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
SRK Consulting advocates an integrated approach to mine closure.SPONSOREDsrk consultingAruma Resources recognising the potential in its diverse portfolioSPONSOREDaruma resourcesEvion Group emerging 'on the graphite map' as plans near fruitionSPONSOREDevion groupNamesake project drives Australian Vanadium towards vertical integrationSPONSOREDaustralian vanadiumIn Read More
Allied owns or controls three producing mines and several development and exploration projects in Côte d'Ivoire, Mali, Ethiopia and Egypt, producing more than 370,000ozpa and plans for a lotRead More
The US import reliance on critical minerals has reached its highest levels in decades. In 1995, the US was entirely reliant on imports for eight commodities. In 2023, that number has risen to 15.Read More
Namesake project drives Australian Vanadium towards vertical integrationSPONSOREDaustralian vanadiumEvion Group emerging 'on the graphite map' as plans near fruitionSPONSOREDevion groupAruma Resources recognising the potential in its diverse portfolioSPONSOREDaruma resourcesSRK Consulting advocates an integrated approach to mine closure.SPONSOREDsrk consultingThe company said Pascall died...Read More
Hey there, folks! Today we're going to talk about three precious metal stocks with the highest-paying dividends right now. Investing in high-yield dividend stocks is a common move for those looking to invest while enjoying a steady stream of income. Precious metal stocks in particular offer a unique opportunity as safe havens during economic uncertainty. The companies we'll explore today provide e...Read More
"There is much conversation about everyone wanting ESG-friendly ex-China supply, but they want it at Chinese prices," Bennet said.Read More
SRK Consulting advocates an integrated approach to mine closure.SPONSOREDsrk consultingAruma Resources recognising the potential in its diverse portfolioSPONSOREDaruma resourcesEvion Group emerging 'on the graphite map' as plans near fruitionSPONSOREDevion groupNamesake project drives Australian Vanadium towards vertical integrationSPONSOREDaustralian vanadiumGreat Southern Copper will hav...Read More
The United States and its purported diminishment is often likened to the Roman Empire.As the Roman Empire succumbed to debauchery, degeneracy and profligacy... the United States is succumbing to debauchery, degeneracy and profligacy.As Rome had its bread and its circuses, the United States has its bread and its circuses.They differ merely in form. Not in substance.In brief: The Roman destiny w...Read More
"Our business needs three things from the UK government: ambition, commitment and consistency. A relaxation of 2030 would undermine all three," Ford UK chair Lisa Brankin said about the ban."We need the policy focus trained on bolstering the EV market in the short term and supporting consumers while headwinds are strong: infrastructure remains immature, tariffs loom and cost-of-living is high."The...Read More
Namesake project drives Australian Vanadium towards vertical integrationSPONSOREDaustralian vanadiumEvion Group emerging 'on the graphite map' as plans near fruitionSPONSOREDevion groupAruma Resources recognising the potential in its diverse portfolioSPONSOREDaruma resourcesSRK Consulting advocates an integrated approach to mine closure.SPONSOREDsrk consultingThe US import reliance on crit...Read More
SolGold continues with a strategic review process as it looks to shave at least US$1 billion of the initial Read More
In addition to having built several miners over the past decade, the B2Gold team also has mine-building experience in a similar Arctic environment when it built the Kupol mine in Russia while at BemaRead More
Speaking at the European Battery Raw Materials Conference in Amsterdam, Fastmarkets analyst Jordan Roberts forecast no sustained upward trend in prices until 2030.Read More
(IDEX Online) - De Beers is again reviving the iconic "A Diamond is Forever" tagline in a $20m campaign to promote natural diamonds.A series of ads will incorporate the slogan, coined by young copywriter Frances Gerety in 1947, as the British miner sought to reverse a downward trend in diamond sales.De Beers says it's re-introducing the line to support consumer demand in natural diamonds for...Read More
As these initiatives mature, the company will turn its attention to optimisation, improving operational efficiencies and performance, improving metal recoveries and other things to squeeze out costsRead More
Evidence of this can be seen in the company hiring Chris Kololian as chief financial officer in April.Read More
I've written frequently in the past about the risks of escalation in the war in Ukraine. Of course, all wars carry such risks and often the escalation plays out exactly as feared.World War II began with the conventional weapons of the time (infantry, ships, aircraft, artillery, etc.) but eventually escalated to fire-bombing major cities like Dresden, annihilating entire army groups on the Eastern...Read More
Last week, we set out on a search and rescue mission to find the missing Bitcoin bros.My working theory is that crypto is slowly floating out into the sea of irrelevance. Well, mainstream irrelevance. While Bitcoin and some of the other major players won't wash away forever, their status as wealth-building speculations will continue to deteriorate and fade from the financial media airwaves.Once th...Read More
"The IRA turned the table, and changed the ecosystem," Ilka von Dalwigk, policy manager at EIT InnoEnergy, told the conference.Read More
Septian Hario Seto, Indonesia's Deputy of Investment and Mining Coordination, said future capacity expansion would be constrained, after a period of rapid growth.Read More