Institutional investors turn to gold
In the face of historically low interest rates and chronically depressed bond yields, institutional investors are turning to gold as a portfolio diversifier. Gold has been largely shunned by institutional…
Analysis
Geology Corner: The nuts and bolts of feasibility studies on gold
Of the 123 global gold projects with completed feasibility studies or ones being worked on, 50 projects are orogenic deposits; 24 are epithermal deposit types, and eight are porphyry deposits,…
Base metals prices forecast to rise sharply in 2021, less so in 2022
As the world’s economies start to pick up following the impacts from the Covid-19 pandemic, CPM Group’s director of commodities and asset management Carlos Sanchez expects base metals markets to return…
Roskill forecasts demand for cobalt to double by 2030
Cobalt watchers can expect demand for the blue metal to double by 2030, says Ying Lu, senior analyst at Roskill. The forecast comes even as this year saw a significant shift…
Precious metals and PGM prices forecast to rise next year
Although a change in the U.S. government is unlikely to ease tensions between Washington and Beijing, says CPM Group vice-president of research Rohit Savant, incoming president Biden’s approach to negotiations with China…
Critical materials markets 2021 outlook
For 20 years, analyst Jon Hykawy has been looking at the global critical materials markets and providing advice to companies about the sector. The president of Toronto-based Stormcrow Capital spoke…
Scotiabank’s Marc Desormeaux looks at 2021 and the continuing impact of Covid-19 on metals markets
For Scotiabank senior economist Marc Desormeaux, forecasting what the 2021 global commodity markets will be like, especially for industrial metals, is heavily predicated on the ability of nations to respond…
Political turmoil in Peru could slow major infrastructure works
The sudden removal of a popular president amidst the coronavirus pandemic plunged Peru into chaos last month. On Nov. 9, Peru’s single-chamber Congress voted to impeach President Martín Vizcarra amid…
US presidential election will impact clean energy, EVs: report
Market analyst Wood Mackenzie has published a report outlining what the future of clean energy and electric vehicles may look like following the Nov. 3 election in the United States….
Global platinum demand to decline 7% in 2020: GlobalData
Global platinum demand is set to fall by 7.2% in 2020, with the Covid-19 pandemic driving significantly lower demand from the auto and jewellery sectors, according to GlobalData, a U.K.-based…
Energy metals require significant investment: Wood Mackenzie
An investment of at least US$1 trillion will be needed in key energy transition metals over the next 15 years “to meet the growing demands of decarbonization,” reports consultants Wood…
License to operate still top concern for miners: EY report
License to operate (LTO) remains, for the third consecutive year, the number one issue for miners, according to a survey by Ernst & Young with over 250 executives, while a…