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Client Briefing: Taking stock of the impact of the 2022 energy crisis on Asia Pacific power markets

June 27, 2023 / www.woodmac.com

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

Big Mining pivots to copper for growth

April 03, 2025 / www.woodmac.com

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

Copper: things to look for in 2024

January 25, 2024 / www.woodmac.com

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

Infographic | The future of the copper market

October 28, 2024 / www.woodmac.com

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

Equities

September 02, 2025 / www.woodmac.com

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 our product summaryFor details on how your data is used and stored, see...Read More

The energy transition sparks new interest in copper mining

February 09, 2024 / www.woodmac.com

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

Supporting the future of Canadian copper and zinc supply

March 12, 2025 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice.Canada Growth Fund Investment ManagementThroughout the engagement, Wood Mackenzie's Metals and Mining Consulting Team, in collaboration with our Copper and Zinc subject matter experts (SMEs), worked closely with CGFIM to break down the global copper and zinc markets and assess the competitiveness of the McIlvenna Bay copp...Read More

Copper: strategic insight amid policy risk and smelter margin pressures

April 30, 2025 / www.woodmac.com

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

Nickel and copper: building blocks for a greener future

April 04, 2022 / www.woodmac.com

Both nickel and copper possess properties that give them a central role in the drive for a greener future. While demand from existing use cases will continue to grow steadily, electric vehicle (EV) and energy storage applications will underpin a huge increase in long-term demand.At the recent Future Facing Mined Commodities Forum, we looked at the importance of these two metals for the energy tran...Read More

China's Economic and Political Nightmare

September 09, 2025 / dailyreckoning.com

When we use the phrase cracking up, we don't mean an immediate and catastrophic collapse. Instead, we refer to a breakdown in the political, economic and geopolitical spheres that imply a severe weakening in the power of the Chinese Communist Party (CCP) and perhaps even the fall of the CCP over the course of the next few years. That would be a momentous development by any measure.Of course, such...Read More

Gold stocks again hit new highs

September 02, 2025 / www.canadianminingreport.com

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Some mining stocks exposed to Burkina Faso take major hit

September 02, 2025 / www.canadianminingreport.com

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Gold and Lithium in South Dakota with a Potential Technical Breakout on the Horizon

September 03, 2025 / www.theaureport.com

John Newell of John Newell & Associates explains why he thinks Lion Rock Resources (ROAR:TSX; LRRIF:OTC) is a Speculative Buy.Lion Rock Resources (ROAR:TSX; LRRIF:OTC) is a Canadian junior advancing a unique dual-commodity strategy in South Dakota, a jurisdiction with a deep mining history and a supportive regulatory environment. The company's projects include both gold exploration in a region his...Read More

Silver, Gold Producer Delivers 2nd Quarter of Profitability

September 03, 2025 / www.theaureport.com

Sierra Madre Gold and Silver Ltd. (SM:TSX.V; SMDRF:OTCQX) has achieved profitability for two consecutive quarters since commencing commercial production, noted VSA Capital Analyst Oliver O'Donnell in an updated research note on August 27. Sierra Madre Gold and Silver Ltd. (SM:TSX.V; SMDRF:OTCQX) has achieved profitability for two consecutive quarters since commencing commercial production, noted V...Read More

A Solid Silver Story With Fresh Catalysts

September 03, 2025 / www.theaureport.com

John Newell of John Newell & Associates explains why he thinks Honey Badger Silver Inc. (TUF:TSXV; HBEIF:OTCQB) is showing classic signs of a major base breakout and is a Speculative Buy.Honey Badger Silver Inc. (TUF:TSXV; HBEIF:OTCQB) is a Canadian junior advancing a portfolio of 100%-owned silver assets across the Yukon, Northwest Territories, and Nunavut. The company's strategy is clear: acquir...Read More

Mining Co. Makes Gold Breakthrough In Liberia

September 03, 2025 / www.theaureport.com

Pasofino Gold Ltd. (VEIN:TSX.V; EFRGF:OTCQB; N07:FSE) submits its annual audited financial statements for the fiscal year ending April 30, 2025. Find out the news the company got recently that moves it closer to profits at the West African project.Pasofino Gold Ltd. (VEIN:TSX.V; EFRGF:OTCQB; N07:FSE) announced it has submitted its annual audited financial statements for the fiscal year ending Apri...Read More

Co. Building a Multi-Asset, Low-Capex Gold Producer

September 03, 2025 / www.theaureport.com

Ron Struthers of Struthers Resource Stock Report explains the potential he sees in Minera Alamos Inc. (MAI:TSX.V; MAIFF:OTCQB) to evolve into a multi-asset gold producer.Today, we are looking at a junior exploration company going into production. Minera Alamos Inc. (MAI:TSX.V; MAIFF:OTCQB) is transitioning from a single-mine ramp-up story in Mexico into a multi-jurisdiction gold producer after two...Read More

Silver Miner in 'Pivotal Phase' as it Produces in Peru

September 03, 2025 / www.theaureport.com

Silver X Mining Corp. (AGX:TSX.V; AGXPF:OTC) announces its financial results and operational highlights for the first half of 2025 for the Nueva Recuperada Project in Central Peru. Find out why one technical analyst thinks the stock is on the edge of a bull market.Silver X Mining Corp. (AGX:TSX.V; AGXPF:OTC) announced its financial results and operational highlights for the first half of 2025 for...Read More

US$645M Copper Discovery Could Be Just the Beginning

September 03, 2025 / www.theaureport.com

Copper Fox Metals Inc. (CUU:TSX.V; CPFXF:OTCQX; HPR:FRA) is charging ahead on its low-impact Van Dyke copper project in Arizona. Backed by a US$645M NPV and major production potential, read how the company could be nearing a breakout moment.Copper Fox Metals Inc. (CUU:TSX.V; CPFXF:OTCQX; HPR:FRA) has announced the completion of a preliminary geometallurgical model for its 100%-owned Van Dyke in-si...Read More

A Golden Statement

September 03, 2025 / www.theaureport.com

Michael Ballanger of GGM Advisory Inc. shares his thoughts on the current state of the market, and shares his thoughts on one of his favorite copper companies.Many years ago, when I was struggling mightily to understand the very complicated and intimidating world of finance, a wise man told me to never try to explain the movement of gold prices. He went on to explain how gold is the one asset clas...Read More

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