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

It has been a difficult few years for investors in what is known as the most electrically conductive element silver. The white metal appears caught in a prolonged slump with little to no signs of a recovery occurring anytime soon. With silver trading at US$14.60 an ounce, there's increasing speculation that it is close to the marginal cost of production for many primary silver miners, which makes...Read More

Weaker demand for silver sees the white metal down by 14% for the year to date, trading at less than US$15 an ounce, and its stagnant outlook is weighing heavily on primary silver miners. In an attempt to stimulate growth and expand earnings, primary silver miner Great Panther Silver (TSX:GPR)(NYSE:GPL) has announced that it will acquire Australian gold miner Beadell Resources. This US$105 million...Read More

As a reformed silver bug and long-term investor in the white metal, I understand the pain felt by many silver investors since its price collapsed in late 2016 after breaking through the psychologically important US$20 an ounce barrier. There is every sign that silver will remain stagnant for the foreseeable future, dashing my hopes that bullion will soar to over US$20 per ounce.This is bad news fo...Read More

Gold producers are catching a tailwind as the price of gold continues to claw back the losses it sustained over the past six months.Let's take a look at the current situation that is driving gold stocks higher and see if this is the right time to add Goldcorp (TSX:G)(NYSE:GG) to your portfolio.Gold rallySafe-haven demand has apparently returned to the gold market. The price of the yellow metal has...Read More

Growth stocks are an interesting topic among Canadian market watchers at the moment. In fact, with pot stocks taking up pretty much all available headline space, growth stocks are one of the hottest subjects around. This seems an odd state of affairs considering the uncertainty in the market that looks set to finally end the epic bull run; the marijuana stock boom is a rare phenomenon, to be sure....Read More

Beaten-down uranium miner Cameco (TSX:CCO)(NYSE:CCJ) has popped by an impressive 19% over the last month in response to receiving a favourable outcome regarding an investigation by the Canada Revenue Agency (CRA). This increased its appeal as an investment and fueled the bull case for investing in uranium and Cameco.While the latest news is certainly a positive for Cameco, it hasn't altered the un...Read More

The Del Toro silver mine in Mexico. Source: First Majestic Silver Corp.First Majestic Silver Corp. [FR-TSX; AG-NYSE; FMV-FSE] on Monday October 15 said production in the third quarter of 2018 reached a new company record of 6.7 million silver equivalent ounces.Total production consisted of 3.5 million ounces of silver, 35,260 ounces of gold, 4.4 million pounds of lead and 1.2 million pounds of zin...Read More

Copper-silver mineralization at the Bankers Cobalt Kamanjab Project in Namibia. Source: Bankers Cobalt Corp.Bankers Cobalt Corp. [BANC-TSXV, BC2-FSE] said Monday October 15 that it has established a confidential virtual data room to provide access for parties who have approached the company or expressed an interest in reviewing data on Bankers and its concessions."We have completed a significant a...Read More

Full Article: DEFICITS, RATES & GOLD TO REACH VERTIGINOUS HEIGHTSBy: Egon von GreyerzThe end of an empire is a dramatic but also drawn out event with very few willing to face the facts. As the end is getting closer, denial is at its peak. We can probably figure out how it will end but not quite when. Looking at the facts, the beginning of the end is here. The signs are clear. Here we have a coun...Read More

Dow 40,000?Yes, says the man who in 2016 predicted Dow 25,000.But there is a "catch," this fellow warns.What catch... when can you expect 40,000... and what earthly force could propel the Dow to such preposterous heights?Answers anon.But first a progress report...Our agents inform us that last week's thunder and lightning broke the bullish trend line that has held since 2016.The big question today...Read More

Gold, base metals downCapital marketsGiven the invisible hand of a market economy rarely makes a mistake over time, the only explanation of what's happening in copper, where the price and stockpiles have been falling at the same ...Read More

Advantage Lithium Corp. (TSX-Venture: AAL; OTCQX: AVLIF) is drilling 4,800 metres at its Cauchari joint-venture lithium project in northern Argentina's Jujuy province to further expand and upgrade its already increased resource of 3.02 million tonnes of LCE.This third phase of drilling comes on the heels of a positive preliminary economic assessment (PEA) that Advantage Lithium tabled in mid-Augus...Read More

(IDEX Online) - The Second World Emerald Symposium closed on October 14 in Bogota, Colombia, after three days of discussions on a variety of issues and challenges facing the emerald industry along with informative talks on small-scale and industrial mining, geology, gemology, origin, treatments, jewelry and more.   For many of the speakers, the major and recurrent theme focused on the need f...Read More

(IDEX Online) - International auction house Bonhams has appointed Brett O'Connor as Senior International Jewellery Director and Senior Vice President, US. O'Connor will also join the US Executive Team.   O'Connor takes up his new position at the start of November based in Bonhams' New York office.   O'Connor is a globally renowned auctioneer and leading senior specialist in the jewe...Read More

Capstone said last week that Minto's mining operations would cease immediately and it would be put on temporary care and maintenance while the company continued to explore "value maximising alternatives" - including discussions with Pembridge, and other potentially interested parties.Pembridge (LSE: PERE) said "extremely challenging" market conditions had made it increasingly difficult to close th...Read More

It's October, which means more news flow, the conference circuit picks up, kids are back in school, and, with a little bit of luck, some temporary relief from what has the feel of a brutal bear market across the commodity sector.The base metals continue to find a solid base and have bottomed well, despite the back and forth between the U.S. and China, which has led to demand concerns.Trade wars ar...Read More

As BMW and other German automakers move forward slowly toward electric cars, there's still plenty of negativity.Read full newsRead More

Black Swan Advisors (BSA) Acquires Second Underground Gold Mine In Western US BSA has acquired a second underground gold mine, the Radcliffe/Worldbeater mine, in Inyo County, Ca., close to its Keystone mine. Radcliffe contains approximately 350,000/400,000 ounces of gold, .4 to .7 OPT. BSA is planning to re-start mining operations in Q1 2019. BSA is also looking for additional gold mine acquisitio...Read More

Even more bad news for Angela Merkel's grand coalition in Berlin...Read full newsRead More

Trump may be facing an uphill battle he can't win in 2020.He's a successful businessman who never held public office before winning the Presidency...He's coming into power after an electoral college landslide...And he did it by beating an out-of-touch New Yorker opponent.Once in office, he launches a vast trade war, promising to stand up for America's heartland, with 890 increased tariffs in total...Read More