News and Reports

Metals & Mining 2025 / 2026 Year Ahead

January 07, 2026

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

Year Ahead 2025

January 06, 2025

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

Year in Review 2023 and Outlook for 2024

January 04, 2024

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

Year in Review 2022 and Outlook for 2023

January 2023

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: The Heart of Global Copper

October 2021

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 Gold

June 2021

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 Gold Mining and Canadian Juniors

April 2021

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

An Overview of the Golden Triangle

July 2020

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

An Overview of Quebec Gold Mining

April 2020

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

An Overview of the Red Lake Mining District

January, 2020

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

Lucapa sets production records

October 09, 2019 / www.miningweekly.com

PERTH (miningweekly.com) – Diamond miner Lucapa has set production records in the three months to September, with the ASX-listed company recovering 14 610 ct during the period under review.Production at the Lulo alluvial mine, in Angola, reached 7 603 ct during the quarter, a 67% increase on the previous corresponding period, while the Mothae kimberlite mine reported its highest quarterly pr...Read More

Geologist Violet Smith pioneers family-run consultancy ?EUR?in Guyana

October 09, 2019 / www.northernminer.com

Violet Smith grew up in the Cuyuni-Mazaruni region of Guyana, eventually settling in Bartica, a small commercial centre about 80 km inland from the Atlantic Ocean.The town - at the confluence of the Cuyuni, Mazaruni and Essequibo rivers - was considered the gateway to the gold mines and diamond fields of the interior.As a young girl she would watch the steamers come in and trucks, loaded with camp...Read More

Gold Knows the Truth

October 09, 2019 / www.outsiderclub.com

The economy is so great the Federal Reserve cut rates - again - last month by .25%. That was after it cut by the same amount in July. And while it says it won't cut any more this year, I'd put as much faith in that as I did when it said last year that rates would be increasing this year. Did that make sense? Neither does the Fed.And not because they aren't smart people with fancy suits, but be...Read More

Asian Metals Market Update: October-8-2019

October 08, 2019 / news.goldseek.com

Yesterday's fall was due to inability to rise and profit taking before the US-China trade talk. Short sellers become active once gold started to fall. Right now the fall in gold is just a correction. If gold and silver fall today and tomorrow, then it will move into a short term bearish phase. I am not buying gold and silver today. Chinese are not buyers. Just remember that correction of $125-$1...Read More

Asian Metals Market Update: October-8-2019

October 08, 2019 / news.goldseek.com

Yesterday's fall was due to inability to rise and profit taking before the US-China trade talk. Short sellers become active once gold started to fall. Right now the fall in gold is just a correction. If gold and silver fall today and tomorrow, then it will move into a short term bearish phase. I am not buying gold and silver today. Chinese are not buyers. Just remember that correction of $125-$1...Read More

"Close To A Standstill": IMF Warns Global #Growth Will Be Cut To Lowest Since Lehman

October 08, 2019 / www.zerohedge.com

According to the IMF, 90% of of the world is seeing slower growth, and while the fund was quick to blame Trump, the real culprit is China.Read full newsRead More

Stocks Sink as China Blacklist Rattles Tech Sector

October 08, 2019 / www.schaeffersresearch.com

Sentiment has turned chilly ahead of Thursday's high-level talks after the U.S. expanded its trade blacklist The Dow continued to slide today, ending more than 300 points lower after the U.S. expanded its trade blacklist to include 28 additional Chinese tech companies alongside Huawei, citing human rights violations -- a move that soured investor sentiment ahead of Thursday's high-level U.S.-China...Read More

Options Bulls Profit as FireEye Stock Pops

October 08, 2019 / www.schaeffersresearch.com

FEYE stock is up 3% todayFireEye Inc (NASDAQ:FEYE) stock is trading up 3% at $14.27, as the cybersecurity firm hosts its financial analyst day at its annual Cyber Defense Summit. This pop has sparked heavy activity in FEYE's options pits, with volume running at two times what's typically seen at this point.Most active is the October 14 call, where it looks like bulls may be liquidating the now in-...Read More

Investment vs environment: Armenia villagers protest gold mine plans

October 08, 2019 / dlvr.it

Armenian villagers are locked in what they say is a David-and-Goliath style battle for the environment and their livelihoods, standing guard around the clock to protect their land from a multinational mining company.Protesters say planned gold mining in the south will not only pollute drinking waterRead full newsRead More

Puts Popular as EZPW Hits New Low

October 08, 2019 / www.schaeffersresearch.com

Options activity is picking up during today's sessionOne name on our radar today is pawn shop operator EZCORP Inc (NASDAQ:EZPW), as a bearish analyst note has the stock trading at new lows. Jefferies cut its rating on the shares to "hold" from "buy," and slashed its price target from $13.50 all the way down to $6.50, expressing concerns over the company's new Executive Chairman Phillip Cohen. EZPW...Read More

Domino's Pizza Stock Goes on Wild Ride After Earnings

October 08, 2019 / www.schaeffersresearch.com

DPZ options volume is at a 52-week peak todayThe U.S. stock market is spiraling today, as U.S.-China trade anxiety spikes. Among individual stocks making notable moves are cloud platform name Asure Software Inc (NASDAQ:ASUR), pizza maker Domino's Pizza, Inc. (NYSE:DPZ), and video game retailer GameStop Corp. (NYSE:GME). Here's a closer look at what's moving the shares of ASUR, DPZ, and GME.Asure S...Read More

Small-Cap Bulls Shouldn't Panic Yet

October 08, 2019 / www.schaeffersresearch.com

How the IWM ETF performs after making a "death cross"The U.S. small-cap focused iShares Russell 2000 ETF (NYSEARCA:IWM) recently made a "death cross" -- typically defined as its 50-day moving average moving south of its 200-day trendline. The last time this happened, nearly one year ago, spelled bad news for stocks in the short term. Here's what that ominous-sounding technical indicator could mean...Read More

Aurex Energy Corp. Signs Letter Of Intent For Natural Gas Joint Venture

October 08, 2019 / bit.ly

Aurex Energy Corp. today announced that it has signed a letter of intent to enter into a joint venture, with a private arms-length third-party.Read full newsRead More

Dow Crushed By U.S.-China Trade Deal Doubts

October 08, 2019 / www.schaeffersresearch.com

The U.S. is reportedly still trying to limit capital flows to ChinaThe Dow Jones Industrial Average (DJI) is getting shelled today -- heading toward its second straight loss -- as the prospects of a U.S.-China trade resolution later this week fade. The blue-chip index nursed a more than 300-point drop at its session lows, after the Trump administration blacklisted several Chinese artificial inte...Read More

U.S. Blacklist News Destroys AMBA Stock

October 08, 2019 / www.schaeffersresearch.com

The GoPro supplier is eyeing its lowest close in a month GoPro supplier Ambarella Inc (NASDAQ:AMBA) is sinking today, as the Trump administration continues to blacklist even more Chinese companies, including some of the country's top AI startups. The semiconductor sector has been hit especially hard by the news, dragging down AMBA, which has lost 11.2% to trade at $50.81 -- on pace for its lowest...Read More

An Unwinding of Pessimism Might Send CBOE Higher

October 08, 2019 / www.schaeffersresearch.com

CBOE has had an outstanding 2019 so farA look at the chart for Cboe Global Markets Inc (BATS:CBOE) suggests it's a good time to go long on the long-time outperformer. The shares are bouncing strongly from support at the 80-day and 100-day moving averages, which are right near a trendline connecting higher lows since mid-April. The stock right now is holding right near the 20% year-to-date return l...Read More

Target Options Bull Makes a Well-Timed Bet

October 08, 2019 / www.schaeffersresearch.com

TGT stock is higher on Toys 'R' Us buzzTarget Corporation (NYSE:TGT) is running hot today, on news the retailer partnered with Tru Kids -- owner of the Toys 'R' Us brand. Specifically, shoppers who visit ToysRUs.com to browse toys will be redirected to Target's website once they click "buy." A new "strong buy" rating at Raymond James is only fueling the tailwinds, with TGT stock up 0.6% to trade a...Read More

Around 20 dead in gold mine attack in northern Burkina Faso: security sources

October 08, 2019 / dlvr.it

Around 20 people were killed in an attack on a gold mining site in northern Burkina Faso, security sources said Saturday, the latest in a spate of violence generally blamed on a jihadist insurgency."Armed individuals attacked the gold mining site at Dolmane... leaving around 20 dead, mainly goldRead full newsRead More

2 Healthcare Sector Newcomers Seeing Analyst Attention

October 08, 2019 / www.schaeffersresearch.com

SWTX and STSA IPO'd on the same day last monthSpringWorks Therapeutics Inc (NASDAQ:SWTX) and Satsuma Pharmaceuticals Inc (NASDAQ:STSA) both went public fairly recently, and now analysts are weighing in. Let's take a look at how Wall Street is lining up on the shares of SWTX and STSA. For SWTX, J.P. Morgan Securities, Cowen, and Wedbush all began coverage with the equivalent of a "buy" rating, with...Read More

737 MAX Delay Rumors Ground Boeing Stock

October 08, 2019 / www.schaeffersresearch.com

Short-term BA options are attractively priced at the momentThe shares of Boeing Co (NYSE:BA) are down 1.4% to trade at $371.29 this morning, after a Wall Street Journal report indicated tensions between U.S. and European regulators could delay the 737 MAX return in 2020. More specifically, the European Union Aviation Safety Agency (EASA) isn't happy with the U.S. Federal Aviation Agency's (FAA) s...Read More

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