News

Barrick’s proposed Pen Gold program gives GFG holders a survey and sampling timetable, with diamond drilling tentatively planned for late 2027.

Brent falls to around US$110 as traders weigh Iran talks. We test what cheaper crude could change for producers' cash flow and miners' fuel bills.

EIA reports an 80 Bcf build and a slightly wider seasonal surplus. South Central's remaining deficit keeps winter price risk in view.

Agnico Eagle keeps its annual outlook as Q3 cash funds growth and shareholder returns, with production near the low end and costs near the high end.

Bunker Hill clears its shareholder vote and completes facility drawdowns, while closing approvals and the year-end production target remain ahead.

The Fed will retain eight annual meetings, but reserve time for strategy from autumn 2027. Gold holders face fewer scheduled rate decisions.

Freeport is revisiting higher molybdenum output in Colorado. For FCX holders, the potential cash contribution still needs a budget and schedule.

Bessent's cumulative jobs totals match BLS data, but the latest hiring pace and revisions give gold and bond holders a different Fed test.

Freeport's Q3 results put annual copper sales below July's outlook, while higher expected cash flow comes with a larger capital spending bill.

BofA's Anglo American valuation assumes the Teck merger proceeds. We weigh the copper opportunity against approval and operating risks.