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

Putting local content at heart of ESG effortsSPONSOREDsaudi ministry of industry and mineral resourcesBarksdale has line of sight on Sunnyside permitSPONSOREDbarksdale resourcesMid-tier Aeris on copper growth trajectorySPONSOREDaeris resources Alma in right commodity at right addressSPONSOREDalma metalsInglis said rapidly evolving digital tools would remove much of the mundane graft of exploration...Read More

Putting local content at heart of ESG effortsSPONSOREDsaudi ministry of industry and mineral resourcesBarksdale has line of sight on Sunnyside permitSPONSOREDbarksdale resourcesMid-tier Aeris on copper growth trajectorySPONSOREDaeris resources Alma in right commodity at right addressSPONSOREDalma metals"We produce about 1TW of batteries globally, and we need to get to 400TW. It shows the astronomi...Read More

Multinational miner Vale (NYSE: VALE) and University of Toronto have launched what they describe as a first-of-its-kind partnership aimed at developing more sustainable mining solutions and the talent needed to create them.To support the partnership, which will focus on decarbonization and the energy transition, the base metals miner will contribute $1.6 million over the next three years to the un...Read More

Fevertree is a very good business that has had an ROIC of over 30% for years. Read my analysis detailing why Fevertree stock is a buy at current levels.Read full newsRead More

Hess Corporation has a massive portfolio of upstream assets with growing production. Read more to see my thoughts on HES stock and my recommendation.Read full newsRead More

Dave Inc. (NASDAQ:NASDAQ:DAVE) Q4 2022 Earnings Conference Call March 6, 2023 5:00 PM ETCompany ParticipantsJason Wilk - Chief Executive OfficerKyle Beilman - Chief Financial...Read full newsRead More

Canadian National Railway posted strong Q4 2022 results even in harsh economic environments. Read more to see why I think CNI stock is a Hold.Read full newsRead More

AllianceBernstein Global High Income Fund invests in American and foreign bonds to generate a high income for investors. Click for our review of the AWF CEF.Read full newsRead More

The following slide deck was published by Merck & Co., Inc.Read full newsRead More

Russia's invasion into Ukraine has led to greatly increased (European) defense budgets. iShares U.S. Aerospace & Defense ETF may benefit. Click for more on ITA.Read full newsRead More

Intrusion Inc. (NASDAQ:NASDAQ:INTZ) Q4 2022 Earnings Call Transcript March 6, 2023 5:00 PM ETCompany ParticipantsSam Cohen - Alpha Investor RelationsTony Scott - Chief Executive...Read full newsRead More

Given its strategic positioning, Union Pacific is poised to reap the benefits of manufacturing nearshoring to Mexico. Click here to read more.Read full newsRead More

Darling Ingredients has seen very strong operational momentum since the pandemic. Can DAR momentum continue? Click for our review of DAR stock prospects.Read full newsRead More

As we have noted on Seeking Alpha before, Pareto's Law has governed Wynn Resorts, Limited's business model for decades. Click for more on WYNN stock prospects.Read full newsRead More

As we have noted on Seeking Alpha before, Pareto's Law has governed Wynn Resorts, Limited's business model for decades. Click for more on WYNN stock prospects.Read full newsRead More

iShares U.S. Insurance ETF has a somewhat low expense ratio of 0.39% and is up fractionally on the year. Click here to read my analysis of IAK.Read full newsRead More

Starwood Property stock is on a remarkable rebound from its October lows, as buyers bought its significant dips convincingly. Find out if STWD stock is a buy.Read full newsRead More

As growth accelerates, Diageo is well-positioned to retain and even improve its industry-leading margins. Find out if DEO stock is a buy.Read full newsRead More

eBay has been one of the few tech companies this year to miss out on a broader market rally. Click here to read my analysis of EBAY stock.Read full newsRead More

RioCan offers a forward yield of 4.9% following two consecutive annual distribution increases. Click here to read my analysis why I think RioCan stock is a buy.Read full newsRead More