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
(IDEX Online) - This is the all-red $94,000 diamond-encrusted Jacob & Co. watch that Rhianna chose to pair with the all-red ensemble she chose for her Super Bowl halftime performance.The Brilliant Skelton Northern Lights timepiece has an 18K rose gold case polished and is pave set with 323 round white diamonds (???EUR??+ 11.26 ct.). It has a red mineral crystal dial and a red alligator strap.T...Read More
(IDEX Online) - Five people were hurt when a light aircraft owned by Zimbabwe diamond miner RZM Murowa crash-landed as it transported a parcel of rough gems under armed guard, according to local media reports.The pilot of the twin-engine Piper 31 NAVAJO is said to be in a critical condition with head injuries after the incident on farmland near the town of Chivhu, in the center of the countr...Read More
(IDEX Online) - A gang of armed "Rolex rippers" were caught after posing for pictures of themselves wearing the stolen watches.Police in London recovered the gloating selfies from a cell phone left behind after two suspects abandoned a stolen BMW after a high-speed chase and ran off. They and their accomplices were identified from pictures on the phone.Six men were found guilty of spree of v...Read More
As demand rises thanks to higher electrification, with primary production limited thanks to underinvestment, the market is forecast to fall into a 3Mtpa surplus by 2030.Read More
New World's Antler points to high-return copper productionSPONSOREDnew world resources Nordic Nickel gears up for Pulju pushSPONSOREDnordic nickelSaudi builds foundation for world-leading mining sectorSPONSOREDsaudi ministry of industry and mineral resourcesAruma sprinting through lithium field raceSPONSOREDaruma resourcesIn the report, Godell, a mineral economist who was formerly part of the...Read More
New World's Antler points to high-return copper productionSPONSOREDnew world resources Nordic Nickel gears up for Pulju pushSPONSOREDnordic nickelSaudi builds foundation for world-leading mining sectorSPONSOREDsaudi ministry of industry and mineral resourcesAruma sprinting through lithium field raceSPONSOREDaruma resourcesIn the report, Godell, a mineral economist who was formerly part of the...Read More
The following slide deck was published by Bowlero Corp.Read full newsRead More
The KBWD ETF provides exposure to small-cap REITs and financial companies and pays an attractive 10% distribution yield. Click here to read my analysis.Read full newsRead More
SunPower Corporation (NASDAQ:NASDAQ:SPWR) Q4 2022 Earnings Conference Call February 15, 2023 5:00 PM ETCompany ParticipantsMike Weinstein - Vice President of Investor RelationsPeter Faricy...Read full newsRead More
The following slide deck was published by ASX Limited in conjunction with their 2023 Q2 earnings call.Read full newsRead More
Koninklijke Ahold Delhaize N.V. delivered excellent financial results for its Q4 2022 and FY22. Click here for our review of ADRNY earnings.Read full newsRead More
Zillow Group, Inc. (NASDAQ:NASDAQ:Z) Q4 2022 Earnings Conference Call February 15, 2023 5:00 PM ETCompany ParticipantsBrad Berning - Vice President, Strategic Affairs & Investor...Read full newsRead More
QuantumScape Corporation (NYSE:NYSE:QS) Q4 2022 Earnings Conference Call February 15, 2023 5:00 PM ETCompany ParticipantsJohn Saager - Head of Investor RelationsJagdeep Singh - Co-Founder,...Read full newsRead More
Comstock Resources, Inc. (NYSE:NYSE:CRK) Q4 2022 Earnings Conference Call February 15, 2023 11:00 AM ETCompany ParticipantsJay Allison - Chairman and CEORoland Burns - President and...Read full newsRead More
Air India to purchase up to 540 airplanes from The Boeing Company and Airbus SE. Both BA and EADSY lose a bit in some areas, but gain in other areas. Click for more.Read full newsRead More
Phil Baker, president and CEO of Hecla Mining, joins BNN Bloomberg to share the company's plan to lift silver production to record highs this year and next year. Hecla stock has outpaced shares in other silver miners over the past year.Read full newsRead More
Phil Baker, president and CEO of Hecla Mining, joins BNN Bloomberg to share the company's plan to lift silver production to record highs this year and next year. Hecla stock has outpaced shares in other silver miners over the past year.Read full newsRead More
Diversifying into global markets ex-US has been a frustrating choice for asset allocation for much of the past decade. So far in the new year, Europe is the leader.Read full newsRead More
Udemy, Inc. (NASDAQ:NASDAQ:UDMY) Q4 2022 Results Conference Call February 14, 2023 5:00 PM ETCompany ParticipantsDennis Walsh - Vice President of Investor RelationsGregg Coccari - Chairman...Read full newsRead More
TMFC is a tech-heavy investment vehicle I have been covering since January 2022. Click here to read why I maintain Hold rating for the ETF.Read full newsRead More