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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

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

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

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 Wednesday March 5th 2025

March 04, 2025 / timingthemarket.ca

U.S. equity index futures were mixed this morning. S&P 500 futures were unchanged at 8:30 AM EDT.CrowdStrike dropped $33.76 to $356.40 after offering an outlook below consensus.Enbridge is expected to open higher after announcing plans for a Cdn$2.5 billion upgrade to its oil and gas distribution system.Ross Stores added $0.45 to $136.42 after increasing its dividend by 10%.Palantir advanced $...Read More

Tech Talk for Tuesday March 4th 2025

March 03, 2025 / timingthemarket.ca

U.S. equity index futures were lower this morning. S&P 500 futures were down 45 points at 8:30 AM EST.President Trump speaks to a joint Congress tonight at 9:00 PM EST.American Express added $0.39 to $295.88 after raising its quarterly dividend by 17%.Okta advanced $11.65 to $99.00 after reporting higher than consensus fourth quarter results. The company also offer positive guidance for fiscal...Read More

Suddenly, Leaving NATO is on the Table!

March 13, 2025 / dailyreckoning.com

Over the weekend, President Trump's Department of Government Efficiency head Elon Musk made quite a stir with just two words posted on his social media platform, X. Responding to a post that, "It's time to leave NATO and the UN," Musk replied, "I agree." The comment immediately made the rounds on social media and also on mainstream and alternative media.Was this the Elon Musk who owns X speaking,...Read More

Striking Gold in Toronto

March 12, 2025 / dailyreckoning.com

They booed the U.S. national anthem the other night at the Rogers Center in Toronto. Canadians are mad about those Trump tariffs that kick into gear today, March 4th.And despite being in Ontario - aka "Massachusetts West" in terms of politics - this was a throng of WWE fans. That is, the arena was filled with people whose tastes run towards professional wrestling. Not exactly a bunch of lefties, e...Read More

"Next Three Drill Holes Are the Most Exciting" says Coppernico CEO Ivan Bebek at PDAC Core Shack

March 04, 2025 / www.youtube.com

Ivan Bebek, Chair and CEO, commented, ""Drilling to date has been completed under budget and on time, and is continuously ...Read More

National Bank Q1 Earnings: Shares PLUNGE 5% as Rising Credit Losses Overshadow Earnings Beat

March 04, 2025 / www.youtube.com

stockmarket #banking #bank #investing #finance National Bank (TSX: NA) shares dropped over 5% despite beating Q1 2025 ...Read More

Silver Junior Secures Mexican Permit, Production Set to Triple | Nathan Harte - Avino Silver & Gold

March 04, 2025 / www.youtube.com

Discover why Avino Silver & Gold Mines Ltd. (TSX: ASM)(NYSE: ASM)(FSE: GV6) is positioning to become Mexico's next ...Read More

Why Silver Could Be the Most Controversial Investment of the Decade | Shawn Khunkhun - Dolly Varden

March 04, 2025 / www.youtube.com

Silver #mining #investing #stockmarket #financialeducation #trending #resources Discover why silver could be on the verge of a ...Read More

373 g/t Gold: Highest Surface Grab Sample Ever Reported in Red Lake? | Koby Kushner - Athena Gold

March 04, 2025 / www.youtube.com

Gold #Mining #preciousmetals #stocks #investing Discover why Athena Gold Corp. (TSXV: ATHA) CEO Koby Kushner believes ...Read More

SILVER: Reviving Abandoned Assets Worth Billions | Andy Bowering - Apollo Silver

March 03, 2025 / www.youtube.com

Silver #Mining #stockmarket #preciousmetals #investing In this exclusive interview, Andy Bowering, Chairman of Apollo Silver ...Read More

Why US Military Dollars Are Backing Graphite? | Gordana Slepcev - Lomiko Metals

March 03, 2025 / www.youtube.com

Mining #investing #stockmarket #resources #toronto #graphite #battery Discover why Lomiko Metals Inc. [TSXV: LMR] is ...Read More

The Zinc Shortage Nobody Is Talking About | Bart Jaworski - Group Eleven Resources

March 03, 2025 / www.youtube.com

zinc #mining #investing #irish #ireland #stockmarket #resources Discover why zinc should be on every investor's radar as Steve ...Read More

Copper, Gold & Uranium: Economist Patricia Mohr's Bold Price Predictions during PDAC

March 05, 2025 / www.youtube.com

Mel Schaffer chats with Patricia Mohr, Economist & Commodity Market Specialist, during Toronto's PDAC about the geopolitical ...Read More

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