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

LBMA implements optical AI technology to trace gold bars' provenance

February 02, 2023 / www.northernminer.com

The London Bullion Market Association (LBMA) announced that it has added optical AI developer Alitheon to the pool of five companies that support the Gold Bar Integrity (GBI) initiative.The GBI was launched in March 2022 by the LBMA and the World Gold Council with the goal of digitally monitoring gold moving through the global supply chain by confirming provenance and providing transparency over t...Read More

Iamgold assays support C??t?(C) project expansion in Ontario

February 02, 2023 / www.northernminer.com

Iamgold (TSX: IMG; NYSE: IAG) says drill results support expanding the Gosselin discovery that could be added to the C??t?(C) project targeting first-pour next year in northern Ontario. The Gosselin deposit lies beside C??t?(C), a joint venture between Iamgold as operator and Japan's Sumitomo Metal Mining 125 km southwest of Timmins. C??t?(C) remains on schedule to start production in early 2...Read More

Democracy vs. Monarchy

February 02, 2023 / dailyreckoning.com

Today we trample sacred ground... trumpet a message of heresy... and offend the pieties. For we challenge the cherished and soothing assumptions of democracy.In 2001, academic Hans-Hermann Hoppe scribbled a book bearing the soaring title Democracy: The God That Failed. Hoppe's work is a dart leveled against that holiest of secular divinities.Hoppe's primary tort against democracy?It wastes. It exh...Read More

Exclusive AME Roundup video: Mark Ferguson, Research Director at S&P Global Market Intelligence

February 02, 2023 / www.northernminer.com

Measures like the Inflation Reduction Act in the U.S. pressure automakers to source critical minerals in ESG-friendly jurisdictions, but it could be challenging to change supply chain flows already directed towards China, Mark Ferguson, Research Director and the Head of Mining Studies, S&P Global Market Intelligence, told Mining.com Executive Editor Frik Els at AME BC Roundup in January. They talk...Read More

Diamond Miners Pay Royalties in Rough Gems

February 02, 2023 / www.idexonline.com

(IDEX Online) - Zimbabwe's central bank has notified diamond and other miners that half the royalties due to the government must be paid in raw minerals.The move is designed to maintain the value of the country's assets by building up a national reserve of precious metals and stones. It was announced last October by President Emmerson Mnangagwa (pictured).The Reserve Bank of Zimbabwe sai...Read More

$META - Meta Platforms: Still Healing.

February 01, 2023 / seekingalpha.com

Meta Platforms, Inc. reported a surprisingly upbeat Q4 2022 quarter with numbers surging past estimates. Click here for our take on META stock now.Read full newsRead More

$SSNC - SS&C Technologies Produces Flagging Performance.

February 01, 2023 / seekingalpha.com

SS&C Technologies Holdings, Inc. reported its Q3 2022 financial results on October 27, 2022, missing revenue and earnings estimates. Click for our take on SSNC.Read full newsRead More

$IOVA - Iovance: Capturing A Lucrative Market.

February 01, 2023 / seekingalpha.com

Iovance Biotherapeutics, Inc. is poised to complete its rolling Biologic License Application for advanced melanoma this quarter. Click here for our review of IOVA.Read full newsRead More

$VRNA - Verona: Second Successful Phase 3 Moves The Needle Forward.

February 01, 2023 / seekingalpha.com

Verona Pharma's primary endpoint and all key secondary endpoints met in second phase 3 study known as ENHANCE-1. Click here for our updates and review of VRNA.Read full newsRead More

$CHRW - C.H. Robinson Worldwide, Inc. 2022 Q4 - Results - Earnings Call Presentation.

February 01, 2023 / seekingalpha.com

The following slide deck was published by C.H. Robinson Worldwide, Inc.Read full newsRead More

$WBX - Wallbox: Impressive Sales Growth - And Significant Turmoil.

February 01, 2023 / seekingalpha.com

Today, we take our first look at electrical vehicle charging manufacturer Wallbox N.V. Is this EV-related company a Buy? Click here for our take on WBX stock.Read full newsRead More

$SWDAF $STWRY - Software Aktiengesellschaft (SWDAF) Q4 2022 Earnings Call Transcript.

February 01, 2023 / seekingalpha.com

Software Aktiengesellschaft (OTCQX:SWDAF) Q4 2022 Earnings Conference Call February 1, 2023 3:30 AM ETCompany ParticipantsRobert Hildebrandt - Director, IRSanjay Brahmawar - CEODaniela...Read full newsRead More

The Fed Speaks, Inflation On Its Mind.

February 01, 2023 / seekingalpha.com

The statement of the Federal Open Market Committee concerning the recent 25 basis point rise in the Fed's policy rate of interest was received fairly well in the markets.Read full newsRead More

$CAT - Caterpillar Should Continue To Outperform.

February 01, 2023 / seekingalpha.com

Caterpillar stock is currently trading below its historical levels. See why I continue to have a buy rating on the CAT stock.Read full newsRead More

$SOFI - SoFi: Strong Recovery Potential.

February 01, 2023 / seekingalpha.com

SoFi's adjusted EBITDA performance in Q4'22 and the outlook for FY 2023 are impressive. Read why I believe SOFI stock can further revalue to the upside.Read full newsRead More

$ET - Debt Reduction And Dividend Growth Make Energy Transfer Stock Attractive.

February 01, 2023 / seekingalpha.com

With its latest dividend increase, Energy Transfer's dividend has reached back to its level prior to the cut in 2020. Read my bullish take on ET stock here.Read full newsRead More

$SMPQY - Sun Pharmaceuticals Industries Ltd. ADR (SMPQY) Q3 2023 Earnings Call Transcript.

February 01, 2023 / seekingalpha.com

Sun Pharmaceuticals Industries Ltd. ADR (OTCPK:SMPQY) Q3 2023 Earnings Conference Call January 31, 2023 8:00 AM ETCompany ParticipantsAbhishek Sharma - Head of Investor RelationsDilip...Read full newsRead More

$ORA - Massif Capital - Ormat Technologies: Keep An Eye Out For A Catalyst.

February 01, 2023 / seekingalpha.com

Ormat Technologies appears to be an unprofitable business. So, why do we say we will keep an eye on ORA stock? Click here to find out.Read full newsRead More

$WDC - Western Digital Corporation (WDC) Q2 2023 Earnings Call Transcript.

February 01, 2023 / seekingalpha.com

Western Digital Corporation (NASDAQ:NASDAQ:WDC) Q2 2023 Results Conference Call January 31, 2023 4:30 PM ETCompany ParticipantsPeter Andrew - Investor RelationsDavid Goeckeler - CEOWissam...Read full newsRead More

$CP $CP:CA - Canadian Pacific Railway Limited (CP) Q4 2022 Earnings Call Transcript.

February 01, 2023 / seekingalpha.com

Canadian Pacific Railway Limited (NYSE:NYSE:CP) Q4 2022 Earnings Conference Call January 31, 2023 4:30 PM ETCompany ParticipantsMaeghan Albiston - Investor RelationsKeith Creel - President...Read full newsRead More

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