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

Pure Silver Play Uplists to OTCQB

February 11, 2025 / www.theaureport.com

Also, this company launches a soil sampling program at its flagship asset, and its largest shareholder adds to his position. Read why this expert and others like the story.Argenta Silver Corp. (AGAG:TSX.V; AGAGF:OTCQB) reported a spate of news recently, including a market uplisting, a strategic investment, and a field program start.The latest is that the Canadian explorer began trading on the OTCQ...Read More

A Spectacular Advance Is Coming for Precious Metals

February 11, 2025 / www.theaureport.com

Technical Analyst Clive Maund shares his view of the precious metals market, taking a close look at gold and silver.The purpose of this precious metals sector update is to make two points clear in as short order as possible. The first is to explain why gold's current powerful uptrend, which began less than a year ago, has much further to run. The second is to demonstrate that silver's correspondin...Read More

Gold Stocks Valuation Anomaly / Commodities / Gold & Silver Stocks 2024

February 10, 2025 / www.marketoracle.co.uk

The gold miners’ stock prices have largely decoupled from their metal, which overwhelmingly drives their profits.This fundamental disconnect has spawned a shocking valuation anomaly, with gold stocks far too low relative to gold.But this aberration won’t last, as markets abhor extreme deviations from precedent.Mean reversions and proportional overshoots soon follow, so gold stocks will...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

July 19, 2024 / www.woodmac.com

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

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

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

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

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

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

BHP's all-share offer for Anglo American

April 29, 2024 / www.woodmac.com

BHP has made an all-share offer for Anglo American which valued the company at US$40.7 billion, conditional upon separate demergers by Anglo American by distribution of its entire shareholdings in Kumba and Anglo-American Platinum Limited to Anglo American shareholders. Anglo American’s board has unanimously rejected the proposal from BHP on the basis of valuation and uncertainty associated...Read More

Trade Wars Move Markets

February 19, 2025 / dailyreckoning.com

American steel producer Cleveland-Cliffs (CLF) skyrocketed 15% higher in trading earlier today.Century Aluminum (CENX), also based in the U.S., has jumped 10% higher as I write this.And United States Steel Corporation (X) moved up 4% by midday.These moves were a direct result of President Trump's new 25% tariffs on steel and aluminium imports, which were announced over the weekend.This is what we...Read More

Drilling Uncovers New Mineral Zones Beneath Snodgrass Lake

February 12, 2025 / www.theaureport.com

Goldshore Resources Inc. (TSXV: GSHR; OTCQB: GSHRF ; FWB: 8X00) advances its winter exploration program with promising drill results from Superion and QES Up zones. Read more to discover what the latest findings could mean for future growth.Goldshore Resources Inc. (TSXV: GSHR; OTCQB: GSHRF ; FWB: 8X00) has provided an update on its winter exploration program, highlighting significant progress acr...Read More

Silver Production Soars to New Heights at Guitarra Mine

February 12, 2025 / www.theaureport.com

Sierra Madre Gold and Silver Ltd. (SM:TSX.V; SMDRF:OTCQX) reported record monthly production at its Guitarra Mine Complex in Mexico, marking its highest output since the mine's restart. Discover what's driving this growth and what's next for the company.Sierra Madre Gold and Silver Ltd. (SM:TSX.V; SMDRF:OTCQX) has announced record monthly production for January 2025 at its 100% owned Guitarra Mine...Read More

Gold and the Frustrating Silver Market

February 12, 2025 / www.theaureport.com

Michael Ballanger of GGM Advisory Inc. reviews the gold and silver market and shares on stock he believes is "a gift."USD index futures are down 0.04% to 108.155, with the 10-year yield up 0.96% to 4.538% and the 30-year up 0.81% to 4.749%.Gold (-0.78%), silver (-2.04%), and copper (-3.10%) are lower, while oil (+1.47%) is higher.Stock futures are lower, with the DJIA (-0.19%) down 86.0 points, th...Read More

This Is the Perfect Set-up for Gold Stocks

February 12, 2025 / www.theaureport.com

Global Analyst Adrian Day looks at the changing dynamics in the gold market and argues that this is a very opportune time to buy gold stocks.This is a most opportune time to be buying gold stocks. The gap between gold and gold stocks has never been wider. Incredibly, valuations remain low even as gold itself hits record highs.This is so even as margins are expanding, with the major miners generati...Read More

Handelsblatt: Gold Pours into New York

February 08, 2025 / www.bullionvault.com

LONDON, 8 February 2025 - Leading German newspaper Handelsblatt today makes extensive use of BullionVault data and analysis in a report on the price gap between London physical gold and New York derivatives prices."According to an insider," says Handelsblatt, "the trend of transporting gold to New York has now taken on a life of its own. But supply bottlenecks are becoming a risk."Germany's leadin...Read More

Cash-Online: 4 Years' Gold Stacked in New York

February 07, 2025 / www.bullionvault.com

LONDON, 7 February 2025 - US stockpiles of gold bullion now top 4 years of the No.1 economy's domestic gold demand, says German finance site Cash-Online, reporting analysis by BullionVault.Owing to a price gap between London's physical market and the New York gold derivatives exchange, "Yes, there is a shortage in the London gold market," says director of research Adrian Ash, "but it is a shortage...Read More

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