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

Canada's generational wealth building opportunity amidst Trump tariff gloom

March 13, 2025 / www.canadianinsider.com

As we head towards spring, it is raining resource opportunity in Canada. This winter we have been making the case for Canadian mining stocks. In our February Top 40 Report Insiders bet on Canada's comparative advantage we wrote, "As Canada deals with the challenges presented by the Trump Administration, insiders are betting on Canadian resource stocks, particularly mining." We followed up to get...Read More

Report: CEO buys as Exchange Income loses some altitude

March 10, 2025 / www.canadianinsider.com

Over the weekend in the Globe and Mail we featured insider buying at regional airline operator and manufacturing firm Exchange Income (EIF). The company is looking to expand its regional airline business in the north, a move that could be well timed should Canada become more focused on resource development.We first featured Exchange Income for our members on March 3rd. If you have not read the re...Read More

Trump tariffs spark a revival in BC mining stocks

February 13, 2025 / www.canadianinsider.com

In our latest on the Edge video, we highlight how BC is making a major pivot towards resource development to counter Trump tariffs. This is creating more compelling opportunities in the mining space. As an example, we highlight the Toodoggone mining district, an area that is heating up with activity following a copper-gold-silver discovery by Amarc Resources (AHR). Watch the video and if you have...Read More

January INK Top 100 issuers with buybacks

February 11, 2025 / www.canadianinsider.com

The preliminary list of top 100 issuers with buybacks for January is available in #stock_ideas in INK Chat. Notably, Air Canada (AC) flies into the top 5, above CIBC (CM) but below Manulife (MFC) which retains the top spot, although its amount repurchased has dropped significantly from the almost $581 million reported by INK in December. In the report, you will find the buyback list under the Buy...Read More

Following the insiders as Venture stocks soar into the Trump storm

February 04, 2025 / www.canadianinsider.com

Insiders are signaling that generational opportunities are opening up in Canada's junior market. However, policymakers must take a constructive approach. As we report in the February 3rd Market INK report, there are some encouraging signs that the country is pivoting to pro-growth policies. Read today's Market INK Report here>>If you are not familiar with INK Research PDF reports, check out our v...Read More

INK report: Defying Trump tariff risks

January 30, 2025 / www.canadianinsider.com

On January 29th, the Morning INK Report returned to the financial innovators theme to look at DeFi Technologies (DEFI). Not only is the company working in Europe making it difficult for the US to hit it with tariffs, but DeFi is also focused on crypto which is one of the areas the Trump administration has prioritized for regulatory reform and growth.If you have not read the report yet, download i...Read More

On the Edge: Bet on our entrepreneurs, not politicians.

January 24, 2025 / www.canadianinsider.com

While Donald Trump is talking tough on tariffs with Canada, the best Justin Trudeau, Doug Ford and David Eby can do is threaten more taxes on Canadians. Eventually, the Canadian political class will have to throw in the towel and pivot from bloated government to supporting the private sector. Now is the time to bet on Canadian entrepreneurs before the pivot. Let the insiders guide you to opportun...Read More

On the Edge highlight: Dexterra Group

January 20, 2025 / www.canadianinsider.com

One of the stocks we featured in On the Edge episode three was accommodation and facilities service company Dexterra Group (DXT). We also highlighted the stock in our latest Who is Buying and Selling Globe and Mail piece. You can watch INK CEO Ted Dixon talk about Dexterra Group in this short clip from the latest On the Edge.You can find the Morning INK reports on Canadian Insider here>>. We have...Read More

December INK Top 100 issuers with buybacks

January 13, 2025 / www.canadianinsider.com

On Saturday, we published the January 11th INK Edge Rankings, Top Movers and list of top 100 issuers with buybacks for December which is available in #stock_ideas in INK Chat.The top 5 issuers with buybacks by dollar amount ('000) for December (full 100 list in INK Chat):1. Manulife Financial (MFC) Life & Health Insurance $580,9992. Fairfax Financial Holding (FFH) Property & Casualty Insurance $5...Read More

INK Spots: Neptune Digital Assets up 187% was the 2nd best performing Morning INK stock in 2024.

January 02, 2025 / www.canadianinsider.com

Crypto-focused Neptune Digital Assets (NDA) was the second best performing Morning INK stock after first mention in 2024 up 187%. Watch this video to catch up on some of the latest developments at Neptune Digital and learn what may be key for the stock's rally to continue.The video was created by real people of the INK Research team using our AI editing and production studio.If you enjoyed the vi...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

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

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