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

Global copper market to see another year of volatile prices

January 22, 2020 / www.woodmac.com

As we look to 2020, copper is faced with a finely balanced market. For now, positive investor sentiment around copper’s fundamentals is supporting higher prices. Stronger demand growth is underpinned by new semis capacity, while mine supply growth will be reliant on additions from both projects and existing mines. Meanwhile, the recent approval of new copper scrap re-categorisation standards...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

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

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

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

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

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

How are chemicals companies responding to the coronavirus blow?

May 29, 2020 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice.Coronavirus, supply disruptions, muted demand and the oil price plunge have sent shockwaves across the petrochemical industry. Year-on-year profits have been considerably reduced. So how is the industry handling the blow, and what does it mean for balance sheets, budgets and planned projects?Profit margins have been squeezedCo...Read More

323 million electric vehicles will be on the roads by 2040

August 19, 2020 / www.woodmac.com

Electric vehicle (EV) sales are expected to reach 45 million units per year by 2040, with a total global EV stock of 323 million, according to new research from Wood Mackenzie.Both projections have been revised down 2% when compared to Wood Mackenzie's pre-coronavirus forecast, with the pandemic delaying total vehicle sales by two years.Responses to the pandemic from China and Europe have strongly...Read More

China's crude reserves to reach 1.15 billion barrels in 2020

March 23, 2020 / www.woodmac.com

Wood Mackenzie’s latest analysis reveals that China’s crude stock (including strategic and commercial petroleum reserves) could reach 1.15 billion barrels in 2020, equivalent to 83 days of oil demand.Wood Mackenzie senior consultant Lei Sun said: “Major crude oil importers such as China have been known to build their strategic reserves when prices are low, as seen in previous oil...Read More

Tech Talk for Friday April 11th 2025

April 10, 2025 / timingthemarket.ca

Technical action by actively traded equities and ETFs was surprisingly quiet despite increased price volatility. Gold (GLD) and gold equity ETFs (GDX and GDXJ) moved higher to multi-year highs.Trader's CornerEquity Indices and Related ETFsDaily Seasonal/Technical Equity Trends for April 10th 2025Green: Increase from previous dayRed: Decrease from previous daySource for all positive seasonality rat...Read More

Tech Talk for Thursday April 10th 2025

April 09, 2025 / timingthemarket.ca

U.S. equity index futures were lower this morning. S&P 500 futures were down 88 points at 8:35 AM EDT.S&P 500 futures recovered 22 points following release of the March Consumer Price Index at 8:30 AM EDT. Consensus was a 0.1% increase versus a 0.2% gain in February. Actual was a 0.1% drop. On a year-over-year basis, consensus was a 2.6% increase versus 2.8% in February. Actual was a 2.4%...Read More

9.0 Magnitude "Bondquake"

April 19, 2025 / dailyreckoning.com

There's good news and bad news today.Bad news first...Not 1 in 100,000 Americans have a clue about what's really going on under the surface of the financial markets this week.They see tariff headlines, talking heads, Trump tweets, whipsaw markets... but they don't have a clue as to the "underwater earthquake" that just happened on Monday.Good news...If you want to be in the top 99.9% of understand...Read More

Two Junior Gold Stock Picks Explained by Pro Small-Cap Investor Mark Zaret

April 10, 2025 / www.youtube.com

Pro small-cap investor Mark Zaret discusses his investment rationale for two junior gold stocks in his portfolio. He also shares ...Read More

The $3,000 Gold Reality | Freeman Gold Lemhi Project PEA

April 10, 2025 / www.youtube.com

Gold at $3000/oz: Freeman Gold's updated PEA shows what happens to mine economics when gold prices surge. See how the ...Read More

The $40 BILLION GOLD COMEX Delivery 'Error' That Wasn't An Error! | Peter Krauth

April 10, 2025 / www.youtube.com

In this insightful interview with Peter Krauth from silvertockinvestor.com, the discussion covers recent volatility in financial markets ...Read More

Tilray Brands Q3 Earnings Analysis: Behind the CEO's "Robust" Claims

April 09, 2025 / www.youtube.com

Dive into Tilray's latest quarterly results and discover what's really happening behind the optimistic corporate messaging.Read More

The Alaska Billion Oz. Target Silver Play That Raised 3X What They Asked For!| Silver47

April 09, 2025 / www.youtube.com

Silver #mining #preciousmetals #investing #stockmarket Discover how this explorer with a 168.6M oz silver equivalent resource is ...Read More

Unlocking B.C.'s Next Major Copper-Gold Discovery While Copper Prices Soar

April 11, 2025 / www.youtube.com

We caught up with Craig Parry, CEO of Vizsla Copper (TSXV: VCU | OTCQB: VCUFF | FRANKFURT: 97E0), to discuss the ...Read More

Open corruption or perfect market timing?

April 10, 2025 / www.youtube.com

Billions have been wiped off global markets, while Trump says his friends have made upwards of $2.5 BILLION. #donaldtrump ...Read More

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