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

3 Stocks Dropping on Analyst Notes

April 12, 2019 / www.schaeffersresearch.com

The downside comes even amid an up day for the broader stock marketThe U.S. stock market is solidly higher today, boosted by an impressive start to earnings season and optimism over Disney's new streaming service. Among other names making notable moves are food delivery name GrubHub Inc (NYSE:GRUB), energy drink manufacturer Monster Beverage Corp (NASDAQ:MNST), and oil-and-gas issue Chesapeake Ene...Read More

Coeur Mining's shares hit on first quarter 2019 production and sales report

April 12, 2019 / www.mining.com

Shares in Coeur Mining (NYSE: CDE), the second largest primary silver producer in the US, took a 3.9% hit Thursday, after reporting that first quarter 2019 gold and silver production had decreased at three of its five mines. Friday's gold and silver spot prices were steady at $1,290.33 and $14.98 per ounce.Total production for the first quarter of the year was 78,336 ounces of gold, 2.5 million o...Read More

Coeur Mining's shares hit on first quarter 2019 production and sales report

April 12, 2019 / www.mining.com

Shares in Coeur Mining (NYSE: CDE), the second largest primary silver producer in the US, took a 3.9% hit Thursday, after reporting that first quarter 2019 gold and silver production had decreased at three of its five mines. Friday's gold and silver spot prices were steady at $1,290.33 and $14.98 per ounce.Total production for the first quarter of the year was 78,336 ounces of gold, 2.5 million o...Read More

Coeur Mining's shares hit on first quarter 2019 production and sales report

April 12, 2019 / www.mining.com

Shares in Coeur Mining (NYSE: CDE), the second largest primary silver producer in the US, took a 3.9% hit Thursday, after reporting that first quarter 2019 gold and silver production had decreased at three of its five mines. Friday's gold and silver spot prices were steady at $1,290.33 and $14.98 per ounce.Total production for the first quarter of the year was 78,336 ounces of gold, 2.5 million o...Read More

Options Volume Peaks as Health Insurers Get Crushed

April 12, 2019 / www.schaeffersresearch.com

ANTM and UNH are set for their worst weeks in a decadeThere's been a lot going on in the healthcare sector lately, and the uncertainty is weighing on a number of stocks in the space. In fact, the Health Care Select Sector SPDR ETF (XLV) is off another 0.5% today at $90.17, and two specific names joining in on the weakness are Anthem Inc (NYSE:ANTM) and UnitedHealth Group Inc (NYSE:UNH). Both are s...Read More

First #Cobalt targets Canada plant restart within two years: CEO

April 12, 2019 / reut.rs

First Cobalt Corp aims to restart an idled cobalt refinery in Canada within two ...Read full newsRead More

Signal Says Buy Calls on This Cloud Stock

April 12, 2019 / www.schaeffersresearch.com

The shares are already flirting with all-time highsPharmaceutical cloud concern Veeva Systems Inc (NYSE:VEEV) scored a price-target hike to $160 from $140 at D.A. Davidson today, with the new target representing uncharted territory for the shares. What's more, VEEV recently flashed a bullish signal, suggesting now could be an opportune time for traders to buy call options on the stock.At last chec...Read More

Orocobre and Toyota green light lithium hydroxide plant in Japan

April 12, 2019 / www.mining.com

The boards of Orocobre (TSX: ORL; ASX: ORE) and Toyota Tsusho Corp. have given the green light to building the Naraha lithium hydroxide plant, which will be the first of its kind in Japan.The majority of production will feed the Japanese battery industry and will be sourced from the lithium carbonate produced from the phase two expansion of Orocobre's Olaroz mine in northern Argentina's Jujuy pr...Read More

Orocobre and Toyota green light lithium hydroxide plant in Japan

April 12, 2019 / www.mining.com

The boards of Orocobre (TSX: ORL; ASX: ORE) and Toyota Tsusho Corp. have given the green light to building the Naraha lithium hydroxide plant, which will be the first of its kind in Japan.The majority of production will feed the Japanese battery industry and will be sourced from the lithium carbonate produced from the phase two expansion of Orocobre's Olaroz mine in northern Argentina's Jujuy pr...Read More

Bank Earnings, Disney Rally Headline Mixed Trading Week

April 12, 2019 / www.schaeffersresearch.com

The S&P saw its eight-day winning streak snapped earlier this weekThis week had a little bit of everything on Wall Street. The S&P 500nabbed its longest wining streak in 18 months, but then saw that streak snapped amid renewed tariff tensions with the European Union (EU). A dovish Fed gave stocks a mid-week boost, while investors digested the first round of big bank earnings. Elsewhere, oil prices...Read More

Goldman Sachs Gaps Above Resistance Before Earnings

April 12, 2019 / www.schaeffersresearch.com

Goldman has tacked on 24% this yearFirst-quarter earnings season kicked off on a high note today, thanks to strong results from financial JPMorgan Chase (JPM). Fellow blue-chip bank name Goldman Sachs Group Inc (NYSE:GS) is scheduled to report earnings this Monday, April 15, and will unveil its results before the opening bell. Looking at the charts, GS has added 24% year-to-date, one of the best...Read More

Options Strategy for Earnings Season

April 12, 2019 / www.schaeffersresearch.com

How to profit from a big move in either directionWith earnings season right around the corner, options players might want to look into employing a long straddle strategy. A long straddle is typically used ahead of expected volatility (such as before earnings or a product launch), when the trader expects a big move but isn't sure of the direction. It can also be used in anticipation of a breakout p...Read More

Unloved Real Estate Stock Gets a Bullish Analyst Note

April 12, 2019 / www.schaeffersresearch.com

Most of Wall Street is bearish on RDFNOnline real estate specialist Redfin Corp (NASDAQ:RDFN) this morning received an "outperform" designation from Wedbush, which also set a $30 price target on the stock, saying in the note that the company's relationship with technology will help it grow its market share. This vote of confidence in RDFN is noteworthy given the broader sentiment picture across Wa...Read More

Antofagasta to decide on $3B Centinela mine expansion by 2021

April 12, 2019 / www.mining.com

Chilean copper miner Antofagasta Plc (LON:ANTO) will make a decision about going ahead with a $3B expansion of its Centinela mine, located in the country's north, by the end of next year or in 2021.Speaking on the sidelines of the World Copper Conference held this week in Santiago, chief executive Iv??n Arriagada said the company had recently decided to advance the studies on a second concentra...Read More

Antofagasta to decide on $3B Centinela mine expansion by 2021

April 12, 2019 / www.mining.com

Chilean copper miner Antofagasta Plc (LON:ANTO) will make a decision about going ahead with a $3B expansion of its Centinela mine, located in the country's north, by the end of next year or in 2021.Speaking on the sidelines of the World Copper Conference held this week in Santiago, chief executive Iv??n Arriagada said the company had recently decided to advance the studies on a second concentra...Read More

Antofagasta to decide on $3B Centinela mine expansion by 2021

April 12, 2019 / www.mining.com

Chilean copper miner Antofagasta Plc (LON:ANTO) will make a decision about going ahead with a $3B expansion of its Centinela mine, located in the country's north, by the end of next year or in 2021.Speaking on the sidelines of the World Copper Conference held this week in Santiago, chief executive Iv??n Arriagada said the company had recently decided to advance the studies on a second concentra...Read More

Dow Soars With Disney, JPMorgan Stocks

April 12, 2019 / www.schaeffersresearch.com

However, Chevron's M&A plans are keeping DJI gains in checkThe Dow Jones Industrial Average (DJI) is soaring at midday, thanks to an earnings beat from JPMorgan Chase (JPM) and Walt Disney's (DIS) new streaming service. However, oil giant Chevron (CVX) is keeping the Dow's gains in check, after the company inked a deal to buy Anadarko Petroleum (APC). While the Dow is still pacing for a weekly l...Read More

Polish parliament's lower house approves 15% cut to copper tax

April 12, 2019 / www.mining.com

Polish lawmakers approved a 15% cut to the country's copper tax on Friday, which would give state-run KGHM (WSE:KGH) a bit more room to breathe, as the miner has been struggling with rising costs, falling copper prices, technical problems and higher-than-expected capital spending in the past few years.The motion was approved by 407 members of the parliament's lower house, dominated by the ruli...Read More

Brazil President says Amazon rainforest reserve should be opened to mining

April 12, 2019 / www.mining.com

Brazilian President Jair Bolsonaro said on Friday the country could open a vast reserve in the Amazon rainforest to mining, a move attempted by his predecessor that was quickly rescinded following an international environmental outcry.The National Reserve of Copper and Associates (Renca) occupies roughly 17,800 square miles (46,100 square kilometers), an area slightly larger than Denmark, that is...Read More

Polish parliament's lower house approves 15% cut to copper tax

April 12, 2019 / www.mining.com

Polish lawmakers approved a 15% cut to the country's copper tax on Friday, which would give state-run KGHM (WSE:KGH) a bit more room to breathe, as the miner has been struggling with rising costs, falling copper prices, technical problems and higher-than-expected capital spending in the past few years.The motion was approved by 407 members of the parliament's lower house, dominated by the ruli...Read More

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