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
Tim GitzelIn this mini-podcast, we share a 10-minute highlight from Cameco's hour-long quarterly results call, with president and CEO Tim Gitzel arguing why 2018 was a "pivotal year" for the uranium market and what lies ahead for the long-suffering uranium mining industry and Cameco.The full conference call is available at www.cameco.com. This podcast is sponsored by the Yukon Mining Alliance (ww...Read More
How to monitor and manage your Tailings Storage FacilitySPONSOREDisometrixWhite Gold Corp a force in Yukon as exploration drive reaps dividendsSPONSOREDwhite gold corpQuality emerges at Galan's blue-chip lithium addressSPONSOREDgalan lithiumAltech ticks boxes on path to production SPONSOREDaltech chemicalsRising inflation? Buy gold! Falling inflation and lower interest rates? Buy gold! Strong...Read More
How to monitor and manage your Tailings Storage FacilitySPONSOREDisometrixWhite Gold Corp a force in Yukon as exploration drive reaps dividendsSPONSOREDwhite gold corpQuality emerges at Galan's blue-chip lithium addressSPONSOREDgalan lithiumAltech ticks boxes on path to production SPONSOREDaltech chemicalsThe world's major original equipment manufacturers (OEMs) are increasingly aligning thems...Read More
"There is no money in monetary policy."Could it be true? Is there no money in monetary policy?Yesterday we argued the Federal Reserve cannot even define money... much less measure it to any reasonable satisfaction.Today we venture upon a heresy deeper still - that central bank "monetary" policy has no actual existence.No money stands beneath it, behind it, beside it.The emperor is well and truly n...Read More
LONDON – Mined diamonds are less carbon-intensive than man-made, but their producers should use more green energy, according to a study commissioned by the natural diamond industry, highlighting tensions between the mined and lab-grown sectors.The US Federal Trade Commission, which investigates allegations of deceptive advertising, sent warning letters to eight lab-grown diamond companies at...Read More
Source: Maurice Jackson for Streetwise Reports 04/30/2019Jake Bernstein, founder of Weekly Capital Markets Report and Daily Sentiment Index, in conversation with Maurice Jackson of Proven and Probable, discusses lessons he has learned in over 50 years of trading.Maurice Jackson: Joining us for a conversation is Jake Bernstein, the founder of the Weekly Capital Markets Report and the Daily Sent...Read More
Source: John Newell for Streetwise Reports 04/29/2019Platinum, after making what appears to be a wash-out low in August 2018, now looks poised to be a precious metal leader, writes fund manager John Newell at Fieldhouse Capital Management.What is Platinum: Platinum is a precious transition metal that has the chemical symbol Pt and an atomic number of 78 on the periodic table. Platinum is grayi...Read More
Source: Michael J. Ballanger for Streetwise Reports 04/29/2019Sector expert Michael Ballanger reviews recent movements in precious metals and discusses how he is playing the market.Last week I sent out my uber-bullish call on the metals and miners at the conclusion of a period fraught with doom and despair for all things gold and silver. The criminality of the interventionists was in full bloo...Read More
Fed Chair Jerome Powell said low inflation was only "transitory"Fed Chair Jerome Powell's comments on a "transitory" period of low inflation deflated hopes for a potential rate cut on the horizon. Against this backdrop, the major stock market indexes turned lower, erasing earlier gains stemming from solidApple (AAPL) earnings. By the close, the Dow, S&P 500, and Nasdaq were in the red, though the...Read More
Ivanhoe Mines has appointed Tony Giardini as its new president, effective immediately. Giardini was most recently the executive vice president and CFO of Toronto-based Kinross Gold, a position which he held since December 2012.Tony Giardini, new president of Ivanhoe Mines. Image courtesy of Kinross Gold's Facebook page.Before joining Kinross, Giardini served as senior vice president and CFO at Ca...Read More
Ivanhoe Mines has appointed Tony Giardini as its new president, effective immediately. Giardini was most recently the executive vice president and CFO of Toronto-based Kinross Gold, a position which he held since December 2012.Tony Giardini, new president of Ivanhoe Mines. Image courtesy of Kinross Gold's Facebook page.Before joining Kinross, Giardini served as senior vice president and CFO at Ca...Read More
Ivanhoe Mines has appointed Tony Giardini as its new president, effective immediately. Giardini was most recently the executive vice president and CFO of Toronto-based Kinross Gold, a position which he held since December 2012.Tony Giardini, new president of Ivanhoe Mines. Image courtesy of Kinross Gold's Facebook page.Before joining Kinross, Giardini served as senior vice president and CFO at Ca...Read More
The surprise in the SEC 10-Q filing when no one was supposed to pay attention...Read full newsRead More
The FDA called on Pulse to provide more information on CellFXPayrolls data and a big earnings win out of Apple (AAPL) have U.S. markets comfortably higher today. Among other names making notable moves are medical device maker Pulse Biosciences Inc (NASDAQ:PLSE), as well as pharma name Arca Biopharma Inc (NASDAQ: ABIO). Below we will dive into what is moving shares of PLSE and ABIO.FDA Note Trigger...Read More
The next financial bubble burst could be so massive, it even takes out gold. One economist is making a very bold prediction.This man says that the colossal financial bubble that exists in today's economy is stretching closer and closer to its breaking point.And when it does pop -- soon, very soon -- it's not only going to take out the entire stock market... it'll absolutely crush other assets too....Read More
ULTA's options are attractively priced, to bootCosmetics stock Ulta Beauty Inc (NASDAQ:ULTA) is exactly two weeks removed from a record high, when it raced out to $359.69 on April 17. While the shares have taken a breather since then, there's reason to believe this could be a big summer for ULTA, if history is any indicator. That's because Ulta Beauty stock recently found itself on our list of th...Read More
Weekly BABA calls are popularChinese e-commerce giant Alibaba Group Holding Ltd (NYSE:BABA) is spiking higher today, after make-up company Estee Lauder (EL) said its earnings beat was partially due to strong sales from Alibaba's Tmall marketplace. BABA stock is trading up 3.2% at $191.42, breaking north from a recent consolidation below $190. This would mark the equity's highest close since July,...Read More
With a good amount of digging through the BEA website, we learned that despite the substantial rise in the price of oil and gasoline in the first quarter, the BEA actually reported a decline in fuel prices...Read full newsRead More
PCRX is on pace for its best session since late 2017The shares of Pacira Biosciences Inc (NASDAQ:PCRX) gapped higher this morning, after rival Heron Therapeutics (HRTX) said the Food and Drug Administration (FDA) declined to approve its post-operative pain drug. Pacira sells a similar pain drug, which explains why PCRX stock is on pace for its best session since November 2017. What's more, the bio...Read More
The World Bank launched the Climate-Smart Mining Facility on Friday, the first-ever fund dedicated to making mining for minerals climate-smart and sustainable.The fund will support the sustainable extraction and processing of minerals and metals used in clean energy technologies, such as wind, solar power, and batteries for energy storage and electric vehicles.The World Bank is targeting a total...Read More