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

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

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

Tech Talk for Thursday April 10th 2025

April 09, 2025 / timingthemarket.ca

Technical action by North American equity prices moved strongly higher after President Trump announced a 90 day pause on tariffs for goods imported from most countries. The exception was China. Prior to the news at 1:15 PM EDT, technical action by big cap U.S. equities had been negative: Verizon and Comcast had broken below in below support setting intermediate downtrends. Trader's CornerEquity In...Read More

Tech Talk for Wednesday April 9th 2025

April 09, 2025 / timingthemarket.ca

U.S. equity index futures were lower this morning. S&P 500 futures were down 100 points at 8:30 AM EDT. Futures responded to concern about growing tariff wars. Delta Airlines added $0.72 to $36.10 after reporting higher than consensus first quarter results. Cal-Maine Foods dropped $3.98 to $86.35 after reporting less than consensus fiscal third quarter results.Constellation Energy added $1.26...Read More

Trump Triples Down: A New Warning For Chinese Stocks

April 18, 2025 / dailyreckoning.com

Over the past six months, we've shared many investment ideas.Most are working out well. Gold, silver, tobacco. Even Brazil is holding up pretty well compared to the rest of the market. We've recommended raising cash and limiting exposure to U.S. stocks.However, there is one investment idea I proposed which needs an update due to recent developments.Chinese technology stocks...Beijing in Trump's Cr...Read More

Video update: Generational opportunities in mining

April 10, 2025 / www.canadianinsider.com

We updated some of the risks and opportunities with respect to our generational opportunities in mining theme in the Monday Market INK, but things have been moving so fast I have provided another update via video format.I hope you find the video useful. Please like and share it if you find the update helpful.Let the insiders guide you to opportunity as the global trading system undergoes historic...Read More

Metals All Rallying; Stock Is Retreat

April 11, 2025 / www.theaureport.com

Michael Ballanger of GGM Advisory Inc. shares his current moves in this tumultuous market. The USD index futures (-0.83%) are down to 101.767 this morning, with the 10-year bond yield (-2.55%) up to 4.284% and the 10-year (-1.73%) at 4.707%.Gold (+1.78%), silver (+1.62%), and copper (+3.95%) are up, but oil (-2.41%) is lower.The DJIA futures (- 1.40%) are lower by 570.4 points, with the S&P 500 fu...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

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 04, 2025 / www.woodmac.com

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

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

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