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

Last week, we discussed the market forces behind the 2022 growth meltdown.Now that we've shaken off the cobwebs, it's time to look ahead and focus on the stocks and sectors with the best potential to take the lead in 2023's first quarter - and beyond.Unfortunately, many investors are going to miss these opportunities.An unhealthy fixation on the tech space is part of the problem. Yes, the market h...Read More

A second phase would expand throughput to 51,000tpd, ~25% higher than in the 2021 preliminary economic assessment (PEA).Read More

The US firm's missions this year centre on a refinery demonstration that puts its technology to the test in space and a deep space expedition to observe one of its target asteroids, the firm said in aRead More

SPC Nickel (TSXV: SPC) has entered into a cooperation agreement with Vale Canada that will see the company consolidate into a single property the West Graham and Crean Hill 3 nickel-copper deposits, 20 km southwest of the city of Sudbury.The West Graham deposit occurs on SPC's 100%-owned Lockerby East property, which also hosts the past-producing Lockerby East mine. The latest agreement would gra...Read More

Vizsla Silver?EUR?(TSXV: VZLA; NYSE: VZLA) has increased?EUR?the indicated mineral resource tonnage by half at its Panuco?EUR?silver-gold project in?EUR?Sinaloa, western Mexico. The indicated mineral resource rose to 7.5 million tonnes grading 243 grams silver per tonne, 2.12 grams gold per tonne, 0.23% lead and 0.71% zinc (437 grams silver-equivalent per tonne) for contained metal of 58.3 mill...Read More

Historically, nuclear reactors have always been expensive and time-consuming - it's just a fact of life. Building a facility like the one below, often the size of a small town, costs billions of dollars. It can also take up to 17 years, as was the case with Finland's Olkiluoto 3. Therein lies the conflict between the fiscally conservative and the forward-thinking progressives. Very few investor...Read More

Kymera Therapeutics, Inc.'s KT-474 HS/AD data derisked the IRAK4 protein degradation platform, as did Sanofi's partnering. Click here for what this means for KYMR.Read full newsRead More

The reputation of using a SPAC route to go public is generally negative and often well deserved. Click to read why I think OPAL Fuels stock is different.Read full newsRead More

Even though Baker Hughes' 2023 revenues points to as much as 20% top line growth, its bottom line free cash flow leaves much to be desired. Click for my take on BKR's Q4 earnings.Read full newsRead More

The companies in which Cohen & Steers Infrastructure Fund is invested held up very well in 2022 and will likely continue to be solid holdings for UTF through any recession. Click for more.Read full newsRead More

STORE Capital Corporation is being acquired by a consortium of real estate giants. The STOR deal likely closes within a week or two. Click here for more.Read full newsRead More

Concrete Pumping Holdings, Inc. (NASDAQ:NASDAQ:BBCP) Q4 2022 Earnings Conference Call January 23, 2023 5:00 PM ETCompany ParticipantsCody Slach - External Director, Investor RelationsBruce...Read full newsRead More

Icahn Enterprises offers a very desirable distribution which presently carries a very high 15%+ yield. Click here to read my most recent analysis of IEP stock.Read full newsRead More

Global X Cloud Computing ETF is a solid choice for diversified exposure to SaaS and cloud infrastructure stocks. Click for our review of the CLOU ETF.Read full newsRead More

Netflix valuations are getting extended again, which should limit long-term upside. See why I am downgrading my rating for NFLX stock from Buy to Hold.Read full newsRead More

Shopify's investments in the full journey of merchants should pay off in the long run. Click here for more on SHOP stock.Read full newsRead More

Ferrellgas unlikely to be able to meet its Class B payment obligations, exposing the Class A units to significant dilution risk. Read my analysis of FGPR stock.Read full newsRead More

Juniper is clearly playing to win the long game. Buying cheap acreage and then showing above average profitability takes time. See our view on ROCC stock.Read full newsRead More

Baker Hughes Company's Q4 earnings were mixed, but we think 2023 is going to be a great year to be a shareholder. Click here for our review of BKR earnings.Read full newsRead More

Here are our 10 top REITs for dividend investors. Dividends are easily covered, so investors can feel safer about their income. Check out the list.Read full newsRead More