.Read More
Dear Outsider,When President Biden took office in January 2021, he made a lot of big promises.One of those promises, which can still be found on his campaign website, was to decriminalize cannabis use at the federal level: Biden will work with Congress to reform federal sentencing and provide incentives to state and local systems to do the same. He will end, once and for all, the federal crack and...Read More
Growth stocks currently have a lousy reputation, making many attractive again. A winning growth strategy is terrific for boosting retirement goals.Read full newsRead More
I love a good yield at an amazing price. Read more to see how you will find great income opportunities, even in this market environment.Read full newsRead More
Retirement with dividends is way better than poverty. Read why you should focus on companies with a solid financial position for long-term allocations.Read full newsRead More
Allianz SE (OTCPK:ALIZF) Q4 2022 Results Earnings Conference Call February 17, 2023 8:30 AM ETCompany ParticipantsOliver Schmidt - Head of Investor RelationsOliver B??te - Chief Executive...Read full newsRead More
Electrolux is one of the largest manufacturers of household appliances. Read more to see my thoughts on the stock and my recommendation.Read full newsRead More
Capgemini is a French company that I've covered a few times in various ways with a deeper dive back in November '22. Click here to see our take on CGEMY stock.Read full newsRead More
The narrative is shifting and the rally is stalling. Find out if this is healthy consolidation or if the S&P 500 rolling over into another large decline.Read full newsRead More
XLK is expected to rise further amid a surprise shift in the macroeconomic outlook. Read more to see my thoughts on XLK ETF and why it is a Buy.Read full newsRead More
Toast got crushed by the market on Q4 earnings, likely based on forward guidance. Click here to read our analysis and why we think TOST stock is a buy.Read full newsRead More
Devon Energy is currently trading at an EV/NTM Revenue of 2.39x and NTM P/E of 8.36x. Read more to see my recommendation on DVN stock.Read full newsRead More
The Direxion Technology Bear 3x Shares is an ETF falling in the leveraged funds category. Read more to see my thoughts on TECS ETF and why it is a Buy.Read full newsRead More
NRG Energy elected to use capital for a major acquisition late last year. Click here to read why I continue to be a Hold on NRG stock.Read full newsRead More
On the backdrop of a strong Q4 report, I am confident to reiterate my bullish thesis on NXP Semiconductors. Click here to see our take on NXPI stock.Read full newsRead More
CrossAmerica's 1-Year ~total return outpaced the S&P 500, but lagged its industry and the broad Energy sector. Read more to see my recommendation on CAPL stock.Read full newsRead More