Commentary: The state of metals markets in 2020
The metals markets promise to be full of fascinating developments and unexpected twists in 2020. Mining equities will not be excluded from the drama. This partly reflects the reality that…
Commentary
Geopolitical tensions to burnish gold’s allure in 2020
Gold is poised to perform strongly in 2020, with geopolitical risk set to remain elevated, metals and mining research and consultancy group Wood Mackenzie said in a January report. Miners are set to enjoy bumper…
Commentary: Is a diesel supply shock coming?
New ocean shipping regulations could have a big impact this year. Under International Maritime Organization (IMO) rules that came into effect on Jan. 1, emissions from fuel used in ocean…
Commentary: Looking at 2020 and beyond for BC’s mineral industry
As the Association for Mineral Exploration (AME) gears up for the 37th annual Mineral Exploration Roundup conference from Jan. 20 to 23, 2020, it is time to take stock of…
Commentary: Why 2020 will be good for juniors
It’s the start of a new year and decade. Cue all the flashbacks and predictions. The year ahead will mark the resurgence of the junior miner. We’re starting to see…
Commentary: Mining company boards have ‘advantage’ in transition to low-carbon economy
With the mining sector generating 14% of Canada’s greenhouse gas (GHG) emissions, the presence of climate change presents the sector with both opportunities and risks. The transition to a low-carbon…
Commentary: The periodic table and the road to resource nationalism
This year marked the 150th anniversary of the periodic table, which UNESCO has dubbed the International Year of the Periodic Table of Chemical Elements. Developed in 1869 by Dmitri Mendeleev,…
Interview: Rory Johnston of Scotiabank looks to 2020
Rory Johnston is a commodity economist covering energy and metal markets in Scotiabank’s economics department. His research includes the Scotiabank Commodity Price Index (a monthly assessment of developments affecting the…
Interview: CPM’s Jeffrey Christian reflects on 2019, forecasts what lies ahead in 2020
Jeffrey Christian is the managing partner of CPM Group, a commodities research and management, consulting and financial advisory firm in New York. He founded the company in 1986, spinning off…
Commentary: The gold party has only just begun
The year 2019 has been good for gold. In many currencies gold recorded all-time highs (i.e. euro, Canadian dollar and Australian dollar), with the exception of the U.S. dollar. As…
Unrest worsens in Bolivia as Evo Morales steps down
More than 20 people have died in clashes between protesters and security forces in Bolivia since disputed presidential elections in October and the resignation of Evo Morales on Nov. 10….