The AOCE and WB have moderate overall forecasts for the metals in 2025 inline with IMF forecasts for a decline in economic growth and inflation, although we see the probability of a stagflationary scenario as still reasonably high.Read More

The past year was a difficult one overall for the metals, with the main standouts to the upside being a geopolitical risk-driven gain in gold, a China-driven rise in iron ore and a surge in uranium on broadening global support for nuclear power (Figure 1). A jump in global interest rates to near two-decade highs saw recession fears persist all year, and while one still did not actually eru...Read More

This year the post-global health crisis boom was brought to an end by a surge in inflation to forty-year highs, a major rise in global interest rates in an attempt to curb the rising prices and surging geopolitical risk after Russia's invasion of Ukraine. While precious metals held up reasonably well as markets turned to them as a risk hedge, by Q2/22 the higher interest rates put an end t...Read More

Chile is the world leader in copper production, at 28.5% of the total in 2020, and this looks set to continue, with the country having the largest global reserves, at 23.0% of total. It is also the global leader for molybdenum, which is often found along with copper, and is a major lithium player, holding 51.1% of global reserves. Read More

Newfoundland has become a gold exploration hotspot over the past few years, with the sector seeing some of its strongest activity ever. While the province remains a small contributor to Canadian gold production, it has a substantial mineral industry well supported by the government, focused on iron ore, copper and nickel, and the surge in exploration suggests that gold output from the...Read More

Nevada is the core of the U.S. gold output, accounting for by far the majority, at 75.4% on average for the past year. The state looks set to remain a dominant player in U.S. gold, as it accounts for 49% of total U.S. reserves, with Alaska slightly ahead with 51% of reserves, but just 8.6% of current production. The U.S. accounts for 6.1% of global gold output, making Nevada one of the largest gol...Read More

The Golden Triangle in northwestern British Columbia has historically been a major site of Canadian gold production, beginning as early as the mid 1800s. There was a wave of production in the 1990s which cooled as the gold price declined, but larger scale production resumed in 2017, and the area has seen surging exploration interest over the past year, given that the region has some of the largest...Read More

In this report we outline the Quebec gold mining industry, including its major producers, and a survey of many of the junior miners focused on the province. Quebec accounts for 34% of Canadian gold production (second to Ontario, with 44%) and remains a major focus for both producers and junior miners.Read More

Red Lake has been one of the most prolific gold mining districts in Canada and the world, with exploration having started in the 1920s, and production, which began in the 1930s, continuing to the present day. The district is known for the high grade of its gold, its infrastructure, and strong institutional support, given the long history of mining in the area.Read More

There seem to be more calls recently that a major uptrend will begin soon.Read full newsRead More

Investors waited and reacted to the Fed decision and trade headlinesThis past week was full of waiting and reacting on Wall Street. Stocks struggled for direction both before and immediately after the mid-week Fed decision to hold interest rates steady. But then investors once more resumed their unpacking of the latest U.S.-China trade headlines. Reports of a "phase one" deal nearing completion se...Read More

Jonathan Price is the second major exit announced this week and is part of BHP's strategy to shift certain responsibilities away from the executive team.Read full newsRead More

Stocks hit record highs early but have since turned redStocks are lower today despite the U.S. and China agreeing to a phase one trade deal. Details from the deal -- which still needs to be signed -- include the Trump administration rolling back some of the existing tariffs on China, while China plans to increase agricultural purchases from the U.S. The Dow Jones Industrial Average (DJI), S&P 500...Read More

SRPT is buzzing on the FDA's change of heartDrug maker Sarepta Therapeutics Inc (NASDAQ:SRPT) is soaring this morning, up 33% at $132.50. The company's Duchenne Muscular Dystrophy (DMD) treatment was approved by the Food and Drug Administration (FDA), a surprise considering the FDA rejected the drug back in August. Sarepta had repealed the FDA's decision, leading to today's shocking win. Also of...Read More

Thyssenkrupp is hoping to win contracts for a planned factory Tesla plans to bui...Read full newsRead More

NVDA is touching new highs despite the trade uncertainty Analog Devices, Inc. (NASDAQ:ADI) and Nvidia Corporation (NASDAQ:NVDA) are both in focus this morning due to confusion about whether there's actually be legitimate progress in U.S.-China trade relations. As such, the shares are struggling to capitalize on price-target hikes out of SunTrust Robinson, which sees chip stocks ADI and NVDA going...Read More

Albemarle Corp, the world's largest lithium producer, expects robust long-t...Read full newsRead More

There's plenty of optimism around SNAP to be unwoundThe shares of Snap Inc (NYSE:SNAP) are up 1.8% to trade at $14.72 this morning, after JMP Securities upgraded the Snapchat parent to "market outperform" from "market perform." While also setting a price target of $20, the analyst in coverage expressed confidence in the company's ability to grow its user base and drive engagement forward.Despite m...Read More

AVGO posted earnings and revenue that exceeded analysts' estimatesBroadcom Inc (NASDAQ:AVGO) is falling from yesterday's record peak of $330.16, despite posting a fourth-quarter earnings beat of $5.39 per share. The semiconductor concern also lifted its revenue forecast above expectations, but Wall Street remains grim toward the equity, as growth in the semiconductor industry continues to slow. At...Read More

November retail sales came in below its estimatesFresh off reports of a "phase one" trade deal being drawn up, Dow Jones Industrial Average (DJI), S&P 500 Index (SPX), and Nasdaq-100 Index (NDX) futures are confidently higher today. But while Bloomberg reported that the U.S. and China agreed to a limited deal that would scrap additional U.S. tariffs set to go into effect this Sunday, Dec. 15,...Read More

Christoph Huber is said to have been involved in the illegal trade of minerals during the Congo conflict two decades ago.Read full newsRead More

Maple Leaf Storage wants to help you prepare food for the holidays and is giving away a KitchenAid Professional 6qt. stand mixer.Read full newsRead More

Maple Leaf Storage wants to help you prepare food for the holidays and is giving away a KitchenAid Professional 6qt. stand mixer.Read full newsRead More

The disaster killed about 260 people living downstream of the Brucutu mine in Minas Gerais, with about a dozen still unaccounted for.The 81-page report, compiled by independent counsel to the company and made public on Thursday, found the incident took place without warning. The little bulging of the dam wall sensors did pick up was not enough over the prior 12 months to trigger an alarm."None of...Read More

In a note on Friday, Jefferies listed mining among the sectors most negatively impacted by the UK election, based on a dramatic rise in the value of the pound following the result.Read More

Galena provides a leading lightSPONSOREDgalena miningKalia said the incident occurred around midday yesterday.Read More

With the mining sector generating 14% of Canada's greenhouse gas (GHG) emissions, the presence of climate change presents the sector with both opportunities and risks. The transition to a low-carbon economy will require substantial development of low-carbon substitutes for aviation, shipping, and road freight, the development of biofuels, and the scaling up of carbon capture and storage. Fortunate...Read More

This year marks the 150th anniversary of the periodic table, which UNESCO has dubbed the International Year of the Periodic Table of Chemical Elements. Developed in 1869 by Dmitri Mendeleev, a Russian chemist and inventor, the periodic table is the foundation on which nearly all modern science is based. Even in its earliest form, Mendeleev used his newfound creation not only to hypothesize the pro...Read More

Exore excels in Cote d'IvoireSPONSOREDexore resourcesArtemis all set thanks to unique approachSPONSOREDartemis resourcesDark Horse could be 2020 bolterSPONSOREDdark horse resourcesTulkubash, Kyzyltash to add 400,000ozpa to Chaarat profileSPONSOREDThe updated Mining Journal World Risk Report (feat. MineHutte ratings), published in October, rated the Democratic Republic of the Congo (DRC) as the...Read More