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
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. Metals and mining companies are starting to shake off the sector’s long-held dedication to capital discipline. In stark contrast to Big Oil corporates which are cutting budgets, Big Mining are upping investment with the goal of growing mine supply. James Whiteside, Head of Metals and Mining Research, analysed...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
What will be the key themes for copper in the year ahead? Growing economic and political uncertainty amid the slew of elections in some key copper-producing and consuming countries is one area we will be watching closely.Crucially, the timing of any interest rate cuts as well as energy transition-related developments will determine the strength of demand, notwithstanding the uncertainties due to t...Read More
Make smarter equity portfolio investments with bottom-up analysis and daily natural gas production estimates for leading producers.Download our product summaryAccess analysis of daily throughput estimates for pipelines, gas gathering systems and processing plants of midstream companies to guide your trading decisions.Download our product summaryFor details on how your data is used and stored, see...Read More
For details on how your data is used and stored, see our Privacy Notice.CESCO Week, one of the mining industry's premier annual gatherings, is held every April in Santiago, Chile. Organised by the Center for Copper and Mining Studies (CESCO), this event brings together global mining executives, investors, government officials, and experts to discuss key market trends, challenges, and opportunities...Read More
For details on how your data is used and stored, see our Privacy Notice. Copper has often been important for technological progress. It was copper cladding for sailing ships’ hulls that led to dramatic improvements in speed, manoeuvrability and durability in the late 18th and early 19th centuries. That history continues in the modern era: copper is one of the critical metals &ndash...Read More
For details on how your data is used and stored, see our Privacy Notice.Canada Growth Fund Investment ManagementThroughout the engagement, Wood Mackenzie's Metals and Mining Consulting Team, in collaboration with our Copper and Zinc subject matter experts (SMEs), worked closely with CGFIM to break down the global copper and zinc markets and assess the competitiveness of the McIlvenna Bay copp...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
U.S. equity index futures were higher this morning. S&P 500 futures were up 7 points at 8:30 AM EDT.The U.S. September Non-farm Payrolls report scheduled for release at 8:30 AM EDT has been postponed due to shutdown of U.S. Federal Government services.Applied Materials dropped $7.69 to $215.90 after noting that it expects a $710 million hit to fourth quarter revenues triggered by new export re...Read More
For more than 80 years, American aircraft carrier strike groups have projected raw military power around the globe.U.S. naval and air power were unrivaled. And with more than 850 military bases around the world, the American empire still has unparalleled reach.Along with military might, the dollar remains a key pillar of the American Empire.But let's be frank. Both monetary and military power are...Read More
Last Saturday, as I was waiting for Pam and Micah to arrive back from visiting Pam's sister in Belgium, I went through the Daily Reckoning's mailbag for any responses to my articles.One stood out, and I want to reprint it so you can read it as well.Sean,I read you every day. Most of the time, I appreciate your perspective. This one is not only wrong but absolutely disgusting. There is an entire ge...Read More
For however long the government shutdown lasts, 750,000 federal employees will have to do without paychecks.Meanwhile, Congress, those noble guardians of our Republic, will continue getting paid. We can rest assured that Nancy Pelosi and Chuck Schumer will still be able to put food on the table.Here in Maryland, the shutdown is a big deal. Our state is home to 60 federal agency buildings and 14 mi...Read More
Gold #mining #goldprice #miningstocks #stockmarket #investing Vox Royalty just announced what they're calling a ...Read More
Uranium #energy #investing #nuclear #stockmarket #nasdaq In this conversation with Corey Dias, CEO, Anfield Energy Inc. (TSX.Read More
We caught up with Francois Motte Sauter, CFO of Aclara Resources Inc. (TSX: ARA), to discuss how the company is building a ...Read More
We caught up with CEO Chris Giardino from MiMedia to talk about how the company is disrupting the trillion-dollar consumer ...Read More
We caught up with Eira Thomas, President and CEO of North Arrow Minerals (TSXV: NAR), to discuss the company's ...Read More
We caught up with Craig Nicol, Founder & CEO of Graphene Manufacturing Group (TSXV: GMG | OTFQX: GMGMF) to discuss ...Read More