The question most gold bugs are probably asking themselves right now is this: How high must gold bullion go before the gold stock ETFs stage their own key breakouts and rally alongside gold?2. The answer, quite simply, is: Higher than the price is today. Disappointment and surprise are part of investing. 3. So is diversification, and at the 2008 lows I was emphatic that the US...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.All eyes will be on the Indonesian nickel market in 2020.The knives may be out for the country’s nascent stainless industry but the staggering potential for expansion in NPI may reduce the impact of the nickel ore export ban to...Read More
Cardinal heading down familiar gold roadSPONSOREDcardinal resourcesSarama right in the middle of big exploration, corporate build-upSPONSOREDsarama resources Exore excels in Cote d'IvoireSPONSOREDexore resourcesCase study: platform financeSPONSOREDminexiaTurquoise is hardly an independent entity despite its separate listing as Rio controls 51% and operates the mine, where there have been embar...Read More
Cardinal heading down familiar gold roadSPONSOREDcardinal resourcesSarama right in the middle of big exploration, corporate build-upSPONSOREDsarama resources Exore excels in Cote d'IvoireSPONSOREDexore resourcesCase study: platform financeSPONSOREDminexiaThe companies intend now to flesh out definitive details of a transaction.Madison is currently under an ‘earn-in with option to joint v...Read More
Cardinal heading down familiar gold roadSPONSOREDcardinal resourcesSarama right in the middle of big exploration, corporate build-upSPONSOREDsarama resources Exore excels in Cote d'IvoireSPONSOREDexore resourcesCase study: platform financeSPONSOREDminexiaSome investors, mainly newcomers to mining, or those desperate for a higher yield on their savings, which are generating ultra-low or even ne...Read More
Cardinal heading down familiar gold roadSPONSOREDcardinal resourcesSarama right in the middle of big exploration, corporate build-upSPONSOREDsarama resources Exore excels in Cote d'IvoireSPONSOREDexore resourcesCase study: platform financeSPONSOREDminexiaThe reality I see is that asset managers are acquiring fossil fuel plants at knockdown prices as utilities, under pressure from those same en...Read More
Artemis all set thanks to unique approachSPONSOREDartemis resourcesCochilco analyst Camila Montes said desalination use would grow most in the drier northern parts of the country, forecasting 65% usage in Antofagasta, 60% in Tarapaca, 42% in Atacama and 25% in Coquimbo. Some 90% of the desalinated seawater will be used in the processing of copper sulphide ores for the production of copper concentr...Read More
Artemis all set thanks to unique approachSPONSOREDartemis resourcesANLA issued an administrative document indicating AngloGold Ashanti had complied with all the established requirement and provided the environmental authority with all the information and documentsRead More
Artemis all set thanks to unique approachSPONSOREDartemis resourcesThe copper producer completed the takeover of MOD Resources late last year, giving it a 11,700sq.km landholding covering 200km of strike in the Kalahari Copper Belt.Read More
Artemis all set thanks to unique approachSPONSOREDartemis resourcesThe expansion is part of a $3.4 billion underground mine development blueprint designed to lift El Teniente's annual copper output past 500,000 tonnes per annum and extend its mine life by at least 50 years. Already the world's biggest underground copper mine, El Teniente produced 465,000t in 2018.Codelco is aiming to lower El Teni...Read More
Artemis all set thanks to unique approachSPONSOREDartemis resourcesCopper production across the company's portfolio amounted to 173,000 tonnes, down 2.8% versus Q3 but 5% ahead of the 164,000t forecast by Canadian investment bank BMO. Metallic Silver production of about 12Moz was 20% above BMO's estimates.However copper sales were 17% lower than BMO expected, which the KGHM put down "the schedule...Read More
Earlier this month, the Mining Court of Salta granted Millennial Lithium's (TSX-V: ML) / (OTCQX: MLNLF) Argentine subsidiary four mining licenses on its 100%-owned Pastos Grandes project in Salta province. Readers may recall that Millennial recently delivered a Bank Feasibility Study ("BFS") and expects to reach initial production in 2022 (subject to funding & permits), ramping up to nameplate...Read More
Artemis all set thanks to unique approachSPONSOREDartemis resourcesThe Lundin family name has a long-established pedigree with copper in Argentina with Lukas finding both the Alumbrera and Veladero deposits in the past century through his companies InternationalRead More
Cardinal heading down familiar gold roadSPONSOREDcardinal resourcesSarama right in the middle of big exploration, corporate build-upSPONSOREDsarama resources Exore excels in Cote d'IvoireSPONSOREDexore resourcesCase study: platform financeSPONSOREDminexiaMacquarie Capital has been appointed to manage the process after Orion received expressions of interest relating to the potential acquisition...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Join us for an exclusive Forum, co-chaired by SVP and Global Head of Metals and Mining, Linda Cardillo Doku and SVP and Vice Chairman of Metals and Mining, Julian Kettle – this event brings together Wood Mackenzie’s top su...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Oil demand growth has been weak in 2019, with the OPEC+ group surprisingly extending their cuts by a further 500 kbd through to end of Q1 in 2020. In spite of that, fears of sustained weak demand growth have restricted Brent to mid US...Read More
Cardinal heading down familiar gold roadSPONSOREDcardinal resourcesSarama right in the middle of big exploration, corporate build-upSPONSOREDsarama resources Exore excels in Cote d'IvoireSPONSOREDexore resourcesCase study: platform financeSPONSOREDminexiaViews of global economic activity are in transition after all major economic regions and country groupings appear to have experienced slower...Read More
Cardinal heading down familiar gold roadSPONSOREDcardinal resourcesSarama right in the middle of big exploration, corporate build-upSPONSOREDsarama resources Exore excels in Cote d'IvoireSPONSOREDexore resourcesCase study: platform financeSPONSOREDminexiaTwo leading sector experts interviewed for our cover feature declared the EV space to be moving "much faster" than anticipated, with manufact...Read More
Cardinal heading down familiar gold roadSPONSOREDcardinal resourcesSarama right in the middle of big exploration, corporate build-upSPONSOREDsarama resources Exore excels in Cote d'IvoireSPONSOREDexore resourcesCase study: platform financeSPONSOREDminexiaThe company produced 451,963 tonnes of copper and 253,520t of zinc, in line with guidance of 450,000-455,000t of copper and 250,000-270,000t...Read More
Artemis all set thanks to unique approachSPONSOREDartemis resourcesAntofagasta expects to produce 725,000-755,000 tonnes of copper in 2020, 180,000-200,000oz of gold and 12,500-14,000t of molybdenum. This compares against 2019 guidance of 750,000-790,000t copper.Read More