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

WoodMac and WisdomTree launch new battery ETF on London Stock Exchange

March 03, 2020 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice.Wood Mackenzie, in partnership with WisdomTree, has launched an exchange traded fund (ETF) providing investors with exposure to the growth in the demand for, and the usage of, energy storage technologies, and in particular batteries.The fund tracks the WisdomTree Battery Solutions Index. The index stock selection is informed b...Read More

China's e-bus stock to surpass 1 million mark by 2023

September 16, 2019 / www.woodmac.com

Fuelled by public policy and declining battery costs, global electric bus adoption is set to triple by 2025. The Chinese market - the most promising in this sector - will surpass the 1 million e-bus mark by 2023 and reach 1.3 million by 2025, according to new research from Wood Mackenzie.China dominates the heavy-duty electric vehicle (EV) segment, accounting for 98% of the global e-bus market thr...Read More

Client Briefing: Taking stock of the impact of the 2022 energy crisis on Asia Pacific power markets

June 27, 2023 / www.woodmac.com

This webinar is open to Wood Mackenzie clients with the following subscription ONLY:Asia Pacific Power ServiceAsia Pacific Renewables ServicePlease register with your business email if your company has access the subscription above. Successful registration is based on email domain detection. Feel free to contact angel.hang@woodmac.com or luis.catalan@woodmac.com if you have any questions or e...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

Copper: 4 things to know

December 13, 2024 / www.woodmac.com

We stand at a pivotal moment for the metals that will be essential to the energy transition. Metals-intensive low-carbon electrification remains a significant demand driver for transition metals, but geopolitical tensions and a challenging fiscal environment mean net-zero policies are being rolled back.For copper, EV and grid-related growth will boost long-term demand, but short-term supply-demand...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

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

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

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

Tech Talk for Tuesday June 3rd 2025

June 02, 2025 / timingthemarket.ca

U.S. equity index futures were lower this morning. S&P 500 futures were down 5 points at 8:30 AM EDT.OECD lowered its economic growth projection for the United States. Annual growth rate for 2025 was reduced to 1.6% from 2.2% in 2025 and to 1.5% from 1.6% to 1.5% in 2026.Dollar General advanced $8.12 to $105.29 after reporting higher than consensus first quarter results. The company also raise...Read More

Gold Soars When Sh*t Hits the Fan

June 06, 2025 / dailyreckoning.com

After a disturbing weekend where the world flirted with WW3, gold and silver flew higher on Monday.Silver stood out, popping nearly 5%, with the largest silver miner ETF (SIL) rising more than 6%. Spot gold rose mildly, but gold miners jumped by about 5%.This is the strange part of being a gold/silver bug. Bad news can be great for your portfolio.It's important to maintain the right state of mind....Read More

Ukraine Targets Trump with a Propaganda Pearl Harbor

June 06, 2025 / dailyreckoning.com

Last weekend, the Russia-Ukraine conflict made larger-than-usual headlines. In an audacious move, Ukrainian drones struck numerous Russian targets in rear areas, far from any front lines. It was a "Russian Pearl Harbor," per Ukrainian and some Western news accounts. I'll get into the details below but first...Beware rising to this kind of military click-bait! That is, all wars have their own dynam...Read More

Expert Ed Baer Reveals His Contrarian Mining Stock Secrets that Made Him Millions

June 03, 2025 / www.youtube.com

Expert Ed Baer reveals his contrarian mining stock secrets that made him millions, in his first-ever podcast interview. In this MSE ...Read More

What You Don't Know About Early GOLD Bull Markets | Rick Rule

June 03, 2025 / www.youtube.com

Don't miss the Rule Symposium for natural resource investing on July 7th at Boca Raton, Florida Grab your tickets here: ...Read More

Silvercorp Q4 Earnings: Surging Cash Flow and Sets Stage for 2026 Growth

June 02, 2025 / www.youtube.com

Don't miss the Rule Symposium for natural resource investing on July 7th at Boca Raton, Florida Grab your tickets here: ...Read More

Tudor Gets Corporate Muscle, Goldstorm Gets Aggressive Exploration Focus

June 03, 2025 / www.youtube.com

We caught up with Ken Konkin, President and CEO of Goldstorm Metals Corporation (TSXV: GSTM) and Senior Vice President of ...Read More

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