The precious metals all soared in 2025, and while a continued monetary expansion and geopolitical risk could still drive gains especially for gold in 2026, a pullback in silver, platinum and palladium is possible after recent partly speculative surges.Read More

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

Glencore (LSE: GLEN) is facing a fresh lawsuit in the U.K. related to alleged losses to shareholders resulting from the mining and commodities trader's involvement in bribery. Legal & General Group filed claims against Glencore on Jan. 10 in London's High Court, adding to several lawsuits brought by investors since the company paid about US$1.5 billion to settle long-dragged probes in the U.S., B...Read More

"In Iron Solutions, we advanced on our path to becoming the supplier of choice for high-quality products, leveraging Vale's unique mineral endowment and capitalizing on the decarbonization trend ofRead More

Including the full year of production from the Kirkland Lake Gold mines, acquired in February 2022, total payable gold production in 2022 was 3.Read More

Data from COES, the committee which administers Peru's national grid, studied by Reuters, identified periodic falls in power consumption, suggesting times when the mines and their plants ease back onRead More

A few days ago, I appeared on the Angel Research Podcast, and the very first thing we had to talk about was the Chinese spy balloon. (You can see that conversation here.)At the time of the recording, a lot of the details were murky. It wasn't clear exactly what had happened, how the balloon was able to get as far as it did, or why the incident wasn't prevented in the first place.Now, here we are a...Read More

"Thank goodness for the lockdowns; this will end the pandemic."The lockdowns hit us hard from mid-March 2020 and onward, imposed as if they were a conventional response to a circulating new pathogen, though they literally had no precedent in history.All of this was based on the astonishing announcement by the Trump administration: "Governors should close schools in communities that are near areas...Read More

Jesus in the wilderness faced three temptations from the Devil himself: material comfort, fame, and power. Needless to say, he declined every temptation and passed all three trials.So too did the couple seeking to enter the order of virtue in Mozart's The Magic Flute. They blasted right through the tests of silence, isolation, and fear. In the opera, much celebration ensues.Fairy tales too are oft...Read More

The U.S. economy has much uncertainty regarding inflation and interest rates and any economic slowdown will impact the services segment and Sysco. Click to read.Read full newsRead More

Huntsman Corporation, originally a cyclical commodity play with a mixed track record, has transitioned via recent deals. Read why I see real appeal with HUN stock.Read full newsRead More

Avantax, Inc. (NASDAQ:NASDAQ:AVTA) Q4 2022 Earnings Conference Call February 16, 2023 8:30 AM ETCompany ParticipantsDee Littrell - IRChris Walters - CEOMarc Mehlman - CFOConference Call...Read full newsRead More

Air Lease Corporation (NYSE:NYSE:AL) Q4 2022 Earnings Conference Call February 16, 2023 4:30 PM ETCompany ParticipantsJason Arnold - Head of Investor RelationsJohn Plueger - President and...Read full newsRead More

Summit Materials, Inc. (NYSE:NYSE:SUM) Q4 2022 Earnings Conference Call February 16, 2023 1:00 PM ETCompany ParticipantsAndy Larkin - VP, IRAnne Noonan - CEOBrian Harris - CFOConference...Read full newsRead More

I monitor companies with a proven history of dividend growth to provide you up-to-date information on pending increases. Here are 10 dividend increases for next week.Read full newsRead More

Palomar Holdings, Inc. (NASDAQ:NASDAQ:PLMR) Q4 2022 Earnings Conference Call February 16, 2023 12:00 PM ETCompany ParticipantsChris Uchida - Chief Financial OfficerMac Armstrong - Chairman...Read full newsRead More

Schneider Electric impressed with very strong financial results in what was a relatively challenging year. Read why we're downgrading SBGSF to a Hold now.Read full newsRead More

SFL Corporation Ltd.'s operating Q4 revenues were another record of $197.82 million, and SFL raised the dividend. Click here to see our SFL earnings analysis.Read full newsRead More

Amazon introduced 'Customers ask Alexa', which enables Amazon sellers to answer customer FAQs through Alexa and facilitate purchase decisions. Click here to read.Read full newsRead More

Pacific Biosciences of California, Inc. (NASDAQ:NASDAQ:PACB) Q4 2022 Earnings Conference Call February 16, 2023 4:30 PM ETCompany ParticipantsTodd Friedman - Director, Investor...Read full newsRead More

Shopify Inc. (NYSE:NYSE:SHOP) Q4 2022 Earnings Conference Call February 15, 2023 5:00 PM ETCompany ParticipantsAmy Feng - Investor RelationsTobi L? 1/4 tke - Chief Executive OfficerHarley...Read full newsRead More

Seagen Inc. (NASDAQ:NASDAQ:SGEN) Q4 2022 Results Conference Call February 15, 2023 4:30 PM ETCompany ParticipantsDoug Maffei - VP, IRDavid Epstein - CEOChip Romp - EVP, Commercial U.S.Todd...Read full newsRead More