Michael Ballanger of GGM Advisory Inc. shares his view of the markets, taking at look at precious metals and Tesla Inc. (TSLA:NASDAQ). By the end of this week, I will have counted (and read) over 200 emails lecturing me on why my call last Tuesday on gold and silver was so drastically off base and how I am going to lead my subscribers into "certain ruin," along with a jeopardized career destined...Read More
Perpetua Resources Corp. (PPTA:TSX; PPTA:NASDAQ) has broken ground at its Stibnite Gold Project in Idaho. The move follows a US$24.8 million award earlier in the year from the U.S. Department of Defense to study antimony from the site. Perpetua Resources Corp. (PPTA:TSX; PPTA:NASDAQ) announced the commencement of early works construction at its Stibnite Gold Project in Idaho. The move followed co...Read More
Sierra Madre Gold and Silver Ltd. (SM:TSX.V; SMDRF:OTCQX) has launched a US$3.5 million exploration program in Mexico's historic Temascaltepec district. The campaign targets high-grade silver and gold zones across the underexplored East District of the Guitarra project. Sierra Madre Gold and Silver Ltd. (SM:TSX.V; SMDRF:OTCQX) has initiated a US$3.5 million exploration program at the East Distric...Read More
Lake Victoria Gold Ltd. (LVG:TSX; LVGLF:OTCQB; E1K:FSE) gives an update on the Q2 2025 exploration activities conducted on the licenses sold to Bulyanhulu Gold Mine Ltd. Lake Victoria Gold Ltd. (LVG:TSX; LVGLF:OTCQB; E1K:FSE) announced an update on the Q2 2025 exploration activities conducted on the licenses sold to Bulyanhulu Gold Mine Ltd. in a release on October 24.Bulyanhulu acquired six lic...Read More
Global Analyst Adrian Day reviews developments at several companies, including looking at preliminary third-quarter results from several. Fortuna Mining Corp. (FSM:NYSE; FVI:TSX; FVI:BVL; F4S:FSE) published a preliminary economic assessment (PEA) on its planned next mine, the Diamba Sud project in Senegal, that shows a payback of capital in less than one year. Using a gold price of $2,750, the IR...Read More
It has been quite a year for precious metals such as gold and silver, and Chen Lin's top stock picks for the quarter bear that out. Which companies have the most upside? It has been quite a year for precious metals such as gold and silver, and the top stock picks for the last quarter of 2025 by Chen Lin, author of the What is Chen Buying? What is Chen Selling? newsletter, bear that out.After hitt...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
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
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. 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
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
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.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