Gold has big year in 2020 and outlook for this year robust. Learn about monetary expansion and gold future prices.Read More
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
For details on how your data is used and stored, see our Privacy Notice. The road to zero carbon will see an extraordinary build out of low carbon electric vehicles (EVs) and renewable power generating capacity. And as the world reduces its dependence on hydrocarbons, metals will be a linchpin of a zero carbon economy. Copper – in the form of wire, cable and foil – will bind...Read More
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
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
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
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
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
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 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
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
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
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
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
It was a beautiful day for silver investors.The moment we've been waiting for approaches.Poor man's gold broke out to a 13-year high over $36 per ounce, up more than 4% as of 9:30 am.And the miners? Oh boy...A silver miner our friends Jim Rickards and Dan Amoss just recommended to members of Strategic Intelligence is up a hefty 9% on the day. (Members can read the full details here in the latest i...Read More
Long before Powell "paused," Lagarde fibbed, or Yellen got lost mid-sentence, one man quietly built an economy of trust with fire, gold, and grit.His name was Saint Eligius. You probably haven't heard of him unless you’re a medieval goldsmith or a devout Catholic with a taste for obscure hagiographies. But I'd argue he did more for monetary integrity than any central banker alive today.Eli...Read More
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Big moves in gold and copper Rob McEwen, Chairman and Chief Owner of McEwen Mining Inc. (NYSE: MUX) (TSX: MUX), ...Read More
Grab your Rule Symposium tickets here: ...Read More
Grab your Rule Symposium tickets here: ...Read More
Grab your Rule Symposium tickets here: ...Read More
I sat down with Natalia Ameline co-founder of CryptoChicks, Decentralization Coordinator at Metis, and mother of Ethereum ...Read More