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

MMT is the most potentially damaging economic doctrine I have ever encountered, with the exception of communism.Let's begin with the idea that the Fed and Treasury should be merged in practice so that the Fed will monetize any amount of spending or borrowing the Treasury wants.The reason markets have any confidence at all in the Fed is precisely because they are perceived as independent of congres...Read More

If you have not yet heard of Modern Monetary Theory (MMT), you will soon. If you've heard of it but don't know what it means, join the club. There are only a handful of experts who really understand MMT.Those who do understand it fall into two camps - the true believers, who see MMT as the answer to practically every social policy issue facing the U.S. today and the skeptics, who view MMT as intel...Read More

Cost of capital rising as fiscal support thins outRead full newsRead More

Dovish Fed, cheaper oil and undervaluation could add strength to gold mining ETFs in the second quarter of 2021.Read full newsRead More

Hydrogen future hypeRead full newsRead More

Dovish Fed, cheaper oil and undervaluation could add strength to gold mining ETFs in the second quarter of 2021.Read full newsRead More

Vancouver, BC - Tribe Property Technologies (TSXV:TRBE) ("Tribe" or the "Company") is pleased to announce it has commenced trading on the TSX Venture Exchange under the symbol "TRBE" effective today. Tribe simplifies residential community living through the delivery of tech-enabled community management products and services. It aims to capture an increasing share of the estimated $90 billion...Read More

Under the agreement Wheaton will purchase 100% of payable gold production until 285,000 ounces have been delivered and will thereafter receive 67% of payable gold for the life of the mine.Read More

Noting the rise of ESG investors, Kerr told reporters met coal was brought up in most meetings held to discuss the company's December half-year results.Read More

(IDEX Online) -  A grading lab says it's redefining diamond excellence by assessing eight aspects of a stone's cut quality.And it is providing 360-degree videos and photomicrographs to help buyers appreciate the gem's quality.New York-based GCAL (Gem Certification & Assurance Lab) says as many as 85 per cent diamonds are graded as excellent cut, based on cut, polish and sym...Read More

(IDEX Online) - Alrosa has announced a second extension to existing three-year rough diamond supply contracts.It says the move will help buyers respond to ongoing market uncertainties as a result of the global pandemic.The state-owned Russian miner usually analyzes trading activity at the year end, to determine who will be on its long-term client list and what product mix they'll be offered.I...Read More

(IDEX Online) - An aristocrat's novelty pig-shaped ruby and diamond evening bag fetched $150,000 at auction - way above its high estimate of just $4,000.The 1905 piece, made by the Paris-based Lacloche Fr?? ?res, has eyes set with cabochon rubies, the tail and trotters set with rose-cut diamonds and a line of cushion-shaped diamonds along the spine.Sotheby's London offered the bag in a s...Read More

(IDEX Online) - Sales of watches and jewelry surged in the US in January, up by a remarkable 26.1 per cent year-on-year. That's by far the biggest monthly increase we've seen since 2016.  Year-on-year sales have been up since the markets showed the first signs of recovery in June 2020 from the catastrophic consequences of the Covid pandemic. They peaked in September at almost 1...Read More

Huntsman Set to Expand Nickel Sulphide Discovery at CanegrassSPONSOREDhuntsman explorationUnder the agreement Wheaton will purchase 100% of payable gold production until 285,000 ounces have been delivered and will thereafter receive 67% of payable gold for the life of the mine.Read More

Look beyond market approach to project valuations: van ZylLeadershipKodiak Copper: A New Copper-Gold Discovery in CanadaSPONSOREDkodiak copperRex ready to rollSPONSOREDrex mineralsDavyhurst back producing gold; can it produce a lot more?SPONSOREDora banda miningThe company had suspended dividend payments in April 2020 as part of its response to the COVID-19 pandemic.Its previous payout was 20c per...Read More

A year ago Russell Starr was senior vice president of corporate finance at Auryn Resources (now Fury Gold Mines) and slated to take charge of its Peruvian assets in a spin-out called Tier One Silver, when he heard about the Newman Todd gold project in the Red Lake district of northwestern Ontario. (The project is about 20 km west of the Red Lake gold mine complex, which Evolution Mining (ASX: EVN)...Read More

Quebec-focused developer Falco Resources (TSXV: FPC) has released the results of an updated feasibility study on a development of the Horne 5 deposit below the historic Horne mine in the Rouyn-Noranda area of Quebec.The study outlines a 15-year underground operation using an existing shaft with a processing facility recovering gold, silver, zinc and copper. A surface mill would process an average...Read More

Canadian gold and copper producer New Gold (TSX: NGD; NYSE-AM: NGD) is acquiring a 14.9% interest in explorer Talisker Resources (TSX: TSK; US-OTC: TSKFF).Talisker holds a land package in southern B.C. of over 2,784 sq. km, which includes the historic Bralorne project 248 km northeast of Vancouver. New Gold operates mines in B.C. (New Afton) and Ontario (Rainy River)."As one of Canada's leading go...Read More

Kodiak Copper: A New Copper-Gold Discovery in CanadaSPONSOREDkodiak copperRex ready to rollSPONSOREDrex mineralsDavyhurst back producing gold; can it produce a lot more?SPONSOREDora banda miningSolaris Resources on winning streak in EcuadorSPONSOREDsolaris resourcesChina's leadership is massaging expectations about the country's future growth potential.Read More

EBITDA was £29.3 million (ZAR622 million), while revenue jumped 110% yoy for the half to £53.4 million, driven by a 127% jump in PGM revenues at the company's South Africa operations, which it attributed to buoyant prices, a lift in throughput and operational efficiencies.  PGM output surged 34% to more than 28,000 ounces in the half-year. Chrome production was up 72%, helped...Read More