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

Stock Futures Slip Ahead of Trump's Iran Decision

May 08, 2018 / www.schaeffersresearch.com

The monthly JOLTS report is also due out later todayDow Jones Industrial Average (DJI) futures are signaling alower start this morning, as caution sets in ahead of this afternoon's 2 p.m. ET announcement from President Donald Trump, who is expected to give his decision on the Iran nuclear deal. Ahead of the highly anticipated event, oil prices are churning near the $70-per-barrel mark, with Jun...Read More

Zimbabwe parliament delays Mugabe's questioning on diamond revenue

May 08, 2018 / www.mining.com

HARARE, May 8 (Reuters) - Former President Robert Mugabe will not appear before Zimbabwe's parliament as scheduled on Wednesday to answer questions on diamond mining operations, a legislator said.Temba Mliswa, who leads the parliamentary committee on mines, said the clerk of parliament hadn't written to Mugabe to invite him to appear."It has been delayed but that resolution still stands," Mliswa s...Read More

Shell sells stake in Canadian Natural Resources for $3.3 billion

May 08, 2018 / www.mining.com

Royal Dutch Shell (LON:RDSA) is selling its entire stake in Canadian Natural Resources (TSX:CNQ) for about $3.3 billion, as part of a planned exit from Canada's oil sands sector.The Dutch giant, the world's second largest publicly traded oil company, said it would use proceeds of the sale of almost 98 million shares - about 8% of CNR - to pay down debt.Shell obtained its stake in CNR last yea...Read More

Calls are Cheap on This Bouncing Boeing Rival

May 08, 2018 / www.schaeffersresearch.com

TXT has found support atop two key technical levels Shares of aerospace and security concern Textron Inc. (NYSE:TXT) have been on a tear over the past two years. More recently, the stock gapped almost 7% higher the day after the company's first-quarter earnings beat late last month, and soared to a nearly 10-year high of $65.99 by April 20. And while the shares have pulled back from here, they fou...Read More

White House Threatens #Beijing With "Consequences" Should Missiles Remain In South China Sea | Zero Hedge

May 08, 2018 / www.zerohedge.com

China, for its part, has neither confirmed nor denied the existence of the missiles...Read full newsRead More

Don't Miss This Under-the-Radar Millennium Level for Gold

May 08, 2018 / www.schaeffersresearch.com

The precious metal has been resting heavily on support at $42,000 per kilogramGold prices have been drifting steadily lower in recent months, as traders have lost some of their appetite for "safe haven" investments amid an increasing shift toward diplomacy on major geopolitical issues, including North Korea's denuclearization and the ongoing U.S.-China trade discussions. The COMEX June futures con...Read More

Final death toll at South African gold mine rises to seven

May 08, 2018 / dlvr.it

Seven miners were killed at Sibanye-Stillwater's Masakhane mine while six others are recovering in hospital after being trapped underground for two days, the company said on Saturday.Read full newsRead More

Lundin and Euro Sun have launched a US$1.5b hostile bid to split Nevsun ($) |

May 08, 2018 / bit.ly

Companies team up after lack of engagement by Nevsun managementRead full newsRead More

Final death toll at South African gold mine rises to seven

May 08, 2018 / dlvr.it

Seven miners were killed at Sibanye-Stillwater's Masakhane mine while six others are recovering in hospital after being trapped underground for two days, the company said on Saturday.Read full newsRead More

Nevsun shares soar as it rejects $1.2-billion bid from Lundin, Euro Sun

May 08, 2018 / www.mining.com

Shares in base metals producer Nevsun Resources (TSX, NYSEMKT:NSU) skyrocketed on Tuesday after the company's board unanimously rejected a Cdn$1.5-billion (about $1.2bn) unsolicited bid from fellow Canadian miners Lundin Mining and Euro Sun Mining.The suitors had disclosed late on Monday the takeover offer for Vancouver-based Nevsun, noting their disappointment for not having been able to reach a...Read More

Nevsun shares soar as it rejects $1.2-billion bid from Lundin, Euro Sun

May 08, 2018 / www.mining.com

Shares in base metals producer Nevsun Resources (TSX, NYSEMKT:NSU) skyrocketed on Tuesday after the company's board unanimously rejected a Cdn$1.5-billion (about $1.2bn) unsolicited bid from fellow Canadian miners Lundin Mining and Euro Sun Mining.The suitors had disclosed late on Monday the takeover offer for Vancouver-based Nevsun, noting their disappointment for not having been able to reach a...Read More

Nevsun shares soar as it rejects $1.2-billion bid from Lundin, Euro Sun

May 08, 2018 / www.mining.com

Shares in base metals producer Nevsun Resources (TSX, NYSEMKT:NSU) skyrocketed on Tuesday after the company's board unanimously rejected a Cdn$1.5-billion (about $1.2bn) unsolicited bid from fellow Canadian miners Lundin Mining and Euro Sun Mining.The suitors had disclosed late on Monday the takeover offer for Vancouver-based Nevsun, noting their disappointment for not having been able to reach a...Read More

Congo court temporarily suspends dissolution of Glencore unit

May 08, 2018 / www.mining.com

A legal case to dissolve a Glencore mining subsidiary in the Democratic Republic of Congo has been suspended pending a decision by the Supreme Court, the mining giant said on Tuesday. Congo's state miner Gecamines is seeking to dissolve Kamoto Copper Company (KCC), blaming Glencore for high debts that have weighed on the mine for more than 10 years.The temporary suspension comes after the Supreme...Read More

Congo court temporarily suspends dissolution of Glencore unit

May 08, 2018 / www.mining.com

A legal case to dissolve a Glencore mining subsidiary in the Democratic Republic of Congo has been suspended pending a decision by the Supreme Court, the mining giant said on Tuesday. Congo's state miner Gecamines is seeking to dissolve Kamoto Copper Company (KCC), blaming Glencore for high debts that have weighed on the mine for more than 10 years.The temporary suspension comes after the Supreme...Read More

Protesters Demand Ethiopia Cancel Billionaire's Gold-Mine Permit

May 08, 2018 / dlvr.it

Protesters in Ethiopia's restive Oromia region demanded the government withdraw a gold-mining permit from a company owned by Saudi billionaire Mohammed al-Amoudi because of alleged pollution.Read full newsRead More

Bitmain's Newest ASIC Can Mine Bitcoin Gold, Zcash

May 08, 2018 / dlvr.it

Bitmain's Newest ASIC Can Mine Bitcoin Gold, ZcashRead full newsRead More

Final death toll at South African gold mine rises to seven

May 08, 2018 / dlvr.it

Seven miners were killed at Sibanye-Stillwater's Masakhane mine while six others are recovering in hospital after being trapped underground for two days, the company said on Saturday.Read full newsRead More

Final death toll at South African gold mine rises to seven

May 08, 2018 / dlvr.it

Seven miners were killed at Sibanye-Stillwater's Masakhane mine while six others are recovering in hospital after being trapped underground for two days, the company said on Saturday.Read full newsRead More

Antofagasta shares, half-year production hit by Los Pelambres pipeline blockage

May 08, 2018 / www.mining.com

Shares in Chilean miner Antofagasta Plc. (LON:ANTO) took a hit on Wednesday after the company announced it had found a blockage in the pipeline that carries copper concentrates from the Los Pelambres processing plant to nearby ports.The company said it would take up to three months for stocks to return to normal, which will affect both projected output and sales in the six months ending June 30...Read More

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