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: strategic insight amid policy risk and smelter margin pressures

April 30, 2025 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice.CESCO Week, one of the mining industry's premier annual gatherings, is held every April in Santiago, Chile. Organised by the Center for Copper and Mining Studies (CESCO), this event brings together global mining executives, investors, government officials, and experts to discuss key market trends, challenges, and opportunities...Read More

Global copper market to see another year of volatile prices

January 22, 2020 / www.woodmac.com

As we look to 2020, copper is faced with a finely balanced market. For now, positive investor sentiment around copper’s fundamentals is supporting higher prices. Stronger demand growth is underpinned by new semis capacity, while mine supply growth will be reliant on additions from both projects and existing mines. Meanwhile, the recent approval of new copper scrap re-categorisation standards...Read More

Infographic | The future of the copper market

October 28, 2024 / www.woodmac.com

The copper market is on the brink of transformation, driven by increasing demand for copper-intensive technologies and the urgent need for sustainable practices across the metals and mining industry.Our interactive copper infographic offers a comprehensive overview of the future of the copper market, detailing the key trends and projections that will shape the industry through 2034.Fill out the fo...Read More

Nickel and copper: building blocks for a greener future

April 04, 2022 / www.woodmac.com

Both nickel and copper possess properties that give them a central role in the drive for a greener future. While demand from existing use cases will continue to grow steadily, electric vehicle (EV) and energy storage applications will underpin a huge increase in long-term demand.At the recent Future Facing Mined Commodities Forum, we looked at the importance of these two metals for the energy tran...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

Big Mining pivots to copper for growth

April 03, 2025 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. Metals and mining companies are starting to shake off the sector’s long-held dedication to capital discipline. In stark contrast to Big Oil corporates which are cutting budgets, Big Mining are upping investment with the goal of growing mine supply. James Whiteside, Head of Metals and Mining Research, analysed...Read More

Copper prices: fundamentally justified or fundamentally flawed?

June 01, 2021 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. Throughout 2021, I have been quite vociferous in my view that prices for copper (along with several other mined commodities) do not reflect fundamentals – the dynamics of supply, demand, stocks, costs and their empirically-observed relationships. My 35-year career following and opining on markets is grounded i...Read More

Copper: things to look for in 2024

January 25, 2024 / www.woodmac.com

What will be the key themes for copper in the year ahead? Growing economic and political uncertainty amid the slew of elections in some key copper-producing and consuming countries is one area we will be watching closely.Crucially, the timing of any interest rate cuts as well as energy transition-related developments will determine the strength of demand, notwithstanding the uncertainties due to t...Read More

Tech Talk for Thursday May 29th 2025

May 28, 2025 / timingthemarket.ca

U.S. equity index futures were higher this morning. S&P 500 futures were up 50 points at 8:35 AM EDT.S&P 500 futures added 4 points following release of revised first quarter annualized real GDP released at 8:30 AM EDT. Consensus was a 0.4% drop versus a 2.4% gain in the fourth quarter. Actual was a 0.2% drop.Nvidia advanced $6.31 to $141.12 after reporting higher than consensus first quar...Read More

Tech Talk for Thursday May 29th 2025

May 28, 2025 / timingthemarket.ca

Global X Uranium ETF $URA moved above$33.09 to a 12 year high extending an intermediate uptrend.JD.com $JD a NASDAQ 100 stock moved below $31.80 resuming an intermediate downtrend. Trader's CornerEquity Indices and Related ETFsDaily Seasonal/Technical Equity Trends for May 28th 2025Green: Increase from previous dayRed: Decrease from previous daySource for all positive seasonality ratings: www.Equi...Read More

Tech Talk for Wednesday May 28th 2025

May 27, 2025 / timingthemarket.ca

U.S. equity index futures were higher this morning. S&P 500 futures were up 6 points at 8:30 AM EDT. Okta dropped $14.12 to $111.38 after offering an uncertain outlook.Box Inc added $3.55 to $35.00 after reporting higher than consensus first quarter results. The company also offered positive guidance. Bank of Montreal is expected to open higher after reporting higher than consensus fiscal seco...Read More

Rickards on Gold Leasing: Is It All There?

June 02, 2025 / dailyreckoning.com

Our friend and colleague Jim Rickards has the energy and drive of a 20-year old. I try to read everything he writes, and watch all his media appearances. But sometimes a gem slips through the cracks.Two months ago, Jim was featured on Daniela Cambone's Youtube show. This was a gem, and luckily a reader alerted us to it.The provocative title is "Jim Rickards: Is the Gold Gone? Did the U.S. Treasury...Read More

More Positive Drill Results from Gold Project in Ontario

May 30, 2025 / www.theaureport.com

Goldshore Resources Inc.'s (GSHR:TSX.V; GSHRF:OTCQB; 8X00:FWB) newly released intercepts expanded the strike length of a recently discovered zone at Moss, noted a Paradigm Capital report.Goldshore Resources Inc. (GSHR:TSX.V; GSHRF:OTCQB; 8X00:FWB) announced more positive results from the now completed drill program at its Moss gold project in Ontario, reported Paradigm Capital Senior Analyst Don M...Read More

Gold Explorer With Massive BC Resource Responds to Challenges

May 30, 2025 / www.theaureport.com

Seabridge Gold Inc. (SEA:TSX; SA:NYSE.MKT) files its responses in British Columbia Supreme Court to petitions challenging the company's flagship KSM project's Substantially Started (SS) designation. See why one analyst is optimistic the challenges will not be successful.Seabridge Gold Inc. (SEA:TSX; SA:NYSE.MKT) announced it has filed its responses in British Columbia Supreme Court to petitions ch...Read More

Mining Co. Uncovers Promising Expansion to Significant Gold Zone

May 30, 2025 / www.theaureport.com

Golden Cariboo Resources Ltd. (GCC:CSE; GCCFF:OTC; A0RLEP:WKN; 3TZ:FSE) announced results for the third hole drilled in its 2024 drilling campaign at its Quesnelle Gold-Quartz Mine in British Columbia. Find out why it's a great time to be exploring for the yellow metal.Golden Cariboo Resources Ltd. (GCC:CSE; GCCFF:OTC; A0RLEP:WKN; 3TZ:FSE) announced results for the third hole drilled in its 2024 d...Read More

Brinkmanship Everywhere

May 30, 2025 / www.theaureport.com

Barry Dawes of Martin Place Securities explains his thoughts on the gold market and why "small is good" right now.Brinkmanship everywhere.Bond yields failed to rise despite all the gold bugs wanting them to surge.That upward sloping wedge was breached to the downside.Still think a major bond rally is about to start.Would send the stock market much higher.Gold has back tested its short term parabol...Read More

Explorer Unlocks CRD Breakthrough Near Silvertip

May 30, 2025 / www.theaureport.com

Silver North Resources Ltd. (SNAG:TSX.V; TARSF: OTCQB) hits high-grade silver and confirms a CRD system in Yukon as Coeur funds drilling in a tight market. Read more to see why this matters now.Silver North Resources Ltd. (SNAG:TSX.V; TARSF: OTCQB) has announced results from its 2024 drill program at the Tim property in southern Yukon. The program, conducted and funded by Coeur Silvertip Holdings...Read More

Explorer Closes Deals on Massive Silver Project Expansion in Golden Triangle

May 30, 2025 / www.theaureport.com

In two news releases, Dolly Varden Silver Corp. (DV:TSX.V; DVS:NYSEA; DVQ:FSE) announced it had completed its purchases of the Kinskuch and Porter projects in British Columbia's Golden Triangle. Find out why analysts like this silver explorer.In two news releases, Dolly Varden Silver Corp. (DV:TSX.V; DVS:NYSEA; DVQ:FSE) announced it has completed its purchases of the Kinskuch and Porter projects i...Read More

Gold Miner Restarts High-Grade Ontario Mine

May 30, 2025 / www.theaureport.com

West Red Lake Gold Mines Ltd. (WRLG:TSX.V; WRLGF:OTCQB; FRA:UJO) has officially restarted its Madsen Mine in Ontario, aiming for 67,600 oz annual output and US$94M free cash flow at peak production. Read more to find out how West Red Lake Gold plans to ramp up production, unlock high-grade reserves, and capitalize on gold's safe-haven momentum.West Red Lake Gold Mines Ltd. (WRLG:TSX.V; WRLGF:OTCQB...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

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