Gold stocks to watch in ‘structural’ bull market
Gold equities remain undervalued despite a strong start to 2026, Haywood Securities says – with the firm’s mining analysts pointing to a “structural bull market” in precious metals and continued…
Analysis
Morgan Stanley cuts gold price outlook by almost 10%
Analysts at Morgan Stanley have slashed their gold price forecast by almost 10% in the midst of what they view as a significant shift in the macroeconomic landscape. According to…
Panama counts cost of First Quantum’s mine closure
Panama’s economy and labour market have taken a significant hit following the 2023 shutdown of First Quantum Minerals’ (TSX: FM) Cobre Panama copper mine, with new analysis detailing lost growth, jobs…
Lithium market to enter deficit until 2035: Canaccord
The global lithium market is set to enter a near-decade-long deficit as a lack of mine investment weighs on supply of the electric vehicle battery metal, according to investment bank…
BHP now expects nearly 2M tonnes copper production after record Escondida throughput
BHP (NYSE, LSE, ASX: BHP) reinforced confidence in its fiscal 2026 outlook on Wednesday, with solid copper and iron ore performance underpinning expectations that production targets will be met. In…
Hochschild rallies as gold price surge lifts outlook
Hochschild Mining (LSE: HOC) shares rose after the company reported a sharp jump in realized gold prices, reinforcing bullish sentiment toward precious metals producers. Hochschild reported first quarter attributable production…
Morgan Stanley flags five miners in space value chain
With a potential initial public offering (IPO) of SpaceX drawing closer, investors are increasingly turning their attention to the broader space economy and the companies positioned to benefit from its…
Agnico lines up $3.7B multi-deal to build Finland hub
Agnico Eagle Mines (TSX, NYSE: AEM) is lining up a three-part deal to consolidate a district-scale gold camp in northern Finland, anchored by the $2.9-billion (US$2.1 billion) acquisition of Rupert…
China copper smelters hit record, space satellites show
Activity at copper smelters in China rose to an all-time high in March as buyers of the red metal increased purchases following a price slump, according to Earth-1, which monitors…
Antofagasta backs 2026 goals despite copper output dip
Chilean miner Antofagasta (LSE: ANTO) reported lower first-quarter copper output on Wednesday but maintained its 2026 forecast, citing expected production gains through the year. The London-listed company produced 143,000 tonnes…
Podcast: CPM Group’s Jeffrey Christian on Turkey gold sales, Iran war impact
This week’s episode features CPM Group managing partner Jeffrey Christian in conversation with host Adrian Pocobelli on major gold sales by Turkey in recent months. Christian discusses how the Iran…
Infographic: Latin America’s top miners may surprise
Latin America’s most mining-dependent countries are not always its biggest economies. Our latest infographic ranks the region first by mining’s share of total exports and then by the value of…