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

RT @DanWilliams: Iran's leader accuses Saudis of 'treason' against Muslims

January 16, 2018 / reut.rs

Iran's supreme leader accused Saudi rulers on Tuesday of committingRead full newsRead More

Canadian companies want to extract nickel, vanadium, cobalt from petcoke

January 16, 2018 / www.mining.com

MGX Minerals (CSE: XMG) and Highbury Energy have partnered to prepare a detailed process to extract metals such as nickel, vanadium, and cobalt from petroleum coke.According to a press release, Highbury's experts in thermochemical gasification are assisting MGX in designing a process to generate hydrogen gas and concentrate metals in the form of ash byproduct. Since petcoke is itself a carbon bypr...Read More

Eldorado Gold reports in-line 2017 gold production

January 16, 2018 / www.mining.com

Shares in Eldorado Gold (TSX:ELD)(NYSE:EGO) were slightly up on Tuesday after the company announced full-year production that came in line with production guidance, but suspended its semi-annual dividend payment "pending the results of the technical reports and potential subsequent capital requirements."In a press release, the Vancouver-based miner revealed that, including pre-commercial productio...Read More

Eldorado Gold reports in-line 2017 gold production

January 16, 2018 / www.mining.com

Shares in Eldorado Gold (TSX:ELD)(NYSE:EGO) were slightly up on Tuesday after the company announced full-year production that came in line with production guidance, but suspended its semi-annual dividend payment "pending the results of the technical reports and potential subsequent capital requirements."In a press release, the Vancouver-based miner revealed that, including pre-commercial productio...Read More

Oil Edges Down After Recent Strong Gains - WSJ

January 16, 2018 / www.wsj.com

Oil prices fell Tuesday, breaking a streak of gains and raising questions about whether oil's recent rally is running out of steam.Read full newsRead More

SRC Discovers Vein/Disseminated Mineral System in Nevada

January 16, 2018 / bit.ly

Stakeholder Gold Corp. (TSXV: SRC) ('Stakeholder Gold' or the 'Company') is pleased to announce completion of its first core drill hole on the Goldstorm property in Nevada.Read full newsRead More

Chinese Physical Gold Investment Demand Surges While Americans Pile Into Stock & Crypto Bubbles

January 16, 2018 / www.marketslant.com

Chinese demand for physical gold investment surged in the first three-quarters of 2017 while Americans ditched the shiny yellow metal for increased bets in the crypto mania and stock market bubble market. Even though China's Hang Seng Stock Market outperformed the Dow Jones Index last year, Chinese citizens purchased the most gold bar and coin products Q1-Q3 2017 since the same period in 2013, w...Read More

Stocks Reverse Early Gains as VIX Surges

January 16, 2018 / www.schaeffersresearch.com

U.S. stocks were off to the races this morning, with the Dow topping 26,000 for the first time ever. However, the index's triple-digit gain briefly turned into a triple-digit deficit in afternoon trading, with the DJIultimately finishing just below breakeven. Concerns about a General Electric (GE) breakup and a government shutdown weighed on blue chips, overshadowing a strong day for healthcare st...Read More

#Goldman's Commodity Revenue Falls 75% To Lowest On Record | Zero Hedge

January 16, 2018 / www.zerohedge.com

With Goldman having shuttered much of its commodity front-office in recent years, it probably won't come as a big surprise that the bank has become increasingly less reliant on commodities as a profit center following repeated probes into manipulation by Goldman and other big banks, as well as organic revenue declines in the sector.Read full newsRead More

RT @tassagency_en: Ukrainian demonstrators set Russian flag ablaze outside parliament in Kiev

January 16, 2018 / tass.com

Earlier on Tuesday, the Ukrainian parliament began the second and final reading of a bill on the reintegration of DonbassRead full newsRead More

RT @JavierBlas2: #Oil Spill at Sea From Burned Iranian Tanker off China Spreads "Noticeably" -- #OOTT

January 16, 2018 / www.bloomberg.com

The oil slick caused by the stricken Iranian tanker in the East China Sea has spread "noticeably," raising the prospect for wider environmental damage from what could be the worst spill in decades.Read full newsRead More

Great Bear Provides Drill Program Update

January 16, 2018 / bit.ly

Great Bear Resources (TSXV:GBR) (the 'Company' or 'Great Bear') today announced completion of drill hole planning and preparation for a Phase 2 drill program at the Dixie Lake gold project, located in the Red Lake district of Ontario.Read full newsRead More

Golden Predator Reports Additional High-Grade Drill Results from 3 Aces Project

January 16, 2018 / bit.ly

Golden Predator Mining Corp. today reported results of 43 Grade Control drill holes at the 3 Aces Project in southeast Yukon, including the highest gold assays returned to date from drilling on the project.Read full newsRead More

RT @business: The battle over how to clean up 340 billion gallons of Canadian oil-sands sludge is heating up again

January 16, 2018 / bloom.bg

Amid the bogs and forests of northern Alberta, in the heart of the Canadian oil patch, lie some of the largest waste dumps of the global energy business.Read full newsRead More

RT @BloombergAsia: Trump sidesteps escalating Gulf tensions in call praising Qatar

January 16, 2018 / bloom.bg

A call between President Donald Trump and Qatar's ruler on Monday was notable for what it didn't include -- a reference to the escalation in the long-running dispute between U.S. allies in the Gulf.Read full newsRead More

Chinese Tech Stock Doubles on Blockchain Technology Deal

January 16, 2018 / www.schaeffersresearch.com

A strong start to earnings season helped the Dow topple 26,000 for the first time ever earlier and the S&P 500 Index (SPX) taking its inaugural trek north of 2,800, though stock markets have erased these gains amid fears of a possible government shutdown. While Chinese energy firm Recon Technology, Ltd. (NASDAQ:RCON) and casino name Wynn Resorts, Limited (NASDAQ:WYNN) are holding higher at last ch...Read More

Options Traders Buy Calls On Goldman Sachs Before Earnings

January 16, 2018 / www.schaeffersresearch.com

Not since October 2016 has Goldman Sachs Group Inc (NYSE:GS) finished positive in the session after earnings. Following the last four earnings releases, the shares have one-day losses of 2.6%, 2.6%, 4.7%, and 0.6%. Despite this, options traders have been buying calls ahead of the bank's fourth-quarter earnings unveil tomorrow morning. Data from the International Securities Exchange (ISE), Chicago...Read More

RT @CoryGroshek: More #Lithium Juniors Could Get Swallowed by Majors in 2018

January 16, 2018 / prn.to

NEW YORK, January 16, 2018 /PRNewswire/ --The lithium industry could be in for a big M&A consolidation in 2018....Read full newsRead More

Barrick just makes 2017 production guidance

January 16, 2018 / www.mining.com

Shares in Barrick Gold Corporation (NYSE:ABX)(TSX:ABX) retreated slightly in after hours trade on Tuesday after the company announced full year production that came in at the lower end of production guidance.Barrick, the world's top producer of gold, is up 5% since the start of the year in line with a stronger gold price which set fresh 4-month highs around $1,340 an ounce on Tuesday. The Toronto-...Read More

Barrick just makes 2017 production guidance

January 16, 2018 / www.mining.com

Shares in Barrick Gold Corporation (NYSE:ABX)(TSX:ABX) retreated slightly in after hours trade on Tuesday after the company announced full year production that came in at the lower end of production guidance.Barrick, the world's top producer of gold, is up 5% since the start of the year in line with a stronger gold price which set fresh 4-month highs around $1,340 an ounce on Tuesday. The Toronto-...Read More

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