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

The new year continues to be a fascinating one in the global mining industry, with the unveiling on Jan. 14 of Newmont Mining's blockbuster US$10-billion deal to acquire Goldcorp, and regain top spot from Barrick Gold among global gold miners.Barrick had entered 2019 on a roll, having completed its own US$5.4-billion acquisition of Randgold Resources in a kind of reverse takeover at the management...Read More

Lundin Mining (TSX:LUN) recently upped its copper production guidance from the three-year guidance it set just 12 months ago. With the stock roughly flat since its announcement, it's possible that the market hasn't fully digested the long-term upside of this update.Let's take a look at Lundin's current business model and ascertain whether there's multi-year profit potential from its upgraded gui...Read More

Hudbay Minerals Inc (TSX:HBM)(NYSE:HBM) has a penchant for destroying shareholder value-or at least not creating it. Since the start of 2004, shares have returned roughly 0%, heavily underperforming the TSX.That's a shame too, as the company has a huge asset base with significant value - as long as it's managed correctly. Previously, the company focused exclusively on high-quality copper mines, a...Read More

High-growth investors may have already cottoned on to the fact that gold stocks are on a tear at the moment, with the rally led by some of the biggest metal and mining tickers on the TSX index. With some indications of good per-asset value (if somewhat wayward P/E ratios) and lots of upside on the way, the following three gold stocks are a great way to invest in the yellow stuff on Canada's bigges...Read More

Uncertainty continues to darken the investment horizon, and while the TSX has rallied after a hard holiday season, defensive stocks are still the order of the day. The following trio of stocks fits the bill nicely while offering a spread of dividends and some diversification as well as upside in three of the most defensive areas available on the TSX index. With banking, utilities, and mining repre...Read More

In the last quarter of 2018, gold stocks significantly outperformed the market. The TSX Gold Index gained 18.4%, while the broader TSX Index was in the red. It has been a while, but investors appear to be once again warming up to gold as a hedge against turbulent markets.One company that stands to benefit from a rising gold price is Pretium Resources (TSX:PVG)(NYSE:PVG). In mid-December, the compa...Read More

It said it would use the funds to complete a feasibility study on its Josemaria project in Argentina, engineering and exploration studies on the company's other projects, repaying the existing balanceRead More

Proposed Kinder Morgan Trans Mountain twinned pipeline expansion project. Source: Kinder Morgan.Canadian Prime Minister Justin Trudeau is facing increasing pressure to move faster and more forcefully to complete a new oil pipeline in Canada.The warning is contained in new public opinion data from the Angus Reid Institute, which has been released as First Nations leaders are meeting this week to di...Read More

Great Bear drilling its Dixie Lake Project near Red Lake, Ontario. Source: Great Bear Resources Ltd.Great Bear Resources Ltd. [GBR-TSXV] on Wednesday January 16 announced more drill results from the Hinge Zone and South Limb Zone at its 100%-owned Dixie Lake Project in the Red Lake area of northwestern Ontario.Highlights included a high-grade intersection (drill hole DHZ-014) that assayed 1,602.73...Read More

B2Gold's Fekola mine in Mali, West Africa. Source: B2Gold Corp.B2Gold Corp. [BTO-TSX; BTG-NYSE] said Wednesday January 16 that its gold production in 2018 jumped 51% to a record 953,504 ounces, powered by the strong performance of two key operations. The company is guiding investors to anticipate further production increases in 2019.Based in Vancouver, B2Gold is a senior gold producer with five op...Read More

(IDEX Online) - The diamond industry has moved from a relatively stable environment to a highly uncertain environment, with 2019 and the years ahead seeing lab-grown diamonds for jewelry entering a growth phase, said ABN AMRO Bank in a report.   The launch by De Beers of its lab-grown diamond jewelry line "has serious consequences for the actors in the diamond industry," according to the rep...Read More

(IDEX Online) - Mountain Province Diamonds Inc. announced that production at the Gahcho Ku?(C) diamond mine achieved a record figure of 6.94 million carats last year.   Q4 and Full Year 2018 Summary With another solid operating quarter in Q4 2018, the GK mine ended 2018 with record diamond production of 6.94 million carats at an average grade of 2.17 carats per tonne, 17% higher than the prev...Read More

(IDEX Online) - The Israel Diamond Exchange (IDE), organizers of the International Diamond Week in Israel (IDWI), reports that due to overwhelming registration for the event only a few hotel rooms for participating buyers are available.   IDWI is offering eligible buyers three complimentary nights at a local hotel, but organizers warn that late registration will not guarantee free hotel acco...Read More

Over the last two weeks, after making good on the four-rate interest hike of 2018, Fed Chairman, Jerome Powell, became more dovish to start 2019.His change in tone is worth considering because of his historical stance on reducing the amount of artificial stimulus coming from the Fed. Last week, after the required five-year holding period for Fed transcripts were up, we got a glimpse into Powell's...Read More

I heard an unsettling alarm as the screen in front of me flashed red.“Keep your eyes on the road, Zach!”The instructions caught me off-guard. I was getting scolded for looking at my instructor. And it was the car scolding me!“Our dashboard sensor picked up on the fact you were looking at me instead of the road. It can also tell if your eyes are getting sleepy or if you’re n...Read More

Russian billionaire Alexey Mordashov's mining company, Nordgold, has increased its stake in Canadian junior Columbus Gold (TSX: CGT; US-OTC) to 9.96% on a non-diluted basis and 11.18% if it were to exercise all of its warrants.The Moscow-headquartered company acquired 4.61 million units in a private placement at 20 ? per unit on January 14. Each unit consists of one common share and one-half warra...Read More

Mahenge the Cinderella of the graphite space?SPONSOREDblack rock miningSky is the limit for BSK at Amarillo GrandeSPONSOREDblue sky uraniumNew Energy brings experience to new dawnSPONSOREDnew energy mineralsSustained investment in people a big plus for consultancySPONSOREDbyrnecutJanuary in Australia is a hopeless time to get anything done. It's rather like August here in the UK, but worse.Read More

PERTH (miningweekly.com) – Diamond miner Lucapa Diamond Company produced 3 089 ct of diamonds from its Mothae operation, in Lesotho, during the December quarter.The 1.1-million-tonne treatment plant was commissioned during the December quarter, delivering Lucapa its second operational mine.AdvertisementLucapa said on Wednesday that the ramp-up at Mothae continued to progress well, with the p...Read More

Today we bear dramatic news:Markets have entered a "phase transition zone"… the "magic space between order and chaos."This we have on the authority of the brains at Fasanara Capital.But what will emerge on the other side - order or chaos?Today our mood is heavy, our brow creased with thought... as we hunt the answer.We begin with a hypothesis:Since the financial crisis, central banks have ac...Read More

With gold having finished 2018 and starting 2019 very strong, it is now back in the headlines.The shiny pet rock is worth 7.5% more than it was just two months ago, which is proving a good reminder to mainstream investors that gold is a loyal pet in tough times - especially for those who just watched their stock-based savings take a 15% punch in the gut during the same time.Headlines are also bei...Read More