Digging Deep

A Bird in The Hand

February 10, 2026

End of Banks in Canada?

September 16, 2024

Defense Metals in the Media

February 16, 2024

Our 2024 Predictions, Part 2

January 11, 2024

Our 2024 Predictions, Part 1

January 02, 2023

Can Gold Hit $3,000 in 2024?

29 December, 2023

Will Bitcoin ETFs Kill Gold?

November 21, 2023

What's Next for Gold?

06 June, 2023

Platinum and Palladium

February 2022

Transition to Production

June 15, 2021

Silver Suppression?!

February 02, 2021

Gold: Year in Review 2020, and 2021 Outlook

January 04, 2021

Gold has big year in 2020 and outlook for this year robust. Learn about monetary expansion and gold future prices.Read More

AbraPlata: CMR's full analysis of an Argentina focussed gold and silver junior

May 2020

The gold futures price reached US$1,767/ounce this week before retreating, which was the second time it has surpassed US$1,760 in the past two months, marking some of gold's highest levels in several years.Read More

Copper: 4 things to know

December 13, 2024 / www.woodmac.com

We stand at a pivotal moment for the metals that will be essential to the energy transition. Metals-intensive low-carbon electrification remains a significant demand driver for transition metals, but geopolitical tensions and a challenging fiscal environment mean net-zero policies are being rolled back.For copper, EV and grid-related growth will boost long-term demand, but short-term supply-demand...Read More

Client Briefing: Taking stock of the impact of the 2022 energy crisis on Asia Pacific power markets

June 27, 2023 / www.woodmac.com

This webinar is open to Wood Mackenzie clients with the following subscription ONLY:Asia Pacific Power ServiceAsia Pacific Renewables ServicePlease register with your business email if your company has access the subscription above. Successful registration is based on email domain detection. Feel free to contact angel.hang@woodmac.com or luis.catalan@woodmac.com if you have any questions or e...Read More

Big Mining pivots to copper for growth

April 03, 2025 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. Metals and mining companies are starting to shake off the sector’s long-held dedication to capital discipline. In stark contrast to Big Oil corporates which are cutting budgets, Big Mining are upping investment with the goal of growing mine supply. James Whiteside, Head of Metals and Mining Research, analysed...Read More

Infographic | The future of the copper market

October 28, 2024 / www.woodmac.com

The copper market is on the brink of transformation, driven by increasing demand for copper-intensive technologies and the urgent need for sustainable practices across the metals and mining industry.Our interactive copper infographic offers a comprehensive overview of the future of the copper market, detailing the key trends and projections that will shape the industry through 2034.Fill out the fo...Read More

Copper: things to look for in 2024

January 25, 2024 / www.woodmac.com

What will be the key themes for copper in the year ahead? Growing economic and political uncertainty amid the slew of elections in some key copper-producing and consuming countries is one area we will be watching closely.Crucially, the timing of any interest rate cuts as well as energy transition-related developments will determine the strength of demand, notwithstanding the uncertainties due to t...Read More

Equities

August 28, 2025 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice.Make smarter equity portfolio investments with bottom-up analysis and daily natural gas production estimates for leading producers.Download our product summaryAccess analysis of daily throughput estimates for pipelines, gas gathering systems and processing plants of midstream companies to guide your trading decisions.Download...Read More

The energy transition sparks new interest in copper mining

February 09, 2024 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. Copper has often been important for technological progress. It was copper cladding for sailing ships’ hulls that led to dramatic improvements in speed, manoeuvrability and durability in the late 18th and early 19th centuries. That history continues in the modern era: copper is one of the critical metals &ndash...Read More

Supporting the future of Canadian copper and zinc supply

March 12, 2025 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice.Canada Growth Fund Investment ManagementThroughout the engagement, Wood Mackenzie's Metals and Mining Consulting Team, in collaboration with our Copper and Zinc subject matter experts (SMEs), worked closely with CGFIM to break down the global copper and zinc markets and assess the competitiveness of the McIlvenna Bay copp...Read More

Copper: strategic insight amid policy risk and smelter margin pressures

April 30, 2025 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice.CESCO Week, one of the mining industry's premier annual gatherings, is held every April in Santiago, Chile. Organised by the Center for Copper and Mining Studies (CESCO), this event brings together global mining executives, investors, government officials, and experts to discuss key market trends, challenges, and opportunities...Read More

Nickel and copper: building blocks for a greener future

April 04, 2022 / www.woodmac.com

Both nickel and copper possess properties that give them a central role in the drive for a greener future. While demand from existing use cases will continue to grow steadily, electric vehicle (EV) and energy storage applications will underpin a huge increase in long-term demand.At the recent Future Facing Mined Commodities Forum, we looked at the importance of these two metals for the energy tran...Read More

Trump's War With the Fed Heats Up

September 04, 2025 / dailyreckoning.com

In August of 2019, former NY Federal Reserve President Bill Dudley launched an attack on President Trump.The attack came in the form of an opinion piece in Bloomberg.In it, he argued that Trump's trade war with China threatened to crash the U.S. economy.So Dudley wrote that the Fed should consider punishing Trump for his bad policies.Here's an excerpt from that 2019 Bloomberg editorial by Dudley (...Read More

U. S. Gold Corp. Signs Engineering and Procurement Contract with Cheyenne Light, Fuel and Power Company for CK Gold Project

August 27, 2025 / www.usgoldcorp.gold

CHEYENNE, Wyo., Aug. 27, 2025 /PRNewswire/ -- U.S. Gold Corp. ("U.S. Gold," the "Company," "we," "our" or "us") (Nasdaq: USAU) is pleased to announce that Gold King Corp., a wholly-owned subsidiary of U.S. Gold, has executed a contract with Cheyenne Light, Fuel and Power ("CLFP"), a subsidiary of Black Hills Corp., the first step toward construction of the powerline to serve the CK Gold Project l...Read More

Global Silver Surge Fuels Junior Miner Advances

August 29, 2025 / www.theaureport.com

Amid supply shortfalls and rising demand, Magma Silver Corp. (MGMA:TSXV; MAGMF:OTCQB; FSE:BC21; WKN:A411DV), Silver North Resources Ltd. (SNAG:TSX.V; TARSF: OTCQB), Irving Resources Inc. (IRV:CSE; IRVRF:OTCQX), and Dolly Varden Silver Corp. (DV:TSX.V; DVS:NYSEA; DVQ:FSE) are advancing projects across Peru, Yukon, Japan, and BC. Read more to see how each company is positioning its projects to align...Read More

Target Price Raised on South Dakota-Based Gold Co.

August 29, 2025 / www.theaureport.com

Dakota Gold Corp. (DC:NYSE American) stands out because of its excellent management and exploration teams and its major exploration potential, among other reasons, noted a Canaccord Genuity report.Dakota Gold Corp. (DC:NYSE American) saw its target price from Canaccord Genuity be raised by 6.25% to reflect the explorer's latest financials and its Richmond Hill Initial Assessment with Cash Flow (IA...Read More

A Hidden Red Lake Analog with Breakout Potential

August 29, 2025 / www.theaureport.com

John Newell of John Newell & Associates explains why he thinks Dryden Gold Corp. (DRY:TSXV; DRYGF:OTCQB; FSE: X7W) is a Speculative Buy.Occasionally, a junior gold company lines up across multiple factors, such as geology, technical chart setup, and management quality. Dryden Gold Corp. (DRY:TSXV; DRYGF:OTCQB; FSE: X7W) may be one of those stories. It's not just a promising explorer in a proven re...Read More

Tungsten Co. With US Asset Well Positioned To Capitalize on Growing Demand

August 29, 2025 / www.theaureport.com

American Tungsten Corp. (TUNG:CSE; DEMRG:OTCQB; RK9:FSE) is well-positioned to capitalize on growing domestic demand and a favorable environment for the critical mineral, tungsten, noted a Stonegate Capital Partners report.American Tungsten Corp. (TUNG:CSE; DEMRG:OTCQB; RK9:FSE) gained additional coverage when Stonegate Capital Partners initiated on it, reported Analyst Dave Storms in an August 20...Read More

Royalty Company Secures High-Grade Iron Ore in Australia

August 29, 2025 / www.theaureport.com

Vox Royalty Corp. (VOXR:TSX; VOXR:NASDAQ) acquired a 1.5% gross revenue royalty on high-grade iron ore in Western Australia's Pilbara, targeting 15Mt of production. Read more to find out how the deal fits into its capital-light strategy and why analysts see long-term value in this high-grade, infrastructure-adjacent asset.Vox Royalty Corp. (VOXR:TSX; VOXR:NASDAQ) has announced the acquisition of a...Read More

Gold Explorer Secures US$7.5M in Nevada Exit

August 29, 2025 / www.theaureport.com

Scorpio Gold Corp. (SGN:TSX.V) sold its Nevada-based Mineral Ridge project for US$7.5M, strengthening its balance sheet and funding growth at Manhattan. Read more to find out how this strategic shift supports upcoming drilling, resource expansion, and long-term development plans.Scorpio Gold Corp. (SGN:TSX.V) has finalized the sale of its Mineral Ridge project in Esmeralda County, Nevada, through...Read More

Target Price Boosted on Gold Co. Advancing Project in Idaho

August 29, 2025 / www.theaureport.com

Liberty Gold Corp. (LGD:TSX; LGDTF:OTCQX), an attractive takeout target trading at a significant discount to peers, offers a more than 1,000% potential return based on Canaccord Genuity's new target, the investment bank noted in a report.Liberty Gold Corp. (LGD:TSX; LGDTF:OTCQX) had its target price by Canaccord Genuity raised 6.25% to reflect the mining developer's Q2/25 results and the investmen...Read More

Are reported metal stocks a good measure of market fundamentals?

March 01, 2022 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. Demand for mined commodities exceeded pre-pandemic levels in 2021. Despite macro-economic headwinds over the next few years, growth seems assured and could be supercharged by a faster decarbonisation pathway. Supply constraints and disruptions continue and are likely to be exacerbated by economic sanctions on Russia...Read More

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