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

Backwardated forward spreads on LME spur P1020 sell-off in Europe

October 23, 2021 / www.metalbulletin.com

Looming backwardations on London Metal Exchange spreads sparked a sell-off of P1020 aluminium in Europe on Thursday October 21, with participants concerned about carrying metal into 2022.Fastmarkets assessed the aluminium P1020A premium, in-whs dup Rotterdam at $250-270 per tonne on Thursday, down from $285-300 per tonne on Wednesday October 20. The decrease marks the assessment's lowest range sin...Read More

Silver, The Loaded Spring

October 22, 2021 / www.silverdoctors.com

The slightest cough could set this spring off...by Korbinian Koller via Midas Touch ConsultingSilver, the loaded springThe supply crunch might stretch as much as a seven-year event from now, but the spring is loaded already. It isn't only a supply, demand scenario when talking about silver. Little accounted for is any surprise, and in our opinion, the slightest cough could set this spring off. The...Read More

FOCUS: Power woes raise uncertainties in China's battery materials supply chain

October 23, 2021 / www.metalbulletin.com

The battery raw materials supply chain in China took a breather after a week-long holiday to mark the country's national day in early October, with the lifting - partially or otherwise - of extensive power cuts announced in late September in several production hubs. The supply chain is still vulnerable to power restrictions, however, which are likely to persist in winter. Similar to those for oth...Read More

Turkey Drains The Wholesale Silver Market

October 22, 2021 / www.silverdoctors.com

There is new, unprecedented demand entering the physical silver market...by Samuel Briggs via KinesisIn more silver news, the life-long wholesaler shares word of new, unprecedented demand entering the physical silver market, with the impact on the paper-driven price yet to be felt.In the aftermath of last Friday's Consumer Price Index (CPI) shock, the precious metals expert reevaluates gold and si...Read More

LIVE FUTURES 22/11: LME aluminium back at $2,800/t; copper, nickel continue to slide

October 23, 2021 / www.metalbulletin.com

London Metal Exchange base metals prices were mostly lower at the 5pm close on October 22, with investors looking to book profits from peaks reached earlier in the week. Aluminium's three-month price rolled back most of the gains made so far this month, with its closing price on Friday at 5pm, at $2,868 per tonne, being the lowest since October 6, with more than 37,000 lots traded. The metal...Read More

COKING COAL DAILY: PCI prices up on tight supply; NDRC meeting depresses futures again

October 23, 2021 / www.metalbulletin.com

Seaborne prices for low-volatility pulverized coal injection material (PCI) in both the fob and cfr markets in China have increased because of persistently tight supply, Fastmarkets heard on Friday October 22.A trade was finally heard in the fob spot market on Friday. And China's National Development & Reform Commission (NDRC) held a meeting during the morning to work out plans to tackle high coal...Read More

IRON ORE DAILY: Prices up despite weak demand outlook

October 23, 2021 / www.metalbulletin.com

Seaborne iron ore prices corrected upward on Friday October 22 after a sharp decrease on Thursday amid continuous bearish outlook for iron ore demand.Fastmarkets iron ore indices62% Fe fines, cfr Qingdao: $119.52 per tonne, up $2.59 per tonne62% Fe low-alumina fines, cfr Qingdao: $120.89 per tonne, up $2.21 per tonne58% Fe fines high-grade premium, cfr Qingdao: $92.38 per tonne, up $3.40 per tonne...Read More

EU steelmakers will exhaust emissions budget 15 years early without new tech, report says

October 23, 2021 / www.metalbulletin.com

European steel companies must scale up their decarbonization technologies within the coming decade or risk exhausting their allocated emissions allowances early, according to a report released on Tuesday September 14.The report, "Steeling for Net Zero," by climate researcher Industry Tracker, found that selected European steel companies have less than 26% of their carbon budget remaining and must...Read More

RESEARCH: US HRC prices to remain well above long-term averages in 2022

October 23, 2021 / www.metalbulletin.com

The latest forecasts from Fastmarkets' team of analysts are ready to view.This month's key North American steel forecast highlights:US prices for hot-rolled coil moved in line with our forecasts in August, averaging $1,910 per ton, within 1% accuracy of our forecast of $1,925 per ton. The market has achieved much-needed stability in recent weeks, with prices fluctuating in the range of $1,900-1,94...Read More

Omai continues to hit grade under Wenot pit

October 22, 2021 / www.mining-journal.com

Two-time Vale president Eliezer Batista diesLeadershipLook beyond market approach to project valuations: van ZylLeadershipPolarX finds extra copper potential in AlaskaSPONSOREDpolarxAzure eyes province potential ahead of Andover resourceSPONSOREDazure mineralsThe company reported a highlight of 6m grading 16.77 grams per tonne in its latest batch of results with fifteen holes completed this year t...Read More

BHP v Forrest bidding war (Act 3)

October 22, 2021 / www.mining-journal.com

PolarX finds extra copper potential in AlaskaSPONSOREDpolarxAzure eyes province potential ahead of Andover resourceSPONSOREDazure mineralsAmerican Pacific building US copper positionSPONSOREDamerican pacific miningExploration is a risky businessSPONSOREDmarimaca copperBoth BHP and Forrest have made takeover bids for Noront Resources, helping lift the stock-market value of the company by 350% from...Read More

Scarce hydro resource watering down Chile's copper...

October 22, 2021 / www.mining-journal.com

Anglo American and Antofagasta plc have both warned of potential threats to copper output expectations due to water shortages.Read More

Boliden's struggles continue in September quarter

October 22, 2021 / www.mining-journal.com

PolarX finds extra copper potential in AlaskaSPONSOREDpolarxAzure eyes province potential ahead of Andover resourceSPONSOREDazure mineralsAmerican Pacific building US copper positionSPONSOREDamerican pacific miningExploration is a risky businessSPONSOREDmarimaca copperThe weak operational performance was driven by COVID-related sick leave and outages at Garpenberg in Sweden and Kivitsa in Finland.Read More

Supercycle talk accelerates

October 22, 2021 / www.mining-journal.com

PolarX finds extra copper potential in AlaskaSPONSOREDpolarxAzure eyes province potential ahead of Andover resourceSPONSOREDazure mineralsAmerican Pacific building US copper positionSPONSOREDamerican pacific miningExploration is a risky businessSPONSOREDmarimaca copperThe LME said on October 19 it would change certain requirements within its lending rules, namely where large holders of metal are r...Read More

LIVE FUTURES 22/11: LME aluminium back at $2,800/t; copper, nickel continue to slide

October 23, 2021 / www.metalbulletin.com

London Metal Exchange base metals prices were mostly lower at the 5pm close on October 22, with investors looking to book profits from peaks reached earlier in the week. Aluminium's three-month price rolled back most of the gains made so far this month, with its closing price on Friday at 5pm, at $2,868 per tonne, being the lowest since October 6, with more than 37,000 lots traded. The metal...Read More

Cleveland-Cliffs aims to up share of domestic prime scrap market

October 23, 2021 / www.metalbulletin.com

Unites States steelmaker Cleveland-Cliffs plans to increase its share of the US domestic prime scrap market amid increasing demand and the failure of the country's own manufacturing supply to keep up, the company's chairman, president and chief executive officer said.Lourenco Goncalves told a conference call for the Cleveland, Ohio-based company's third quarter earnings that the company didn't hav...Read More

Rain curbs Firefinch production in September quarter...

October 22, 2021 / www.mining-journal.com

PolarX finds extra copper potential in AlaskaSPONSOREDpolarxAzure eyes province potential ahead of Andover resourceSPONSOREDazure mineralsAmerican Pacific building US copper positionSPONSOREDamerican pacific miningExploration is a risky businessSPONSOREDmarimaca copper In the June quarter Morila produced 12,555oz, with the project on its way to becoming a 25,000-50,000oz per quarter producer start...Read More

Vale restarts Salobo copper mine ops after 18-day downtime

October 23, 2021 / www.metalbulletin.com

Vale has restarted a conveyor belt at its Salobo copper mine in Brazil following an 18-day stoppage due to a fire, the multi-metal producer said on Friday October 22.Activities at the site's processing plant resumed on Friday, and the company will subsequently ramp up copper concentrate output on Monday October 25.An estimated 8,000 tonnes of copper production was lost because of that downtime, Va...Read More

ALUMINIUM BILLET WRAP: Europe, Brazil premiums continue to hit fresh highs

October 23, 2021 / www.metalbulletin.com

Aluminium billet premiums remained high across the globe on Friday October 22, with market participants focused on business for 2022.EuropeEuropean billet premiums hit more record highs in the week ended October 22, with continued strong demand and concern about availability going into next year.Fastmarkets assessed the aluminium 6063 extrusion billet premium, ddp North Germany (Ruhr region), at $...Read More

COPPER CONCS SNAPSHOT: TC/RC falls for fourth week in a row

October 23, 2021 / www.metalbulletin.com

The spot copper concentrate processing charge continued to drop for the fourth consecutive week. Fastmarkets assessment of the copper concentrate treatment charge/ refining charge (TC/RC) stayed below $60/6 with a lack of liquidity and spot appetite.   Smelters' purchase TC was assessed at mid-to-low $60s while traders' purchase TC was at low $50s for standard material. ...Read More

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