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

SRK visualisation tool to help engagementSPONSOREDsrk consultingVanadium Resources eyes 180-year mine in South AfricaSPONSOREDvanadium resourcesTorq kicks off drilling at Santa CeciliaSPONSOREDtorq resourcesCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelCopper, iron ore, lead, zinc and anode mud from copper concentrates will continue to be allowed to be exported until May n...Read More

Greetings from a soggy Asti!As I wrote, we got loads of rain, and the ground is just starting to get used to the water again. Last summer, we went almost 90 days without rain. This year, thankfully, we're getting pummeled with sky water.Good friend and Daily Reckoning Grand Poobah Brian Maher asked if I wanted access to the DR's mailbag. I politely declined, thinking there were enough hands there...Read More

SRK visualisation tool to help engagementSPONSOREDsrk consultingVanadium Resources eyes 180-year mine in South AfricaSPONSOREDvanadium resourcesTorq kicks off drilling at Santa CeciliaSPONSOREDtorq resourcesCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelMartino De CiccioSRK visualisation tool to help engagementSPONSOREDsrk consultingVanadium Resources eyes 180-year mine in...Read More

Rick Howes, CEO of Reunion Gold, talks to Mining Journal about why he quit retirement to join the company and why Guyana bucks the prevailing trend in Latin America when it comes to political risk. Read More

The former Pilbara Minerals managing director and current Patriot Battery Metals chairman told the Financial Review Mining Summit 2023 that the multinational miners had been too slow on lithium.Read More

"There is a very simple reason why stocks melted up in recent weeks," explain the gentlemen of Zero Hedge "and a very simple reason why they're set to stumble in the second half."What is the very simple reason why stocks melted up in recent weeks? And what is the very simple reason why stocks are set to stumble in the second half?Answers shortly. First we look in on the site of the recent melt-u...Read More

The US International Development Finance Corporation is conducting due diligence for a potential financing package of US$250 million to finance the Lobito Atlantic Railway Corridor, which runs acrossRead More

The company announced the plant had produced the first copper concentrate. Construction is nearing completion, with equipment commissioning activities over 92% complete for the initial 3.Read More

SRK visualisation tool to help engagementSPONSOREDsrk consultingVanadium Resources eyes 180-year mine in South AfricaSPONSOREDvanadium resourcesTorq kicks off drilling at Santa CeciliaSPONSOREDtorq resourcesCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelDavid ReadingSRK visualisation tool to help engagementSPONSOREDsrk consultingVanadium Resources eyes 180-year mine in Sout...Read More

SRK visualisation tool to help engagementSPONSOREDsrk consultingCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelTorq kicks off drilling at Santa CeciliaSPONSOREDtorq resourcesVanadium Resources eyes 180-year mine in South AfricaSPONSOREDvanadium resourcesAustralia has always relied heavily on foreign companies taking a bet on the value of its resource endowment.Read More

Natarajan Chandrasekaran, chair of Tata, which owns Jaguar Land Rover, will fly to the UK next week to meet the UK prime minister and finalise the deal, the BBC reports.Read More

I'm Jim Rickards' chief financial strategist and that brings a lot of responsibility. After all, Jim is one of the world's most prominent financial minds. And I really need to be on my game in order to keep up with him. It's hard, but rewarding work. Without that intro out of the way, let's address why we're facing a looming liquidity crisis...Almost every Wall Street strategist will tell you th...Read More

The expansion would add 40,000tpa of new capacity to the operation, a 20% increase. Toromocho produced 244,712t of copper in 2022.Read More

SRK visualisation tool to help engagementSPONSOREDsrk consultingVanadium Resources eyes 180-year mine in South AfricaSPONSOREDvanadium resourcesTorq kicks off drilling at Santa CeciliaSPONSOREDtorq resourcesCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelThe package consists of a $46 million multi-metals stream expected to be funded in June and a commitment for a $21 million...Read More

A positive set-up for gold and silver is fed by the confidence in central banks taking a hit following their misjudgment of inflation trends with the strongest and fastest interest rate hikes in overRead More

Chief executive Russell Fryer told Mining Journal that copper grades of an average 3% has piqued interest from three buyers; one interested in grades 1-2% oxide ore, another in 2-4% oxide ore and aRead More

(IDEX Online) - Manufacturers in Surat are reportedly extending their summer vacations as the recession hits and consumers in the US and Europe boycott Russian goods.Slow demand is forcing many units to lay off staff, reduce working hours or insist on longer vacations to avoid overproduction.There are also concerns that the G7 and EU countries -  which have not so far sanctioned Russian goods...Read More

"There's a real disconnect between the frenzy on the ground, versus what's happening in a very placid equity market," Viljoen said.Read More

With US politicians increasingly showing support for boosting production of homegrown copper, the USGS told Congress that it has not yet reached the status needed to be included on the US CriticalRead More

Look beyond market approach to project valuations: van ZylLeadershipSRK visualisation tool to help engagementSPONSOREDsrk consultingVanadium Resources eyes 180-year mine in South AfricaSPONSOREDvanadium resourcesTorq kicks off drilling at Santa CeciliaSPONSOREDtorq resourcesA positive set-up for gold and silver is fed by the confidence in central banks taking a hit following their misjudgment of i...Read More