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

New ASX gold listing makes premium debut

May 07, 2019 / www.mining-journal.com

It comes after the company's A$5 million initial public offering closed oversubscribed in late March. The stock closed at its session high of A23.5c, a 17.5% premium to the 20c issue price.Read More

ALROSA TECHNOLOGY to present new diamond identification tool at 5th MGJC

May 07, 2019 / www.idexonline.com

ALROSA TECHNOLOGY, the diamond science and technology firm that is jointly owned by ALROSA and the Technological Institute for Superhard and Novel Carbon Materials (FSBI TISNCM) of Russia, will present its new-generation ALROSA Diamond Inspector for the screening and identification of natural diamonds, treated diamonds, laboratory-grown diamonds (LGDs) and simulants at the Fifth Mediterranean Gemm...Read More

ALROSA to focus on diamond mining, sells off non-core assets

May 07, 2019 / www.idexonline.com

Russia's Alrosa, the world's leading diamond miner in volume, continues to sell off assets in 2019, with the purpose to improve its financial performance and to focus on the company's core diamond mining business. In 2018, ALROSA sold its gas assets, the Geotransgaz and Urengoy gas companies, and more than 250 properties that included real estate, in-progress construction projects, as we...Read More

With new CEO and CFO on board, Pandora pushes new program

May 07, 2019 / www.idexonline.com

Pandora, the renowned Danish fashion jewelry manufacturer and retailer, is pushing forward with its plans and program to "Reignite a Passion for Pandora." Under its new CEO and President, Alexander Lacik, and the new CFO Anders Boyer, the firm is progressing with NOW - the firm's business transformation program that "has comprehensive impact on the organisation, operations and culture." "As a foun...Read More

Nevada Copper gets US$115M financing for Pumpkin Hollow

May 07, 2019 / www.mining-journal.com

Altech ticks boxes on path to production SPONSOREDaltech chemicalsFunding under the KfW IPEX facility will follow repayment of the company's existing Red Kite Mine Finance senior debt facility, in effect replacing the Red Kite debt to reduce debt service costs,Read More

Big Banks or Congress, Who Do You Trust More?

May 07, 2019 / dailyreckoning.com

I know it seems like I'm picking on Senator Elizabeth Warren lately, but that's not my intention. Rest assured, I dislike the vast majority of politicians just as much. It just so happens that, in a runup to the 2020 election, it seems like Warren is trying to make big headline splashes by taking on populist whipping boys like the student loan crisis and, more generally, big banks.Meanwhile, I wan...Read More

NAP turnaround at Lac des ??les part mining method, part miracle

May 07, 2019 / www.northernminer.com

Since majority shareholder Brookfield Asset Management (TSX: BAM.A; NYSE: BAM) tapped Jim Gallagher to become president and CEO of North American Palladium (TSX: PDL; US-OTC: PALDF) in August 2015, the street-savvy mining engineer has shepherded the company away from the precipice of bankruptcy, laid to rest NAP's debt, and put the palladium producer solidly in the black, with enough free cash flo...Read More

Nobis Group takes stake in Adventus in Ecuador

May 07, 2019 / www.northernminer.com

One of Ecuador's largest private conglomerates - with investments in everything from deepwater ports to real estate and agriculture - has chosen Adventus Zinc (TSXV: ADZN; US-OTC: ADVZF) and its Curipamba polymetallic project as its first investment in the country's mining sector."They are a highly respected business group who have a keen eye for value and growth across many sectors," says Christ...Read More

Battery metals mid-tier emerging

May 07, 2019 / www.mining-journal.com

White Gold Corp a force in Yukon as exploration drive reaps dividendsSPONSOREDwhite gold corpWill Indonesia abandon its plan to ban bauxite exports?SPONSOREDverisk maplecroftQuality emerges at Galan's blue-chip lithium addressSPONSOREDgalan lithiumAltech ticks boxes on path to production SPONSOREDaltech chemicalsTwo confirmed moves by Wesfarmers, which is best known for its retailing operation...Read More

Worley creating a force for the future of resources and energy 

May 07, 2019 / www.miningweekly.com

JOHANNESBURG (miningweekly.com) – Following the announcement in October 2018 of WorleyParsons' binding offer for Jacobs' Energy, Chemicals and Resources, the combined new entity has come together under a new brand – Worley – involving 57 600 people across 51 countries.While financially a $3.2-billion acquisition, operationally the transaction is a combination of two compl...Read More

Dow Recoups on China Trade Reports

May 06, 2019 / www.schaeffersresearch.com

China said it would still carry on with trade talks next week, despite Trump's earlier tweetsThe Dow won back most of its earlier losses, ending only 66 points below breakeven after this morning's dramatic 471-point drop. The index was mostly bolstered by reports that China would still be traveling to the U.S. next week to continue trade talks, despite President Donald Trump's inflammatory tweets...Read More

Lithium price: Battery capacity of electric cars doubles from last year

May 06, 2019 / www.mining.com

Global car market is at a crossroads. Image courtesy of Velovotee, Creative Commons.Battery metals tracker Adamas Intelligence says that in March 2019, battery capacity deployed worldwide in battery electric cars (including hybrids) nearly doubled from the same month last year.The Dutch-Canadian research company, which tracks EV registrations and battery chemistries in more than 80 countries,...Read More

Auto Supplier Moving on Tariff Tensions

May 06, 2019 / www.schaeffersresearch.com

BorgWarner is down 1.5% this afternoon on tariff headwindsGlobal trade tensions have markets moving significantly lower at midday, while the stock market's "fear gauge," or Volatility Index (VIX), is at multi-month highs. Also making noise today is natural gas name Midstates Petroleum Company Inc (NYSE:MPO), medical research firm Athenex Inc (NASDAQ:ATNX), and automotive parts supplier BorgWarner...Read More

Geologist who discovered oldest water on earth wins top science prize

May 06, 2019 / www.mining.com

The country's highest awards for science were awarded by the Rt. Hon. Julie Payette, Governor General of Canada, the Hon. Kirsty Duncan, Minister of Science and Sport, and Dr. Digvir S. Jayas, interim president of the Natural Sciences and Engineering Research Council of Canada (NSERC) at Rideau Hall on May 6, 2019. Twenty-eight of Canada's top scientists and seven industry partners were honoured.T...Read More

Amazon Buzz Fuels Heavy Sinclair Broadcast Options Trading

May 06, 2019 / www.schaeffersresearch.com

The stock hit a record high earlierSinclair Broadcast Group Inc (NASDAQ:SBGI) stock has spiked 29% higher today to trade at $58.02, after the media giant's CEO Chris Ripley said SBGI has "an interest in as broad a distribution as possible" following its purchase of some of Walt Disney's (DIS) sports assets -- including a potential live sports partnership with Amazon.com (AMZN). The equity is fresh...Read More

Hertz Options Bears Load Up on Puts Ahead of Earnings

May 06, 2019 / www.schaeffersresearch.com

HTZ puts have been favored latelyRental car icon Hertz Global Holdings Inc (NYSE:HTZ) will step into the earnings confessional after the market closes today. Ahead of the company's first-quarter report, options traders are coming out of the woodwork, with an emphasis on puts.Specifically, nearly 5,900 HTZ options have changed hands today, three times the average intraday amount and double the num...Read More

This Might Be the Ultimate Cannabis Stock

May 06, 2019 / www.schaeffersresearch.com

This innovative company could help investors see some major upside.For those who have been trying to play the pot craze, a recent value play has emerged for those quick enough to jump on the bandwagon. Investors are beginning to take action on this "Warren Buffett-style marijuana play" after its 296% 12-month run. With an increased push towards legalization in much of the U.S., particular nich...Read More

Gold miners continue to cut costs, up production and finally - raise more money

May 06, 2019 / www.mining.com

After a short rally at the start of 2018 year peaking at $1,354/ozt on March 25, the gold price fell steadily during Q2 and Q3 to USD 1,176/ozt on August 16, and then rebounded to $1,280/ozt on December 28. We analysed the effect of the gold price on the gold mining industry using data from the Mining Intelligence Data Application. The data we used represents companies reporting quarterly producti...Read More

Gold miners continue to cut costs, up production and finally - raise more money

May 06, 2019 / www.mining.com

After a short rally at the start of 2018 year peaking at $1,354/ozt on March 25, the gold price fell steadily during Q2 and Q3 to USD 1,176/ozt on August 16, and then rebounded to $1,280/ozt on December 28. We analysed the effect of the gold price on the gold mining industry using data from the Mining Intelligence Data Application. The data we used represents companies reporting quarterly producti...Read More

Booming Disney Stock Attracts Pre-Earnings Options Bulls

May 06, 2019 / www.schaeffersresearch.com

DIS stock hit a record high late last monthIt's been a dramatic stretch for Walt Disney Co (NYSE:DIS) stock, per its 30-day historical volatility of 42%, which ranks in the 99th annual percentile. Most of this price action has been to the upside, with DIS shares carving out fresh highs on Disney+ streaming service details and a blowout "Avengers: Endgame" premier. Options traders have made a beeli...Read More

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