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

Tesla ditching rare earths won't shift deficit

March 03, 2023 / www.mining-journal.com

At its investor day on March 1, Tesla unveiled a master plan which includes a platform for building next-generation electric vehicles, with a powertrain containing a permanent magnet motor that willRead More

Rex Minerals nearing investment decision on Hillside copper-gold project

March 03, 2023 / www.mining-journal.com

Rex Minerals' experienced team is nearing a final investment decision on its Hillside copper-gold project in South Australia, aiming for production in late 2025, while investors should "watch this space" regarding Rex's plus-2-million-ounce Hog Ranch gold project in the US, executive general manager investor relations and business development Peter Bird says. Read More

I TOLD YOU IT LEAKED FROM A LAB!

March 03, 2023 / www.outsiderclub.com

I woke up Monday morning to the strangest of sounds...It was like a huge gust of air rushing over my house. Pictures rattled on the wall... China rattled in the cupboards... My dog started barking...What was this? Some sort of meteorological phenomenon?No. It was the sound of millions of Americans gasping all at once as they learned an almost incomprehensible truth. It was the sound of shock an...Read More

A Contagion of Cowardice

March 03, 2023 / dailyreckoning.com

Jay Bhattacharya is a professor of medicine at Stanford University. He was one voice of reason during the pandemic.It's not just his credentials or his position at Stanford. It's his erudition that gave him the reach to make sense of our times. I personally found it compelling.Summing up his message, the response upended a century of public-health practice based on computer modeling that was not i...Read More

New Tesla motor technology could disrupt rare earths industry

March 03, 2023 / www.northernminer.com

Rare earth element companies may face pressure after Tesla unveiled plans this week to develop car motors without key critical minerals. In North America, California-focused MP Materials (NYSE: MP) and Colorado-based Energy Fuels?EUR?(TSX: EFR; NYSE: UUUU) are the main producers as the West tries to challenge China's dominance in the production of rare earth elements such as neodymium-praseodym...Read More

Odds 'n' Sods: How not to drill a project

March 03, 2023 / www.northernminer.com

I was never really one for keeping a diary; I'm basically too lazy, and not nearly introspective enough. The only time I did keep one, it was by accident. In 1996 I was sent to Iran to supervise a drill program at a gold project called Zarshuran. It didn't go well. A perfect storm of terrible rock conditions and inept local drillers doomed us before we'd even started. The drillers were the most co...Read More

Tanzania open for business

March 03, 2023 / www.mining-journal.com

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 metalsTanzania was once considered one of Africa's most secure jurisdictions but a fight between Acaci...Read More

Falling tin prices flash warning for other tech metals...

March 03, 2023 / www.mining-journal.com

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  The US$5000/t (20%) fall in the tin price to $25,335/t over the past three weeks has take...Read More

Ontario seeks to accelerate mine permitting

March 03, 2023 / www.mining-journal.com

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 metalsAfter releasing a five-year critical minerals strategy in 2022, provincial legislators have draf...Read More

$CGGYY $CGPVF - CGG (CGGYY) Q4 2022 Earnings Call Transcript.

March 02, 2023 / seekingalpha.com

CGG (OTC:CGGYY) Q4 2022 Earnings Conference Call March 2, 2023 12:30 PM ETCompany ParticipantsChristophe Barnini - Group Communications and Investor RelationsSophie Zurquiyah - Chief...Read full newsRead More

$ICD - Independence Contract Drilling, Inc. (ICD) Q4 2022 Earnings Call Transcript.

March 02, 2023 / seekingalpha.com

Independence Contract Drilling, Inc. (NYSE:NYSE:ICD) Q4 2022 Earnings Conference Call March 2, 2023 12:00 PM ETCompany ParticipantsAnthony Gallegos - President and Chief Executive...Read full newsRead More

$PLUG - Plug Power: Credibility At All-Time Low After Stunning Q4 Miss.

March 02, 2023 / seekingalpha.com

Plug Power Inc. reported abysmal fourth quarter and full-year 2022 results, with cash burn and product gross margins deteriorating. Click here for more on PLUG.Read full newsRead More

$PBYI - Puma Biotechnology, Inc. (PBYI) Q4 2022 Earnings Call Transcript.

March 02, 2023 / seekingalpha.com

Puma Biotechnology, Inc. (NASDAQ:NASDAQ:PBYI) Q4 2022 Earnings Conference Call March 2, 2023 4:30 PM ETCompany ParticipantsMariann Ohanesian - Senior Director of IRAlan Auerbach - CEO,...Read full newsRead More

$VTEX - VTEX 2022 Q4 - Results - Earnings Call Presentation.

March 02, 2023 / seekingalpha.com

The following slide deck was published by VTEX in conjunction with their 2022 Q4 earnings call.Read full newsRead More

$UIHC - United Insurance Holdings Corp. (UIHC) Q4 2022 Earnings Call Transcript.

March 02, 2023 / seekingalpha.com

United Insurance Holdings Corp. (NASDAQ:NASDAQ:UIHC) Q4 2022 Earnings Conference Call March 2, 2023 5:00 PM ETCompany ParticipantsKarin Daly - Investor Relations & Vice President,...Read full newsRead More

$TD $TNTTF $TDBKF - The Toronto-Dominion Bank (TD) Q1 2023 Earnings Call Transcript.

March 02, 2023 / seekingalpha.com

The Toronto-Dominion Bank (NYSE:NYSE:TD) Q1 2023 Earnings Conference Call March 2, 2023 1:30 PM ETCompany ParticipantsBrooke Hales - Investor RelationsBharat Masrani - Chief Executive...Read full newsRead More

$HPE - Hewlett Packard Enterprise Company 2023 Q1 - Results - Earnings Call Presentation.

March 02, 2023 / seekingalpha.com

The following slide deck was published by Hewlett Packard Enterprise Company in conjunction with their 2023 Q1 earnings call.Read full newsRead More

$MRVL - Marvell Technology, Inc. (MRVL) Q4 2023 Earnings Call Transcript.

March 02, 2023 / seekingalpha.com

Marvell Technology, Inc. (NASDAQ:NASDAQ:MRVL) Q4 2023 Earnings Conference Call March 2, 2023 4:45 PM ETCompany ParticipantsAshish Saran - Senior Vice President, Investor RelationsMatt...Read full newsRead More

$LL - LL Flooring: Time To Pick Up The Cigar Butt On The Floor.

March 02, 2023 / seekingalpha.com

Is LL Flooring Holdings, Inc. a good "cigar-butt" investment. LL reported a non-GAAP EPS of -$0.29 in Q4 2022, widely missing Street estimates. Click here for more.Read full newsRead More

3 Mighty REITs On The Discount Rack.

March 02, 2023 / seekingalpha.com

Three favorite REIT ideas today. Read more about these cell tower REITs and what they deliver for investors.Read full newsRead More

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