Digging Deep

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 prices: fundamentally justified or fundamentally flawed?

June 01, 2021 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. Throughout 2021, I have been quite vociferous in my view that prices for copper (along with several other mined commodities) do not reflect fundamentals – the dynamics of supply, demand, stocks, costs and their empirically-observed relationships. My 35-year career following and opining on markets is grounded i...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

Riding the solar-coaster | Podcast

August 25, 2023 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. It’s a little over a year since the US Inflation Reduction Act was passed into law. Solar was one of the main beneficiaries, thanks to an extension and expansion of the tax credits available to the industry. So why has the sector fallen out of favour with investors recently?August was a difficult month for the...Read More

Comstock takes Haynesville lead with US$2.2bn Covey Park deal

June 11, 2019 / www.woodmac.com

Comstock Resources today tightened its grip on the Haynesville basin with a US$2.2 billion cash-and-stock deal to buy privately-held Covey Park.Robert Clarke, director, US Lower 48, at global natural resources consultancy Wood Mackenzie, said: “The deal creates a Haynesville leader with the pro-forma company having access to the three best parts of the play: Caspiana Core in Louisiana, the S...Read More

Ensco beefs up fleet with Rowan deal

October 08, 2018 / www.woodmac.com

Commenting on the news that offshore driller Ensco will buy Rowan in a $2.38 billion deal, Leslie Cook, principal analyst, Wood Mackenzie, said: "As we have been saying for the past two years, consolidation among drillers is paramount to a recovery. In that respect, this announcement comes as no surprise."Ensco and Rowan are companies that have strong brand recognition in both the jack-up and floa...Read More

Sunrun-Vivint Solar deal represents largest consolidation in residential solar history

July 07, 2020 / www.woodmac.com

Sunrun has agreed to acquire Vivint Solar in an all-stock transaction. The deal is valued at $3.2 billion including debt.Commenting on the deal, Ravi Manghani, Wood Mackenzie Research Director, said: "Per Wood Mackenzie’s US PV Leaderboard, Sunrun and Vivint have been the #1 and #2 residential solar companies in the US for the past few years. Sunrun holds about 9% of the market share and Viv...Read More

Tech Talk for Friday April 4th 2025

April 03, 2025 / timingthemarket.ca

Pre-opening Comments for Friday April 4thU.S. equity index futures were sharply lower this morning. S&P 500 futures were down 157 points at 8:35 AM EDT.Index futures responded partially to China's retaliation to U.S. tariffs with a 34% tariff on U.S. imported goods. S&P 500 futures dropped an additional 9 points at 8:35 AM EDT following release of the March U.S. Non-farm Payrolls at 8:30 A...Read More

Tech Talk for Thursday April 3rd 2025

April 02, 2025 / timingthemarket.ca

U.S. equity indices moved sharply lower following President Trump's tariff announcement released after the close yesterday. S&P 500 Index dropped 188.00 to 5,524.75. Dow Jones Industrial Average dropped 1,198 to 41,292. NASDAQ 100 Index dropped 796.50 to 19,011.50The Canadian Dollar advanced 0.66 to US70.94 on weakness in the U.S. Dollar IndexNotably weaker following Trump's announcement were...Read More

Trump Takes a Bite of Apple

April 14, 2025 / dailyreckoning.com

We've been preparing for this moment since Trump's victory, yet somehow it still came as a shock. The scale of Trump's announcement is hard to fathom.It is still early, and there is much to digest. But I'm starting to get a feel for winners and losers in this newly-tariffed world.In the losers category, the most obvious one so far is Vietnam. Ever since Trump's first round of tariffs on China in 2...Read More

Tariff Rift

April 12, 2025 / dailyreckoning.com

President Donald Trump's announcement of sweeping import tariffs what he dubbed "Liberation Day" has caused the expected ruckus in global financial markets. And rightly so. This isn't some light policy tweak. It's a full-blown trade regime reset.As of April 5, a universal 10% baseline tariff on all imports into the United States will go into effect. Days later, a raft of reciprocal tariffs as high...Read More

Unusual Mining Stock Profit Opportunities Explained by Investor Sultan Ameerali

April 03, 2025 / www.youtube.com

Private resource investor Sultan Ameerali reveals where he is uncovering ignored value opportunities in the resource sector.Read More

GOLD: Wallbridge Mining Fenelon PEA, disappoints despite Gold record prices

April 03, 2025 / www.youtube.com

Gold #goldprice #goldmining #preciousmetals #financialeducation #investing Wallbridge Mining's revised PEA shocker: ...Read More

Food Prices Are About to Be Unaffordable | Matt Simpson - Brazil Potash

April 03, 2025 / www.youtube.com

mining #resources #investing #stockmarket #agriculture #financialeducation Discover why Brazil Potash (NYSE: BRZ) could be ...Read More

I 80 Gold Q4 Earnings Breakdown

April 03, 2025 / www.youtube.com

Gold #goldprice #goldmining #resources #investing #stockmarket Is i-80 Gold in serious trouble? Dive into our unfiltered analysis ...Read More

Lode Gold Shifts Focus to Underground Mining with Positive 2025 MRE Results at Fremont Project, USA

April 03, 2025 / www.youtube.com

We caught up with Wendy Chan, CEO of Lode Gold (TSXV: LOD | OTCQB: LODFF), to discuss the updated 2025 Mineral ...Read More

First Mining CEO Dan Wilton On Closing A Deal With First Majestic Silver

April 03, 2025 / www.youtube.com

We caught up with Dan Wilton, CEO of First Mining after the company received its final $5 million payment from First Majestic ...Read More

Revitalizing Habitats with OptiSeis

April 03, 2025 / www.youtube.com

Traditional seismic cut lines can disrupt habitats for decades but what if we could predict and minimize that impact?Read More

Unlocking Innovative Solutions from IPI Packers - Your Guide to Hydroforming

April 03, 2025 / www.youtube.com

IPI Packers is redefining hydroforming in #mining with innovative solutions. Watch the episode on the Crownsmen Partners ...Read More

ProChile highlights Business Opportunities in Chile's Mining Sector

April 02, 2025 / www.youtube.com

Visit ProChile to Learn More: https://www.prochile.gob.cl/ Watch the Full Episode: https://youtu.be/wpsiZHVnbsQ Why is Chile ...Read More

ProChile: How Chile is Shaping the Future of Mining #299

April 02, 2025 / www.youtube.com

Visit ProChile to Learn More: https://www.prochile.gob.cl/ Chile is a world leader in mining, but expanding beyond its borders ...Read More

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