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Court Verdict Due Any Day on Mining Asset in Spain

October 24, 2025 / www.theaureport.com

Emerita Resources Corp. (EMO:TSX.V; EMOTF:OTCQB; LLJA:FSE) should see about CA$700 to CA$1,200 million added to its current market cap if the legal dispute is resolved in its favor, noted a Clarus Securities report. Emerita Resources Corp. (EMO:TSX.V; EMOTF:OTCQB; LLJA:FSE) likely will prevail in the legal case over the Aznalcollar project in Spain, purported Clarus Securities Analyst Varun Arora...Read More

Gold's US$250 Drop Completes and Confirms the Backtest of the Parabola

October 24, 2025 / www.theaureport.com

Barry Dawes of Martin Place Securities shares why he thinks it is all over now for gold. It is all over now for gold. Never-ending sell stops hit down to US$2500.Parabolas do what parabolas do. Classic parabola breach, parabola backtest, then fallGold can step back now after its wonderful leadership.Let the real world go forward.Industrial metals.Exploration.Growth companies are growing.Next leg...Read More

Gold Discovery in California Signals Major New Opportunity

October 24, 2025 / www.theaureport.com

NatBridge Resources Ltd. (NATB:CSE; NATBF:OTC; GI80:FSE)secured 100% of the subsurface mineral rights for California's Cahuilla Gold Project, adding over 122,000 ounces of indicated gold. The acquisition marks a key step in NatBridge's expansion of verified resources supporting its digital gold monetization strategy. NatBridge Resources Ltd. (NATB:CSE; NATBF:OTC; GI80:FSE) announced it has entere...Read More

Are reported metal stocks a good measure of market fundamentals?

March 01, 2022 / www.woodmac.com

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

September 02, 2025 / www.woodmac.com

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

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

Equities

October 24, 2025 / www.woodmac.com

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

Big Mining pivots to copper for growth

April 03, 2025 / www.woodmac.com

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

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: things to look for in 2024

January 25, 2024 / www.woodmac.com

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

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

Supporting the future of Canadian copper and zinc supply

March 12, 2025 / www.woodmac.com

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

Copper: strategic insight amid policy risk and smelter margin pressures

April 30, 2025 / www.woodmac.com

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

The energy transition sparks new interest in copper mining

February 09, 2024 / www.woodmac.com

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

Tech Talk for Friday October 24th 2025

October 23, 2025 / timingthemarket.ca

U.S. equity index futures were higher this morning. S&P 500 futures were up 50 points at 8:35A AM EDT.S&P 500 futures advanced 30 points following release of the September Consumer Price Index at 8:30 AM EDT. Consensus was a 0.4% increase. Actual was a 0.3% increase. Excluding food and energy, consensus was a 0.3% increase. Actual was a 0.2% increase.Intel added $2.29 to $40.30 after repor...Read More

Following the Golden Path

November 01, 2025 / dailyreckoning.com

Well, we finally got the mini-crash we've been expecting in precious metals and miners.On Tuesday gold plunged 5.7%, its biggest daily fall since 2013. Silver fell a whopping 8%, slipping back under the key $50 level.Miners fell harder, with the GDX gold miner ETF stumbling from $84 to $73 over the past week. The SILJ silver miner ETF fell from around $26 to $23 over the same period.But it's impor...Read More

America is Starting to Look Like Her Mother

October 31, 2025 / dailyreckoning.com

Traditionally, the defining moment in a man's life arrives when he looks in his shaving glass and finds his father staring back at him; but there is a day so much more terrible we rarely speak of it – when he catches himself in a full-length mirror and sees his mother...Don Paterson, The Book of ShadowsI was living in London when I picked up Paterson's book of aphorisms. I remember laughing...Read More

The Best News for Gold Was the Drop! - Peter Grandich

October 23, 2025 / www.youtube.com

Gold #mining #stockmarket #investing #preciousmetals #finance In this conversation with Peter Grandich, Steve Hyland dives into ...Read More

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