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

The Market Snapshot: Platinum, Titan, Hercules, Gold Reserve, Northern Dynasty & Perpetua

July 23, 2025 / www.theaureport.com

Robert Sinn of Goldfinger Capital reviews the precious metals sector and the many moves of juniors on his list.In what amounted to a subdued trading period for precious metals, numerous junior mining equities experienced significant price movements.The previous week delivered fairly muted market action, characteristic of mid-summer doldrums. Gold maintained its trading range within the $3300s, sil...Read More

A Near-Term Gold Producer with Exploration Upside and Technical Breakout Potential

July 23, 2025 / www.theaureport.com

John Newell of John Newell & Associates explains why he thinks Blue Lagoon Resources Inc. (BLLG:CSE; BLAGF:OTCQB; 7BL:FSE) is a Speculative Buy.Occasionally, a junior mining company crosses a threshold that resets investor perception moving from hopeful exploration story to tangible, near-term cash flow. That's exactly where this Canadian gold developer finds itself right now.Blue Lagoon Resourc...Read More

Copper Miner Posts Solid Q2/25 Production

July 23, 2025 / www.theaureport.com

Amerigo Resources Ltd.'s (ARG:TSX; ARREF:OTCMKTS) second quarter is "driven by slightly lower copper grades offset by 99% plant availability . . . and lower cash costs," noted an Atrium Research report.Amerigo Resources Ltd. (ARG:TSX; ARREF:OTCMKTS) released its Q2/25 production and returned capital figures, reported Ben Pirie, equity research analyst at Atrium Research, in a July 9 research note....Read More

Explorer Secures CA$7M for Montana Copper-Gold Expansion

July 23, 2025 / www.theaureport.com

Securing CA$7 million in new funding, Stillwater Critical Minerals Corp. (PGE:TSX.V; PGEZF:OTCQB; J0G:FSE) is ramping up exploration for platinum, palladium, copper, nickel, cobalt, rhodium, and gold in Montana's Stillwater district. Read more to find out how the investment supports drilling, expansion, and strategic partnerships. Stillwater Critical Minerals Corp. (PGE:TSX.V; PGEZF:OTCQB; J0G:FSE...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

June 30, 2025 / 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

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

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

Copper: things to look for in 2024

January 25, 2024 / www.woodmac.com

What will be the key themes for copper in the year ahead? Growing economic and political uncertainty amid the slew of elections in some key copper-producing and consuming countries is one area we will be watching closely.Crucially, the timing of any interest rate cuts as well as energy transition-related developments will determine the strength of demand, notwithstanding the uncertainties due to t...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

Equities

July 23, 2025 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice.Make smarter equity portfolio investments with bottom-up analysis and daily natural gas production estimates for leading producers.Download our product summaryAccess analysis of daily throughput estimates for pipelines, gas gathering systems and processing plants of midstream companies to guide your trading decisions.Download...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

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

The energy transition sparks new interest in copper mining

February 09, 2024 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. Copper has often been important for technological progress. It was copper cladding for sailing ships’ hulls that led to dramatic improvements in speed, manoeuvrability and durability in the late 18th and early 19th centuries. That history continues in the modern era: copper is one of the critical metals &ndash...Read More

Tech Talk for Wednesday July 23rd 2025

July 22, 2025 / timingthemarket.ca

U.S. equity index futures were higher this morning. S&P 500 futures were up 24 points at 8:30 AM EDT. Futures reacted to news that an agreement on tariffs between Japan and the United States has been reached. The Nikkei Average responded by advancing 1,396.40 points to 41,171.32Texas Instruments (TXN) dropped $19.93 to $194.99 after offering a weaker than expected third quarter outlook.Capital...Read More

The Parts are Wearing Out

August 04, 2025 / dailyreckoning.com

Elizabeth rounded the edge of the house. There, in the back yard were two of Pierre's prize cows. Sleek. Fat. Muscled. They were the kind of limousine cows that butchers must dream about."Oh no….they're going to eat our flowers."She called Pierre."Just close your gate so they can't get out onto the road," he advised. "It's too dark for me to get them now. I'll come in the morning."And don't...Read More

I'm Busy... Out Looking for Gold

July 31, 2025 / dailyreckoning.com

"Are you looking for the Holland America check-in? Or Princess? Or Viking?"The polite, smiling greeter was addressing me, and I was surprised. My mind was elsewhere."No, thank you," I replied. "No cruise ships. I'm here for work. But can you point me to the taxi stand, to get into town?"And so it began on Sunday evening, as I disembarked at the Ted Stevens International Airport in Anchorage, after...Read More

"Gold Stocks Still Have to Catch Up to the Gold Price" says Pro Investor David Erfle

July 22, 2025 / www.youtube.com

Pro Investor David Erfle believes "gold stocks still have to catch up to the gold price." He provides commentary on recent precious ...Read More

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