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 S&P 500 and other major market averages continue showing remarkable resilience despite numerous fundamental headwinds. Read what investors need to know.Read full newsRead More
CHY has had a tough time being highly leveraged and growth investments being out of favor. See what alternatives you should opt for.Read full newsRead More
TXO Energy Partners has filed to raise $100 million in a U.S. IPO from the sale of common units. Click here to see our take on TXO.Read full newsRead More
Sylla Gold Corp. (TSXV: SYG) (OTCQB: SYGCF) (Read full newsRead More
DIVO yields 4.8% based on portfolio dividends and written call premiums. Read why I believe the ETF may appeal to income-oriented investors.Read full newsRead More
Essex Property Trust has a great long-term track record, but its recent performance is a bit lackluster. Read more to see why ESS stock is a Hold.Read full newsRead More
Local Bounti and AppHarvest are both US-based controlled environment agriculture companies. Read more to see why both LOCL and APPH should be avoided for now.Read full newsRead More
While Q3 results were not great, Gilead Sciences could beat expectations. See why the chances are high for GILD stock to continue its bullish upward trend.Read full newsRead More
Gilead's solid earnings report is accompanied by many regulatory approvals for various products. See why there is ample room for GILD shares to rise further.Read full newsRead More
In lieu of the common shares, we felt Digital Realty's preferred shares would offer a better risk adjusted return. See why a switch to REXR preferreds makes sense.Read full newsRead More
Omnicell has a record of volume growth but volatile profitability and is experiencing poor order visibility. Read why we rate OMCL shares as neutral.Read full newsRead More
The DEM tracks the performance of the WisdomTree EM High Dividend Index. See why the ETF is priced to deliver double-digit long-term real returns.Read full newsRead More
Tearlach Resources (TSXV: TEA; US-OTC: TELHF) says new testing on old core samples from the Gabriel lithium property in Nevada grade 28% higher on average. The duplicate assay program was completed during a due diligence period before Tearlach committed to a joint venture on Gabriel with Blackrock Silver (TSX: BRC). Tearlach signed the joint venture with Blackrock on Jan. 10 and under the agreeme...Read More
Uranium Energy?EUR?(NYSE: UEC) says new drill results expand the footprint of high-grade uranium mineralization at its Christie Lake project in northern Saskatchewan's Athabasca basin. Drill hole C-178-1 cut 15.6 metres grading 5.4% uranium oxide (U3O8) from 419.1 metres depth, including 3.4 metres grading 23% U3O8 from 426.6 metres downhole, UEC said in a news release on Monday. The intercept...Read More
Arras Minerals (TSXV: ARK) says drill results from three holes at its Beskauga copper-gold project in northeastern Kazakhstan suggest it holds high-grade zones. Diamond drill hole?EUR?Bg22012?EUR?returned 365 metres grading 0.54 gram gold per tonne, 0.4% copper, 2 grams silver per tonne and 35.3 million parts per million (ppm) molybdenum (0.9%?EUR?copper-equivalent or 1.06 grams gold-equivalent)...Read More
British Columbia-focused mineral explorers set a new spending record in 2022, hitting $740.4 million, announced Premier David Eby on Monday during an industry event in Vancouver.The figure surpasses the previous record a decade ago of $681 million and $660 in 2021.The rise was underpinned by an 84% increase in copper exploration budgets, with the province's so-called Golden Triangle in the northwe...Read More
The drive passes a wind farm funded by Barrick Gold and various solar generation facilities but tucked away to the east of the Coastal Range and the Pacific Ocean, it also runs along part of theRead More
Most assets have a poor record over the past year. Gold is one of the few assets that posted a gain - not a major gain, but a gain.Gold has really taken off since late October, from below $1,630 to almost $1,930 today. That's a major move. What's going on?You might want to argue that it has to do with inflation. The trouble with that argument is that (official) inflation has been coming down for t...Read More
The final three drill holes from Fury Gold Mines' (TSX: FURY; NYSE-AM: FURY) 2022 program have returned high-grade gold intercepts at its Eau Claire project in Quebec.Assays from the Hinge Target included 22.7 grams gold per tonne over 1.5 metres starting 181.5 metres downhole in 22EC-059. The intercept, about 155 metres below surface, "is one of the shallowest high-grade intercepts to date within...Read More
Marimaca Copper (TSX: MARI; US-OTC: MARIF) has released the final batch of reverse circulation (RC) drill results from last year's infill drilling campaign at the Marimaca oxide deposit (MOD) in northern Chile, including the best copper intersection drilled to date on a grade-times-width basis.The latest drilling focused on the northern and central zones of the Marimaca deposit, following up on pr...Read More