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

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

Copper: Powering up the electric vehicle

August 13, 2019 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice.Copper is a cornerstone of the EV revolution.At the heart of the electric vehicle, copper is used throughout because of its high electrical conductivity, durability and malleability. And even more is used in charging stations and in supporting electrical grid infrastructure.We explore why copper is inseparable from the EV stor...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 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

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

June 26, 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

Horizons Live: red metal, green demand

November 02, 2022 / www.woodmac.com

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

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

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

Tech Talk for Thursday June 26th 2025

June 25, 2025 / timingthemarket.ca

U.S. equity index futures were higher this morning. S&P 500 futures were up 16 points at 8:35 AM EDT.S&P 500 futures drop 5 points following release of economic news at 8:30 AM EDT. Consensus for May U.S. Durable Goods Orders was a 7.5% increase versus a 6.3% increase in April (boosted by aircraft sales). Actual was a 16.4% increase. Consensus for updated U.S. first quarter annualized real...Read More

Tech Talk for Wednesday June 25th 2025

June 24, 2025 / timingthemarket.ca

U.S. equity index futures were higher this morning. S&P 500 futures were up 9 points at 8:30 AM EDT.FedEx dropped $4.51 to $224.51 after issuing fiscal first quarter guidance below consensusBlackberry advanced $0.39 to US$4.72 after reporting higher than consensus quarterly results. The company also offered positive guidance. Microsoft gained $1.24 to $491.35 after Wells Fargo hiked its target...Read More

Buying as the World Burns

July 03, 2025 / dailyreckoning.com

Amid the global chaos, something strange is happening with stocks....They're up.In Israel, for example, the stock market has soared to all-time highs. The iShares Israel ETF (EIS) is up a whopping 53% over the past year.This is despite the fact that the country has been devastated by Iranian missile strikes. Its Haifa port has sustained unknown damage, but based on the fact that there's a media bl...Read More

Silver Explorer Raises CA$2.1M for Yukon Drilling

June 27, 2025 / www.theaureport.com

Silver North Resources Ltd. (SNAG:TSX.V; TARSF: OTCQB) launches CA$2.1 million charity flow-through financing to fund drilling at its Haldane and GDR silver projects in Yukon. Read more to see how strong sector momentum and recent discoveries are fueling investor interest.Silver North Resources Ltd. (SNAG:TSX.V; TARSF: OTCQB) has announced a non-brokered private placement offering of charity flow-...Read More

The Gold Mine Surpassing Manhattan's Size

June 27, 2025 / www.theaureport.com

Brian Hicks of Wealth Daily explains how NatGold Digital Ltd. could help mitigate some of the issues with mining one of the world's deepest mines.Harmony Gold Mining Co. (HMY:NYSE; HAR:JSE) named it Mponeng. In South Africa's Sotho tongue, this translates to "look at me."And when you comprehend what's transpiring over two miles beneath our planet's crust near Johannesburg, you'll grasp why.This is...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

Swelling Cushing oil hub stocks will require more pipelines

August 06, 2019 / www.woodmac.com

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

The Majors and US tight oil

October 30, 2018 / www.woodmac.com

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

Kazakhstan's upstream sector takes stock after nationwide unrest

January 19, 2022 / www.woodmac.com

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

April 12, 2025 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. Read More

Big oil, new energy and the stock market

June 19, 2020 / www.woodmac.com

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

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