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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 28th 2025

February 27, 2025 / timingthemarket.ca

U.S. equity index futures were higher this morning. S&P 500 futures were up 19 points at 8:35 AM EST.S&P 500 futures added 13 points following release of U.S. economic news at 8:30 AM EST. Consensus for January Core PCE Price Index was a 0.3% increase versus a 0.2% gain in December. Actual was a 0.3% increase. Consensus for January U.S. Personal Income was a 0.3% increase versus a 0.4% gai...Read More

Don't Sleep on India

March 08, 2025 / dailyreckoning.com

I've just returned from a two-week visit to India. The above epigram was offered by several of my guides on different occasions. It captures the essence of India perfectly.Many people are completely put off at the thought of visiting India or are repelled when they get there. They focus on the dirt, air pollution, smells, overcrowding, swarms of beggars and street vendors, cars honking in the citi...Read More

"We're In a Type of Civil War."

March 07, 2025 / dailyreckoning.com

Ray Dalio, founder of Bridgewater Associates, one of the world's largest hedge funds, isn't known for hyperbole. When he speaks, it's with the weight of decades of market observation, historical analysis, and deep economic thinking. So when he tells Tucker Carlson that the United States is in a kind of civil war, people should listen.This isn't a war of muskets and bayonets but of irreconcilable d...Read More

"Junior Mining Sector Momentum is Coming" says Investor Erik Wetterling

February 27, 2025 / www.youtube.com

If you just appreciate what this sector does once momentum gets started. Look at any historic junior chart, once momentum starts it ...Read More

BMO Q1 Earnings: Results Drive New High

February 27, 2025 / www.youtube.com

canadian #banking #stockmarket #finance #investing BMO (BMO.TO) shares jumped 5% after Q1 2025 earnings beat ...Read More

Tokenize Assets: Is Digital Finance the Future? | Lewis Bateman - Spirit Blockchain

February 27, 2025 / www.youtube.com

blockchain #doge #stockmarket #investing In this interview with Lewis Bateman, CEO of Spirit Blockchain (SPIR), I explore the ...Read More

Silver Play: First Majestic Silver

February 26, 2025 / www.youtube.com

Silver Play: First Majestic Silver.Read More

An Unknown High Yield Royalty Play | Deterra Royalties

February 26, 2025 / www.youtube.com

Discover how Deterra Royalties (DRR.AX) delivers an extraordinary 7.48% yield more than double its peers in the mining royalty ...Read More

$3300 GOLD

February 26, 2025 / www.youtube.com

GOLD.Read More

Cameco Q4 Earnings: Record Uranium Production

February 26, 2025 / www.youtube.com

Uranium #nuclear #energy #stockmarket #investing Dive into Cameco's (CCJ) latest financial performance, where despite beating ...Read More

How to Protect Your Portfolio This Coming Recession [$3100 GOLD] | Jeffrey Christian - CPM Group

February 26, 2025 / www.youtube.com

Discover what Trump's tariffs really mean for the economy and precious metals in this insightful interview with Jeffrey Christian ...Read More

#61 Bob Moriarty | Legendary Contrarian, Mining Stocks 50x?, Silver Criminally Undervalued & Gold

February 28, 2025 / www.youtube.com

123gold founder and award-winning aviator Bob Moriarty delivers a bird's-eye view (and worm's eye view) of the mining sector, ...Read More

Pioneering Urea SCR Technology

February 26, 2025 / www.youtube.com

When refineries shut down, time is money. Nationwide Boiler Inc. solved this for ExxonMobil's Baytown Refinery with rental boilers ...Read More

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