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) - A parcel of 129,400-carats of rough diamonds that has been at the center of a 12-year dispute in Zimbabwe is to be returned to UK miner Vast Resources.They'd been in custody of the Zimbabwean Reserve Bank since 2010. Vast is preparing to sell the diamonds through a tender once it receives a signed order from the High Court of Zimbabwe.It began formal proceedings to recove...Read More

"You are sick... You deserve to be hanged for treason."This, reader I.W. has informed us. He elaborated his case no further, alas.His charges therefore lack the legal warrant for an official hanging. Upon this slender hope we hang... if you will indulge the expression.Yet the question dangles: Why would I.W. have us hanged? What have we done to rate a hanging?I.W.'s laments attend our recent artic...Read More

Andy Wurst, Global Chief Geoscientist with Barrick Gold spoke with Northern Miner Staff Writer Henry Lazenby at AME BC Roundup in January. They discuss why and how the sector needs to get more students enrolled in geoscience programs to meet the growing demand for green energy metals.Read More

Average prices for fancy coloured diamonds of any size climbed by 3.9% in 2022, led by yellows and pinks, the Fancy Color Research Foundation (FCRF), a non-profit that promotes transparency and fair trade in the market, said on Wednesday.The industry body said prices for all yellow diamonds climbed by 4.6% from the previous year, followed by a 3.9% rise in pinks and 1.8% in blues. The improved p...Read More

Base Resources share price has been at around the £14/share price on the London Stock Exchange since falling from highs of £20.5/share in August.Read More

Anglo American (LSE: AAL) is buying a minority stake in Canada Nickel (TSXV: CNC; OTCQX: CNIKF) to advance its Crawford project in northern Ontario with improved processing as battery metals continue to spark investments. The London-based major is spending $24 million for a 9.9% share of Canada Nickel, whose main asset is the Crawford project near Timmins, the companies said in news releases on...Read More

Glencore has resumed operations at its vast Antapaccay copper mine in Peru, which remained shut for 11 days on security concerns following violent attacks by locals.The mine closed on Jan. 20 after the third attack on the site in a month. The company reopened the operation on Jan. 31 with "increased security" after some of the protests waned, a spokesman for the miner and commodities giant said....Read More

Newmont Mining is coming in hot.The world's largest gold company announced a massive $17 billion takeover bid on Monday to acquire Newcrest Mining, Australia's largest gold miner.It's a big deal. If the bid is accepted, the merger will send reverberations across the global gold mining landscape.The deal would create a monster of a gold mining company, putting Newmont's market cap at almost do...Read More

Graphite is the dominant ingredient in lithium-ion batteries, which contain up to 10 times more graphite than lithium, depending on battery chemistry.Read More

BYD recently overtook Tesla as the world's top EV maker (including PHEV) and may overtake Tesla in terms of BEVs. Click here to read my analysis of BYD.Read full newsRead More

Enbridge Inc. is one of the largest midstream companies in North America, with an extensive infrastructure network that spans the continent. Click here for more on ENB.Read full newsRead More

VGSH invests in U.S. short-term treasuries with an average maturity year of 2 years. Click to read our analysis why we'd rather own long-term bonds instead.Read full newsRead More

A10 Networks, Inc. (NYSE:NYSE:ATEN) Q4 2022 Earnings Conference Call February 7, 2023 4:30 PM ETCompany ParticipantsRob Fink - Investor RelationsDhrupad Trivedi - President and Chief...Read full newsRead More

AECOM (NYSE:NYSE:ACM) Q1 2023 Earnings Conference Call February 7, 2023 12:00 PM ETCompany ParticipantsWill Gabrielski - SVP, Finance, Treasury & IRTroy Rudd - CEOLara Poloni -...Read full newsRead More

H&R Block, Inc. (NYSE:NYSE:HRB) Q2 2023 Earnings Conference Call February 7, 2023 4:30 PM ETCompany ParticipantsMichaella Gallina - VP of IRJeff Jones - President and CEOTony Bowen -...Read full newsRead More

Costco's share price appears to be well ahead of its intrinsic value. Click here to read my analysis of COST stock.Read full newsRead More

NovoCure Limited recently generated stellar data for the Phase 3 (LUNAR) trial for non-small cell lung cancer. Click here for more on NVCR stock.Read full newsRead More

The RWJ ETF looks attractive in the current market environment - here's why.Read full newsRead More

Skyline Champion Corporation (NYSE:NYSE:SKY) Q3 2023 Earnings Conference Call February 7, 2023 9:00 AM ETCompany ParticipantsMark Yost - President and CEOLaurie Hough - CFOConference Call...Read full newsRead More

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