John Newell of John Newell & Associates shares his thoughts on the silver market and reviews three juniors and one producer.Silver pushing through $40 is not just another rally. For more than 10 years the $30 to $35 zone capped every attempt to run. That resistance is gone. The long base that formed after 2011 functions like a spring.Once released, moves tend to travel farther and faster than most...Read More
Galway Metals Inc. (GWM:TSXV; GAYMF:OTCQB) intersected 8.4 g/t gold over 4.0 meters in a step-out hole 350 meters beyond the existing North Deposit resource. Read how the shallow intercept could significantly reshape the open-pit potential at Clarence Stream.Galway Metals Inc. (GWM:TSXV; GAYMF:OTCQB) announced the results of 11 new diamond drill holes at the North Deposit of its 100%-owned Clarenc...Read More
Global Analyst Adrian Day shares a brief update on developments at three companies on his list.Nestle SA (NESN:VX; NSRGY:OTC) announced that Philipp Navratil has been appointed as CEO of the company following the dismissal of Laurent Freixe for an undisclosed romantic relationship with a direct subordinate. Navratil, who joined the company in 2001, had most recently been in charge of the Nespresso...Read More
Pasofino Gold Ltd. (VEIN:TSX.V; EFRGF:OTCQB; N07:FSE) has identified new drill targets near its Tuzon and Dugbe F deposits in Liberia, expanding the scope of its 3.3 Moz resource. The discovery comes as gold prices hit record highs and global demand surges amid economic uncertainty and shifting dollar dynamics.Pasofino Gold Ltd. (VEIN:TSX.V; EFRGF:OTCQB; N07:FSE) has provided an update on its ongo...Read More
Seabridge Gold Inc. (SEA:TSX; SA:NYSE.MKT) announced results from drill holes completed this summer at the Snip North target within the Iskut Project in British Columbia's Golden Triangle. Seabridge Gold Inc. (SEA:TSX; SA:NYSE.MKT) announced results from three more drill holes completed this summer at the Snip North target within the Iskut Project in British Columbia's Golden Triangle.These findin...Read More
John Newell of John Newell & Associates explains why he thinks Westward Gold Inc.'s (WG:CSE; WGLIF:OTC; IM50:FSE) current setup offers a favorable balance, with limited downside relative to the upside potential typical of the junior miners.Westward Gold Inc. (WG:CSE; WGLIF:OTC; IM50:FSE) is a Nevada-focused exploration company with ~70 km? across two projects on the Cortez and Carlin trends.Its fl...Read More
Armory Mining Corp. (ARMY:CSE; RMRYF:OTC; J2S:FRA) amended its option agreement to acquire full ownership of the Ammo antimony-gold property in Nova Scotia. Read how the company believes that this move strengthens its position in a region known for historical antimony production and growing strategic demand.Armory Mining Corp. (ARMY:CSE; RMRYF:OTC; J2S:FRA) has amended the terms of its mineral pro...Read More
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
For details on how your data is used and stored, see our Privacy Notice. Read More
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
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
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
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
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
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
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 our product summaryFor details on how your data is used and stored, see...Read More
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
For details on how your data is used and stored, see our Privacy Notice.Canada Growth Fund Investment ManagementThroughout the engagement, Wood Mackenzie's Metals and Mining Consulting Team, in collaboration with our Copper and Zinc subject matter experts (SMEs), worked closely with CGFIM to break down the global copper and zinc markets and assess the competitiveness of the McIlvenna Bay copp...Read More
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
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