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

There isn't much at the proposed mine site right now: just a long airstrip, with clusters of sturdy buildings in the middle of green mountains close to the Middle Kuskokwim River. But if completed, the Donlin gold mine would be one of the biggest in the world. Listen nowRead full newsRead More

Chile's Supreme Court upheld an environmental order for a gold mine owned b...Read full newsRead More

SANTIAGO, Oct 11 (Reuters) - Chile's Constitutional Court on Thursday suspended a deal allowing the sale of a coveted stake in lithium producer SQM to China's Tianqi Lithium Corp after agreeing to hear arguments in a lawsuit filed by the Chilean miner's controlling shareholder.The lawsuit, filed the previous day by SQM's controlling shareholders, alleges that Chile's antitrust court failed to foll...Read More

Jefferies remains bullish on BOOT stockStocks are trading sharply lower once again, despite this morning's inflation update. However, three names trading higher are retailer Boot Barn Holdings Inc (NYSE:BOOT), social media concern Snap Inc (NYSE:SNAP), and immune system specialist Evelo Biosciences Inc (NASDAQ:EVLO). Here's what's lifting shares of BOOT, SNAP, and EVLO. Jefferies Chimes in on Boot...Read More

Nordic Gold Corp. (TSXV:NOR) (Read full newsRead More

Fremont Gold (TSXV:FRE) (Read full newsRead More

The Chinese internet stock has been an underperformer on the charts this calendar yearSubscribers to Schaeffer's Weekly Options Countdown service just scored a 200% profit in four days with the Alibaba Group Holding Ltd (NYSE:BABA) weekly 10/5 167.50-strike put. Below, we're going to take a look back at why we were bearish on the Chinese internet name, and how BABA performed after we suggested...Read More

The maker of Marlboro cigarettes is reportedlty in talks to buy Canadian cannabis producer Aphria, according to Globe & Mail. Shares of Aphria rallied more...Read full newsRead More

The S&P 500 is headed toward its sixth straight lossStocks are getting pummeled once more today, despite a pullback in the 10-year Treasury yield and some tame inflation data. The Dow Jones Industrial Average (DJI) is down triple digits, the S&P 500 Index (SPX) is heading toward its sixth straight loss -- extending its lengthiest losing streak since before the 2016 U.S. presidential election --...Read More

Both names will report earnings next weekIt's been a rough stretch for mining stocks, as evidenced by 4.6% month-to-date deficit for the SPDR S&P Metals & Mining ETF (XME). This pullback may have potentially created buying opportunities throughout the sector, though, with Cleveland-Cliffs Inc (NYSE:CLF) and Steel Dynamics, Inc. (NASDAQ:STLD) in particular trading near trendlines that have marked a...Read More

LONDON, Oct 11 (Reuters) - Copper producer Atalaya Mining, which is backed by Swiss trading giant Trafigura, is looking for a buyer, two banking sources said on Thursday.The Cyprus-based miner has hired Canadian investment bank Bank of Montreal to help with the sale, the sources said.Atalaya's main copper asset, the Proyecto Riotinto in the Spanish region of Andalucia, was part of a mine complex b...Read More

LONDON, Oct 11 (Reuters) - Copper producer Atalaya Mining, which is backed by Swiss trading giant Trafigura, is looking for a buyer, two banking sources said on Thursday.The Cyprus-based miner has hired Canadian investment bank Bank of Montreal to help with the sale, the sources said.Atalaya's main copper asset, the Proyecto Riotinto in the Spanish region of Andalucia, was part of a mine complex b...Read More

Nightstar Therapeutics also received bullish attentionIntuitive Surgical, Inc. (NASDAQ:ISRG) has been a long-term outperformer on the charts, but it wasn't able to dodge yesterday's huge market sell-off, losing 3.6% for its lowest close since late July. This extended the shares' recent pullback following their all-time high of $581.12 from Oct. 1. Today, ISRG stock has dipped another 1.4% to trade...Read More

Merger and acquisitions in the precious metals sector are gaining momentum following Barrick's recently announced $6.1 billion-deal to acquire Randgold Resources.Shortly after, Canada's Americas Silver (TSX:USA) announced it was buying Pershing Gold (Nasdaq:PGLC) for $50.78 million in an all-stock deal."This transaction aligns with our stated initiative of building a profitable and low-cost precio...Read More

Merger and acquisitions in the precious metals sector are gaining momentum following Barrick's recently announced $6.1 billion-deal to acquire Randgold Resources.Shortly after, Canada's Americas Silver (TSX:USA) announced it was buying Pershing Gold (Nasdaq:PGLC) for $50.78 million in an all-stock deal."This transaction aligns with our stated initiative of building a profitable and low-cost precio...Read More

Merger and acquisitions in the precious metals sector are gaining momentum following Barrick's recently announced $6.1 billion-deal to acquire Randgold Resources.Shortly after, Canada's Americas Silver (TSX:USA) announced it was buying Pershing Gold (Nasdaq:PGLC) for $50.78 million in an all-stock deal."This transaction aligns with our stated initiative of building a profitable and low-cost precio...Read More

Merger and acquisitions in the precious metals sector are gaining momentum following Barrick's recently announced $6.1 billion-deal to acquire Randgold Resources.Shortly after, Canada's Americas Silver (TSX:USA) announced it was buying Pershing Gold (Nasdaq:PGLC) for $50.78 million in an all-stock deal."This transaction aligns with our stated initiative of building a profitable and low-cost precio...Read More

Oct 11 (Reuters) - Lithium producer Livent Corp fell 3.6 percent in its market debut on Thursday after being priced at the lower end of its expected range, as investors worried about the recent declines in prices of lithium in China, the world's largest consumer of the ultralight metal.Livent's debut comes a day after the major U.S. indices fell about 3 percent each, unnerving investors and pushi...Read More

The FAANG stock had its worst day since mid-2016 on WednesdayThe shares of Netflix, Inc. (NASDAQ:NFLX) plunged 8.4% during Wednesday's tech rout, marking their biggest one-day drop since July 19, 2016. Nevertheless, analysts are staying upbeat toward the FAANG stock, with several issuing bullish notes overnight.For starters, Piper Jaffray reiterated its "overweight" rating and $420 price target fo...Read More

(Bloomberg) - Equities are plummeting, President Donald Trump says the Federal Reserve's gone 'loco' and the trade war's heating up, yet traditional havens in times of trouble such as gold are not getting any love.The biggest selloff in equities since February rolled through Asia and into Europe on Thursday, triggering steep losses in benchmark share indexes, but gold has barely stirred, while ot...Read More