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Das Investment: German Gold Investing Hits Record Low

January 09, 2024 / www.bullionvault.com

LONDON, 9 January 2024 - German personal finance site Das Investment today reports the latest Gold Investor Index data and comment from BullionVault."Appetite for the precious metal seems to be almost saturated," says the website, noting that Bullionvault's measure of investor sentiment last year fell to its lowest annual average on the 12-year series.Read the full story at Das Investment here:Deu...Read More

Interactive Investor: Will Gold Glitter in 2024?

January 08, 2024 / www.bullionvault.com

LONDON, 8 January 2024 - Data and analysis from BullionVault features today in a report on gold's prospects for the year ahead from Interactive Investor, the UK investment trading platform.Among private investors, "High interest rates and record-high gold prices [have been] deterring new buyers," the article quotes director of research Adrian Ash."In contrast, central banks led by China continue b...Read More

MarketWatch: US Fed Beats Geopolitics in Gold Futures

January 05, 2024 / www.bullionvault.com

LONDON, 5 January 2024 - Analysis from BullionVault tonight leads the latest gold-price report from leading US financial news-site MarketWatch.Having slipped all week despite the Israel-Hamas conflict spreading, and then falling on today's strong US jobs data only to surge on weak ISM services-sector figures, "Friday's big swings in gold show how, for now at least, Fed policy trumps geopolitics in...Read More

Kazakhstan's upstream sector takes stock after nationwide unrest

January 19, 2022 / www.woodmac.com

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

Chevron buys Anadarko in US$50bn cash-and-stock deal

April 12, 2019 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice.Once the deal closes, Chevron will be the second-largest producing major in 2019 terms. It was fourth.The acquisition makes the Majors' peer group much more polarised. ExxonMobil, Chevron, Shell and BP are now in a league of their own. The deal plays to Chevron's strengths, which are tight oil and LNG. On top of this, it diver...Read More

WoodMac and WisdomTree launch new battery ETF on London Stock Exchange

March 03, 2020 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice.Wood Mackenzie, in partnership with WisdomTree, has launched an exchange traded fund (ETF) providing investors with exposure to the growth in the demand for, and the usage of, energy storage technologies, and in particular batteries.The fund tracks the WisdomTree Battery Solutions Index. The index stock selection is informed b...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

Customer Product Training | Copper Mine Cost Service

December 05, 2023 / www.woodmac.com

This session will provide you with an understanding of the key deliverables of Wood Mackenzie's Copper Mine Cost Service, how to access and use them to:Analyse copper mines cost and look at the global cost curveBenchmark the mines using various production related metricsRegister nowPlease click on the relevant link below to register for the session of your interest.Tuesday, 5 December 2023 - 4pm L...Read More

Copper prices: fundamentally justified or fundamentally flawed?

June 01, 2021 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. Throughout 2021, I have been quite vociferous in my view that prices for copper (along with several other mined commodities) do not reflect fundamentals – the dynamics of supply, demand, stocks, costs and their empirically-observed relationships. My 35-year career following and opining on markets is grounded i...Read More

Customer Product Training | Metals Market Service - Copper

December 04, 2023 / www.woodmac.com

Metals Market Service - CopperThis session will provide you with an understanding of the key deliverables of Wood Mackenzie's Metals Market Service - Copper, how to access and use them to get information and analysis of global copper market, looking at the supply, demand and price.Register nowPlease click on the relevant link below to register for the session of your interest.Monday, 4 December 20...Read More

Customer Product Training | Metals Market Service - Copper

November 30, 2023 / www.woodmac.com

Metals Market Service - CopperThis session will provide you with an understanding of the key deliverables of Wood Mackenzie's Metals Market Service - Copper, how to access and use them to get information and analysis of global copper market, looking at the supply, demand and price.Register nowPlease click on the relevant link below to register for the session of your interest.Thursday, 30 November...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

Build or buy: are the copper Majors rising to the growth challenge?

April 06, 2021 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. Demand for copper — already on a rising trend — is arguably set to explode as the energy transition takes hold. In order to prevent structural deficits, unsustainably high prices and demand destruction, miners will have to invest ever-increasing sums of money in supply. In the last article in this series...Read More

Royalties reform could dampen investors' appetite for Chile's copper sector

June 29, 2021 / www.woodmac.com

Proposed changes to Chile’s mining royalty regime will not have a drastic impact on the country’s production landscape in the near-term.However, analysis from global natural resources consultancy Wood Mackenzie, a Verisk company (Nasdaq:VRSK), indicates there is clear risk the amendments could compromise continued appetite to make large-scale, long-term investments in Chile’s cop...Read More

Red metal, green demand: copper's critical role in achieving net zero

October 20, 2022 / www.woodmac.com

For details on how your data is used and stored, see our Privacy Notice. Read More

$1bn to Extend Life of Debswana's Biggest Mine

January 10, 2024 / www.idexonline.com

(IDEX Online) - Debswana has approved a $1bn investment to enable underground mining at Jwaneng, its biggest deposit.Work will start in May on a drilling platform for the comprehensive sampling of kimberlite pipes, it said today (10 January).Jwaneng opened in 1982 as an open pit operation run by Debswana, a 50:50 joint venture between De Beers and the Botswana government. Open pit operations...Read More

Sarine and GCAL Open New Surat Lab

January 10, 2024 / www.idexonline.com

(IDEX Online) - Sarine and GCAL are opening a new grading lab in Surat, India, after the companies merged last year.Sarine, the Israel-based diamond tech business known for its Galaxy mapping systems, acquired a 70 per cent stake in US-based GCAL (Gem Certification & Assurance Lab).GCAL currently operates just one lab, at its New York base. Sarine said the merger would allow GCAL to expand its...Read More

GIA Aims to Combat "Cloned Diamond" Fraud

January 10, 2024 / www.idexonline.com

(IDEX Online) - GIA says it aims to combat "cloned diamond" fraud by offering same-day verification of its inscriptions.The move comes as an increasing number of lab growns are being fraudulently submitted for re-grading. They are cut to match the specifications of natural diamonds that have already been graded and inscribed with either with a GIA number (genuine or fake).GIA says that from next w...Read More

De Beers Resumes Rough Auctions

January 10, 2024 / www.idexonline.com

(IDEX Online) - De Beers is resuming its rough diamond auctions next week for the first time since last September.The UK-based miner cancelled the online sales during its 9th and 10th sales cycles as demand slumped globally.Al Cook, CEO, said at the time that De Beers was suspending the auctions to help "re-establish equilibrium between wholesale supply and demand".The first rough auction of 2024...Read More

Tech Talk for Wednesday January 10th 2024

January 10, 2024 / www.timingthemarket.ca

U.S. equity index futures were mixed this morning. S&P 500 futures were unchanged at 8:30 AM EST.Lennar added $1.65 to $149.81 after the company raised its dividend by 33%. The company also increased its share buyback program to $5 billion.Juniper Networks another added $0.21 to $37.02 after the company confirmed receipt of a cash offer by Hewlett Packard Enterprises to purchase the company fo...Read More

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