It's a simple math problem. Inflation is much more extreme than most people think...David Morgan interviewed on USA Watchdog by Greg HunterPrecious metals expert and financial writer David Morgan points out that inflation is much more extreme than most people realize. Morgan explains, "If you look at the metrics that we used in 1980 where food and energy, the two things humans need most to survive...Read More

There is not much more the big commercial shorts can do to rig prices lower...by Ted Butler of Butler Research via Silver SeekI hadn't planned on writing about the very sharp selloff that started yesterday (Tuesday) in gold and silver, but can't imagine anything more on investors' minds - mine included. No amount of prior mental foresight fully prepares most for the type of selloff underway -...Read More

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Wood Mackenzie, in partnership with WisdomTree, has launched an exchange traded fund (ETF) providing investors with exposure to the growth in the demand for, and the usage of, energy storage technologies, and in particular batteries.T...Read More

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Back before coronavirus knocked “normal” out cold, the key issues for miners were sub-investment prices, rising requirements for ESG and decarbonisation. How things change. So while our base case view is that the recession...Read More

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Genscape is now part of Wood Mackenzie. As we combine their commodity intelligence and proprietary short-term data sets with Wood Mackenzie’s world-class long-term analysis, we will be able to offer you unparalleled depth and br...Read More

RAPAPORT... Jewelry manufacturer Nancy Brewer died in early August, according to a statement by the Gemological Institute of America (GIA), where she had been a board member for 10 years.Brewer was the founder and CEO of jewelry-design company Nancy B. & Co. The firm was acquired by jewelry manufacturer B.A. Ballou in 2005, and is now a division of the Carla Corporation. She served on the...Read More

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Metals enable the energy transition through their use in low-carbon technologies. Rising demand means metal production needs to grow while simultaneously reducing absolute emissions if the Paris Agreement goals are to be met. Carbon t...Read More

RAPAPORT... US retail sales recorded their third consecutive increase in July, government data showed, as stores gradually resumed operations and devised ways of serving customers during the pandemic.Revenues of $536 billion for the month were 1.2% higher than in June and 2.7% above July 2019, according to figures the US Census Bureau released Friday. Sales outside of retail locations - such...Read More

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Our reports, available to purchase for instant access, equip you with detailed data — by the numbers with visualisation — to enable and equip strategic business decision making. This page is updated regularly with the late...Read More

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.What have I got to do to make you love me? What have I got to do to make you care?You can imagine the Majors' CEOs musing over Elton John's lyrics, wondering what it takes to win over investors after the stock market's dismissive rece...Read More

RAPAPORT... Lucapa Diamond Company, owner of the Lulo mine in Angola and Mothae in Lesotho, has restructured its debt, allowing it more freedom to focus on navigating the weak diamond market. "The refinancing arrangements will give Lucapa and Mothae more flexibility to navigate the pandemic-affected diamond and investor markets, and the support to continue driving the company's strategy on it...Read More

RAPAPORT... Alrosa has predicted a return to pre-pandemic rough sales levels in October, observing a promising combination of midstream shortages and growing retail demand. Executives made the forecast Friday following the release of the miner's second-quarter results, which showed a heavy slump in profit and revenue as the coronavirus froze the diamond market."There's real demand for rough b...Read More

(IDEX Online) - Alrosa's Q2 profit slumped by 98 per cent, to just $3.6m, as the COVID-19 pandemic saw demand for diamonds all but evaporate.The release of its results came days after the Russian state-owned miner, and the world's biggest producer of diamonds by volume, reported a 79 per cent drop in sales (rough and polished for July were just $35.8m).Despite the disappointing performan...Read More

(IDEX Online) - Jaeger-LeCoultre has released two new high-jewelry watches featuring its iconic Calibre 101 - still the world's smallest mechanical movement after more than 90 years. Snowdrop and Bangle are both made of pink gold set with around 20 carats of IF to VVS stones, and both feature the Calibre 101, which measures 14 mm x 4.8 mm, with a thickness of 3.4 mm and weighs barely one...Read More

(IDEX Online) - India's exports of cut and polished diamond fell 39 per cent in July to $918.4m, as the COVID-19 pandemic blighted the industry.And the figure for April to July plunged 46.5 per cent, compared with the same period last year, down to $2.7bn, according to the country's Gems and Jewellery Export Promotion Council.Overall gross exports of gems and jewelry in July were down 38...Read More

BOISE, Idaho (AP) - The U.S. government on Friday released a draft environmental report on the potential effects of three open-pit gold mines in salmon habitat in central Idaho proposed by a Canadian company. The U.S. Forest Service will take comments for 60 days on the documents involving British Columbia-based Midas Gold's plan that includes restoration work in the already heavily mined area. Mi...Read More

Gold miners remained one of the biggest coronavirus beneficiaries.Read full newsRead More

The outstanding success of gold stocks during the pandemic continues this week, as Barrick Gold (TSX:ABX)(NYSE:GOLD) soars +10%. The rocketing share price can be attributed to investment guru Warren Buffett and his famous holding company Berkshire Hathaway. But is Barrick stock a good buy for the general investor? And what might this latest development signal for low-risk portfolio holders? L...Read More

News on Friday was that legendary investor Warren Buffett’s Berkshire Hathaway’s investment portfolio has, for the first time, opened a new position in a gold stock. The news has raised media speculation that the Oracle of Omaha might have changed his value investment philosophy. The man historically discouraged investing in the precious metal. Has Mr. Buffett changed his stance on gol...Read More

The legendary investor Warren Buffett once again surprised the global investing community with his trades recently. Buffett-led Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRKB) was pretty active during the second quarter of 2020, which saw one of the best recoveries after an epic crash in March.Warren Buffett in Q2Institutional investors disclose their stock holdings through 13F filings after 45 days of...Read More