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

For years, Barrick has tried to make a deal with Newmont. Now it's going hostile.Read full newsRead More

INN spoke with the #DisruptMining finalists about how they could shake up the mining space and the benefits of winning the grand prize.Read full newsRead More

Rio Tinto has uncovered copper-gold mineralization at its Winu project in the Yeneena Basin of Western Australia's Paterson Province.Read full newsRead More

Merger mania sweeping the gold mining sector isn't a flash in the pan - it's likely just begun.Read full newsRead More

For years, Barrick has tried to make a deal with Newmont. Now it's going hostile.Read full newsRead More

Exploration for base metals has taken on a new urgency in the last couple of years, as the electric vehicle revolution proceeds apace, with its need for substantially more copper for wiring, as well as the battery minerals cobalt, lithium, nickel and graphite. Below are seven companies looking for base metals and battery minerals in North America and abroad. AVALON RARE METALSDon Bubar-led Avalon...Read More

Alkane maps own path to world-class critical metals producerSPONSOREDalkane resourcesThe new resource has 250 million tonnes grading 0.48% copper, 0.29 grams per tonne of gold and 7.5g/t of silver for a 0.74% copper equivalent grade or a 1.09g/t gold equivalent grade in the indicated category, containing 2.6 billion pounds of copper, 2.3 million ounces of gold and 61Moz of silver.In addition, it h...Read More

Eastern promise for PolarXSPONSOREDpolarxAltech ticks boxes on path to production SPONSOREDaltech chemicals"We hope this will confirm it has tier one economics … I hope SolGold becomes for Ecuador what BHP was for Australia, a 100-150-year company.Read More

Publisher's Note: Mr. James Dines is a legend whose insight has been proven time and time again.Today we bring you an excerpt of The Dines Letter discussing the Washington economic establishment and why it wants to push interest rates and inflation to the point of recession.To your wealth,Nick HodgePublisher, Outsider ClubIt's about as long as Parsifal, and not as funny.- Noel Coward, The Wit of...Read More

The Fraser Institute released its Annual Survey of Mining Companies 2018, revealing that Nevada was on top and Venezuela sank to the bottom.Read full newsRead More

Crude oil made yesterday another hesitant move higher. Also yesterday, we mentioned here the saying regarding gravity. Sometimes, it takes patience for the underlying forces to win out. Or, doesn't the oil market rather remind you more of a coiled spring actually? Accordingly, what is the position favored most by the odds right now?Let's take a closer look at the charts below (charts courtesy of h...Read More

Tanzania miner pays down debt in 2018 and says dividend policy in the worksRead full newsRead More

The S&P topped the key 2,800 levelStocks kicked off March on a high note, as traders cheered positive U.S.-China trade headlines. However, a round of dreary economic data, including weak readings on consumer sentiment and U.S. manufacturing -- the latter of which showed factory activity slowed to a level not seen since November 2016 -- kept a lid on gains, as the Dow, S&P 500, and Nasdaq all close...Read More

However, a rare VIX alarm just signaled a potential volatility spikeThe Dow Jones Industrial Average (DJI) and S&P 500 Index (SPX) are attempting to salvage weekly gains, after finishing February comfortably higher. In addition, the Nasdaq Composite (IXIC) is pacing for a whopping 10th straight weekly win, after a week chock-full of headlines from both Wall Street and Washington, D.C. Specificall...Read More

As the remaining pockets of ISIS fighters faced imminent defeat in northeast Syria, the United States allegedly gave them an offer they couldn't refuse: give us your massive caches of gold - or die.Read full newsRead More

Wall Street is selling Tesla's newsThe Dow is enjoying solid gainstoday, while the Nasdaq eyes yet another weekly win. But it's not all sunshine and rainbows, as grocery stock Kroger Co (NYSE:KR), biotech ImmunoGen, Inc. (NASDAQ:IMGN), and electric car concern Tesla Inc (NASDAQ:TSLA) are all sharply lower. Here's a quick look at what's got the shares of KR, IMGN, and TSLA struggling today.Options...Read More

Gold futures dropped below the key $1,300 mark on Friday to settle at their lowest in a month and half, down over 2% from a week ago-the sharpest weekly fall since August. An overall risk-on sentiment, which boosted U.S. and global stocks, as well as strength in the U.S. dollar worked to dull demand for the precious metal. The precious metal only managed to briefly pare some of its earlier losses...Read More

The March 57.50 call and put are BMY's most active options todayIt's been a volatile stretch for Bristol-Myers Squibb Co (NYSE:BMY), per the stock's 60-day historical volatility of 40.5%, which registers in the 90th annual percentile. Today, one options trader appears to be initiating a long straddle, betting on this wild price action to continue in the near term.Most recently, roughly 150,000 cal...Read More

Mine safety is once again in the spotlight, as an illegal gold mine in Indonesia collapsed, with at least four dead and close to 37 missing.Read full newsRead More

Sherritt International's (TSX: S) stock was up Friday, after announcing the company had reached three billion pounds of finished nickel production since operations began at its refinery in Fort Saskatchewan, Alberta.The Fort Saskatchewan refinery was constructed in 1954 and initially processed feed from Sherritt's Lynn Lake mine in Manitoba. Today, the Fort Saskatchewan refinery processes mixed su...Read More