Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Why is zinc expected to see significantly higher zinc prices later this decade?A spate of scheduled mine closures, an underdeveloped project pipeline and steady demand growth is expected to provide the basis for significantly higher z...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Back before coronavirus knocked “normal” out cold, the key issues for miners were sub-investment prices, rising requirements for ESG and decarbonisation. How things change. So while our base case view is that the recession...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.On Friday 15th February 2019, Vale announced there was a fire affecting a conveyor belt system at its distribution centre in Malaysia. Vale anticipate this will result in a 10 to 15 day halt in operations and note that a planned 10 da...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Genscape is now part of Wood Mackenzie. As we combine their commodity intelligence and proprietary short-term data sets with Wood Mackenzie’s world-class long-term analysis, we will be able to offer you unparalleled depth and br...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Rising stocks of concentrate, high treatment charges and difficulties in selling less desirable qualities of concentrate was expected to result in mine production losses over the next few years. But coronavirus has changed this dynami...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Different markets, different cycles. Mining companies suffered for their sins in the downturn a little earlier than the oil and gas sector. Now they are emerging into a new upturn, also ahead of the game. What challenges do...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Wood Mackenzie’s latest analysis reveals that China’s crude stock (including strategic and commercial petroleum reserves) could reach 1.15 billion barrels in 2020, equivalent to 83 days of oil demand.Wood Mackenzie senior...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Disruptions to the metals markets, as well as the sentiment change due to the coronavirus (COVID-19), have dominated metals markets and price movements so far in 2020. The metals markets are moving faster than ever driven by announcem...Read More
The Cobalt sulfate 20.5% Co basis, exw China, yuan/tonne trade log including business, bids and offers reported to Fastmarkets.Fastmarkets publishes trades logs for its key price assessments and indices to bring more transparencyinto the markets it covers and the pricing process it applies....Read More
Canada rejected Shandong Gold Mining's bid for indebted TMAC Resources, the companies said, amid concerns about a Chinese state-owned entity operating in the country's sensitive Arctic region.Read full newsRead More
Canadian miner Turquoise Hill Resources Ltd said on Tuesday it intended to pursueRead full newsRead More
Precious metal investments are finally more than just shiny things. In 2020, gold prices finally broke through and remained over the US$1,500-per-ounce price. Not only that, earlier this year, we saw gold prices hit their highest point yet, surpassing the previous high set in 2011. With strong demand leading into the end of 2020, let’s take a moment to mention two precious metal stocks for 2...Read More
Part 1 (part 2 below)George Gammon gets it and he has a warning for everyone. Everyone who cares about their future, economic or otherwise, or simply enjoys learning, should subscribe to George's channel. If you want to know 'where all this is headed' you owe it to yourself to listen in and get to know George! George took the time to study economics and now uses his prodigious talents to share wit...Read More
This year has been one for the record books.From all-time highs in the major indices to the Coronavirus meltdown... and then for the market to race back and hit new all-time highs, it's been quite the ride.Continue...Read More
Alibaba suffered its worst one-day drop ever after Chinese regulators opened an antitrust investigation into the e-commerce giant.Continue...Read More
The U.S. dollar has lost nearly 6% of its value since the beginning of the year. Continue...Read More
In 2021 gold production is likely to rebound. Based upon mid-point outlook projections, production will be ~6% Continue...Read More
Pretium Resources' recent drill results, undervalued exploration potential and 2021 plan are covered in a BMO Capital Markets report. In a Dec. 17 research note, BMO Capital Markets analyst Andrew Mikitchook reported that Pretium Resources Inc. (PVG:TSX; PVG:NYSE) made a new discovery at the Hanging Glacier zone, which is 4 kilometers northwest of its Brucejack mine in British Columbia."Although...Read More
Most of the time during a bull market the short, intermediate and long term charts are pretty much in sync even during a consolidation phase. Consolidation patterns are needed to bring the overbought condition back to what is normal for a bull market. Consolidation patterns are notorious for wild swings both up and down to shakeout as many investors as possible before the next impulse move can beg...Read More
Fed Chair Jerome Powell sounded dovish during his press conference on December 16, where he gave a market update after the Fed’s monetary policy meeting. The Fed will remain accommodative for a long time, which should support gold prices.Last week was full of important events. First, both the Pfizer/BioNTech and Moderna vaccines received emergency-use authorization from the U.S. Food and Dru...Read More