News and Reports

Year Ahead 2025

January 06, 2025

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

Year in Review 2023 and Outlook for 2024

January 04, 2024

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

Year in Review 2022 and Outlook for 2023

January 2023

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: The Heart of Global Copper

October 2021

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 Gold

June 2021

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 Gold Mining and Canadian Juniors

April 2021

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

An Overview of the Golden Triangle

July 2020

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

An Overview of Quebec Gold Mining

April 2020

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

An Overview of the Red Lake Mining District

January, 2020

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

Capital-starved mining sector creates 'buyer's market' for investors

November 01, 2018 / www.mining.com

Specialist mining investors have found a "buyer's market" for projects as the mining sector struggles to compete for funding with new industries, multiple industry executives said at a conference this week.Smaller mines and developers who previously found capital through retail investors in public markets are increasingly turning to specialist investors such as private equity or companies that see...Read More

Capital-starved mining sector creates 'buyer's market' for investors

November 01, 2018 / www.mining.com

Specialist mining investors have found a "buyer's market" for projects as the mining sector struggles to compete for funding with new industries, multiple industry executives said at a conference this week.Smaller mines and developers who previously found capital through retail investors in public markets are increasingly turning to specialist investors such as private equity or companies that see...Read More

Capital-starved mining sector creates 'buyer's market' for investors

November 01, 2018 / www.mining.com

Specialist mining investors have found a "buyer's market" for projects as the mining sector struggles to compete for funding with new industries, multiple industry executives said at a conference this week.Smaller mines and developers who previously found capital through retail investors in public markets are increasingly turning to specialist investors such as private equity or companies that see...Read More

Capital-starved mining sector creates 'buyer's market' for investors

November 01, 2018 / www.mining.com

Specialist mining investors have found a "buyer's market" for projects as the mining sector struggles to compete for funding with new industries, multiple industry executives said at a conference this week.Smaller mines and developers who previously found capital through retail investors in public markets are increasingly turning to specialist investors such as private equity or companies that see...Read More

Ecuador aims to more than double mining value to GDP by 2021

November 01, 2018 / www.mining.com

Ecuador, the world's shining light for copper prospects, aims to more than double the value of mining to its economy by 2021 and is seeking more joint venture partners for its state-owned mining company, a senior government official said on Thursday.Ecuador is being hailed as the biggest potential new source of supply of the metal used in renewable energy. Copper is number 1 on every miner's must-...Read More

Ecuador aims to more than double mining value to GDP by 2021

November 01, 2018 / www.mining.com

Ecuador, the world's shining light for copper prospects, aims to more than double the value of mining to its economy by 2021 and is seeking more joint venture partners for its state-owned mining company, a senior government official said on Thursday.Ecuador is being hailed as the biggest potential new source of supply of the metal used in renewable energy. Copper is number 1 on every miner's must-...Read More

Gold miner Sibanye's profit plunges after fatal accidents hit output

November 01, 2018 / www.mining.com

JOHANNESBURG- Sibanye-Stillwater's third-quarter core profit fell 40 percent after a wave of fatal accidents hit its domestic gold mining operations this year, the South African miner said on Thursday, sending shares tumbling.South Africa has the world's deepest gold mines and an earth tremor at one of Sibanye-Stillwater's mines killed seven miners in one incident alone in May. In all, 24 of its w...Read More

Gold miner Sibanye's profit plunges after fatal accidents hit output

November 01, 2018 / www.mining.com

JOHANNESBURG- Sibanye-Stillwater's third-quarter core profit fell 40 percent after a wave of fatal accidents hit its domestic gold mining operations this year, the South African miner said on Thursday, sending shares tumbling.South Africa has the world's deepest gold mines and an earth tremor at one of Sibanye-Stillwater's mines killed seven miners in one incident alone in May. In all, 24 of its w...Read More

Enforcer Gold Reviews Mckenzie Gold Project, Red Lake, Ontario @EnforcerGold

November 01, 2018 / bit.ly

Enforcer Gold Corp. (TSXV:VEIN) is pleased to provide its shareholders with further details on the McKenzie Gold project located in the Red Lake Gold Camp of northwestern Ontario.Read full newsRead More

#Shell Churns Out Cash Like Oil's Above $100 Again

November 01, 2018 / finance.yahoo.com

The last time Shell pumped out that much money was the year crude soared to $140 a barrel, compared with about $75 today.It increased the pace of a $25 billion buyback program, rewarding shareholders who stuck with it through crude's collapse.The cash surge is a feather in the cap of Chief ExecutiveRead full newsRead More

The 7 Best Penny Stocks to Buy

November 01, 2018 / investorplace.com

Penny stocks are often dangerous for individual investors. Generally described as stocks with a price under $5, the group usually consists of quite a few fallen angels and growth stocks that haven’t reached, and potentially won’t reach, their potential.But there are diamonds in the rough. During the financial crisis, several stocks hit penny stock status. Pier 1 Imports (NYSE:PIR) went...Read More

Stocks Up for Third Straight Day After Trump Trade Tweet

November 01, 2018 / www.schaeffersresearch.com

POTUS said trade discussions were going well with ChinaThe Dow Jones Industrial Average (DJI) has kicked off November with a bang -- up triple digits on strong blue-chip earnings and an upbeat tone on trade talks from President Donald Trump. Specifically, Trump tweeted that tariff discussions with Chinese President Xi Jinping were "moving along nicely," and that meetings between the two leaders w...Read More

Here's a guide to how different pricing agencies have pitched bringing a #lithium contract to @LME_news ($) |

November 01, 2018 / bit.ly

Summaries of the Benchmark, Argus and Metal Bulletin (now Fastmarkets) lithium LME pitchesRead full newsRead More

Stars Could Be Aligning for a Big Square Bounce

November 01, 2018 / www.schaeffersresearch.com

Square reports earnings on Nov. 7Like most of the stock market, the shares of Square Inc (NYSE:SQ) struggled in October, giving up more than 25%. However, SQ stock recently sent up a pair of technical buy signals, and seasonality could bode well for the security. With earnings less than a week away, we decided to look at the prospects of a short-term Square rebound.After touching a record high of...Read More

Apple Put Options Premiums Rich Ahead of Earnings

November 01, 2018 / www.schaeffersresearch.com

Apple earnings are due after the close tonightIt's been a busy month for the shares of Apple Inc. (NASDAQ:AAPL), per the stock's 30-day historical volatility of 34.6% -- in the 95th annual percentile. Today, the security is down a modest 0.1% to trade at $218.55, but the options market is pricing in a larger-than-usual move after the iPhone maker reports earnings later tonight.At last check, Trade...Read More

Traders Dump VECO Stock After Earnings, Cyber Attack

November 01, 2018 / www.schaeffersresearch.com

The shares are in territory not charted since August 2017Veeco Instruments Inc. (NASDAQ:VECO) stock is getting destroyed this morning, after the chipmaker revealed that it recently discovered a cyber attack that may have compromised confidential customer information. Adding salt to the proverbial wounds, the firm reported weaker-than-expected third-quarter revenue, and issued current-quarter guida...Read More

Starbucks Gets Into Holiday Mood Before Earnings

November 01, 2018 / www.schaeffersresearch.com

SBUX has added 23% since late JuneThe shares of Starbucks Corporation (NASDAQ:SBUX) are down 0.1% to trade at $58.23 this morning. The coffee giant just announced the release of its red-and-green holiday cups, but more importantly, will report fiscal fourth-quarter earnings after the close tonight. Over the last eight quarters, Trade-Alert data shows SBUX making an average move of 3.3% in the...Read More

Upgraded Roku Stock Bouncing from Familiar Support

November 01, 2018 / www.schaeffersresearch.com

The streaming stock just wrapped up its worst month on recordWedbush upgraded Roku Inc (NASDAQ:ROKU) stock to "outperform" from "neutral," saying the streaming name has positioned itself as "the best in class option for over-the-top advertising." However, in the wake of the equity's sharp October loss, the brokerage firm cut its ROKU price target to $65 from $73, though this is still a 17% premium...Read More

ArcelorMittal remains upbeat as US steel tariffs drive up prices

November 01, 2018 / www.mining.com

AMSTERDAM, Nov 1 (Reuters) - ArcelorMittal, the world's largest steelmaker, expects its financial results to improve in the coming months as global economic growth drives demand and U.S. tariffs lead to higher prices for the metal.Arcelor reported a 42 percent year-on-year increase in third-quarter core profit (EBITDA) to $2.73 billion, roughly in-line with analyst expectations, while sales rose 5...Read More

Stocks Poised to Start November Strong

November 01, 2018 / www.schaeffersresearch.com

DowDuPont is powering the DJI today after an earnings beatFutures on the Dow Jones Industrial Average (DJI) are on the rise once more, on track for their third straight gain, as stocks try to put steep October losses in the rear-view mirror. Blue chip DowDuPont (DDP) is an early morning earnings winner, while investors eagerly await the quarterly report from Apple (AAPL) after the close today. The...Read More

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