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
Simon Ridgway, founder and CEO of Rackla Metals discusses plans to drill this summer at the Astro target inside the highly prospective Tombstone Gold Belt that spreads through the Yukon and Northwest Territories. Ridgway spoke with Northern Miner staff reporter Henry Lazenby at VRIC in January.Read More
Unrealistic expectations for the energy transition could undermine the bullish demand scenarios currently accepted as the norm as the energy transition unfolds, Capitalight Research MD Tom Brady says.For example, global automotive market sales are expected to more than double to nearly 125 million by 2030, with 'base case' scenarios pointing to 35% PEVs in the mix. By 2050, most scenarios have the...Read More
There is little not to love about the figures released on Valentine's Day. The mineral resource estimate has increased to 1.62 million ounces gold equivalent, represented by 1.3Moz gold and 59,000 tonnes of copper at a grade of 2.6 grams per tonne (gold equivalent). The underground gold equivalent grade is 5.2gpt. Paul Bennett, managing director, Medallion Metals About 60% of the gold, or 790,000...Read More
Over the Feb. 6-10 trading period, the S&P/TSX Composite Index rose by 146.22 points or 0.7% to 20,758.34. The S&P/TSX Global Mining Index gained 3.34 points or 2.9% to 116.22 and the S&P/TSX Global Base Metals Index ended 10 points or 4.9% higher at 202.37. The S&P/TSX Global Gold Index gained 9.47 points or 3.3% to 290.92 and spot gold ended the week flat at 1864.82 per oz., down just US93 ?. T...Read More
Sheffield forges ahead at Thunderbird mineral sands projectSPONSOREDsheffield resources limitedBradda Head eyes Arizona pegmatite prizeSPONSOREDbradda head lithiumUr-Energy to boost production at Lost CreekSPONSOREDur-energyCan EV battery metal continue its incredible bull run?SPONSOREDHowever, sentiment and the buzz around the conference, which was held in Cape Town at the beginning of February,&...Read More
During the Feb. 6-10 trading week, the Dow Jones Industrial Average fell 56.7 points or 0.17% to 33,869.3 and the S&P 500 fell 46 points or 1% to 4,090.5.Among this week's top-traded stocks was major Barrick Gold, which saw at least 31 million shares change hands by market close on Friday. The company's equity added US62 ? to end the trading week at US$23.94. The company made headlines this week a...Read More
Dear Outsider,Take a drive down Howard Street in Baltimore's Station North Arts District and you'll likely see something colorful out of the corner of your eye.You might have to slow the car down to see it, or even turn it around to get a better look.Once you realize what it is, you'll want to park the car and see it up close.Dubbed Graffiti Alley, it's a small L-shaped alley where graffiti a...Read More
Stephen Desposito, founder and CEO of Regeneration discusses his company's work helping placer miners in Yukon and Alaska re-mine gold from old tailings, restoring habitat and selling the gold to corporate customers. Desposito spoke with Northern Miner staff reporter Henry Lazenby at AME in January.Read More
Kinross Gold (TSX: K; NYSE: KGC) says the first mineral resource for its billion-dollar Great Bear project in northwest Ontario shows potential to be a world class asset. The open-pit indicated mineral resource shows 33.1 million tonnes grading 2.6 grams gold per tonne for 2.7 million oz. contained metal, Kinross said Monday in a news release. The total open-pit and underground inferred resourc...Read More
Microsoft's investment and Bing initiative, ChatGPT, bring legitimate competition to Google Search. Read more to see what does this mean for GOOG investors.Read full newsRead More
Income is needed to pay for life in retirement. Click here to read why we think dividends are the lifeblood of millions of retirees' income cash flow.Read full newsRead More
I have an interest in investments that may offer a nice risk/reward balance in the present environment. Check out how VGIT ETF appears to fit that bill.Read full newsRead More
Kraft Heinz has seen a tough 2022 amidst divestments and raging inflation hurting margins. Check out why I'm turning cautious on KHC stock.Read full newsRead More
Dividends are a way for companies to distribute a portion of their profits to shareholders. Read more to see the benefits and drawbacks of dividend investments.Read full newsRead More
Globus Medical is a producer of musculoskeletal implants used for patients who suffer from spine disorders. Click here to read my analysis of GMED stock.Read full newsRead More
S&P Global has been one of the best-performing companies in the past decade with a 750% gain. See why I rate SPGI stock a buy.Read full newsRead More
Hormel Foods Corp. is a good consumer staples company with good brands and an excellent track record of paying dividends. Read my analysis of HRL stock.Read full newsRead More
Cardiovascular Systems is selling out to Abbott for $20/share in cash. Read more to see what this means for CSII shareholders.Read full newsRead More
On top of solid operating momentum, Flex furthermore benefits from the IPO of its subsidiary Nextracker. See why I remain neutral on FLEX stock.Read full newsRead More
Ichor Holdings is a supplier of fluid delivery subsystems used in semiconductor manufacturing equipment. Click here to read my analysis of ICHR stock.Read full newsRead More