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

Jobs, Manufacturing Data Headline First Week in October

October 04, 2019 / www.schaeffersresearch.com

AMTD and SCHW made headlines on plans to eliminate commissionsThis was quite the week on Wall Street, with stocks finishing September strong on Monday, thanks to encouraging buzz on U.S-China trade relations. The Nasdaq Composite (IXIC), Dow Jones Industrial Average (DJI), and S&P 500 Index (SPX) all posted a monthly gain for September, while the latter two took a third straight quarterly win. How...Read More

Domino's Options Active After Pre-Earnings Analyst Note

October 04, 2019 / www.schaeffersresearch.com

The pizza chain will report earnings next weekDomino's Pizza, Inc. (NYSE:DPZ) will report earnings on Tuesday, Oct. 8. Ahead of the report, analysts at Wedbush initiated coverage with an "outperform" rating, citing overly negative sentiment toward the pizza chain. The brokerage firm also waxed optimistic on Domino's ability to withstand third-party delivery challenges, and established a price targ...Read More

Analyst Foresees Challenges Ahead for Janus Henderson Stock

October 04, 2019 / www.schaeffersresearch.com

Keefe Bruyette downgraded the equity to an "underperform" rating, and slashed its target price target to $19.50U.K.-based investment management name Janus Henderson Group PLC (NYSE:JHG) is eyeing its fourth consecutive loss today, following a downgrade to "underperform" from "market perform" at Keefe Bruyette. The analyst also slashed its price target to $19.50 from $21, foreseeing "challenged" or...Read More

Dow Eyes Triple-Digit Gain on Jobs Data

October 04, 2019 / www.schaeffersresearch.com

The September jobs report is propping up Wall StreetThe Dow Jones Industrial Average (DJI) is enjoying outsized gains today, up triple digits after a mixed September jobs report. The report, which showed the unemployment rate falling to a 50-year low, still leaves the door open for the Fed to cut interest rates later this month, as nonfarm payrolls rose by fewer than expected. In addition, Apple...Read More

2 Reasons to Like Texas Instruments Stock

October 04, 2019 / www.schaeffersresearch.com

The chip stock tends to outperform in the fourth quarterTexas Instruments Incorporated (NASDAQ:TXN) stock has been racing up the charts since taking a sharp bounce off its 200-day moving average in late May, with the shares hitting a record high of $131.80 on Oct. 1. The equity has pulled back slightly from this milestone, but history suggests new highs could be on the horizon.Specifically, the ch...Read More

Public meeting set to share Alaska gold mine plan updates

October 04, 2019 / dlvr.it

JUNEAU, Alaska (AP) - The U.S. Forest Service will hold a public meeting to unveil changes to an operations plan for an Alaska gold mine.Tongass National Forest officials are scheduled to provide information Tuesday on an amended operations plan for the Kensington Gold Mine, The Juneau Empire reported .The plan by Coeur Alaska Inc. includes 10 additional years of tailings and waste rock storage at...Read More

Costco Wholesale Stock Sinks on Sales Miss

October 04, 2019 / www.schaeffersresearch.com

COST has still added 40% in 2019Costco Wholesale Corporation (NASDAQ:COST) is seeing a sluggish start to today's trading, last seen down 1% at $286.15, after the company reported quarterly revenue and comparable-store sales that missed analyst estimates. While Costco said its fiscal fourth-quarter sales miss was due to increased competition, it still managed to beat per-share earnings expectations...Read More

ETSY Stock Gets Boost on Bull Note

October 04, 2019 / www.schaeffersresearch.com

Nomura Instinet started with a $70 price target and "buy" ratingThe shares of Etsy Inc (NASDAQ:ETSY) are slightly higher this morning, after Nomura Instinet initiated coverage with a "buy" rating, and a $70 price target -- right back underneath the equity's late-March record highs. The analyst said the e-tailer's new free shipping program could help boost its e-commerce market share and margins. T...Read More

Traders See More Losses Ahead for Whiting Petroleum Stock

October 04, 2019 / www.schaeffersresearch.com

Long-term put traders have targeted WLL stockWhiting Petroleum Corp (NYSE:WLL) has been obliterated on the charts in the past year, suffering a steady downtrend, and more recently falling from $18 to yesterday's close of $7.31 in under two months. The energy concern is under pressure again today, down another 2.5% at $7.10, after Credit Suisse downgraded WLL to "underperform" from "neutral," and l...Read More

Five Below Stock Soars on Fresh Bull Note

October 04, 2019 / www.schaeffersresearch.com

William Blair initiated coverage on FIVE stock with an "outperform" ratingWilliam Blair initiated coverage on Five Below Inc (NASDAQ:FIVE) with an "outperform" rating, saying the company creates a "unique" experience for young shoppers, and cited an "attractive" financial backdrop and "solid" cash flow. Additionally, the analyst in coverage forecast high-teen to low 20% annual revenue growth for t...Read More

Apple Stock up on Reports of Boosted iPhone Production

October 04, 2019 / www.schaeffersresearch.com

AAPL has reclaimed its year-over-year breakeven level today as a resultWhen we checked in with Apple Inc. (NASDAQ:AAPL) on Monday, J.P. Morgan Securities was bullish on the company's iPhone 11 volume forecasts. Those predictions have now rang true, after Nikkei reported that Apple had asked suppliers to boost production up to eight million units. The news has Apple stock up 2%, to trade at $225.30...Read More

Dow Futures Rise After Jobs Report

October 04, 2019 / www.schaeffersresearch.com

The unemployment rate moved lower again U.S. stock futures are pointing to a positive start to the trading day following the release of the September jobs report. Nonfarm payrolls for the month rose by 136,000 -- 9,000 fewer than expected, though the unemployment rate fell to 3.5%, the lowest in almost 50 years. This caps off a week of mostly disappointing economic data that has reignited calls fo...Read More

#Nickel rises as stocks fall to seven-year lows in LME warehouses

October 04, 2019 / business.financialpost.com

SINGAPORE - London nickel prices were set for their fourth straight session of gains on Friday, as inventories fell near a seven-year low ahead of an exports ban from top supplier Indonesia.T...Read full newsRead More

Vancouver-based company extends known Stardust plunge length to more than 160m

October 04, 2019 / www.mining-journal.com

Stellar result for PolarXSPONSOREDpolarxSun Metals said Thursday the latest six holes drilled on the 421 zone extended the known plunge length to more than 160m, which remains open to the north and south. The drill results continued to show the continuity of the system and the prevalent skarn alteration that surrounds the copper-gold mineralisation indicated drilling was on the correct trajectory...Read More

Steel slump will send iron ore to $50/tonne - Liberum

October 04, 2019 / www.mining-journal.com

Liberum's bearishness is underpinned by its view that Chinese demand - though hardly robust at present - is set to slide over the coming year.Read More

Bye set to join Swick board

October 04, 2019 / www.mining-journal.com

Bye's appointment as an independent non-executive director will be confirmed at Swick's upcoming annual general meeting on November 8.Bye has more than 20 years of operational and executive experience focusing on innovation and integration of the mining value chain, including 10 years with Anglo American in underground and openpit operational roles. He has a PhD in mining engineering and is a fell...Read More

Newfield making progress in developing Sierra Leone diamond mine

October 04, 2019 / www.miningweekly.com

ASX-listed Newfield Resources has completed the blasting of the boxcut for the portal access to the underground declines at its Tongo diamond mine, in Sierra Leone."Work is now focussed on providing the necessary support of the boxcut and shaping of the haul road to attain the right angle of entry into the decline.Advertisement"With the recent signing of the lease agreement for the minin...Read More

Lesotho renews Gem Diamonds' Lets?OEeng mining lease

October 04, 2019 / www.miningweekly.com

The government of Lesotho has renewed the mining lease for LSE-listed Gem Diamonds' Lets?OEeng mine for ten years.This followed a statutory negotiation process between Gem and the Lesotho Mining Board.Advertisement"Gem Diamonds is proud of our long-standing partnership with the government and the people of Lesotho. The mining lease renewal will allow the Lets?OEeng mine to conti...Read More

Concerns raised about modern slavery in supply chains

October 04, 2019 / www.miningweekly.com

Lawyers and activists have warned about the rising modern global slave trade, saying that millions of modern slavery victims are exploited in global supply chains.They are enslaved across the spectrum, from farming, domestic work and construction to clothing factories, mines, the beauty industry and the cleaning industry, says Australia-based legal expert Frazer Hunt.  AdvertisementHe told th...Read More

Environment government's most important Ministry - Oppenheimer  

October 04, 2019 / www.miningweekly.com

RANDJESFONTEIN (miningweekly.com) – The Environment Ministry is the most important ministry in the government, former mining luminary Nicky Oppenheimer said at this week’s tenth Oppenheimer Research Conference.“Environment is at the forefront of everybody’s mind, and we in South Africa are unbelievably blessed with the environment in which we find ourselves. The beaches, th...Read More

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