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

Is it time to prepare for the next financial crisis?Something strange is going on in the financial system.And according to The Wall Street Journal, it's causing some investors- including the biggest banks in the world- to move massive amounts of money out of the banking system.What exactly is going on?Former hedge fund manager, Dr. Steve Sjuggerud, one of the most widely-followed financial analys...Read More

The market's bear market status is debatable, but support at the 160-week isn't"If you're a long-term investor, and have stayed pat, you're hoping that this is 1987, 1990, 2011, or 2016, when the decline to the 160-week moving average was the end of 'it.'... A weekly SPX close that is significantly below the 160-week moving average should be the first warning of prolonged, serious downside to come...Read More

Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and most notable chaRead full newsRead More

How are the top stock picks from the Vancouver Resource Conference 2017 doing? I was doing some DD as I prepare for VRIC 2018 and wanted to know how the top stock picks from 2017 actually played ou...Read full newsRead More

Gold rallied strongly in recent weeks, buoyed by growing fears that an emerging global economic downturn and that a market correction was due. The yellow metal is now hovering at around US$1,280 an ounce, and there are signs that it could move higher during 2019.Silver also spiked, rising to over US$15 per ounce, which will be a boon for silver miners weighed down by the poor outlook for the white...Read More

The pullback in the TSX Index has put many of Canada's top stocks in the red for the year.However, a number of other companies that have been in the doghouse for some time have actually generated strong returns, and investors are wondering if more gains could be on the way.Let's take a look at Cameco (TSX:CCO)(NYSE:CCJ) to see if it deserves to be on your 2019 buy list.Rebound underwayCameco is Ca...Read More

Continental Gold's (TSX:CNL) stock went into free fall after the murder of three of its geologists in an armed attack on its facilities at its Berlin property in northwestern Colombia. Even a significant rally in gold over recent weeks, which sees the yellow metal trading at around US$1,280 an ounce, has been incapable of breathing life into the miner's depressed stock; it's down by around 40% for...Read More

The Orefinders McGarry Mine, northeast Ontario. Source: Orefinders Resources Inc.Orefinders Resources Inc. [ORX-TSXV; ORFDF-OTC] said Monday December 31 that it is preparing for a market turn as it continues with a strategy that offers levered exposure to the price of gold, while preparing the company for future mining industry consolidation.While Orefinders is a gold-focused company, its sharehol...Read More

Rio Tinto signs power supply deal for Mongolian copper mineTurquoise Hill Resources Ltd. [TRQ-TSX], a 51%-owned affiliate of Rio Tinto Plc [RIO-NYSE] Group, said Monday December 31 that it has signed a power source framework agreement (PSFA) that covers the supply of power to the giant Oyu Tolgoi copper mine extension in Mongolia.The mine is located in the Gobi Desert, close to the border with Chi...Read More

Share this articleVANCOUVER - Nevsun Resources Ltd. says Chinese company Zijin Mining Group Co. Ltd. has been successful in its $1.86-billion friendly takeover offer for the company.The companies say about 89.37 per cent of the total issued and outstanding Nevsun shares on a fully diluted basis were tendered to the offer of $6 per share in cash by the Dec. 28 deadline.The offer has now been extend...Read More

Full Article: Gold Miners Are Crushing the Market in the Face of Higher RatesBy: Frank HolmesSummary:Anticipating trouble ahead, fund managers make a historic rotation out of equities into bonds.Gold and gold mining stocks have been the one bright spot this quarter.Tax reform turns one year old. Has it achieved what was expected?Disregarding strong opposition from the likes of DoubleLine Capital...Read More

(IDEX Online) - The assets of the lab-grown diamond maker Scio Diamond are being bought by a Nevada company called Adamas One Corp.   According to the agreement between the firms, over a period of 18 months Adamas will pay $3.3 million to take care of Scio's secured debt.   Adamas will also hand over 350,000 shares of its stock to Scio to cover its unsecured debts of more than $3 millio...Read More

I know we are in the midst of a joyous time of year, but that doesn't mean the world has stopped turning. And the start of 2019 brings us to a critical moment. We're on the brink of the third wave crash.Let's take a gander at recent history: First, there was the 1980's savings and loan crisis. Then, in 1987, the stock market crashed, and the Dow Jones index lost 23% of its value. The next major ev...Read More

Happy New Year everyone!Goodbye 2018, I won’t really miss you much!Hello 2019, I can’t wait to get to know you better…For New Year’s Eve, I celebrated at Bonifacio Global City (BGC)… My “home” away from home…Started off at The Island, in Uptown…Let the countdown begin…HAPPY NEW YEAR!!!Later, headed on over to High Street, for the live co...Read More

NEW YORK (AP) -Kohl's Corporation, up $6.13 to $65.92Retail stocks like Kohl's rallied the day after Christmas as investors cheered signs that Americans went out and shopped this holiday season.Newmont Mining Corporation, down 5 cents to $34.53The gold mining company's stock fell as gold prices slipped.Perrigo, up $4.20 to $40.70The Irish pharmaceuticals company rallied after falling more than 30...Read More

An Australian mining company wants to expand its mine in South Carolina because they have found more gold.Read full newsRead More

Under the contract, Albemarle had agreed to provide as much as 25 percent of its annual production at a discount to companies seeking to produce battery metals within Chile.Read full newsRead More

It's been a tough year for mining, but the Big 3 were still a better investment than the FAANGs in 2018.Read full newsRead More

The common theme: stocks will be risky, volatility is back and returns across all asset classes could beRead full newsRead More

Green warns prices could plunge 5% to 10% into 2020Read full newsRead More