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Element79 Announces Extension to Proposed Spin Out and Merger
Thenewswire· 2025-12-03 00:15
VANCOUVER, BC - TheNewswire - December 2, 2025 – Element79 Gold Corp. (CSE: ELEM) (OTC: ELMGF) (FSE: 7YS) ("Element79", or the "Company”) The Company announces that, in connection with its previously announced proposed arrangement transaction with Synergy Metals Corp. ("Synergy") pursuant to an arrangement agreement dated January 10, 2025, as amended by an amending agreement dated April 30, 2025 (together, the “Arrangement Agreement”), it has entered a second amending agreement to the Arrangement Agreement ...
三大指数齐收阳,下个爆点浮出水面?
Jiang Nan Shi Bao· 2025-12-01 13:51
| 指数 | 指数点位 | 涨跌幅 | 成交金额 | | --- | --- | --- | --- | | 上证指数 | 3, 914. 01 | +0.65% | 7,857 亿 | | 深证成指 | 13,146.72 | +1.25% | 10,883 Z | | 创业板指 | 3, 092. 50 | +1.31% | 5, 229 亿 | | 科创 50 | 1,336.72 | +0.72% | 654 亿 | 一、大势观察 技术面上,沪指成功站上60日均线(3885–3890),并逼近3930缺口区域;创业板指突破3050压力位, MACD金叉即将确立。当前核心观察点在于:放量能否持续?AI硬件与金属是否具备主线地位?商业 航天是短暂脉冲还是中期启动? 今日A股走出"高开震荡、午后企稳、尾盘放量"的强势修复行情。在周末多重利好催化与12月政策窗口 临近共振下,市场情绪显著回暖。截至收盘,沪指涨0.65%,重返3900点上方;深成指涨1.25%,创业 板指涨1.31%,三大指数集体收阳。 截至12月1日收盘数据 江西铜业(600362)、白银有色(601212)、云南铜业(000878)、紫金矿 ...
ETO Markets:套利狂潮与降息预期共振下的新一轮商品超级周期
Sou Hu Cai Jing· 2025-12-01 08:37
Group 1 - Silver prices reached an all-time high of $57 per ounce, while Comex silver futures hit a record of $57.81, indicating a significant surge in the commodity market [3] - Copper prices also rose sharply, reaching $11,210.5 per ton, contributing to a heated commodity market as 2024 approaches [3] - The current price surge is attributed to a combination of global inventory shifts, structural shortages, and a dovish turn from the Federal Reserve [4] Group 2 - China's silver exports surged to 660 tons in October, marking a historical peak, while Shanghai Gold Exchange's inventory fell below 716 tons, the lowest since 2016 [5] - Concerns over potential tariffs have led traders to move silver and copper from Asian warehouses to the U.S. to lock in price premiums, resulting in a more than 40% drop in London copper inventories since late August [5] - Codelco, the world's largest copper producer, plans to increase its annual premium for copper shipments to China from $89 per ton to $350 per ton, reflecting heightened anxiety over raw material supply [5] Group 3 - Expectations for interest rate cuts have strengthened, with market bets on a 25 basis point cut by the Federal Open Market Committee in December rising to 80% [6] - The low interest rate environment reduces the opportunity cost of holding silver, leading to increased net long positions in ETFs and hedge funds, which have reached a four-year high [6] - The simultaneous decline in exchange inventories, Chinese social inventories, and bonded warehouses, combined with the expectation that new mining capacity in South America will not materialize until at least Q2 2025, is likely to amplify price volatility [7] Group 4 - Analysts expect London copper to challenge $12,000, while silver could reach $60 if it maintains above $57, indicating a potential new commodity supercycle [7] - The linkage between silver and copper prices is seen as a signal of a new phase in the commodity market, beyond the simple resonance between precious and industrial metals [7]
X @Bloomberg
Bloomberg· 2025-12-01 00:55
Copper rose in the US after hitting a record high on the London Metal Exchange on Friday, with supply tightness exacerbated by an hours-long halt to trading https://t.co/Ne6YyIOD3X ...
2026 前瞻_大宗商品展望-Year Ahead 2026_ Commodity Outlook
2025-12-01 00:49
Commodity Outlook Summary Industry Overview - The report focuses on the commodities sector, highlighting trends and forecasts for various commodities including precious metals, industrial metals, energy, and agricultural products [1][2][3][10]. Key Themes and Forecasts 1. **Strong Performance Expected in 2026** - Commodities are projected to have another strong performance year, with the ICE MLCX TR index up 6% year-to-date, driven by gains in precious and industrial metals [1]. - Global GDP is forecasted to expand by 3.3% in 2026, with inflation expected to remain sticky at 2.9% [1][10]. 2. **Gold and Silver Outlook** - Gold prices could potentially reach $5,000/oz due to central bank and investor buying, supported by fiscal and monetary policy uncertainty [6][10]. - Silver demand may face headwinds from solar PV technology, but overall, both metals are expected to benefit from geopolitical risks and inflation expectations [2][10]. 3. **Industrial Metals Demand** - Industrial metals are expected to remain tight, with copper and aluminum likely to benefit from supply disruptions and stockpiling [2][10]. - The report anticipates a deficit in copper due to limited mine projects and outages at major mines [41]. 4. **Energy Sector Dynamics** - Oil prices are expected to average $60/bbl for Brent and $57/bbl for WTI in 2026, with a surplus in the oil market due to excess supply from OPEC+ [10]. - Geopolitical risks, particularly from Venezuela and the Russia-Ukraine conflict, could tighten the oil market despite the overall bearish outlook [2][10]. 5. **Agricultural Commodities** - A bearish outlook is maintained for wheat and soybean meal, while soybean oil is expected to see substantial upside due to strong demand [2][10]. - Agricultural commodities are influenced by robust supply growth and subdued demand, particularly in the context of ongoing geopolitical tensions [2][10]. Additional Insights - **Strategic Inventory Accumulation** - Strategic inventory accumulation, particularly by China, is expected to continue, supporting both energy and metals markets despite overall demand and balance conditions [52][53]. - The report notes that stockpiling has been influenced more by trade policy than geopolitical strategy in the metals sector [53]. - **Diversification and Inflation Hedging** - Commodities are increasingly viewed as essential for diversification and inflation hedging in investment portfolios, especially under current macroeconomic conditions [3][10]. - The report suggests that commodities could provide a unique hedge to traditional 60/40 portfolios amid rising inflation and geopolitical risks [3][10]. - **Market Risks and Opportunities** - Upside risks for commodities include potential geopolitical shocks and renewed demand from sectors like AI and defense spending, which could support industrial metals [41][10]. - Conversely, downside risks stem from excess supply in energy markets and potential economic slowdowns affecting demand [2][10]. Conclusion - The commodities sector is poised for a strong performance in 2026, driven by various macroeconomic factors, strategic inventory accumulation, and ongoing geopolitical uncertainties. Investors are encouraged to consider commodities for diversification and as a hedge against inflation.
业界大佬:全球铜都在流向美国
Hua Er Jie Jian Wen· 2025-11-30 07:13
摩科瑞能源集团金属业务主管Kostas Bintas日前重申了对铜价的看涨预测,并发出警告称,随着大量金 属涌入美国市场,全球其他地区的铜库存面临进一步枯竭的风险。他将当前的局势形容为铜多头"一次 大好机会"。 据彭博报道,Bintas指出,利润丰厚的美国套利交易正在卷土重来,这将导致美国以外地区供应短缺, 推动铜价这种全球基准工业金属价格"只能上涨"。他强调,如果仅仅从数学角度审视当前趋势,市场供 应紧张和价格上涨将是唯一的答案,最终甚至连中国买家也不得不支付更高的溢价以确保供应。 为套取价差利润,交易员正将大量金属运至报价更高的美国市场,从而改变了市场动态。这种溢价在很 大程度上受到对未来关税政策持续不确定性的推动。尽管特朗普在今年早些时候暂时豁免了对精炼铜的 征税,但他表示将在2026年下半年重新审视这一决定,这促使市场再次加速囤货。 定价权转移:美国成最大铜消费国 Bintas坦言,他看涨的核心逻辑是由美国政策驱动的。摩科瑞金属和矿业研究主管Nick Snowdon指出, 目前全球最大铜消费国已转移至美国。 市场数据显示,纽约期货价格目前仍较伦敦基准价格存在大幅溢价。Mercuria预计,由于纽约市场 ...
X @The Economist
The Economist· 2025-11-29 10:40
The obscure metals were in the spotlight in 2025. In the coming year the West will need a new strategy to break its reliance on China https://t.co/WYtlESh9yw ...
Follow the leader: Silver's explosive rally reshaping the metals bull market
KITCO· 2025-11-28 22:46
Core Insights - The article discusses the current state of the financial sector, highlighting trends and potential impacts on investment opportunities [4]. Group 1: Financial Sector Overview - The financial sector has been experiencing significant changes, influenced by various economic factors and regulatory developments [4]. - There is a growing emphasis on digital transformation within financial institutions, which is reshaping service delivery and customer engagement [4]. Group 2: Investment Opportunities - Emerging technologies in finance, such as blockchain and AI, are creating new investment avenues and enhancing operational efficiencies [4]. - Companies that adapt to these technological advancements are likely to gain a competitive edge in the market [4].
Hastings Technology Metals Limited (HSRMF) Shareholder/Analyst Call - Slideshow (OTCMKTS:HSRMF) 2025-11-28
Seeking Alpha· 2025-11-28 06:31
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Sensex, Nifty jump 1% on global optimism, banks and metals lead broad market rally
BusinessLine· 2025-11-26 07:03
Market Overview - Domestic benchmark indices experienced a rally driven by strong global cues and improved investor sentiment, primarily due to rising expectations of a US Federal Reserve rate cut, which has enhanced risk appetite globally [1] - The Sensex rose by 850.49 points (1.01%) to 85,437.50, while the Nifty 50 increased by 272.40 points (1.05%) to 26,157.20, reflecting a mix of short-covering, sector rotation, and supportive technicals [2] Sector Performance - All sectoral indices showed positive movement, with banking and metal stocks leading the gains, while IT, realty, media, and oil & gas sectors also posted increases of over 1% [3][4] - The Nifty Bank index reached a record high of 59,515.30 during the session [3] Stock Performance - Top gainers in the Nifty 50 included JSW Steel, Adani Ports, HDFC Life, Bajaj Finance, Trent, and Bajaj Finserv, while Bharti Airtel was the only stock in negative territory [5] - Heavyweight stocks such as Reliance, MCX, Axis Bank, Canara Bank, and SBI reached their 52-week highs, indicating strong bullish activity [6] Midcap and Smallcap Indices - The midcap index saw gains led by HUDCO, SAIL, Paytm, Dixon Tech, and Suzlon, which rose by 3-4%, while some stocks like M&M Financial and Coromandel International faced declines [7] - In the smallcap segment, Natco Pharma and Reliance Power surged by 6-7%, while other stocks like MRPL and CreditAccess experienced declines of 1-3% [7]