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

Copper: Powering up the electric vehicle

August 13, 2019 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice.Copper is a cornerstone of the EV revolution.At the heart of the electric vehicle, copper is used throughout because of its high electrical conductivity, durability and malleability. And even more is used in charging stations and in supporting electrical grid infrastructure.We explore why copper is inseparable from the EV stor...Read More

Tech Talk for Thursday March 13th 2025

March 12, 2025 / timingthemarket.ca

U.S. equity index futures were lower this morning. S&P 500 futures were down 10 points at 8:30 AM EDT.S&P 500 futures were unchanged following release of the February U.S. Producer Price Index at 8:30 AM EDT. Consensus was a 0.3% increase versus a 0.4% increase in January. Actual was unchanged. Excluding food and energy, consensus was a 0.3% increase versus a 0.3% increase in January. Actu...Read More

The Walmart Bubble

March 20, 2025 / dailyreckoning.com

Recession signals are becoming hard to ignore.On Monday, JPMorgan economists raised their risk of recession to 40%. Big banks are typically bullish to a fault, so this is noteworthy.Meanwhile, a recent poll revealed that more than half of Americans have less than $500 in savings.And Walmart CEO Doug McMillon just made worrying comments about consumer behavior. From his recent speech at the Economi...Read More

Drilling Uncovers Strong Silver-Gold Grades in Colombia, Extending Major Discovery

March 14, 2025 / www.theaureport.com

Outcrop Silver & Gold Corp.'s (OCG:TSX.V; OCGSF:OTCQX; MRG1:DB) latest high-grade discovery at Los Mangos expands the Santa Ana project's potential. Drilling results signal more to come as investors look ahead.Outcrop Silver & Gold Corp. (OCG:TSX.V; OCGSF:OTCQX; MRG1:DB) has reported a high-grade silver-gold discovery at Los Mangos, located four kilometers south of its previous La Ye discovery wit...Read More

Mining Company Extends Major Gold Zone in BC

March 14, 2025 / www.theaureport.com

Golden Cariboo Resources Ltd. (GCC:CSE; GCCFF:OTC; A0RLEP:WKN; 3TZ:FSE) announces new drilling results that significantly extend the Halo zone at its Quesnelle Gold-Quartz Mine in British Columbia by 100 meters to the northwest. Read why one analyst thinks the stock will soon see a bull market.Golden Cariboo Resources Ltd. (GCC:CSE; GCCFF:OTC; A0RLEP:WKN; 3TZ:FSE) announced new drilling results th...Read More

Drilling Expands Gold Zones in Quebec, Doubling Prior Exploration

March 14, 2025 / www.theaureport.com

First Mining Gold Corp. (FF:TSX) has launched its largest drill campaign yet at the Duparquet gold project, targeting resource expansion and new discoveries. With 18,000 meters planned, how could this reshape the project's potential?First Mining Gold Corp. (FF:TSX; FFMGF:OTCMKTS; FMG:FRA) has announced the commencement of its 2025 exploration program at the Duparquet gold project in Quebec's Abiti...Read More

I Smell a Rally Coming

March 14, 2025 / www.theaureport.com

Michael Ballanger of GGM Advisory Inc. shares his view on where the market is headed and explains current movements in his trading account. U.S. Dollar Index futures are up 0.21% to 103.807, while the 10-year bond yield is up 0.37% to 4.332%, and the 30-year bond yield is up 0.41$ to 4.650%.Gold (+0.28%) is up, while silver (-0.58%), oil (-0.62%), and copper (-0.42%) are all lower.The DJIA futures...Read More

Gold and Precious Metals Getting Some More Life

March 14, 2025 / www.theaureport.com

Barry Dawes of Martin Place Securities shares his thoughts on the current state of the market, taking a close look at gold and silver.Well, it is now finally happening. That 16-year bear market for gold against stocks is finally over. Also, the 16-year bear market of gold stocks against gold is over.All that misery for the holders of small-cap resource companies is now ending. We all know the valu...Read More

Precious Metals Gleam Through Market Chaos

March 14, 2025 / www.theaureport.com

Gold and silver mining companies emerged as exceptional performers during Tuesday's volatile trading session, Robert Sinn of Goldfinger Capital writers in a market update.Markets have experienced tremendous turbulence in recent weeks. For equities, this journey has predominantly trended downward, nearly resembling a precipitous collapse for stocks such as COIN and TSLA.This morning, I had the chan...Read More

Why Keep an Eye on Silver Explorer with Trio of Assets

March 14, 2025 / www.theaureport.com

The reasons range from the deposit type to the silver price forecast, two experts said. Keep reading to discover what all they like about this story.Silver47 Exploration Corp. (AGA:TSX.V; AAGAF:OTCQB) just began trading on the OTCQB Venture Market under the ticker symbol AAGAF, a significant event that exposes the company to the U.S. market and expands its investor base and noted a news release. T...Read More

New Name, Ticker Symbol for Copper Co.

March 14, 2025 / www.theaureport.com

The rebranding of the company to Copper Quest Exploration Inc. is the final step of an 8-month effort in corporate restructuring and acquisition period. Learn more about the company's chief focus going forward and its set of properties.The name Copper Quest Exploration Inc. ("Copper Quest") and the Canadian Stock Exchange ("CSE") ticker symbol CQX have replaced Interra Copper Corp. and IMCX, respe...Read More

Drilling Uncovers Stronger Silver Zone in Bolivia, Exceeding Projections

March 14, 2025 / www.theaureport.com

The latest drilling at Iska Iska by Eloro Resources Ltd. (ELO:TSX.V; ELRRF:OTCBB) has returned the highest-grade silver intersection to date, reinforcing the project's potential. Further results could reveal even more untapped mineralization. Read more.Eloro Resources Ltd. (ELO:TSX.V; ELRRF:OTCBB) has reported the highest-grade silver intersection recorded to date at its Iska Iska silver-tin polym...Read More

Are reported metal stocks a good measure of market fundamentals?

March 01, 2022 / www.woodmac.com

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

Swelling Cushing oil hub stocks will require more pipelines

August 06, 2019 / www.woodmac.com

Growing US crude production – particularly in the midcontinent and Rockies regions – is upending traditional Gulf Coast pipeline routes.The result? An unprecedented great American oil pipeline build-out. The shale revolution has led to burgeoning pipeline takeaway access from the Permian basin. Last month, we discussed three reasons why the Permian’s future pipeline capacity won&...Read More

The Majors and US tight oil

October 30, 2018 / www.woodmac.com

What does tight oil have in common with Facebook, Apple, Amazon, Netflix and Alphabet's Google stocks (known as FAANG stocks)? Answer: tight oil is arguably the upstream equivalent of these tech sector leaders. It's the hot investment play in the oil and gas index, it outperforms like mad, and it's been driving to distraction those that don't own any. Production has leapt from zero six years...Read More

ConocoPhillips swoops on Concho in $9.7bn all-stock deal

October 19, 2020 / www.woodmac.com

Speaking after ConocoPhillips announced it will take over Concho Resources in a $9.7 billion all-stock deal, Robert Clarke, vice president, Lower 48 upstream, at Wood Mackenzie, said: “The combination is remarkable. Just in scale, ConocoPhillips is adding enough Permian production to nip at the heels of ExxonMobil’s massive programme.“We like the distinctives each firm brings too...Read More

July 19, 2024 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. Read More

Kazakhstan's upstream sector takes stock after nationwide unrest

January 19, 2022 / www.woodmac.com

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

Big oil, new energy and the stock market

June 19, 2020 / www.woodmac.com

Big Oil is on the move, feeling its way into a changing energy world. There are two sides to adapting: how to decarbonise oil and gas and how to build a sustainable business around zero-carbon technology. Valentina Kretschmar, VP and Tom Ellacott, SVP of our Corporate Analysis team took me through their thinking of how company strategies are developing.This week, BP went a step further on the firs...Read More

Chesapeake ties up Vine in cash-and-stock deal

August 11, 2021 / www.woodmac.com

Commenting after Chesapeake announced plans to buy Vine Energy in a cash-and-stock deal which values the Blackstone Group-controlled E&P at around US$2.2 billion, analysts from natural resources consultancy Wood Mackenzie said:  “We were confident 2021 would be a big year for Haynesville consolidation.“This deal really picks up the pace after Southwestern Energy/Indigo just tw...Read More

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