Global Analyst Adrian Day takes a look at the gold market: he puts the past week's declines in context, looks at various indicators, and discusses what an investor should do now. Gold on Tuesday, October 16, had its worst one-day decline for 13 years, and it failed to recover during the rest of the week in sometimes choppy trading.Since that Tuesday morning, gold has been down 5.9%. The stocks ex...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

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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

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. 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

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

U.S. equity index futures were sharply lower this morning. S&P 500 futures were down 79 points at 8:30 AM EDT.Today is Election Day in the U.S. and Federal Budget Day in Canada. Franco-Nevada (FNV) added $1.01 to US$188.88 after reporting record third quarter revenues and earnings. Starbucks (SBUX) gained $1.54 to $82.50 after announcing a joint venture with a company in China.Clorox (CLX) add...Read More

The Big Short is one of my favorite movies (and books).It's a powerful story of investors who bet against the housing bubble, persevered through adversity, and won big.The story focuses on Michael J. Burry, a small but successful hedge fund manager in California. In the movie, Burry is played by actor Christian Bale. There are others featured in The Big Short who bet against the housing market, bu...Read More

Greetings from New Orleans. I'm here for the 51st annual Investment Conference, formerly called the Gold Conference, founded half a century ago by the late Jim Blanchard. If you own gold, it's because Jim fought tooth and nail in the 1960s and 70s to change U.S. law to allow private ownership.And as you've undoubtedly noticed if you own gold - or if you go to buy some right now - the price is up-u...Read More

In this conversation with Colin Joudrie, CEO of Selkirk Copper (TSXV: SCMI), we dig into one of the most intriguing restart stories ...Read More

In this conversation with legendary natural resource investor Rick Rule of Rule Investment Media we dive into the big themes you ...Read More

New Gold just delivered one of the strongest quarters we've seen from a mid-tier gold producer this cycle record free cash flow, ...Read More