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 has made an all-share offer for Anglo American which valued the company at US$40.7 billion, conditional upon separate demergers by Anglo American by distribution of its entire shareholdings in Kumba and Anglo-American Platinum Limited to Anglo American shareholders. Anglo American’s board has unanimously rejected the proposal from BHP on the basis of valuation and uncertainty associated...Read More
On the campaign trail, Trump promised to establish a "strategic Bitcoin reserve" for the country.But what he announced on Sunday was quite different…Over the past week Trump has made two major cryptocurrency moves that signal we are entering a new wild west era.#1: A new multi-asset U.S. crypto reserve will be established#2: The SEC has signaled a "hands-off" approach to crypto regulationThe...Read More
West Red Lake Gold Mines Ltd. (WRLG:TSX.V; WRLGF:OTCQB) reports new high-grade drilling results from its 100%-owned Madsen Mine project in the Red Lake Gold District of northwestern Ontario. Read why one expert thinks the mine has excellent expansion potential.West Red Lake Gold Mines Ltd. (WRLG:TSX.V; WRLGF:OTCQB) reported new high-grade drilling results from its 100%-owned Madsen Mine project in...Read More
Michael Ballanger of GGM Advisory Inc. shares his thoughts on the current state of the market and reviews updates for his favorite copper stock.The U.S. dollar Index futures are lower by 0.14% to 104.105, with the 10-year yield up 0.30% to 4.280% and the 10-year yield up 0.83% to 4.597%.Gold (-1.23%), silver (- .45%), and copper (-0.46%) are down, while oil (+0.78%) is higher.The DJIA futures (-0....Read More
Barry Dawes of Martin Place Securities explains why he thinks gold stocks are about to surge.Gold is consolidating ahead of the next upleg. Gold stocks are building a very strong base ahead of a major surge. Gold is about to surge against S&P 500. Gold is still looking powerful in US$ and other currencies.What will come for gold in the SOTU today?Gold stocks continue to frustrate smaller players,...Read More
Pasofino Gold Ltd. (VEIN:TSX.V) provided an update on the Dugbe Gold Project's valuation and development potential. Find out what's next as the company moves toward final permitting and financing.Pasofino Gold Ltd. (VEIN:TSX.V) has provided an update regarding its shareholder rights plan, alerting shareholders that it has submitted an undertaking to the Ontario Securities Commission (OSC). Accordi...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
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
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
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
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
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. 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 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
U.S. equity index futures were higher this morning. S&P 500 futures were up 11 points at 8:35 AM EST.Index futures added 11 points following release of February Non-farm Payrolls at 8:30 AM EST. Consensus was an increase to 170,000 from 143,000 in January. Actual was 151,000. February Unemployment Rate was expected to remain unchanged from January at 4.0%. Actual was an increase to 4.1%. Febru...Read More
U.S. equity index futures were lower this morning. S&P 500 futures were down 70 points at 8:30 AM EST. European Central Bank lowered its lending rate to major banks by 0.25%.Zscaler advanced $9.84 to $206.29 after offering guidance above consensus.Marvel Technology dropped $13.45 to $76.69 after offering guidance below consensusMongoDB dropped $44.13 to $220.30 after offering guidance below co...Read More
On Tuesday, Speaker of the House Mike Johnson presided over President Trump's address to a joint session of Congress. He was seated on the podium next to Vice President JD Vance, acting in his capacity as president of the U.S. Senate. President Trump stood in front of them facing the cameras and the world. This is the kind of environment he thrives in.On the House floor, in addition to the members...Read More