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

Rich dad used to say, "When it comes to money, many people are financial hypochondriacs."Their thinking comes from the lower mind which blurs their vision of the future. These are the people who often drive their car by looking into the rearview mirror. Their fear of losing causes them to not take action when once-in-a-lifetime opportunities are placed right in front of their eyes.Later as they dr...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 consultancySPONSOREDbyrnecutJimena Blanco leads Verisk Maplecroft's Americas research team, with regional and thematic experts based in the UK and...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 consultancySPONSOREDbyrnecut Eileen Gavin is a senior analyst covering country, industry and custom research in the Americas team. Her current foc...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 consultancySPONSOREDbyrnecut Indigo Ellis is an analyst covering political, business and investment risks in Central Africa for Verisk Maplecroft'...Read More

Pressuring governments and banks over coal is having a remarkably perverse effect on the price of coal, driving it higher by limiting fresh investment and perhaps even ensuring that production...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 consultancySPONSOREDbyrnecutTo value the company's Achmmach tin project in Morocco, Kasbah Resources directors used an 8% real discount rate. The c...Read More

Capstone Mining (TSX: CS; US-OTC: CSFFF) has increased reserves at its Cozamin polymetallic mine in Zacatecas, Mexico, by 89%, after drilling the project for the past year and a half. The company is still drilling the project - but cut-off data for its latest update in October 2018 - and doesn't say when it will stop."Because it's an underground mine it tends to take a couple years of drilling bef...Read More

Charles Wyndham has been in the diamond industry for over 40 years. He was a director of the CSO, De Beers' selling arm, before deciding to leave De Beers to set up his own diamond businesses in 1995. He is co-founder of WWW International Diamond Consultants Ltd. (WWW) and is engaged in related businesses, mainly with others whose skills are based on the company's expertise in technology, the gath...Read More

"Is there a market bubble?" That's the question I'm asked repeatedly. When I reply honestly, "I hope so," the person asking me will sometimes get angry."You want the market to crash?" asked one young man incredulously, at an event where I was a featured speaker."Yes," I replied. "I love market crashes."Apparently not wanting to hear the rest of my explanation, he stomped off muttering something li...Read More

The stock market resumed today where it ended last week - with bears pressing the attack.The Dow Jones broke below the 24,000 mark today for the first time since March.It ended the day down 507 total points, to close at 23,593.Percentage wise, both S&P and Nasdaq were hard on its heels.We have it on official word:Not since 1980 have the three major indexes turned in such a woeful December.By J...Read More

One of my favorite movies is The Big Short. If you haven't watched it, you should. Without spoiling it for you, we're just past the part where, after his due diligence, Steve Carell's character is told by a dancer how many mortgages she has.He rushes to place his bet, seeing this is not sustainable. The bet has been made, the trend is clear, the trade is a no-brainer, everything starts playing out...Read More

A BMO Capital Markets report summarized the investment thesis for this company.Read full newsRead More

A BMO Capital Markets report summarized the investment thesis for this company.Read full newsRead More

Since it kicked off this year's 32,500-metre drill program in March, Nighthawk Gold (TSX: NHK; US-OTC: MIMZF) has continued drilling at the Colomac and Grizzly Bear gold deposits, which, along with its Goldcrest gold deposit, make up the Colomac project's inferred resource of 2.61 million contained oz. gold in 50.3 million tonnes grading 1.62 grams gold per tonne.But the company has also spent a l...Read More

Since it kicked off this year's 32,500-metre drill program in March, Nighthawk Gold (TSX: NHK; US-OTC: MIMZF) has continued drilling at the Colomac and Grizzly Bear gold deposits, which, along with its Goldcrest gold deposit, make up the Colomac project's inferred resource of 2.61 million contained oz. gold in 50.3 million tonnes grading 1.62 grams gold per tonne.But the company has also spent a l...Read More

Early investors stand to reap the rewards as a new technology looks to change everything.One research firm - which recommended Google and Amazon before they became household names - has built a worldwide reputation of identifying profitable tech trends well before Wall Street and the talking heads on T.V.And just recently, they've uncovered a technology that's already being labeled "humanity's las...Read More

A Glencore PLC-controlled mining company and some of its current and former executives have agreed to pay more than $22 million to settle Canadian allegations they hid the risks of doing business with an Israeli man close to Congolese President Joseph Kabila, the Wall Street Journal reported on Sunday.The expected settlement between the Ontario Securities Commission and Toronto-listed Katanga Mini...Read More

Consultancy firm Americas Market Intelligence or AMI issued this week a lengthy report on the risks of mining in Latin America. One of the chapters focuses on security hazards and reveals that such perils are not necessarily provoked by illegal groups.According to AMI, sometimes local community members that opposed mining operations can cause security risks by deploying roadblocks and aggressive o...Read More

Consultancy firm Americas Market Intelligence or AMI issued this week a lengthy report on the risks of mining in Latin America. One of the chapters focuses on security hazards and reveals that such perils are not necessarily provoked by illegal groups.According to AMI, sometimes local community members that opposed mining operations can cause security risks by deploying roadblocks and aggressive o...Read More

Consultancy firm Americas Market Intelligence or AMI issued this week a lengthy report on the risks of mining in Latin America. One of the chapters focuses on security hazards and reveals that such perils are not necessarily provoked by illegal groups.According to AMI, sometimes local community members that opposed mining operations can cause security risks by deploying roadblocks and aggressive o...Read More