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

RIVN experiences declining demand and increased competition in its market, and it may use up its cash quicker than expected. See why RIVN stock is a Sell.Read full newsRead More

Varex Imaging Corporation (NASDAQ:NASDAQ:VREX) Q1 2023 Earnings Conference Call January 31, 2023 5:00 PM ETCompany ParticipantsChristopher Belfiore - Director of Investor RelationsSunny...Read full newsRead More

National Instruments Corporation (NASDAQ:NASDAQ:NATI) Q4 2022 Earnings Conference Call January 31, 2023 5:00 PM ETCompany ParticipantsMarissa Vidaurri - VP, IREric Starkloff - President and...Read full newsRead More

The following slide deck was published by Varex Imaging Corporation in conjunction with their 2023 Q1 earnings call.Read full newsRead More

BioMarin has a core cadre of molecules with modestly growing revenues. Read why I believe BMRN stock is priced for perfection.Read full newsRead More

Workday's business is firing on all cylinders, stock-based compensation remains a problem across the industry. Read more to see why WDAY stock is a Buy.Read full newsRead More

Five Star Bancorp (NASDAQ:NASDAQ:FSBC) Q4 2022 Earnings Conference Call January 31, 2023 1:00 PM ETCompany ParticipantsJames Beckwith - President and CEOHeather Luck - Senior Vice President...Read full newsRead More

Losses were big at some points, but over the past nine months, FXI has delivered a double-digit gain. See why I think a Buy case for FXI still exists.Read full newsRead More

Smith & Wesson is a market-leading company in a volatile sector - but it pays a dividend and is cheap. Here's why I rate SWBI stock a Buy.Read full newsRead More

Look beyond market approach to project valuations: van ZylLeadershipBradda Head eyes Arizona pegmatite prizeSPONSOREDbradda head lithiumUr-Energy to boost production at Lost CreekSPONSOREDur-energySheffield forges ahead at Thunderbird mineral sands projectSPONSOREDsheffield resources limitedYamana Gold shareholders voted 98.7% in favour of the special resolution approving the previously-announced...Read More

There's no stopping the electric vehicle market at this point, but there's one thing that's kind of holding me back from buying one myself...And that's my own forgetfulness.I'm one of those people who always forgets to plug in their cellphone. About once every three months, I'll go to use my phone only to find I forgot to charge it... again.Now, I'm not blaming that on anyone else. That's my fault...Read More

Miners involved in the project have sworn that they will fight the ruling. "This is an injustice. We will consult with our legal advisors as to the appropriate next steps to fight the decision.Read More

Yamana Gold shareholders voted 98.7% in favour of the special resolution approving the previously-announced acquisition by Pan American Silver Corp.Read More

(IDEX Online) - The Indian government today announced an immediate abolition of the five per cent import levy on the graphite seeds used to create lab grown diamonds.The move is seen as a major boost to India's small but growing lab grown sector, and follows the announcement last August that the State Bank of India (SBI) would, for the first time, provide loans for manufacturers to buy the ma...Read More

Bradda Head eyes Arizona pegmatite prizeSPONSOREDbradda head lithiumUr-Energy to boost production at Lost CreekSPONSOREDur-energySheffield forges ahead at Thunderbird mineral sands projectSPONSOREDsheffield resources limitedCan EV battery metal continue its incredible bull run?SPONSORED  Despite challenges for junior iron ore miners and developers, Constance is expressing confidence its core...Read More

Vale reported fourth-quarter iron ore production at 80.85Mt. Full-year iron ore production was 307.Read More

The PEA base case outlines an initial 4.4Mtpa processing throughput expanding to 8.Read More

Two-time Vale president Eliezer Batista diesLeadershipLook beyond market approach to project valuations: van ZylLeadershipUr-Energy to boost production at Lost CreekSPONSOREDur-energyBradda Head eyes Arizona pegmatite prizeSPONSOREDbradda head lithiumThe explorer, which together with ASX-listed Piedmont Lithium, is hoping to start producing within two years, has boosted resources by 16% from 30 mi...Read More

The yellow metal resurgence was powered by central bank demand reaching its highest level since 1967 at 1136t in 2022, while global bar and coin demand improved 2% to 1217t, a nine-year high whereRead More

(IDEX Online) - Pope Francis yesterday told crowds in the Democratic Republic of Congo (DRC) how the "poison of greed" had smeared its diamonds with blood.In a hard-hitting speech he condemned the "economic colonialism" of those who had plundered its natural resources.And he described the country's ongoing conflict with neighboring Rwanda as a "forgotten genocide".At the start of a four-day v...Read More