Newsletter writer Stewart Thomson addresses the question:How can resource stock investors manage risk and enjoy the big potential for reward?Excitingly, today's U.S. jobs report disaster is accompanied by minimal upside action in the stock market and incredibly awesome action for gold, silver, and a myriad of miners.Here's a look at the phenomenal gold price action via the GLD-NYSE ETF: As I noted...Read More
Bob Moriarty of 321Gold.com explains why he likes Altamira Gold Corp. (ALTA:TSX.V; EQTRF:OTCBB).Historically, precious metals markets frequently initiate a downturn coinciding with major industry conferences. The exclusive Beaver Creek gathering kicks off September 9, next Tuesday. Expect a pullback in silver and mining equities to commence shortly. They'll ascend again eventually, but these downt...Read More
Coppernico Metals Inc. (COPR:TSX; CPPMF:OTCQB; 9l3:FSE) announces initial surface channel sampling results from the Nioc target area at its flagship Sombrero copper-gold project in Peru. Find out why one analyst firmly believes in its potential.Coppernico Metals Inc. (COPR:TSX; CPPMF:OTCQB; 9l3:FSE) announced initial surface channel sampling results from the Nioc target area at its flagship Sombre...Read More
Major exploration companies are advancing projects in Idaho's emerging copper district, with geological mapping, drilling programs, and strategic partnerships positioning the region as America's next significant copper production hub.Idaho is rich in a variety of mineral resources, including gold, silver, phosphate rock, and molybdenum. While copper mining began in the West in the late 1870s, ther...Read More
For details on how your data is used and stored, see our Privacy Notice. Demand for mined commodities exceeded pre-pandemic levels in 2021. Despite macro-economic headwinds over the next few years, growth seems assured and could be supercharged by a faster decarbonisation pathway. Supply constraints and disruptions continue and are likely to be exacerbated by economic sanctions on Russia...Read More
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Early 2022 has brought the most traumatic events in Kazakhstan’s 30 years of modern independence. Widespread protests and civil unrest led to unprecedented scenes of violence on the country’s streets. Especially in Almaty, the largest city. More than 225 lives have been lost.What began as peaceful demonstrations against a sharp increase in the price of LPG fuel in resource-ri...Read More
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
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
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
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
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.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
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
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
The Chinese Communist Party (CCP) put on a big show this week.To celebrate the end of WW2 80 years ago, Beijing conducted a military parade in Tiananmen Square.On display were a bunch of new hypersonic missiles, ICBMs, laser systems, fighter jets, bombers, nuclear torpedos, unmanned ground vehicles (UGVs), drones, and more.China's new DF-61 ICBMThe effectiveness of these weapons is largely unprove...Read More
For details on how your data is used and stored, see our Privacy Notice. Demand for mined commodities exceeded pre-pandemic levels in 2021. Despite macro-economic headwinds over the next few years, growth seems assured and could be supercharged by a faster decarbonisation pathway. Supply constraints and disruptions continue and are likely to be exacerbated by economic sanctions on Russia...Read More
For details on how your data is used and stored, see our Privacy Notice. Read More