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

Precious Metals Update Video: Gold turning bullish?

October 25, 2019 / news.goldseek.com

By: Ira EpsteinGold's action is sideways action, I can't get super excited yet, but not as negative as I was the day prior. Read More

Indian silico-manganese market at 3-year low; Europe prices also down

October 26, 2019 / www.metalbulletin.com

Persistently weak demand and sliding manganese ore prices have combined to drag down Indian silico-manganese prices to a level last seen on October 16, while the Europe market was also lower for similar reasons, according to European and Indian industry sources on Friday October 25.The Indian market showed a drop in export prices for the eighth consecutive week, with more losses expected, given th...Read More

Gold Special Report: A Liquidity Nightmare Is Upon Us

October 25, 2019 / seekingalpha.com

Gold appears to be sitting around $1,500, testing the floor of the past few weeks of $1,490.The Fed appears to be doing potentially more than what they did in 2008 in terms of adding liquidity to the market.We could be at $1,550 gold very soon.We are in the middle of a breakout, putting $1,515 in the picture as a weekly target.The markets appear to have entered a state of limbo, in particular, the...Read More

EUROPE STAINLESS STEEL: Prices stable with November surcharges likely steady

October 26, 2019 / www.metalbulletin.com

The price of stainless steel in Europe was unchanged this week and alloy surcharges for November also appeared likely to remain largely unchanged, Fastmarkets heard on Friday October 25.Finland-based stainless steel mill Outokumpu announced this week that its alloy surcharge for grade-304 flat products in November will be ?,?1,703 ($1,894) per tonne, an increase of ?,?3 per tonne from October.Luxe...Read More

Gold Yield

October 25, 2019 / seekingalpha.com

In recent articles, I have suggested that the low historical returns of gold and its high variability make it a poor long-term investment despite its negative correlation with stocks.Gold has seen periods of episodic strength, especially in risk-off environments. If Gold is to be used tactically, how should investors think about its relative valuation?This article discusses the merits of the &qu...Read More

Gold prices end slightly higher, second weekly climb in a row

October 25, 2019 / www.marketwatch.com

Gold futures gave up most of their gains for the day by the settlement on Friday, but held ground above the key $1,500 price to score a second weekly climb in a row. Downbeat economic data, with a reading on U.S. consumer sentiment revised down to 95.5 in October from an initial 96, along with expectations for more easing from global central banks that could add further support for bullion, provid...Read More

Gold Seasonality Turns Positive - Prepare For A Big January

October 25, 2019 / seekingalpha.com

Germany's central bank, the Bundesbank, is widely seen as an island of sanity in a sea of monetary crazy, which makes it influential.Since the source of the Summer action had nothing to do with Asian jewelry demand, there's no reason to expect Asia's typical January buying to depart from past patterns.Taken together, rising central bank gold buying and typically-strong Asian demand cou...Read More

BETTING ON BLOCKCHAIN: Consortium including Glencore to explore blockchain for responsible sourcing

October 26, 2019 / www.metalbulletin.com

A group of metals and mining companies including Glencore and Anglo American have joined forces with the World Economic Forum to explore the use of blockchain technology to accelerate responsible sourcing of raw materials. The Mining and Metals Blockchain Initiative will explore the building of a blockchain platform to address transparency, the track and tracing of materials, the reporting of carb...Read More

FOCUS: Chinese rebar supply set to drop amid thinning margins for EAF mills

October 26, 2019 / www.metalbulletin.com

A declining rebar market in China coupled with elevated prices for scrap have put a squeeze to the profit margins of electric-arc furnace operators in the country since September.Amid a pessimistic outlook for demand and prices, market participants are expecting these EAF operators - which account for close to a third of the supply of the long steel product in China - to cut their output soon.EAF...Read More

Vale posts 6% rise in Q3 earning on high iron ore prices

October 26, 2019 / www.metalbulletin.com

Vale saw its adjusted earnings grow by 6.4% year on year in the third quarter amid higher prices and lower expenses related to the Brumadinho tailings dam disaster early this year.The Brazilian miner's adjusted earnings before interest, taxes, depreciation and amortization (Ebitda) for the July-September period totaled $4.60 billion, which compares with $4.33 billion a year earlier.Vale's reported...Read More

Are People Actually Buying Physical Gold & Silver?

October 25, 2019 / www.silverdoctors.com

One of the reasons trading the gold and silver markets can be so tricky is because there are physical markets and paper markets...by Chris Marcus with James Anderson via Arcadia EconomicsOne of the reasons trading the gold and silver markets can be so tricky is because there is what happens with physical gold and silver, and then there's the paper world derivative market.Which creates a fascinatin...Read More

Indian silico-manganese market at 3-year low; Europe prices also down

October 26, 2019 / www.metalbulletin.com

Persistently weak demand and sliding manganese ore prices have combined to drag down Indian silico-manganese prices to a level last seen on October 16, while the Europe market was also lower for similar reasons, according to European and Indian industry sources on Friday October 25.The Indian market showed a drop in export prices for the eighth consecutive week, with more losses expected, given th...Read More

Indian HRC export prices down by $25 per tonne in a week

October 26, 2019 / www.metalbulletin.com

The price of India-origin hot-rolled coil for export in the week ended Friday October 25 was down by $25 per tonne following aggressive price cuts by local mills in the wake of short-selling of the commodity in the Southeast Asian markets.The price of steel HRC (commodity), export, fob main port India, was assessed by Fastmarkets at $400-405 per tonne on Friday, down from last week's assessment at...Read More

EUROPE STAINLESS STEEL: Prices stable with November surcharges likely steady

October 26, 2019 / www.metalbulletin.com

The price of stainless steel in Europe was unchanged this week and alloy surcharges for November also appeared likely to remain largely unchanged, Fastmarkets heard on Friday October 25.Finland-based stainless steel mill Outokumpu announced this week that its alloy surcharge for grade-304 flat products in November will be ?,?1,703 ($1,894) per tonne, an increase of ?,?3 per tonne from October.Luxe...Read More

WEEKLY SCRAP WRAP: Global prices continue to rise across all markets

October 26, 2019 / www.metalbulletin.com

Ferrous scrap prices on the global markets continued to move up during the working week ended Friday October 25, with a positive Turkish market adding to the stronger sentiment. Turkish import prices continue to move up on fresh booking US export prices up again on new Turkey cargoes Taiwan import prices increase on continued tight supply Vietnam import prices higher following global trend Indian...Read More

IN CASE YOU MISSED IT: 5 key stories from October 24

October 26, 2019 / www.metalbulletin.com

Here are five Fastmarkets MB stories you might have missed on Thursday October 24 that are worth another look.Trade wars, slowing economic growth, Brexit... the storm clouds are gathering for metals markets around the world. How has the new protectionism, born of geopolitical competition, affected metal markets - and how might it affect them in the future? To focus on different aspects of thi...Read More

LME WEEK 2019 - COMMENT: Macro concerns, volatility leave minor metals, ferro-alloys markets looking for ways to manage risk in 2020

October 26, 2019 / www.metalbulletin.com

Bearish macroeconomic signals and oversupply have put minor metals and ferro-alloys prices variously under pressure over 2019; the structure and terms of contracts agreed over the coming weeks will show how market participants are accounting for those signals ahead of 2020. A slowing global economy alongside uncertainty over the China-United States trade dispute and Brexit have slowed minor metals...Read More

FOCUS: Chinese rebar supply set to drop amid thinning margins for EAF mills

October 26, 2019 / www.metalbulletin.com

A declining rebar market in China coupled with elevated prices for scrap have put a squeeze to the profit margins of electric-arc furnace operators in the country since September.Amid a pessimistic outlook for demand and prices, market participants are expecting these EAF operators - which account for close to a third of the supply of the long steel product in China - to cut their output soon.EAF...Read More

LME WEEK 2019 - COMMENT: Macro concerns, volatility leave minor metals, ferro-alloys markets looking for ways to manage risk in 2020

October 26, 2019 / www.metalbulletin.com

Bearish macroeconomic signals and oversupply have put minor metals and ferro-alloys prices variously under pressure over 2019; the structure and terms of contracts agreed over the coming weeks will show how market participants are accounting for those signals ahead of 2020. A slowing global economy alongside uncertainty over the China-United States trade dispute and Brexit have slowed minor metals...Read More

LME WEEK 2019: How the bismuth market mirrors the macroeconomic effects of the US-China trade war

October 26, 2019 / www.metalbulletin.com

The protracted United States-China trade war has deterred trading in many minor metals for most of 2019, with bismuth in particular taking a hit. The trade dispute between the two largest global economies has directly resulted in the introduction of import tariffs in both China and the US, making it more expensive to trade and causing oversupply because of slower downstream consumption.The US intr...Read More

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