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

A New Global Financial Order Lies Ahead

March 26, 2025 / www.theaureport.com

Global Analyst Adrian Day examines something fundamental, with long-term ramifications for markets and much more. As readers know, Day does not often discuss such broad topics, but he believes this is so important that it needs consideration and thought.When I first discussed the Mar-A-Lago Accord back in January, no one in the audience had heard of it. Certainly, more have today. In fact, recent...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

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

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

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

Tech Talk for Wednesday March 26th 2025

March 25, 2025 / timingthemarket.ca

U.S. equity index futures were mixed this morning. S&P 500 futures were down 2 points at 8:35 AM EDT.S&P 500 futures were unchanged following release of February Durable Goods Orders at 8:30 AM EDT. Consensus called for a 1.0% drop versus a 3.1% gain in January. Actual was a 0.9% gain.GameStop advanced $1.59 to $26.98 after the company confirmed plans to invest in Bitcoin. General Dynamics...Read More

Total (Trade) War

April 03, 2025 / dailyreckoning.com

Around the world, governments are shifting onto trade war footing.When preparing for financial warfare, nations aim to become as self-reliant as possible. In agriculture, manufacturing, refining, mining, drilling, and more.The stronger a nation is in these areas, the stronger its negotiating position will be.America is doing decently well when it comes to preparation. Under Biden, we fell behind i...Read More

Prepare for the Looming Recession

April 02, 2025 / dailyreckoning.com

"Will we have a recession?" was the question.My answer was... Yes, count on it.And to give away the punchline, prepare now for rough seas ahead, so to speak. Take some money off the stock market table, stash cash, lighten up expenses, throttle back generally, and own gold and silver for the long-term.Here's the background...There Are Recessions, and "Recessions"During the 1980 presidential campaig...Read More

Rotation into Gold Stocks Happening Now says Pro Investor David Erfle

March 25, 2025 / www.youtube.com

Pro Investor David Erfle sees the rotation out of overvalued equities and into undervalued gold stocks happening in real time.Read More

MAG Silver Q4 Earnings: Good silver news, dividends incoming!

March 25, 2025 / www.youtube.com

silver #mining #resources #stockmarket #investing MAG Silver Q4 Results + NEW DIVIDEND PROGRAM!hb yukla. See how their ...Read More

New Found Gold, Initial Resource: WHERE'S THE GOLD?!

March 25, 2025 / www.youtube.com

GoldMining #NewFoundGold #ResourceEstimate #MiningNews #Investing #MineralExploration New Found Gold has finally ...Read More

GOLD: Galiano Q4 Earnings

March 24, 2025 / www.youtube.com

Gold #goldprice #mining #stockmarket #financialeducation Who's the REAL highest-cost gold producer? We thought it was ...Read More

Ramp Metals Mobilized at Its World-Class Gold Discovery

March 25, 2025 / www.youtube.com

We caught up with Jordan Black, CEO and Director at Ramp Metals and Garrett Smith, VP Exploration at Ramp Metals (TSXV: ...Read More

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