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

Tin could see a surge of new demand from lithium-ion batteries for electric vehi...Read full newsRead More

One CTL option bear may be rolling their July puts downIt's a mostly lower session on Wall Street today, as traders react to a dismal retail sales report. Among individual stocks making notable moves are retailer Canada Goose Holdings Inc (NYSE:GOOS), New York-based real estate investment trust (REIT) SL Green Realty Corp (NYSE:SLG), and telecommunications name CenturyLink, Inc. (NYSE:CTL). Here's...Read More

Sherritt International (TSX: S) released its financial results for Q4 2018, today, reporting the company's share of finished nickel production at the Moa joint venture (JV) in Cuba and Saskatchewan, Canada was 4,294 tonnes, up 4% from last year, while finished cobalt was 428 tonnes, down 8% from Q4 2017.The company stated production for Q4 2018 was impacted by the disruption in the supply of hydro...Read More

Subscribers just doubled their money with the May 62.50 callSubscribers to Schaeffer's Option Advisor newsletter doubled their money with the Progressive Corp (NYSE:PGR) May 62.50 call. Here's a quick look at why we expected an outsized move from the insurance stock, and how the profitable options trade unfolded.At the time of our recommendation on Friday, Jan. 25, insurance concern PGR had just...Read More

Sherritt International (TSX: S) released its financial results for Q4 2018, today, reporting the company's share of finished nickel production at the Moa joint venture (JV) in Cuba and Saskatchewan, Canada was 4,294 tonnes, up 4% from last year, while finished cobalt was 428 tonnes, down 8% from Q4 2017.The company stated production for Q4 2018 was impacted by the disruption in the supply of hydro...Read More

Bonterra Resources Inc. (TSXV:BTR, OTC:BONXF, FSE: 9BR1) (theRead full newsRead More

Gold futures ended lower on Thursday as concerns surrounding U.S.-China trade talks eased and the dollar traded higher for the week. However, the largest monthly drop in retail sales in nine years backed expectations that the U.S. Federal Reserve will pause interest-rates hikes, helping to limit the loss for gold. April gold GCJ9, +0.84% lost $1.20, or less than 0.1%, to settle at $1,313.90 an o...Read More

Gold futures ended lower on Thursday as concerns surrounding U.S.-China trade talks eased and the dollar traded higher for the week. However, the largest monthly drop in retail sales in nine years backed expectations that the U.S. Federal Reserve will pause interest-rates hikes, helping to limit the loss for gold. April gold GCJ9, +0.84% lost $1.20, or less than 0.1%, to settle at $1,313.90 an o...Read More

Casa Minerals (TSXV: CASA) has optioned its Keaper polymetallic project 15 km northeast of Terrace, B.C., less than 5 km from the company's flagship Pitman polymetallic project, to a private company that has the right to earn a 60% interest in the property over four years.In order to earn its interest, the optionee must spend $4 million on exploration, pay Casa $550,000 and issue Casa 2.5 million...Read More

Casa Minerals (TSXV: CASA) has optioned its Keaper polymetallic project 15 km northeast of Terrace, B.C., less than 5 km from the company's flagship Pitman polymetallic project, to a private company that has the right to earn a 60% interest in the property over four years.In order to earn its interest, the optionee must spend $4 million on exploration, pay Casa $550,000 and issue Casa 2.5 million...Read More

Casa Minerals (TSXV: CASA) has optioned its Keaper polymetallic project 15 km northeast of Terrace, B.C., less than 5 km from the company's flagship Pitman polymetallic project, to a private company that has the right to earn a 60% interest in the property over four years.In order to earn its interest, the optionee must spend $4 million on exploration, pay Casa $550,000 and issue Casa 2.5 million...Read More

XRT is struggling beneath the $45 levelRetail stocks have been in focus today, under pressure after some ugly retail sales data. And while SPDR S&P Retail ETF (XRT) has erased its initial losses, put traders have come of the woodwork in droves.More specifically, almost 19,000 XRT put options have changed hands today, double the average intraday amount and nearly 12 times the number of calls trad...Read More

The 7-figure bet comes ahead of earnings from Pepsi and WalmartThe Consumer Staples Select Sector SPDR Fund (XLP) is an exchange-traded fund (ETF) meant to move with the tides of the U.S. consumer staples sector. Among its top holdings are Coca-Cola (KO), which is getting hammered today on weak guidance. However, ahead of a busy week of events for several other top XLP holdings, including Pepsi (P...Read More

Use gold to protect any IRA, 401(k), or retirement account from a looming financial crisis. Every American needs to learn how to protect and secure their retirement against the worst stock market crash in history, and this IRA/401KInvestment Guide 2019 is one way the average American can help protect their investments in the event of a crisis.Jim Rickards is the nation's most vocal and intellig...Read More

The WSJ reported that China is considering a large purchase of U.S. chipsThe semiconductor sector is in focus today thanks to a Wall Street Journal report saying that China may offer to buy more chips from the U.S. There's no sign the Trump administration would be open to such a plan, however, which may be why chip stocks are only sporting modest gains. Still, call traders are making moves on the...Read More

The future holds a changing landscape for miners' skillsets in Australia. A vast 77% of mining jobs will be enhanced or redesigned due to technology within the next five years, an EY report for the Minerals Council of Australia on the Future of Work in Mining released today reveals.The report is built on EY's Digital Mining Report on the minerals industry, and tales a closer look at the influence...Read More

The future holds a changing landscape for miners' skillsets in Australia. A vast 77% of mining jobs will be enhanced or redesigned due to technology within the next five years, an EY report for the Minerals Council of Australia on the Future of Work in Mining released today reveals.The report is built on EY's Digital Mining Report on the minerals industry, and tales a closer look at the influence...Read More

The future holds a changing landscape for miners' skillsets in Australia. A vast 77% of mining jobs will be enhanced or redesigned due to technology within the next five years, an EY report for the Minerals Council of Australia on the Future of Work in Mining released today reveals.The report is built on EY's Digital Mining Report on the minerals industry, and tales a closer look at the influence...Read More

Mark Bristow, known throughout the gold industry for his relentless focus on costs, is counting on his belt-tightening skills to take Barrick Gold Corp. to the next level."John really drove this business on multiple fronts, but his primary focus was the debt," Barrick CEO Bristow said Wednesday in an interview at Bloomberg's Toronto office, referring to the miner's executive chairman, John Thornto...Read More

Mark Bristow, known throughout the gold industry for his relentless focus on costs, is counting on his belt-tightening skills to take Barrick Gold Corp. to the next level."John really drove this business on multiple fronts, but his primary focus was the debt," Barrick CEO Bristow said Wednesday in an interview at Bloomberg's Toronto office, referring to the miner's executive chairman, John Thornto...Read More