This webinar is open to Wood Mackenzie clients with the following subscription ONLY:Asia Pacific Power ServiceAsia Pacific Renewables ServicePlease register with your business email if your company has access the subscription above. Successful registration is based on email domain detection. Feel free to contact angel.hang@woodmac.com or luis.catalan@woodmac.com if you have any questions or e...Read More
We stand at a pivotal moment for the metals that will be essential to the energy transition. Metals-intensive low-carbon electrification remains a significant demand driver for transition metals, but geopolitical tensions and a challenging fiscal environment mean net-zero policies are being rolled back.For copper, EV and grid-related growth will boost long-term demand, but short-term supply-demand...Read More
For details on how your data is used and stored, see our Privacy Notice. Metals and mining companies are starting to shake off the sector’s long-held dedication to capital discipline. In stark contrast to Big Oil corporates which are cutting budgets, Big Mining are upping investment with the goal of growing mine supply. James Whiteside, Head of Metals and Mining Research, analysed...Read More
For details on how your data is used and stored, see our Privacy Notice.Make smarter equity portfolio investments with bottom-up analysis and daily natural gas production estimates for leading producers.Download our product summaryAccess analysis of daily throughput estimates for pipelines, gas gathering systems and processing plants of midstream companies to guide your trading decisions.Download...Read More
The copper market is on the brink of transformation, driven by increasing demand for copper-intensive technologies and the urgent need for sustainable practices across the metals and mining industry.Our interactive copper infographic offers a comprehensive overview of the future of the copper market, detailing the key trends and projections that will shape the industry through 2034.Fill out the fo...Read More
What will be the key themes for copper in the year ahead? Growing economic and political uncertainty amid the slew of elections in some key copper-producing and consuming countries is one area we will be watching closely.Crucially, the timing of any interest rate cuts as well as energy transition-related developments will determine the strength of demand, notwithstanding the uncertainties due to t...Read More
For details on how your data is used and stored, see our Privacy Notice. The road to zero carbon will see an extraordinary build out of low carbon electric vehicles (EVs) and renewable power generating capacity. And as the world reduces its dependence on hydrocarbons, metals will be a linchpin of a zero carbon economy. Copper – in the form of wire, cable and foil – will bind...Read More
For details on how your data is used and stored, see our Privacy Notice. Copper has often been important for technological progress. It was copper cladding for sailing ships’ hulls that led to dramatic improvements in speed, manoeuvrability and durability in the late 18th and early 19th centuries. That history continues in the modern era: copper is one of the critical metals &ndash...Read More
For details on how your data is used and stored, see our Privacy Notice.CESCO Week, one of the mining industry's premier annual gatherings, is held every April in Santiago, Chile. Organised by the Center for Copper and Mining Studies (CESCO), this event brings together global mining executives, investors, government officials, and experts to discuss key market trends, challenges, and opportunities...Read More
Pre-opening Comments for Friday July 11thU.S. equity index futures were lower this morning. S&P 500 futures were down 35 points at 8:35 AM EDT. Index futures turned lower last night after President Trump announced his intention to impose an additional 35% tariffs on imports from Canada effective August 1stThe Canadian Dollar was unchanged at US73.20 following two news events: President Trump a...Read More
MP Materials (NYSE: MP) soared 43% today. The stock is up 171% on the year.We'll explain why in a moment. But first we must set the stage.If you aren't familiar with the rare earths story yet, it's time to catch up.MP is one of the only rare earth miners in the United States. They also refine, separate, and manufacture the powerful magnets created using these key elements.These minerals, and the m...Read More
Let's play a little game of economic whack-a-mole.Every time someone yells, "AI is going to take all our jobs!" someone else pops up and calmly says, "Yes, but it'll create even more!"And they're both right... sort of.Welcome to the world of artificial intelligence, where your job might disappear, but a better one might pop up before you hit the unemployment line. That is, assuming you can reskill...Read More
In this conversation with Shane Williams, CEO & President of West Red Lake Gold Mines (TSXV: WRLG), we discuss gold's $1000 ...Read More
In this conversation with Keith Neumeyer, President & CEO of First Majestic Silver Corp. (NYSE: AG)(TSX: AG)(FSE: FMV), we dig ...Read More
In this conversation with Shawn Khunkhun, CEO & Director of Dolly Varden Silver Corporation (TSXV: DV)(NYSE American: ...Read More
In this conversation with Scott Melbye, CEO of Uranium Royalty Corp. (NASDAQ: UROY) (TSX: URC), we dive into the booming ...Read More
In this conversation with Christian Easterday, Managing Director of Hot Chili Limited (ASX: HCH)(TSXV: HCH), we dig into the ...Read More
In this conversation with Benoit La Salle, President & CEO of Aya Gold & Silver Inc. (TSX: AYA), we discuss the strong momentum ...Read More
In this conversation with Rudi Fronk, Chairman and CEO of Seabridge Gold (TSX: SEA) (NYSE: SA), we discuss the ...Read More
We caught up with Michael Hubbard, Chief Strategy Officer of SOL Strategies Inc. (CSE: HODL | OTCQB: CYFRF), to discuss how ...Read More