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Horizons Live: red metal, green demand

November 02, 2022 / www.woodmac.com

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

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

Copper: 4 things to know

December 13, 2024 / www.woodmac.com

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

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

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

Riding the solar-coaster | Podcast

August 25, 2023 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. It’s a little over a year since the US Inflation Reduction Act was passed into law. Solar was one of the main beneficiaries, thanks to an extension and expansion of the tax credits available to the industry. So why has the sector fallen out of favour with investors recently?August was a difficult month for the...Read More

BHP's all-share offer for Anglo American

April 29, 2024 / www.woodmac.com

BHP has made an all-share offer for Anglo American which valued the company at US$40.7 billion, conditional upon separate demergers by Anglo American by distribution of its entire shareholdings in Kumba and Anglo-American Platinum Limited to Anglo American shareholders. Anglo American’s board has unanimously rejected the proposal from BHP on the basis of valuation and uncertainty associated...Read More

Tech Talk for Friday February 21st 2025

February 20, 2025 / timingthemarket.ca

Pre-opening Comments for Friday February 21stU.S. equity index futures were higher this morning. S&P 500 futures were up 3 points at 8:30 AM EST.Newmont Mining added $1.06 to $49.15 after reporting higher than consensus fourth quarter revenues. Floor & D?cor advanced $11.08 to $103.92 after reporting higher than consensus fourth quarter earnings. The company also offer positive guidance. B...Read More

Tech Talk for Thursday February 20th 2025

February 19, 2025 / timingthemarket.ca

Pre-opening Comments for Thursday February 20thU.S. equity index futures were lower this morning. S&P 500 futures were down 18 points at 8:35 AM EST.S&P 500 futures were unchanged following release of the February Philly Fed Manufacturing Index at 8:30 AM EST. Consensus was a drop to 13.2 from 44.3 in January. Actual was 18.1.Cheese Cake Factory added $0.51 to $54.80 after reporting higher...Read More

Travel Back in Time to 2009... and Buy Tech

March 01, 2025 / dailyreckoning.com

In the aftermath of the Global Financial Crisis (GFC) in 2009, I was obsessed with the risk of a "double-dip" recession.The outlook was bleak. The banks all seemed to be failing, stocks had crashed, housing was belly-up, and the Fed was printing money like mad.So instead of gobbling up cheap tech shares, I was primarily focused on hoarding my (meager) stash of precious metals and preparing for an...Read More

Europe Goes Gentle Into the Good Night

February 28, 2025 / dailyreckoning.com

Dylan Thomas, the great Welsh poet, opened his most famous poem thusly:Do not go gentle into that good night,Old age should burn and rave at close of day;Rage, rage against the dying of the light.Europe is alone. And it's her fault. She bought everything the Biden-Harris administration offered her: hook, line, and sinker. It's embarrassing that the "adults in the room" in the EU, supposedly so sch...Read More

Trump Right on Germany, CP Rail Strikes, Qyou, Evergrande, SEC.

February 20, 2025 / www.youtube.com

Looking for better insights on the markets? The Deep Dive is here to present you with SmallCapSteve LIVE!, a show focused on ...Read More

New Gold Q4 Earnings [GOLD | COPPER]

February 20, 2025 / www.youtube.com

Gold #copper #mining #stockmarket #investing #finance New Gold (NGD) delivers mixed Q4 2024 results: Revenue jumps 32% ...Read More

Hudbay Q4 Earnings [GOLD | SILVER | COPPER]

February 20, 2025 / www.youtube.com

Gold #silver #copper #mining #stockmarket #financialnews HudBay Minerals (HBM) disappoints investors with Q4 2024 earnings, ...Read More

B2Gold Q4 Earnings [GOLD]

February 20, 2025 / www.youtube.com

Explore B2Gold Corp. (TSX: BTO | NYSE: BTG | NSX: B2G)'s Q4 2024 earnings and outlook, focusing on their strategic growth ...Read More

Dollars, Crypto, S&P500

February 19, 2025 / www.youtube.com

Dollars, Crypto, S&P500.Read More

SSR Mining Q4 Financial Earnings [GOLD | SILVER]

February 19, 2025 / www.youtube.com

Mining #stockmarket #resources #Gold #investing In this comprehensive analysis of SSR Mining's (SSRM) fourth-quarter financial ...Read More

GOLD: Money Goes To Where There is Value - Peter Marrone | Allied Gold

February 19, 2025 / www.youtube.com

GOLD: Money Goes To Where There is Value - Peter Marrone | Allied Gold #Gold #Mining #Investing #StockMarkets #Money ...Read More

GOLD: Sandstorm Q4 Earnings

February 19, 2025 / www.youtube.com

Gold #mining #stockmarket #investing #financialeducation Dive into our analysis of Sandstorm Gold (NYSE: SAND, TSX: SSL)'s ...Read More

Defense Metals: The Rare Earths Project Pre Feasibility Study

February 19, 2025 / www.youtube.com

Mining #stockmarket #rareearth #china #canadian #finance Discover why Defense Metals (DEFN.v) could be sitting on a potential ...Read More

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