News and Reports

Year Ahead 2025

January 06, 2025

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

Year in Review 2023 and Outlook for 2024

January 04, 2024

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

Year in Review 2022 and Outlook for 2023

January 2023

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: The Heart of Global Copper

October 2021

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 Gold

June 2021

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 Gold Mining and Canadian Juniors

April 2021

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

An Overview of the Golden Triangle

July 2020

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

An Overview of Quebec Gold Mining

April 2020

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

An Overview of the Red Lake Mining District

January, 2020

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

Beowulf dilutes shares to fuel Kallak progress

February 09, 2023 / www.mining-journal.com

Ur-Energy to boost production at Lost CreekSPONSOREDur-energyBradda Head eyes Arizona pegmatite prizeSPONSOREDbradda head lithiumCan EV battery metal continue its incredible bull run?SPONSORED Asante targets 400,000oz in 2023SPONSOREDasante gold corporationBeowulf is offering up to 104,000,000 shares at 2.Read More

Exclusive video: Investor Rick Rule on why silver markets defy predictions

February 09, 2023 / www.northernminer.com

Rick Rule, CEO of Rule Investment Media discusses how a better understanding of silver market dynamics and its industrial uses can help investors make fact-based decisions. Rule spoke with Mining.com executive editor Frik Els at the Vancouver Resource Investment Conference (VRIC) in January.Read More

Trafigura faces US$577M loss on alleged nickel fraud

February 09, 2023 / www.northernminer.com

Commodities trader Trafigura Group will take an almost half a billion dollars charge in first half of 2023, after discovering that some nickel cargoes it bought didn't contain the metal they were supposed to.The Geneva-based company said the "systematic fraud" was committed by a group of companies connected to and controlled by Indian businessman Prateek Gupta, including TMT Metals and companies...Read More

Barton Gold deserves value discount

February 09, 2023 / www.mining-journal.com

Ur-Energy to boost production at Lost CreekSPONSOREDur-energyBradda Head eyes Arizona pegmatite prizeSPONSOREDbradda head lithiumCan EV battery metal continue its incredible bull run?SPONSORED Asante targets 400,000oz in 2023SPONSOREDasante gold corporationBarton Gold was listed in June 2021 to explore gold in South Australia.Read More

$SHEL $RYDAF - Shell: A Tough Call This Year.

February 08, 2023 / seekingalpha.com

Shell plc reported Q4 adjusted earnings per ADS of $2.76 or $9.814 billion, up 3.8% sequentially. Click here to see my current take on SHEL stock.Read full newsRead More

$VRTX - Vertex Pharmaceuticals: Pioneering Scientific Advances To Tackle Serious Diseases.

February 08, 2023 / seekingalpha.com

Vertex focuses on creating transformative medicines for serious diseases, with a special emphasis on specialty markets. See why VRTX stock is a Buy.Read full newsRead More

$FARM - Farmer Bros. Co. (FARM) Q2 2023 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

Farmer Bros. Co.Read full newsRead More

$SP500 - Why $1 Trillion Of U.S. Income Disappeared.

February 08, 2023 / seekingalpha.com

Inflation has destroyed $1 trillion of US worker purchasing power. The trend of worsening real income growth has been ongoing for 20 years.Read full newsRead More

$SPX - Fireman Jay.

February 08, 2023 / seekingalpha.com

We fear the fire (economy) more than we count on the fireman (Fed Chair Powell) and surely more than we're encouraged by the extinguisher (rate cuts). Read our take here.Read full newsRead More

$MAT - Mattel, Inc. (MAT) Q4 2022 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

Mattel, Inc. (NASDAQ:NASDAQ:MAT) Q4 2022 Earnings Conference Call February 8, 2023 5:00 PM ETCompany ParticipantsDavid Zbojniewicz - Vice President, Investor RelationsYnon Kreiz - Chairman...Read full newsRead More

$LUMN - Lumen Technologies: Dangerous Path.

February 08, 2023 / seekingalpha.com

Lumen Technologies, Inc. slashed 2023 guidance with adjusted EBITDA targets far below analyst estimates. Click here for our view of LUMN stock after Q4 earnings.Read full newsRead More

$SMFTF $SMFKY - Smurfit Kappa Group Plc (SMFTF) Q4 2022 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

Smurfit Kappa Group Plc (OTCPK:SMFTF) Q4 2022 Earnings Conference Call February 8, 2023 4:00 AM ETCompany ParticipantsAnthony Smurfit - CEOKen Bowles - CFOConference Call ParticipantsLars...Read full newsRead More

$FRSH - Freshworks, Inc. (FRSH) Q4 2022 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

Freshworks, Inc. (NASDAQ:NASDAQ:FRSH) Q4 2022 Earnings Conference Call February 7, 2023 5:00 PM ETCompany ParticipantsJoon Huh - VP of Finance, IR & TreasuryRathna Mathrubootham -...Read full newsRead More

$ILMN - Illumina, Inc. (ILMN) Q4 2022 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

Illumina, Inc. (NASDAQ:NASDAQ:ILMN) Q4 2022 Earnings Conference Call February 7, 2023 5:00 PM ETCompany ParticipantsSallilyn Schwartz - VP, IRJoydeep Goswami - CFO, Chief Strategy &...Read full newsRead More

$INSP - Inspire Medical Systems, Inc. (INSP) Q4 2022 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

Inspire Medical Systems, Inc. (NYSE:NYSE:INSP) Q4 2022 Results Conference Call February 7, 2023 5:00 PM ETCompany ParticipantsEzgi Yagci - Vice President of Investor RelationsTim Herbert -...Read full newsRead More

$LUMN - Lumen Technologies, Inc. (LUMN) Q4 2022 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

Lumen Technologies, Inc. (NYSE:NYSE:LUMN) Q4 2022 Earnings Conference Call February 7, 2023 5:00 PM ETCompany ParticipantsMike McCormack - Senior Vice President, Investor RelationsKate...Read full newsRead More

$LUMN - Lumen Technologies, Inc. 2022 Q4 - Results - Earnings Call Presentation.

February 08, 2023 / seekingalpha.com

The following slide deck was published by Lumen Technologies, Inc.Read full newsRead More

$VRTX - Vertex Pharmaceuticals Incorporated (VRTX) Q4 2022 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

Vertex Pharmaceuticals Incorporated (NASDAQ:NASDAQ:VRTX) Q4 2022 Earnings Conference Call February 7, 2023 4:30 PM ETCompany ParticipantsSusie Lisa - Senior Vice President-Investor...Read full newsRead More

$PAYC - Paycom Software, Inc. (PAYC) Q4 2022 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

Paycom Software, Inc. (NYSE:NYSE:PAYC) Q4 2022 Results Conference Call February 7, 2023 5:00 PM ETCompany ParticipantsJames Samford - Head, IRChad Richison - President, CEOCraig Boelte -...Read full newsRead More

$YUMC - Yum China Holdings, Inc. (YUMC) Q4 2022 Earnings Call Transcript.

February 08, 2023 / seekingalpha.com

Yum China Holdings, Inc. (NYSE:NYSE:YUMC) Q4 2022 Earnings Conference Call February 7, 2023 7:00 PM ETCompany ParticipantsMichelle Shen - Director, Investor RelationsJoey Wat - Chief...Read full newsRead More

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