Supply Deficit
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Northfield Positions Shareholders for Copper Upside with Evolve RTO
Globenewswire· 2025-12-16 18:34
Evolve Royalties Ltd. Expected To Commence Trading December 17, 2025 on CSE (EVR)TORONTO, Dec. 16, 2025 (GLOBE NEWSWIRE) -- Northfield Capital Corporation (TSX-V: NFD.A) (the “Company” or “Northfield”) announces the completion of the reverse takeover transaction (the “RTO”) between its partially owned subsidiary Voyageur Mineral Explorers Corp. (“Voyageur”) and Evolve Strategic Element Royalties Ltd. (“Evolve”) (see Voyageur press releases dated August 27, 2025 and December 15, 2025 for additional details). ...
Silver Shortage Supports Rally, Technicals Point To Further Gains - abrdn Physical Precious Metals Basket Shares ETF (ARCA:GLTR), StreetTRACKS Gold Shares (ARCA:GLD)
Benzinga· 2025-11-28 11:59
Core Insights - Silver is significantly outperforming gold, indicating a potential second phase of the commodity bull market, with spot silver prices surging over 85% in 2025, rising from under $30 to over $54 per ounce [1] Supply and Demand Dynamics - The rally in silver prices is driven by tight inventories, persistent investor flows, and a structural supply deficit, with projections of silver reaching $60 next year [3] - Industrial demand for silver rose to 689 million ounces in 2024, with photovoltaic (PV) applications accounting for 244 million ounces, reflecting a more than 150% increase from 2020 [5] - The Silver Institute anticipates a fifth consecutive annual supply deficit of approximately 95 million ounces, despite weak demand for jewelry and silverware, which supports elevated prices [6] Production Challenges - Over 70% of mined silver is a byproduct of other metal production, limiting the ability of producers to respond quickly to price increases [7] - Several mines are scheduled to close by 2030, which may further tighten silver output [8] Technical Analysis - Silver's price patterns indicate a potential continuation of upward momentum, with a cup-and-handle pattern suggesting that silver may have further gains in 2025 [11]
Generac CEO: 'Amazing' how quickly backlog is growing for data centers
CNBC Television· 2025-11-10 16:34
Welcome back. Stocks starting the week on a stronger footing after the NASDAQ turned in its worst week since April last week. As some questions were raised about the sustainability of the AI trade, meantime, questions remain around where all this energy is going to come from to power the AI boom.Our next guest is investing heavily in expanding its data center business. Let's bring in Generrack CEO Aaron Yagfeld for a CBC exclusive right here at Post9. It's great to have you in.Welcome. >> Thanks a lot. >> I ...
5-Year Deficit, October Bottoms, Q4 Rockets: Silver's Calendar Is Laughing at Bears
Yahoo Finance· 2025-11-03 12:00
Core Viewpoint - Analysts maintain a bullish outlook on silver's long-term prospects despite recent price corrections, driven by strong fundamentals and increased retail investment due to silver's lower price compared to gold [1][6]. Supply and Demand Dynamics - The silver market is experiencing a significant supply deficit for the fifth consecutive year, with demand consistently outpacing supply since 2021, primarily due to underinvestment in mining and declining ore grades [3][8]. - Industrial demand for silver is robust, driven by sectors such as AI, electronics, and the green economy, with projections indicating continued strong demand despite potential reductions in silver usage by some manufacturers [4][8]. Investment Trends - Expectations of future Federal Reserve interest rate cuts make non-yielding assets like silver more attractive compared to fixed-income investments, contributing to increased investment in silver alongside gold [2]. - The gold-silver ratio remains high historically, suggesting that silver is undervalued relative to gold, which could lead to a catch-up effect during precious metals rallies [8]. Technical Analysis - The December silver futures contract reached an all-time high of $53.765 per ounce, with a notable rally of 89% from its April 2025 low, although profit-taking has occurred at these highs [10]. - Seasonal patterns indicate that silver has historically performed well in the fourth quarter, with correlations to previous years suggesting potential for significant upward movement [12][13]. Market Opportunities - Traders and investors can access various assets to participate in the silver market, including silver futures contracts, options, physical silver bullion, and silver ETFs like the iShares Silver Trust [15]. - The ongoing structural supply deficit, combined with strong industrial demand and potential market speculation for a "silver squeeze," supports the case for higher silver prices [8][16].
X @Bloomberg
Bloomberg· 2025-10-16 11:18
Supply Dynamics - Copper traders at LME Week observed a supply deficit, contrasting with previous expectations [1] Market Sentiment - The copper market's current state is the opposite of what was anticipated a year ago [1]
X @Bloomberg
Bloomberg· 2025-10-09 15:40
Supply Concerns - Colombian companies are preparing for gas rationing due to the closure of the nation's only import terminal for scheduled maintenance [1] - The closure highlights the country's growing supply deficit [1]
X @Bloomberg
Bloomberg· 2025-09-11 12:20
Supply and Demand Outlook - OPEC projects a substantial supply deficit in global oil markets this year and next [1] - This projection contrasts with the wider industry's view [1] Production Strategy - OPEC is reviving production [1]
Outcrop Silver & Gold (OTCPK:OCGS.F) 2025 Conference Transcript
2025-09-09 22:47
Summary of Outcrop Silver & Gold Conference Call Company Overview - **Company**: Outcrop Silver & Gold (OTCPK: OCGS.F) - **Industry**: Silver Mining - **Location**: Tolima, Colombia - **Ownership**: Eric Sprott holds 21% of the company [1][2] Key Points Silver Market Outlook - The silver market is experiencing a significant breakout, with prices reaching two-year highs [1] - The company believes it is at the beginning of a strong silver bull cycle, driven by supply deficits [2] Project Highlights - **Santa Ana Project**: - Contains an estimated 37 million ounces of silver, classified as one of the highest-grade primary silver projects globally [2][3] - Valuation based on ounces in the ground, trading at approximately $3 per ounce [9][10] - The company has made six new discoveries over the past year, indicating a strong potential for resource growth [6][8] Financial Position - Fully funded with approximately $5 million in the bank and a monthly burn rate of $1.2 million [9] - The company has $4 million in warrants expiring soon and an additional $20 million in warrants that will continue to finance operations [9] Resource Expansion Strategy - Targeting to drill 30,000 meters this year to increase the resource estimate to at least 60 million ounces [10] - The company expects a four-to-one return on investment for every dollar spent on drilling [8] Community and Infrastructure - Strong community support and established relationships with local government, which are crucial for permitting future mining operations [12][13] - The project is located in a safe area with existing infrastructure, enhancing operational efficiency [11] Management and Governance - The company boasts a strong management team with experience in the Colombian mining sector [11] - Analyst coverage has increased, with a market cap growth from $75 million to $150 million [14] Future Growth Potential - The company is positioned for growth independent of silver price fluctuations due to its high-grade resources and operational strategy [14] - Plans to explore private placements only if terms are favorable for shareholders [19] Additional Insights - The average thickness of the veins is 1.2 meters, comparable to other successful mining projects in Colombia [16][17] - The company emphasizes a low-risk approach to resource extraction, aiming for high recovery rates of around 90% [16] This summary encapsulates the key aspects of Outcrop Silver & Gold's conference call, highlighting the company's strategic positioning within the silver mining industry, its financial health, and future growth prospects.
Can Platinum Maintain Its Upward Trajectory? | Presented by CME Group
Bloomberg Television· 2025-08-13 15:11
Market Trends & Supply/Demand Dynamics - Platinum prices experienced a significant surge, increasing by 40% in the first half of 2025 [1] - The platinum market is facing a supply deficit for the third consecutive year, with a shortage of nearly 1 million troy ounces out of an approximate 8 million troy ounce annual market [2] - Platinum supply from South African mines decreased by 12% in the first quarter [3] - Platinum recycling from scrap cars has declined from 2022 levels [3] - Demand for platinum is increasing from China, the world's largest consumer [3] Investment & Pricing - Investment demand for platinum has increased by 300% year-over-year due to record gold prices [4] - Platinum futures are in contango, suggesting that near-term supplies are not as tight relative to demand [4] Industry Applications - Platinum is used in jewelry, catalytic converters, and new hydrogen technologies [1]
Copper set for long-term gains as analysts see supply deficit emerging
Proactiveinvestors NA· 2025-07-04 16:26
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across key finance and investing hubs, including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the team includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans to maintain quality and best practices in content production [5]