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

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

Trading the Trade Disruptions

May 20, 2025 / dailyreckoning.com

On Thursday May 8th, President Trump told Americans, "you better go out and buy stocks now. This country is going to be like a rocket ship."This morning, right on cue, stocks raced higher in reaction to the new trade deal between the U.S. and China.The Nasdaq jumped 3.5% in trading early Monday, while the S&P 500 moved higher by 2.6%. These moves pushed American indexes back above the level th...Read More

Peak US oil production sets up double barreled Canadian wealth creation

May 13, 2025 / www.canadianinsider.com

We started 2025 reporting how Canadian insiders were signalling generational opportunities in mining. In our latest On the Edge, Ted Dixon makes the case that Canadian investors have been handed double-barreled opportunity heading into the summer.Thirty-eight oil patch CEOs are pushing for radical change in Canada and insiders continue to be bullish even after they heavily bought the April pullba...Read More

Explorer Acquires Second Asset this Week

May 14, 2025 / www.theaureport.com

Dolly Varden Silver Corp. (DV:TSX.V; DVS:NYSEA; DVQ:FSE) adds to its portfolio a past-producing project with 2,350 meters of untested potential, noted a Raymond James report.Dolly Varden Silver Corp. (DV:TSX.V; DVS:NYSEA; DVQ:FSE) is acquiring the Porter project, 35 kilometers (35 km) northwest of Kitsault Valley, from StrikePoint Gold Inc. (SKP:TSX.V; STKXF:OTCQB) for US$1.1 million (US$1.1M) in...Read More

Junior Mining Co. Commits to Drilling 35 KM This Year

May 14, 2025 / www.theaureport.com

Dolly Varden Silver Corp. (DV:TSX.V; DVS:NYSEA; DVQ:FSE), cashed up with CA$30 million, intends to test several target areas at its Kitsault Valley project in the Golden Triangle, noted a Raymond James report.Dolly Varden Silver Corp. (DV:TSX.V; DVS:NYSEA; DVQ:FSE) will launch a 2025, four-rig drill program at its Kitsault Valley silver-gold project in British Columbia's Golden Triangle in the mid...Read More

Mining Giant Acquires Premium Silver Producer for US$2.1B

May 14, 2025 / www.theaureport.com

Pan American Silver Corp. (PAAS:TSX; PAAS:NASDAQ) announces a definitive agreement to buy Tier 1 silver producer MAG Silver Corp. for US$2.1 billion. Read what is in the deal for shareholders of both companies.MAG Silver Corp.'s (MAG:TSX; MAG:NYSE American) stock rose more than 7% on Monday after it announced it has entered into a definitive agreement to be acquired by Pan American Silver Corp. (P...Read More

Co. Announces Second Dividend on Robust Q1/25 Cash Flow

May 14, 2025 / www.theaureport.com

art overall results in this first quarter are solid, "reflecting a strong start to the year," noted a TD Cowen report.MAG Silver Corp.'s (MAG:TSX; MAG:NYSE American) Q1/25 financial results were ahead of consensus and notable for lower-than-expected operating costs, reported TD Cowen Analyst Wayne Lam in a May 8 research note.As a result, Lam wrote, "We expect a positive reaction from MAG shares."...Read More

Is Now Time for Commodities, Precious Metals, and Juniors?

May 14, 2025 / www.theaureport.com

Rick Mills of Ahead of the Herd once again interviews Bob Moriarty of 321Gold, speaking about current events and commodities, as well as sharing some investment ideas.Below is an interview by Rick Mills, the editor and publisher of Ahead of the Herd, with Bob Moriarty of 321 Gold.Rick Mills (RM): When we started talking about putting this talk together, our fifth talk, you wanted to talk about com...Read More

Results of Bulk Sample From Gold Project Favorable

May 14, 2025 / www.theaureport.com

They suggest West Red Lake Gold Mines Ltd. (WRLG:TSX.V; WRLGF:OTCQB; FRA:UJO) "is poised for success" as it restarts its Madsen mine in Q2/25, noted a Red Cloud Securities report.West Red Lake Gold Mines Ltd.'s (WRLG:TSX.V; WRLGF:OTCQB; FRA:UJO) bulk sampling program at its Madsen project in Ontario, Canada's Red Lake District reconciled with projections to a high degree, reported Taylor Combaluzi...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 12, 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: 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

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

Tech Talk for Wednesday May 14th 2025

May 13, 2025 / timingthemarket.ca

U.S. equity index futures were higher this morning. S&P 500 futures were up 16 points at 8:30 AM EDT.American Eagle Outfitters $AEO dropped $2.09 to $10.63 after withdrawing guidance. The company also announced an inventory write down valued at $75 million.Exelixis gained $2.35 to $39.30 after reporting higher than consensus first quarter results. The company also raised guidance. Super Micro...Read More

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