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

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

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

Technical action by North American equity prices moved strongly higher after President Trump announced a 90 day pause on tariffs for goods imported from most countries. The exception was China. Prior to the news at 1:15 PM EDT, technical action by big cap U.S. equities had been negative: Verizon and Comcast had broken below in below support setting intermediate downtrends. Trader's CornerEquity In...Read More

U.S. equity index futures were lower this morning. S&P 500 futures were down 100 points at 8:30 AM EDT. Futures responded to concern about growing tariff wars. Delta Airlines added $0.72 to $36.10 after reporting higher than consensus first quarter results. Cal-Maine Foods dropped $3.98 to $86.35 after reporting less than consensus fiscal third quarter results.Constellation Energy added $1.26...Read More

Over the past six months, we've shared many investment ideas.Most are working out well. Gold, silver, tobacco. Even Brazil is holding up pretty well compared to the rest of the market. We've recommended raising cash and limiting exposure to U.S. stocks.However, there is one investment idea I proposed which needs an update due to recent developments.Chinese technology stocks...Beijing in Trump's Cr...Read More

We updated some of the risks and opportunities with respect to our generational opportunities in mining theme in the Monday Market INK, but things have been moving so fast I have provided another update via video format.I hope you find the video useful. Please like and share it if you find the update helpful.Let the insiders guide you to opportunity as the global trading system undergoes historic...Read More

Michael Ballanger of GGM Advisory Inc. shares his current moves in this tumultuous market. The USD index futures (-0.83%) are down to 101.767 this morning, with the 10-year bond yield (-2.55%) up to 4.284% and the 10-year (-1.73%) at 4.707%.Gold (+1.78%), silver (+1.62%), and copper (+3.95%) are up, but oil (-2.41%) is lower.The DJIA futures (- 1.40%) are lower by 570.4 points, with the S&P 500 fu...Read More

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

Growing US crude production – particularly in the midcontinent and Rockies regions – is upending traditional Gulf Coast pipeline routes.The result? An unprecedented great American oil pipeline build-out. The shale revolution has led to burgeoning pipeline takeaway access from the Permian basin. Last month, we discussed three reasons why the Permian’s future pipeline capacity won&...Read More

What does tight oil have in common with Facebook, Apple, Amazon, Netflix and Alphabet's Google stocks (known as FAANG stocks)? Answer: tight oil is arguably the upstream equivalent of these tech sector leaders. It's the hot investment play in the oil and gas index, it outperforms like mad, and it's been driving to distraction those that don't own any. Production has leapt from zero six years...Read More

Early 2022 has brought the most traumatic events in Kazakhstan’s 30 years of modern independence. Widespread protests and civil unrest led to unprecedented scenes of violence on the country’s streets. Especially in Almaty, the largest city. More than 225 lives have been lost.What began as peaceful demonstrations against a sharp increase in the price of LPG fuel in resource-ri...Read More

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Commenting after Chesapeake announced plans to buy Vine Energy in a cash-and-stock deal which values the Blackstone Group-controlled E&P at around US$2.2 billion, analysts from natural resources consultancy Wood Mackenzie said:  “We were confident 2021 would be a big year for Haynesville consolidation.“This deal really picks up the pace after Southwestern Energy/Indigo just tw...Read More

Speaking after ConocoPhillips announced it will take over Concho Resources in a $9.7 billion all-stock deal, Robert Clarke, vice president, Lower 48 upstream, at Wood Mackenzie, said: “The combination is remarkable. Just in scale, ConocoPhillips is adding enough Permian production to nip at the heels of ExxonMobil’s massive programme.“We like the distinctives each firm brings too...Read More

Big Oil is on the move, feeling its way into a changing energy world. There are two sides to adapting: how to decarbonise oil and gas and how to build a sustainable business around zero-carbon technology. Valentina Kretschmar, VP and Tom Ellacott, SVP of our Corporate Analysis team took me through their thinking of how company strategies are developing.This week, BP went a step further on the firs...Read More

For details on how your data is used and stored, see our Privacy Notice.Once the deal closes, Chevron will be the second-largest producing major in 2019 terms. It was fourth.The acquisition makes the Majors' peer group much more polarised. ExxonMobil, Chevron, Shell and BP are now in a league of their own. The deal plays to Chevron's strengths, which are tight oil and LNG. On top of this, it diver...Read More

For details on how your data is used and stored, see our Privacy Notice.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.The fund tracks the WisdomTree Battery Solutions Index. The index stock selection is informed b...Read More

Fuelled by public policy and declining battery costs, global electric bus adoption is set to triple by 2025. The Chinese market - the most promising in this sector - will surpass the 1 million e-bus mark by 2023 and reach 1.3 million by 2025, according to new research from Wood Mackenzie.China dominates the heavy-duty electric vehicle (EV) segment, accounting for 98% of the global e-bus market thr...Read More

For details on how your data is used and stored, see our Privacy Notice. The road to zero carbon will see an extraordinary build out of low carbon electric vehicles (EVs) and renewable power generating capacity. And as the world reduces its dependence on hydrocarbons, metals will be a linchpin of a zero carbon economy. Copper – in the form of wire, cable and foil – will bind...Read More

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

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