The precious metals all soared in 2025, and while a continued monetary expansion and geopolitical risk could still drive gains especially for gold in 2026, a pullback in silver, platinum and palladium is possible after recent partly speculative surges.Read More
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
WEN has found support near its 80-day trendlineIt looks like those upbeat same-store sales estimates last month were on to something. The shares of Wendy's Company (NASDAQ:WEN) are up 4.5% in electronic trading this morning, after the fast-food chain reported third-quarter adjusted earnings and revenue that topped analysts' expectations. Wendy's also upped its full-year earnings growth guidance t...Read More
AAPL stock hit a record high on TuesdayApple Inc. (NASDAQ:AAPL) stock has been on a tear in the second half of 2019, up 51% since an early June bounce off the $170 level. The FAANG stock topped out at a record high of $258.19 yesterday, before settling just below there at $257.13. BofA-Merrill Lynch thinks there's more gas in the tank, too, saying in a note that there's still "significant room for...Read More
Is the front-month gamma-weighted SOIR a tradable indicator?Our Schaeffer's put/call open interest ratio (SOIR) measures the amount of put open interest relative to call open interest, using expiration dates within the next three months. A high number for this ratio indicates a lot of puts compared to calls. Another indicator that we use at Schaeffer's is an expiration-specific gamma-weighted SOIR...Read More
CEO: "Dr. Shane Beattie is a Leader in Lithium-Ion Battery Development"Appointment Follows Testing of Graphite One Material by Major U.S. Multinational EV ManufacturerVancouver, BC - Graphite One Inc. (TSX-V:GPH | OTCQX:GPHOF) ("Graphite One" or the "Company") announced today the appointment of Dr. Shane D. Beattie as its Chief Technology Officer ("CTO") effective immediately. Dr. Beatt...Read More
LME-Fastmarkets lithium carbonate, CIF China, Japan and Korea 99.Read More
James Hyerczyk6 hours ago (Nov 05, 2019 6:42 PM GMT)Gold futures are trading sharply lower late in the session on Tuesday as sellers dumped the market following a sharp rise in U.S. Treasury yields, a surge in the U.S. Dollar against a basket of currencies, and firm demand for U.S. equities.The catalyst behind the selling pressure on Tuesday was likely the release of better-than-expected U.S. ISM...Read More
Christopher Lewis8 hours ago (Nov 05, 2019 4:59 PM GMT)Gold markets have broken down significantly during the trading session in early hours on Tuesday, as we should continue to see a lot of interest in the yellow metal due to central bank monetary policy, geopolitical concerns, and quite frankly a simple malaise when it comes to the currency markets. Ultimately, the $1500 level being broken to th...Read More
Keras' manganese project at Nayega in the west African country will start out shipping ore to smelter end users, but the company intends to produce manganese sulphate for the fertiliser and batteryRead More
(IDEX Online) - The Israel Diamond Exchange (IDE) has announced that the next edition of the International Diamond Week in Israel (IDWI) will be themed "I Love Natural Diamonds." The IDE said this theme is in keeping with its video campaign produced in cooperation with the World Federation of Diamond Bourses.As well as diamond trading, the boutique event will feature a series of TED-like talk...Read More
(IDEX Online) - The Swiss Gemmological Institute (SSEF) has said its Automated Spectral Diamond Inspection (ASDI) device performed with 100-percent accuracy in an evaluation by the Diamond Producers Association's ASSURE testing project.The ASDI device, which was first released in 2014, can screen 6,500 small diamonds an hour.The testing was carried out by UL Verification Services, Inc., an in...Read More
(IDEX Online) - Kleinfeld Bridal is best known for its starring role on the reality TVs show Say Yes to the Dress. Now the retailer has partnered with Reeds Jewelers to create its first bridal jewelry collection.The collection of engagement rings and wedding bands are inspired by the selection of wedding dresses available at Kleinfeld. An as an homage to Kleinfeld's Manhattan flagship store,...Read More
Polymetal building with good momentumSPONSOREDpolymetal internationalDuring the results conference call president and chief executive Mark Bristow stressed the need for miners to take heed of social movements if they wanted to continue to exist.Read More
Look beyond market approach to project valuations: van ZylLeadershipNordic Mining prepares for lift-offSPONSOREDnordic miningIronRidge derisks through diverse discoveries SPONSOREDironridge resources Polymetal building with good momentumSPONSOREDpolymetal internationalThe leading independent mining consultancy valued the project in a range of US$108-233 million, with a "preferred" estimate of $173...Read More
Editor's Note:Today, I want to bring you a special message from Brian Rose.Brian is a colleague of mine. He worked as a banker and trader in London and on Wall Street for over a decade, but found the "Wall Street" life hollow and unfulfilling. Instead, Brian found purpose in helping people transform their lives and achieve their full potential. He now hosts the London Real, and interviews personal...Read More
Joe FosterOf all the mining sectors, gold is possibly the most fragmented, and the gold industry and its investors would realize considerable benefits from consolidation. Brokerage Pollitt & Co. estimates that 50% of global iron ore and copper production comes from four and 10 companies, respectively, while 25 companies account for just 45% of total gold production. Technical talent seems to be sp...Read More
Nordic Mining prepares for lift-offSPONSOREDnordic miningIronRidge derisks through diverse discoveries SPONSOREDironridge resources Polymetal building with good momentumSPONSOREDpolymetal internationalAfrica's rising resource nationalism ups stakes for minersSPONSOREDverisk maplecroftI do love a good proverb, but sadly we don't seem to hear them as much as we once did.Read More
JOHANNESBURG – South Africa’s beleaguered State power utility and regulatory uncertainty are the biggest risks for investors wanting to put their money in the country, according to Anglo American.The challenges presented by Eskom Holdings “probably represents our single most-important risk we deal with,” Anglo CEO Mark Cutifani told delegates at an investment conference in...Read More
As a bad penny returns to its sender, or a dog returns to its vomit... investors are returning to the stock market."All in" these gentlemen and ladies are going (or at least the computer algorithms that set market pace).Lance Roberts of Real Inves?EUROEtment Advice:With cash levels at the lowest level since 1997 and equity allocations near the highest levels since 1999 and 2007, it suggests invest...Read More
"Who wants to support a regime like Saudi Arabia by buying gasoline?" he said. "So you'd rather support child labor in the Congo?" I replied, referring to the abhorrent conditions children work in to provide cobalt for electric cars.That was just one exchange on the "Next Big Things" panel I moderated at this year's New Orleans Investment Conference, where your editor was as busy as ever. That p...Read More
Walgreens and Boeing powered the Dow higherThe Dow recorded another all-time high again today, thanks to ongoing trade-deal hopes for the U.S. and China, along with strong showings for Boeing (BA) and Walgreens Boots Alliance (WBA), the latter of which rose on rumors of going private. Investors also had a busy round of economic data to consider, including the Job Openings and Labor Turnover Survey...Read More