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

Sunrun-Vivint Solar deal represents largest consolidation in residential solar history

July 07, 2020 / www.woodmac.com

Sunrun has agreed to acquire Vivint Solar in an all-stock transaction. The deal is valued at $3.2 billion including debt.Commenting on the deal, Ravi Manghani, Wood Mackenzie Research Director, said: "Per Wood Mackenzie’s US PV Leaderboard, Sunrun and Vivint have been the #1 and #2 residential solar companies in the US for the past few years. Sunrun holds about 9% of the market share and Viv...Read More

Ensco beefs up fleet with Rowan deal

October 08, 2018 / www.woodmac.com

Commenting on the news that offshore driller Ensco will buy Rowan in a $2.38 billion deal, Leslie Cook, principal analyst, Wood Mackenzie, said: "As we have been saying for the past two years, consolidation among drillers is paramount to a recovery. In that respect, this announcement comes as no surprise."Ensco and Rowan are companies that have strong brand recognition in both the jack-up and floa...Read More

Comstock takes Haynesville lead with US$2.2bn Covey Park deal

June 11, 2019 / www.woodmac.com

Comstock Resources today tightened its grip on the Haynesville basin with a US$2.2 billion cash-and-stock deal to buy privately-held Covey Park.Robert Clarke, director, US Lower 48, at global natural resources consultancy Wood Mackenzie, said: “The deal creates a Haynesville leader with the pro-forma company having access to the three best parts of the play: Caspiana Core in Louisiana, the S...Read More

Riding the solar-coaster | Podcast

August 25, 2023 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. It’s a little over a year since the US Inflation Reduction Act was passed into law. Solar was one of the main beneficiaries, thanks to an extension and expansion of the tax credits available to the industry. So why has the sector fallen out of favour with investors recently?August was a difficult month for the...Read More

How are chemicals companies responding to the coronavirus blow?

May 29, 2020 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice.Coronavirus, supply disruptions, muted demand and the oil price plunge have sent shockwaves across the petrochemical industry. Year-on-year profits have been considerably reduced. So how is the industry handling the blow, and what does it mean for balance sheets, budgets and planned projects?Profit margins have been squeezedCo...Read More

323 million electric vehicles will be on the roads by 2040

August 19, 2020 / www.woodmac.com

Electric vehicle (EV) sales are expected to reach 45 million units per year by 2040, with a total global EV stock of 323 million, according to new research from Wood Mackenzie.Both projections have been revised down 2% when compared to Wood Mackenzie's pre-coronavirus forecast, with the pandemic delaying total vehicle sales by two years.Responses to the pandemic from China and Europe have strongly...Read More

Tech Talk for Friday May 9th 2025

May 08, 2025 / timingthemarket.ca

U.S. equity index futures were higher this morning. S&P 500 futures were up 16 points at 8:35 AM EDT.The Canadian Dollar was unchanged at US71.88 following release of Canada's April Employment Report at 8:30 AM EDT. Consensus was a 5,000 employment gain versus a 32,600 gain in March. Actual was a 7,400 gain. Consensus for the April Unemployment Rate was 6.7%, unchanged from March. Actual was a...Read More

The Collapse of Communist China

May 17, 2025 / dailyreckoning.com

When I write collapse, I'm not referring just to a financial meltdown. I'm referring to a broad-based social collapse that could call into question the rule of the Chinese Communist Party (CCP), which some historians refer to as the Peasant Dynasty.In order to understand the vulnerability of China, it helps to consider the counter-narrative that the China is a rising great power. We've heard for d...Read More

The Dumbest Donation You Can Make

May 16, 2025 / dailyreckoning.com

In today's culture, where virtue-signaling billionaires love to proclaim they'll "give it all away," we must pause and ask: To what end? What purpose does inherited wealth serve? Is it merely a lucky windfall for lazy descendants? Or is it something far more sacred?I argue today that inheritance is not just permissible it is necessary. It's how families grow stronger, freer, and more capable wit...Read More

Rick Rule Reveals How Artificial Intelligence Will Make the Best Mining Investors Better

May 07, 2025 / www.youtube.com

Rick Rule reveals how artificial intelligence will make the best mining investors even better. Less than 10% of investors, he thinks, ...Read More

Gold Gains vs. Rising Costs: SSR Mining Q1 Earnings

May 08, 2025 / www.youtube.com

SSR Mining just dropped their Q1 results, and it's a mixed bag. Revenue surged 37% year over year, but higher costs are biting ...Read More

Gold Price Predictions with Tavi Costa

May 08, 2025 / www.youtube.com

Gold Price Predictions with Tavi Costa.Read More

Toronto's 2027 Condo Time Bomb: Financial Ruin for Pre-Construction Buyers | Mark Morris

May 08, 2025 / www.youtube.com

Dive into the state of Canadian real estate with lawyer Mark Morris from Legal Closing, as we explore what's happening on the ...Read More

Barrick Gold's $3 Billion Quarter - But What's Missing? | Barrick Q1 Earnings

May 08, 2025 / www.youtube.com

Ever wondered why some mining giants struggle even when gold prices are soaring? In this breakdown, we dive into Barrick's Q1 ...Read More

China's Gold Holding and Economic Strategy

May 08, 2025 / www.youtube.com

China's Gold Holding and Economic Strategy.Read More

Sandstorm Gold Q1 2025 Earnings: Record Revenue Despite Challenges

May 08, 2025 / www.youtube.com

Dive into our analysis of Sandstorm Gold's latest quarterly results. We examine how rising gold prices are impacting this royalty ...Read More

A Billion-Dollar NPV: EV Nickel Carlang A PEA

May 07, 2025 / www.youtube.com

Explore how this Toronto-based explorer just entered the high-value nickel development space with their impressive new PEA ...Read More

Gold Price Surge vs Mounting Losses: I80 Gold Q1 Earnings

May 07, 2025 / www.youtube.com

Analyzing I-80 Gold's latest quarterly report where revenue hits $14.0M despite operational challenges. We examine the financial ...Read More

#67 Erin O'Toole | Carney, Tariffs, the Resource Sector & the Future of Canada's Conservatives

May 07, 2025 / www.youtube.com

Erin O'Toole, on the heels of the Canadian federal election, joins CrashLabs to break down what just happened and what's next ...Read More

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