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

Gold Technical Analysis: Struggling to build on falling channel breakout

February 11, 2019 / www.fxstreet.com

Gold convincingly crossed the falling channel hurdle on Friday, signaling an end of the corrective pullback from recent highs above $1,325. So far, however, the bull breakout has not emboldened the bulls.  4-hour chart The falling channel breakout seen in the above chart represents a bearish-to-bullish trend change. Put simply, the doors have been opened for a test of the recent high of...Read More

Canadian Gold Miners Looking Strong

February 11, 2019 / seekingalpha.com

Gold is doing its seasonal thing, up from $1,200/oz in Q4 2018 to its current price of $1,314/oz.Further, gold miners, particularly 3 Canadian developers: Pure Gold Mining, Marathon Gold, and Sabina Gold and Silver have outperformed not only gold but the mining ETFs, GDX and GDXJ, ytd.The outperformance of the aforementioned Canadian developers are worth tracking as they could be signaling that in...Read More

LIVE FUTURES REPORT 11/02: LME zinc price falls 2.2% on dollar surge; Cu loses momentum despite 14,000t fresh cancelation

February 12, 2019 / www.metalbulletin.com

Zinc's three-month price on the London Metal Exchange fell at the close of trading on Monday February 11, hampered by broad strength in the dollar index while low LME inventories failed to limit downward price action. The three-month zinc price has also fallen by 6% since reaching a July 2018 high of $2,800 per tonne last week. Since then, open interest in zinc has dwindled by more than 11% from a...Read More

LIVE FUTURES REPORT 11/02: Selling pressure continues for LME base metals; zinc price sinks 2%

February 12, 2019 / www.metalbulletin.com

Base metals prices on the London Metal Exchange were predominantly lower during morning trading on Monday February 11, with nickel the only metal to trade in positive territory, while continued strength in the dollar index fuels selling momentum. Chinese market participants have returned from their week-long Lunar New Year break. Yet despite a return of Chinese stimulus resulting in higher volumes...Read More

METALS MORNING VIEW 11/02: Metals prices pull back as Chinese participants return after Lunar New Year holiday

February 12, 2019 / www.metalbulletin.com

China's return to the market after a week-long break for Lunar New Year has not brought with it a rush to restock and that has led to some disappointed selling across the base metals traded on the London Metal Exchange, with the complex down by an average of 0.9% this morning, Monday February 11.The three-month zinc price led the decline with a 2% drop, while the three-month tin price was down by...Read More

Southern Copper reports $293.2m in Q4 net income

February 11, 2019 / www.mining.com

Southern Copper Corp said on Monday that it earned $293.2 million in net profit the fourth quarter, compared to a $287.5 million loss it posted in the same period a year earlier.The company, controlled by Grupo Mexico, said its copper production rose 4 percent in the fourth quarter from the same period in 2017. It added that a 112 percent rise in net income in all of 2018 was due mainly to higher...Read More

Grupo Mexico net profit falls by a third in Q4

February 11, 2019 / www.mining.com

Mexican miner and transport company Grupo Mexico on Monday reported a net fourth quarter profit of $74.7 million, down by 32 percent compared to the year earlier period.The company reported $2.567 billion in revenues for the fourth quarter, down slightly from a year earlier.(By Lizbeth Diaz; Editing by Delphine Schrank)Read More

Peruvian authorities looking into possible tailings dam spill at Southern Copper's Cuajone mine

February 11, 2019 / www.mining.com

Peru's environmental agency OEFA is investigating what looks like a tailings spill from Southern Copper's Cuajone mine into a river as the area where the operation is located has been inundated by heavy rains in the past four days.The authority detected a "flow of a greenish solution" into the nearby Torata River in the waste deposit area of the operation, located in the Moquegua region approximat...Read More

GLOBAL FERRO-SILICON WRAP: European price stabilizes after falls; US sees slim trading

February 12, 2019 / www.metalbulletin.com

The European spot market price of ferro-silicon stabilized in the week ended Friday February 8 after recent falls, with the range holding at lows last seen in February 2017; while in the United States, prices narrowed during a slow trading week. Europe stabilizes losses, with trading activity expected low key until March  US prices narrow amid limited trading activity  China set to retu...Read More

Steelmaker Erdemir Group's earnings jump in 2018 on strong HRC prices

February 12, 2019 / www.metalbulletin.com

Turkey's biggest steel producer, Erdemir Group, reported earnings before interest, taxes, depreciation and amortization (Ebitda) for 2018 of TRY8.302 billion ($1.579 billion*), up 52.24% from TRY5.453 billion for 2017. The group sold 7.482 million tonnes of flat steel products in January-December 2018, down by 1.47% from the 7.594 million tonnes sold in 2017, it said last week. The increase in ear...Read More

World's top uranium miner Cameco in no hurry to resume production

February 11, 2019 / www.mining.com

Canada's Cameco (TSX:CCO) (NYSE:CCJ), the world's largest publicly traded uranium miner, is in no rush to resume production at its idled operations due to "ongoing challenging and uncertain" uranium market conditions.The Saskatchewan-based miner indefinitely shut last year its flagship McArthur River mine - the world's biggest - and also the Key Lake mill, which has helped the market. But while...Read More

IN CASE YOU MISSED IT: 5 key stories from February 11

February 12, 2019 / www.metalbulletin.com

Here are five Fastmarkets MB stories you might have missed on Monday February 11 that are worth another look.The London Metal Exchange could face a significant financial challenge if the European Union wins a legal battle with the British government over tax breaks on commodity derivatives trading. Turkish President Recep Tayyip Erdogan has put his weight behind calls for a reduction of...Read More

Russian zinc producer OJSC Electrozinc terminates Vladikavkaz plant

February 12, 2019 / www.metalbulletin.com

OJSC Electrozinc, the second-largest industrial metallurgy enterprise in Russia, has permanently ceased operations at its plant in North Ossetia, Fastmarkets has heard.The unit, which had been under close scrutiny from regional authorities, had already suspended operations following a fire on October 21 last year that killed one person and injured three more."The company has decided to terminate E...Read More

LME trading volumes, revenues under threat in UK-EU row over VAT

February 12, 2019 / www.metalbulletin.com

The London Metal Exchange could face a significant financial challenge if the EU wins a legal battle with the British government over tax breaks on commodity derivatives trading.The European Commission has referred the UK to the European Court of Justice (ECJ) over concessions offered by the EU to the UK in 1977, which allowed the UK to apply a zero-rate of VAT to transactions on specific commodit...Read More

Aluminium queue exceeds 100 days at Istim LME warehouses in Port Klang

February 12, 2019 / www.metalbulletin.com

A 118-day queue for aluminium has developed at warehouses in Port Klang operated by Istim, following a series of cancelations on the London Metal Exchange last month, according to LME data released on Monday February 11.Between January 22 and 25, almost 300,000 tonnes of aluminium was canceled at warehouses in Port Klang, causing the extended wait for deliveries.At the end of December, there was j...Read More

LIVE FUTURES REPORT 11/02: Comex copper price slips on strong dollar

February 12, 2019 / www.metalbulletin.com

The price of copper in the United States began the week trading in negative territory, with a strong dollar and a lack of news about the US-China trade talks weighing on the base metals complex.The copper price for March settlement on the Comex division of the New York Mercantile Exchange declined by 1.10 cents per lb to $2.79 per lb.Chinese market participants have returned from their week-long L...Read More

LIVE FUTURES REPORT 11/02: Selling pressure continues for LME base metals; zinc price sinks 2%

February 12, 2019 / www.metalbulletin.com

Base metals prices on the London Metal Exchange were predominantly lower during morning trading on Monday February 11, with nickel the only metal to trade in positive territory, while continued strength in the dollar index fuels selling momentum. Chinese market participants have returned from their week-long Lunar New Year break. Yet despite a return of Chinese stimulus resulting in higher volumes...Read More

G? 1/4 belin Gemstone Blockchain Goes Live

February 11, 2019 / www.diamonds.net

RAPAPORT... Switzerland's G? 1/4 belin Gem Lab has launched a blockchain forcolored gemstones, which, it claims, will enable source verification throughoutthe entire supply chain. The digital ledger is now open to industry members wishingto place their gemstones on the platform, the Lucerne-based institute saidafter unveiling it at the AGTA GemFair Tucson show last week. The blockchain will recor...Read More

SHFE vs LME physical arbitrage 11/02: Copper, aluminium, zinc, nickel

February 12, 2019 / www.metalbulletin.com

Arbitrage for copper, aluminium, zinc and nickel imported into China on Monday February 11*Copper -$165.93 (-1,126.09 yuan) Aluminium -$370.65 (-2,515.41 yuan) Zinc -$111.17 (-754.45 yuan) Nickel -$61.61 (-418.12 yuan) *Fastmarkets MB calculates the physical arbitrage for import into China daily by using SHFE front-month and LME three-month...Read More

Zimbabwe Plans Production Hike in 2019

February 11, 2019 / www.diamonds.net

RAPAPORT... Zimbabwe Consolidated Diamond Company (ZCDC) expects a 46% jumpin its rough-diamond production in 2019. The nation's rough-diamond output will reach 4.1 millioncarats this year, up from 2.8 million last year, the miner told RapaportNews last week. In 2017, the company produced 1.8 million carats. Prices ofrough should also increase as the state-owned miner implements a new diamond...Read More

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