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

Fitch Solutions' industry trends analysts have revised Canada's 2019 gold mine production growth forecast up to 6% from 2% predicting production to grow robustly as new projects come online over the coming quarters.Canada's dominance in attracting exploration investment has resulted in a strong gold project pipeline set to come online in 2019. Over the past decade, Canada has been able to attract...Read More

Newmont Mining shares jumped higher Friday amid reports that rival Barrick Gold is prepping a hostile takeover bid that would value the gold mining group at around $19 billion.Read full newsRead More

Bundesverein Schmuck und Uhren (BVSU), Germany's Federal Association for Jewelry and Watches has joined the Responsible Jewellery Council (RJC). The association is the first German jewelry trade association to become an RJC member. Guido Grohmann, BVSH Managing Director, said "We are delighted to become a member of the RJC. Many organizations we work with have already been certified and our goal f...Read More

Angola's National Security Council (NSC) released a statement mid-February, reporting that from September 2018 to date some 450,000 illegal foreign citizens had been forced to leave the country. The report said that that some 350 rough diamond businesses involved in the illicit purchase of diamonds had been dismantled. In addition to large sums of money, the reported said that 34,480 carats of di...Read More

Signet Jewelers, the parent company of jewelry chain stores Kay, Jared and Zales is expected to let more than 3,000 employees go from its corporate operations in Akron, Ohio, and Dallas, Texas. Reportedly, Signet is offering voluntary buyouts to 2,600 employees in Akron and 890 employees in Dallas. The company expects that the employees' voluntary departures will be enough"to fund critical investm...Read More

Anglo-American, the parent company of De Beers, published its annual report for 2018.The report stated that generally mining "is getting harder." The production grades are declining, societal expectations are increasing and the increasing of the mining scale is not a sustainable solution. "A focus on greater precision and efficiency is needed," the report said. Anglo-American's production forecas...Read More

Lithium miners have set their eyes on Portugal, a country that doesn't scream "mining" like other jurisdictions, but which already is Europe's biggest producer of the commodity, thanks to the surge in popularity of electric vehicles (EVs).One of those companies is Savannah Resources, currently advancing its Mina do Barroso project in the north of the country, arguably one of the most advanced lith...Read More

Lithium miners have set their eyes on Portugal, a country that doesn't scream "mining" like other jurisdictions, but which already is Europe's biggest producer of the commodity, thanks to the surge in popularity of electric vehicles (EVs).One of those companies is Savannah Resources, currently advancing its Mina do Barroso project in the north of the country, arguably one of the most advanced lith...Read More

Publisher's Note: Mr. James Dines is a legend whose insight has been proven time and time again.One of those insights was a very early bullish call on investing in uranium, making Mr. Dines "The Original Uranium Bug." Today we bring you an excerpt of The Dines Letter discussing it.To your wealth,Nick HodgePublisher, Outsider ClubImplacable, adj. Not to be appeased without a large sum of money.Am...Read More

How would you describe the social mood of the nation and world?Would anti-Establishment, anti-status quo, and anti-globalization be a good start? How about choking on fast-rising debt? Would stagnant growth, stagnant wages be a fair description? Or how about rising wealth/income inequality? Wouldn’t rising disunity and political polarization be accurate?These are all characteristics of the l...Read More

To everything there is a season, Ecclesiastes tells us...Is the economy entering winter?In spring the thrusting saplings of tomorrow shoulder their way out of the earth.Buds form upon the trees. The days lengthen with the late-afternoon shadows.It is the season of possibility.Summer is nature in full flower. It is green. And lush. It is the promise of spring come to fruition.The days are long, the...Read More

The AMCU has notified six gold and platinum companies that employees will begin striking next week to support Sibanye workers.Read full newsRead More

The gold miners' stocks surged strongly this week, blasting to new upleg highs. The mounting gains are naturally driving more interest in this small contrarian sector, shifting sentiment towards bullish. Despite their accelerating rally, gold stocks still remain fairly low technically and deeply undervalued relative to gold. So their strengthening upleg likely has plenty of room to run c...Read More

There will be demand in Asia of gold and silver today. If gold and silver continue to fall today also, then jewelers will have a jolly time during the weekend. They will be very busy. There should be good gold jewelery demand tomorrow if gold prices fall today also. Does an end to so called trade war between USA-China imply that it is over for gold bulls? This is the question which I am aski...Read More

The gold miners' stocks surged strongly this week, blasting to new upleg highs. The mounting gains are naturally driving more interest in this small contrarian sector, shifting sentiment towards bullish. Despite their accelerating rally, gold stocks still remain fairly low technically and deeply undervalued relative to gold. So their strengthening upleg likely has plenty of room to run c...Read More

There will be demand in Asia of gold and silver today. If gold and silver continue to fall today also, then jewelers will have a jolly time during the weekend. They will be very busy. There should be good gold jewelery demand tomorrow if gold prices fall today also. Does an end to so called trade war between USA-China imply that it is over for gold bulls? This is the question which I am aski...Read More

A deal could leave Goldcorp stranded - or back in play - amid a wave of consolidation in the gold sectorRead full newsRead More

A deal could leave Goldcorp stranded - or back in play - amid a wave of consolidation in the gold sectorRead full newsRead More

As more millennials are interestedin sustainable investments, one "green tech" company is leading the charge on clean drilling.Concerns about climate change and the high cost of energy have driven the maturation of the "Green Technology" movement into a trillion-dollar industry.Socially Responsible Investments (SRIs) are the most popular component of the average millennial's 401K, according to a r...Read More

Speculation around U.S.-China trade talks looks likely to continue The U.S. stock market enjoyed a positive session to help the major indexes cap off another weekly win. For most of the day buyers were in control thanks to upbeat trade buzz, with reports circulating about a potential March meeting between President Donald Trump and Chinese President Xi Jinping -- suggesting the March 1 tariff dead...Read More