Core Insights - Wheaton Precious Metals Corp. published its 2024 Sustainability Report and Climate Change Report, emphasizing its commitment to integrating ESG considerations into its operations and decision-making processes [1][2] Sustainability Report Highlights - The 2024 Sustainability Report provides a comprehensive review of Wheaton's performance in environmental, social, and governance (ESG) topics, including updates on its ESG strategy, targets, and commitments [3] - The report indicates that 100% of new streaming agreements in 2024 were screened for ESG issues and risks [7] - Wheaton has contributed over $53 million globally since 2009 through its Community Investment Programs, with more than $8.5 million allocated to charitable causes in 2024 [7] Climate Change Report Highlights - The 2024 Climate Change Report outlines how Wheaton is addressing climate change risks and opportunities, as well as potential climate-related impacts [4] - The company refreshed its climate scenario analysis to support ongoing assessment and management of climate risks [7] - A gap analysis was completed against the International Sustainability Standards Board's S2 standard, leading to updates in the Climate Change Report [7] Standards and Recognition - Wheaton's reports are informed by GRI Standards and SASB Asset Management, and Metals and Mining Standard, as well as the IFRS S2 Climate-Related Disclosures Standard [5] - The company has received top ratings in ESG from various agencies, including Sustainalytics and MSCI, and is recognized among Corporate Knights' most sustainable corporations [7] Governance and Diversity - 50% of Wheaton's board members represent diverse backgrounds, including women and visible minorities [7] - 86% of 2023 Scope 3 financed emissions are covered by emissions reduction targets aligned with a 2°C or less scenario [7]

21日上午9时左右，现货黄金上破3300美元/盎司大关，为5月9日以来首次。 | < W | 伦敦金现(SPTAUUSDOZ.IDC) 交易中 05-21 11:46:42 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 3306.843 | 3289.290 | | | | 总量 | 0 | | +17.553 +0.53% | | 十六 | 3290.020 | | 现手 | 0 | | 3314.570 最高价 | | 将 10 | | 0 25 | | 0 | | 最低价 3285.105 | | 播 10 | | 0 K | ﺍﻟﻤ | 0 | | 分时 5日 | | FK | 图K | 月K | 申念 | | | 叠加 | | | | 均价:0.000 | | | | 3314.970 | | | | 0.77% | 3307.186 | | | | | | | | 3306.843 | | | | | | | | 11:46 3306.990 | 0 | | | | | | | 11:46 3306 940 | 0 | | | ...

地缘局势： 行情回顾： 国际黄金周三（5月21日）维持震荡走势，开盘价3277.18美元/盎司，最高价3320.61美元/盎司，最低价3275.19 美元/盎司，收盘价3311.91美元/盎司。 消息面： 贸易局势： 据外媒报道，预计欧盟将与美国分享一份修订后的贸易提案，此举旨在为与特朗普政府的谈判注入动力，目前 外界对能否达成一项跨大西洋协议仍持怀疑态度。据知情人士透露，新文件包含考虑美国利益的提议，包括国 际劳工权利、环境标准、经济安全，以及逐步将双方非敏感农产品和工业品的关税降至零。知情人士称，这份 文件于本周早些时候提交给华盛顿的官员，文件还概述了在能源、人工智能和数字连接领域的相互投资和战略 采购。知情人士表示，欧盟的目标是与美国合作，并寻求达成一项平衡和互利的协议。其中一位知情人士说， 双方仍在相互研究，欧盟委员会可能需要得到成员国的授权才能开始正式谈判。 美国商务部长卢特尼克：希望在今年夏天关税暂停到期之前与大多数主要合作伙伴达成贸易协议。 RSI呈超买表现，短期金价仍有较强调整需求。金价短线单边上行破位走高，高位整理走势继续加剧短期多头 持续表现，日内谨慎维持偏多交易思路。 日内操作区间： 据 ...

有色套利早报 研究中心有色团队 2025/05/22 铜：跨市套利跟踪 2025/05/22 国内价格 LME价格 比价 现货 78440 9590 8.11 三月 77550 9576 8.17 均衡比价 盈利 现货进口 8.23 -527.73 现货出口 62.48 锌：跨市套利跟踪 2025/05/22 国内价格 LME价格 比价 现货 22760 2698 8.44 三月 22285 2727 6.19 均衡比价 盈利 现货进口 8.67 -634.36 铝：跨市套利跟踪 2025/05/22 国内价格 LME价格 比价 现货 20310 2484 8.17 三月 20140 2491 8.10 均衡比价 盈利 现货进口 8.69 -1273.39 镍：跨市套利跟踪 2025/05/22 国内价格 LME价格 比价 现货 124650 15324 8.13 均衡比价 盈利 现货进口 8.28 -3303.64 部或部分材料、内容。对可能因互联网软硬件设备故障或失灵、或因不可抗力造成的全部或部分信息中断、延迟、遗漏、误导或造成资料传输 或储存上的错误、或遭第三人侵入系统篡改或伪造变造资料等，我们均不承担 ...

Investment Rating - The report rates the industry as Attractive [3] Core Insights - The report indicates a preference for gold, steel, and cement in the near term, with expectations for more opportunities in metals during the second half of the year [6][3] Summary by Sections Commodities Forecasts - Morgan Stanley's forecasts for various commodities show differences from consensus estimates, with notable projections for: - Aluminium: $2,631 per ton vs. consensus $2,602 (1% higher) for CY2025 [9] - Copper: $9,234 per ton vs. consensus $9,397 (2% lower) for CY2025 [9] - Gold: $3,289 per ounce vs. consensus $2,859 (15% higher) for CY2025 [9] Steel Industry - Key drivers for steel demand in China for 2025 include: - Machinery (30%) - Infrastructure (17%) - Residential property (14%) [15] - The steel consumption index shows fluctuations, with a YoY change indicating a decline in apparent consumption [16] Copper Industry - Major demand drivers for copper in 2025 are: - Power (47%) - White goods (15%) - Auto (10%) [19] - The copper consumption index reflects a positive trend in demand, with significant contributions from grid investments [21] Aluminum Industry - The aluminum demand drivers for 2025 include: - Property (22%) - Passenger vehicles (18%) - Power (20%) [23] - The aluminum consumption index indicates a steady increase in demand, particularly from the property sector [25] Infrastructure Spending - Infrastructure spending has shown a 10.8% YoY increase in the first four months of 2025, with significant contributions from utility and transportation sectors [29] - The report highlights that infrastructure investments are partially offsetting the slowdown in property new starts [43] Market Trends - Weekly shipments of cement and rebar in China indicate a steady demand, with a focus on East China [44][45] - Construction new orders are closely monitored, showing trends that correlate with steel and cement demand [49][53]

Group 1 - Adriatic Metals PLC is in discussions with Dundee Precious Metals Inc regarding a potential full takeover [1] - Adriatic has provided Dundee with access to certain confidential documents to facilitate due diligence [2] - The company has advised shareholders that there is no certainty of a formal bid or its terms, urging them to take no action [3] Group 2 - Dundee has a deadline until 5pm London time on June 17 to either make a formal bid or withdraw from discussions [3] - The 28-day period for Dundee to act is known as a "put up or shut up" period, which can only be extended with mutual consent [3]

Company Overview - ATI Inc. is a producer of high-performance materials and solutions for the global aerospace and defense markets, as well as critical applications in electronics, medical, and specialty energy [2] - The company focuses on solving complex challenges through materials science and partners with customers to deliver extraordinary materials that enhance product performance [2] Upcoming Event - Kimberly A. Fields, President and CEO of ATI, will speak at the Bernstein 41st Annual Strategic Decisions Conference on May 29, 2025, at 11:00 a.m. ET [1] - An audio replay and full transcript of the event will be available after the presentation [1]

VANCOUVER, British Columbia, May 21, 2025 (GLOBE NEWSWIRE) -- Fortuna Mining Corp. (NYSE: FSM | TSX: FVI) is pleased to announce the publication of its seventh annual Sustainability Report, highlighting key developments in 2024 related to governance, corporate strategy, risk management, and performance. The report also outlines Fortuna’s commitments and progress on the environmental, social, and governance (ESG) factors most material to our business and stakeholders. Jorge A. Ganoza, President, and CEO, sta ...

Group 1 - International gold prices have rebounded, with spot gold closing up nearly 2% and COMEX gold also showing a similar increase, reaching $3317 per ounce [1][3] - Domestic gold brand prices have risen significantly, with major brands like Chow Tai Fook and Luk Fook Jewelry both quoting gold at 1008 CNY per gram, an increase of 26 CNY from the previous day [3] - The recent surge in gold prices has caught consumers off guard, with many expressing disappointment over the unexpected rise after anticipating further declines [3] Group 2 - The recent price adjustments in gold are attributed to a joint statement from the US and China following high-level economic talks, which boosted market risk appetite and put pressure on gold prices [4] - There has been a noticeable outflow from global gold ETFs since late April, influenced by trade conflicts, geopolitical tensions, and a cooling of expectations for Federal Reserve rate cuts [4] - Despite short-term fluctuations, the long-term outlook for gold remains positive due to declining dollar credibility, the onset of Federal Reserve rate cuts, and continued purchases by global central banks [4]

有色早报 研究中心有色团队 2025/05/21 铜 ： 日期 沪铜现货 升贴水 废精铜 价差 上期所 库存 沪铜 仓单 现货进口 盈利 三月进口 盈利 保税库 premium 提单 premium 伦铜 C-3M LME 库存 LME 注销仓单 2025/05/14 -35 1193 80705 50069 -227.87 527.10 100.0 115.0 14.83 185575 77650 2025/05/15 15 1100 80705 60535 -427.30 494.21 100.0 115.0 39.74 184650 76725 2025/05/16 445 1250 108142 63247 -433.62 40.45 95.0 111.0 31.45 179375 71900 2025/05/19 430 816 108142 61913 -103.15 218.98 95.0 111.0 15.52 174325 67550 2025/05/20 390 979 108142 45738 -23.85 170.67 94.0 110.0 3.16 170750 66450 变化 - ...