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

Is green smelting possible?

September 13, 2021 / www.woodmac.com

With 2021 shaping up to be the year the world got serious about decarbonisation, every sector can expect to come under the climate change microscope. The vast carbon emissions from steel and aluminium production often overshadow the environmental impact of zinc, lead and copper smelting. But the energy-intensive process of producing these metals is far from squeaky clean. So, is ‘green&rsquo...Read More

China's crude reserves to reach 1.15 billion barrels in 2020

March 23, 2020 / www.woodmac.com

Wood Mackenzie’s latest analysis reveals that China’s crude stock (including strategic and commercial petroleum reserves) could reach 1.15 billion barrels in 2020, equivalent to 83 days of oil demand.Wood Mackenzie senior consultant Lei Sun said: “Major crude oil importers such as China have been known to build their strategic reserves when prices are low, as seen in previous oil...Read More

Tech Talk for Monday April 28th 2025

April 27, 2025 / timingthemarket.ca

U.S. equity index futures were lower this morning. S&P 500 futures were down 4 points at 8:30 AM EDT.Domino's Pizza dropped $12.35 to $475.23 after reporting less than consensus first quarter revenues.AbbVie added $0.26 to $186.32 after reporting higher than consensus first quarter earnings. Nvidia dropped $1.63 to $109.38 after Huawei launched a new chip called Ascend 9100 that will compete a...Read More

Trump's War on Bureaucrats

April 30, 2025 / dailyreckoning.com

During President Trump's first term in office, he made good progress on building the Keystone XL pipeline.Biden ruined it.This energy artery would have brought 830,000 barrels of oil per day from Canada's Alberta region down to the American Midwest. It would have eliminated the need for costly and dangerous rail transport, lowered energy costs, and created high-paying jobs.But Keystone XL was held...Read More

The Bull Market Is Still in Place

April 30, 2025 / www.theaureport.com

Barry Dawes of Martin Place Securities shares his thoughts on the gold market and gold stocks.Gold's parabolic US$530 spike surge in April 2025 has absorbed vast energy, and unless gold surges again to new highs, it will have created a substantial overhang that will take months to overcome.The Gold ETF GLD shows the gaps from movements out of U.S. hours, but these will still need to be filled, and...Read More

Miner's Q4/24 Results Suggest Turnaround To Come

April 30, 2025 / www.theaureport.com

Silver X Mining Corp. (AGX:TSX.V; AGXPF:OTC) continues its ramp-up to, first, its targeted rate of 620 tons per day (620 tpd) then its fully permitted rate of 720 tpd, noted a Red Cloud Securities report.Silver X Mining Corp. (AGX:TSX.V; AGXPF:OTC) posted a net loss for full-year 2024 (FY24) and for Q4/24, but financials in the year's last quarter show operational improvement at its Nueva Recupera...Read More

Resource Co. Could Transform Unmined Alaskan Gold Into Digital Wealth

April 30, 2025 / www.theaureport.com

Brian Hicks of Wealth Daily takes a look at Paulson's $1 billion Dolin Gold acquisition, which he believes is poised to revolutionize resource investment through NatGold's innovative tokenization of its 39 million underground gold ounces.Seeking confirmation that gold has entered a prolonged upward market trend? Look no further than the recent headline-making revelation about Alaska's Donlin Gold...Read More

Gold Miner Reveals High-Grade Breakthroughs at Ontario Project

April 30, 2025 / www.theaureport.com

West Red Lake Gold Mines Ltd. (WRLG:TSX.V; WRLGF:OTCQB; FRA:UJO) is set to release bulk sample results from its Madsen project. It is potentially the biggest validation since acquiring the high-grade Red Lake asset. Read more to see how test mining, visible gold, and production readiness could drive a major revaluation in the heart of Ontario's gold country.West Red Lake Gold Mines Ltd. (WRLG:TSX....Read More

Argentina's Reforms Spark Mining Revival

April 30, 2025 / www.theaureport.com

Argentina's economic reset is drawing attention from miners like AbraSilver Resource Corp. (ABRA:TSX; ABBRF:OTCQX) , Kobrea Exploration Corp. (KBX:TSX; KBXFF:OTCQB; F31:FSE), and Argenta Silver Corp. (AGAG:TSX.V; AGAGF:OTCQB) , each poised to benefit from the end of capital controls. Read more about changes in the region.Argentina has embarked on a sweeping economic overhaul that could redefine it...Read More

Gold-Antimony Asset Put on US List of Key Projects

April 30, 2025 / www.theaureport.com

Perpetua Resources Corp.'s (PPTA:TSX; PPTA:NASDAQ) Stibnite project has a better chance of receiving final federal approval and financing now that it has been deemed essential to the domestic supply chain, noted a ROTH Capital Partners report.Perpetua Resources Corp.'s (PPTA:TSX; PPTA:NASDAQ) Stibnite gold-antimony project in Idaho, the U.S.' only prospective domestic producer of antimony trisulfi...Read More

Orogen Sells Royalty, Rest of Company To Be Spun Off

April 30, 2025 / www.theaureport.com

Last week, Orogen Royalties Inc. (OGN:TSXV; OGNRF:OTCQX) announced an agreement to be acquired by Triple Flag Precious Metals Corp. (TFPM:TSX; TFPM:NYSE) in a stock and cash transaction valued at CA$2 per share. Global Analyst Adrian Day explains why he thinks this is a big win for shareholders.Orogen Royalties Inc. (OGN:TSXV; OGNRF:OTCQX) announced it had agreed to be acquired by Triple Flag Prec...Read More

Tech Firm Fuses Gold and Bitcoin for Exceptional Growth Potential

April 30, 2025 / www.theaureport.com

Matador Technologies Inc. (MATA:TSX.V; MTDTF:OTCQB) is preparing to launch its digital gold product soon, and it seems like it couldn't be at a better time. Read how one expert thinks the company will reach younger investors.Matador Technologies Inc. (MATA:TSX.V; MTDTF:OTCQB), which is leveraging blockchain technology to digitize assets, is preparing to launch its digital gold product soon, and it...Read More

Gold Explorer Finds Exceptional Near-Surface Potential in Nevada

April 30, 2025 / www.theaureport.com

StrikePoint Gold Inc. (SKP:TSX.V; STKXF:OTCQB) releases initial results from its spring drilling campaign at its flagship Hercules gold project in Nevada's prolific Walker Lane. One expert says the stock has a big upside with very little downside.StrikePoint Gold Inc. (SKP:TSX.V; STKXF:OTCQB) released initial results from its spring drilling campaign at its flagship Hercules gold project in Nevada...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

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

April 12, 2025 / www.woodmac.com

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

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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