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

The London-listed miner and trader reported copper production down by 12% year-on-year, at 1.06Mt.Read More

(IDEX Online) - De Beers today reported $450m of rough sales during its first cycle of 2023, down over 30 per cent on 2022.That's despite reports that larger stones (+2.0-cts) were discounted by as much as 10 per cent, and a relaxation in its buyback terms - allowing sightholders to reject 20 per cent of goods over one carat from a parcel, rather than the standard 10 per cent. The UK-bas...Read More

Two-time Vale president Eliezer Batista diesLeadershipLook beyond market approach to project valuations: van ZylLeadershipUr-Energy to boost production at Lost CreekSPONSOREDur-energyBradda Head eyes Arizona pegmatite prizeSPONSOREDbradda head lithiumThe explorer, which together with ASX-listed Piedmont Lithium, is hoping to start producing within two years, has boosted resources by 16% from 30 mi...Read More

Look beyond market approach to project valuations: van ZylLeadershipBradda Head eyes Arizona pegmatite prizeSPONSOREDbradda head lithiumUr-Energy to boost production at Lost CreekSPONSOREDur-energySheffield forges ahead at Thunderbird mineral sands projectSPONSOREDsheffield resources limitedYamana Gold shareholders voted 98.7% in favour of the special resolution approving the previously-announced...Read More

Australia's Tombador Iron (ASX: TI1) has temporarily halted production at its flagship iron ore mine in Brazil, as an ongoing blockade in the state of Bahia is disrupting logistics.Unrest hit Brazil in early January as supporters of ex President Jair Bolsonaro who refuse to accept his electoral defeat stormed Congress, the Supreme Court and presidential palace. Protests have continued despite gov...Read More

(IDEX Online) - Round prices fell yet again during January amid continued hesitancy in the markets, although fancies fared much better. Overall demand remains slow, sentiment is weak, and manufacturing in India is still well below full capacity. Estimates for the number of workers laid off in Surat vary between 10,000 and 20,000. China scrapped its zero-COVID policy in December, which has fre...Read More

Ur-Energy to boost production at Lost CreekSPONSOREDur-energyBradda Head eyes Arizona pegmatite prizeSPONSOREDbradda head lithiumSheffield forges ahead at Thunderbird mineral sands projectSPONSOREDsheffield resources limitedCan EV battery metal continue its incredible bull run?SPONSOREDIndonesia, which banned nickel ore exports in January 2020, and is planning to ban bauxite exports in June, is no...Read More

China-backed miner MMG Ltd has placed its vast Las Bambas copper mine in Peru, the world's second largest producing nation of the metal, on care and maintenance due to ongoing community protests triggered by the impeachment and arrest of former president Pedro Castillo late last year.Nationwide protests continued for an eighth week on Wednesday, amid the South American country's political crisis,...Read More

Peru's ongoing political crisis spells more trouble for miners in the world's No. 2 copper producing nation, following two years marked by increasingly frequent protests targeting the industry.The country was thrown into turmoil on Dec. 7, when former president Pedro Castillo was removed from office after less than a year and half on the job, after trying to dissolve Congress. The leftist Castillo...Read More

Concern is growing over the federal government's seeming inability to leverage Canada's vast natural resource endowment as it navigates the uncertain global geopolitical and economic landscape, an industry event in Vancouver heard this week.Besides examining resource sector investment opportunities closely, Vancouver Resource Investment Conference (VRIC) organizer and Cambridge House Internationa...Read More

(IDEX Online) - The Indian government today announced an immediate abolition of the five per cent import levy on the graphite seeds used to create lab grown diamonds.The move is seen as a major boost to India's small but growing lab grown sector, and follows the announcement last August that the State Bank of India (SBI) would, for the first time, provide loans for manufacturers to buy the ma...Read More

Alexandria Real Estate delivered excellent Q4 and full-year 2022 results. Read more to see why ARE is one of the highest quality REITs.Read full newsRead More

Credit Acceptance Corporation (NASDAQ:NASDAQ:CACC) Q4 2022 Earnings Conference Call January 31, 2023 5:00 PM ETCompany ParticipantsDoug Busk - Chief Treasury OfficerConference Call...Read full newsRead More

Cadence Bank (NYSE:NYSE:CADE) Q4 2022 Earnings Conference Call January 31, 2023 11:00 AM ETCompany ParticipantsWill Fisackerly - Director of Corporate FinanceJames Rollins - Chairman and...Read full newsRead More

Amdocs Limited (NASDAQ:NASDAQ:DOX) Q1 2023 Earnings Conference Call January 31, 2023 5:00 PM ETCompany ParticipantsMatthew Smith - Head, Investor RelationsShuky Sheffer - President &...Read full newsRead More

Advanced Micro Devices, Inc. finished the Q4 strong with a double beat, despite headwinds from the PC slump. Click here to read our take on AMD earnings.Read full newsRead More

Teradyne beat both top and bottom lines for Q4-2022, but provided lower guidance for Q1-2023. Click here to read my most recent analysis of TER stock.Read full newsRead More

American Well's revenue is growing only moderately while operating losses are high. Read more to see why I believe AMWL stock is fully valued.Read full newsRead More

Quaker Chemical Corporation saw a tough 2022, including poor working capital conversion. Find out whether KWR stock is a Buy at this time.Read full newsRead More

Imperial Oil Limited (NYSE:NYSE:IMO) Q4 2022 Earnings Conference Call January 31, 2023 11:00 AM ETCompany ParticipantsDave Hughes - Vice President, Investor RelationsBrad Corson - Chairman,...Read full newsRead More