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4 stocks added to RBC's 'Global Mining Best Ideas' list

Mon, 07 Jul 2025 08:00:00 -0400

RBC Capital Markets added four stocks to its “Global Mining Best Ideas” list in the third quarter while removing two names, Vale (NYSE: VALE) and Hochschild.

The broker maintained its Overweight stance on base metals, precious metals, and uranium, citing supportive commodity fundamentals and attractive equity valuations.

The new additions to the list are Artemis Gold, Barrick (NYSE: B), Endeavour Mining, and Valterra Platinum. All four are rated Outperform at RBC, with analysts highlighting distinct catalysts and valuation upside across the group.

RBC described Artemis as “ramping up Blackwater to be a best-in-class standalone producing asset,” and sees further upside from potential

4 stocks added to RBC's 'Global Mining Best Ideas' list

Mon, 07 Jul 2025 08:00:00 -0400

RBC Capital Markets added four stocks to its “Global Mining Best Ideas” list in the third quarter while removing two names, Vale (NYSE: VALE) and Hochschild.

The broker maintained its Overweight stance on base metals, precious metals, and uranium, citing supportive commodity fundamentals and attractive equity valuations.

RBC described Artemis as “ramping up Blackwater to be a best-in-class standalone producing asset,” and sees further upside from potential

4 stocks added to RBC's 'Global Mining Best Ideas' list

Mon, 07 Jul 2025 08:00:00 -0400

RBC Capital Markets added four stocks to its “Global Mining Best Ideas” list in the third quarter while removing two names, Vale (NYSE: VALE) and Hochschild.

The broker maintained its Overweight stance on base metals, precious metals, and uranium, citing supportive commodity fundamentals and attractive equity valuations.

RBC described Artemis as “ramping up Blackwater to be a best-in-class standalone producing asset,” and sees further upside from potential

4 stocks added to RBC's 'Global Mining Best Ideas' list

Mon, 07 Jul 2025 08:00:00 -0400

RBC Capital Markets added four stocks to its “Global Mining Best Ideas” list in the third quarter while removing two names, Vale (NYSE: VALE) and Hochschild.

The broker maintained its Overweight stance on base metals, precious metals, and uranium, citing supportive commodity fundamentals and attractive equity valuations.

RBC described Artemis as “ramping up Blackwater to be a best-in-class standalone producing asset,” and sees further upside from potential

4 stocks added to RBC's 'Global Mining Best Ideas' list

Mon, 07 Jul 2025 08:00:00 -0400

RBC Capital Markets added four stocks to its “Global Mining Best Ideas” list in the third quarter while removing two names, Vale (NYSE: VALE) and Hochschild.

The broker maintained its Overweight stance on base metals, precious metals, and uranium, citing supportive commodity fundamentals and attractive equity valuations.

RBC described Artemis as “ramping up Blackwater to be a best-in-class standalone producing asset,” and sees further upside from potential

4 stocks added to RBC's 'Global Mining Best Ideas' list

Mon, 07 Jul 2025 08:00:00 -0400

RBC Capital Markets added four stocks to its “Global Mining Best Ideas” list in the third quarter while removing two names, Vale (NYSE: VALE) and Hochschild.

The broker maintained its Overweight stance on base metals, precious metals, and uranium, citing supportive commodity fundamentals and attractive equity valuations.

RBC described Artemis as “ramping up Blackwater to be a best-in-class standalone producing asset,” and sees further upside from potential

4 stocks added to RBC's 'Global Mining Best Ideas' list

Mon, 07 Jul 2025 08:00:00 -0400

RBC Capital Markets added four stocks to its “Global Mining Best Ideas” list in the third quarter while removing two names, Vale (NYSE: VALE) and Hochschild.

The broker maintained its Overweight stance on base metals, precious metals, and uranium, citing supportive commodity fundamentals and attractive equity valuations.

RBC described Artemis as “ramping up Blackwater to be a best-in-class standalone producing asset,” and sees further upside from potential

4 stocks added to RBC's 'Global Mining Best Ideas' list

Mon, 07 Jul 2025 08:00:00 -0400

RBC Capital Markets added four stocks to its “Global Mining Best Ideas” list in the third quarter while removing two names, Vale (NYSE: VALE) and Hochschild.

The broker maintained its Overweight stance on base metals, precious metals, and uranium, citing supportive commodity fundamentals and attractive equity valuations.

RBC described Artemis as “ramping up Blackwater to be a best-in-class standalone producing asset,” and sees further upside from potential

Make sure you buy this industrial metal: UBS

Sat, 28 Jun 2025 10:00:00 -0400

UBS analysts have in a note to clients recommended a metal to buy amid market uncertainty. They also discussed sector level growth, bouts of price weakness, and the divergence of performance at the individual metal level.

Copper is the metal of choice at UBS. Even though aluminium and zinc prices will likely go higher the firm is less convicted of this expectation.

Even though industrial metals are up on the sector level in the mid-single digits this year, when adjusted to account for the US dollar’s weakness, it is mostly in the negative territory, the analysts said.

There will be growth concerns holding

Make sure you buy this industrial metal: UBS

Sat, 28 Jun 2025 10:00:00 -0400

Copper is the metal of choice at UBS. Even though aluminium and zinc prices will likely go higher the firm is less convicted of this expectation.

There will be growth concerns holding

Make sure you buy this industrial metal: UBS

Sat, 28 Jun 2025 10:00:00 -0400

Copper is the metal of choice at UBS. Even though aluminium and zinc prices will likely go higher the firm is less convicted of this expectation.

There will be growth concerns holding

Make sure you buy this industrial metal: UBS

Sat, 28 Jun 2025 10:00:00 -0400

Copper is the metal of choice at UBS. Even though aluminium and zinc prices will likely go higher the firm is less convicted of this expectation.

There will be growth concerns holding

What are the 3 key drivers of metal demand in EV batteries?

Sat, 14 Jun 2025 15:00:00 -0400

In a note on the Global Metal & Mining sector, analysts at Bernstein SocGen discussed the divergence between China’s innovating and scaling EV market and the West’s slowing and increasingly costly one, highlighting three drivers of metal demand in EV batteries.

The divergence of China and the West in the global EV industry has implications for OEMs, suppliers, energy players, and investors.

While EV batteries do require lithium and nickel that are not required in other parts of a vehicle, copper and aluminium are required in batter and non-battery components like cables and body-in-white structures.

Non-battery metal demand for components is relatively easy

What are the 3 key drivers of metal demand in EV batteries?

Sat, 14 Jun 2025 15:00:00 -0400

The divergence of China and the West in the global EV industry has implications for OEMs, suppliers, energy players, and investors.

Non-battery metal demand for components is relatively easy

What are the 3 key drivers of metal demand in EV batteries?

Sat, 14 Jun 2025 15:00:00 -0400

The divergence of China and the West in the global EV industry has implications for OEMs, suppliers, energy players, and investors.

Non-battery metal demand for components is relatively easy

What are the 3 key drivers of metal demand in EV batteries?

Sat, 14 Jun 2025 15:00:00 -0400

The divergence of China and the West in the global EV industry has implications for OEMs, suppliers, energy players, and investors.

Non-battery metal demand for components is relatively easy

This was the best performing sector exiting last 3 recessions: JPMorgan

Wed, 09 Apr 2025 08:30:00 -0400

The European metals and mining sector has underperformed sharply since the announcement of new U.S. tariffs in early April, but JPMorgan believes history may be on its side.

In a Wednesday report, JPMorgan highlighted that mining was the best performing sector following each of the last three global recessions—2009, 2016 and 2020—delivering roughly 100% outperformance versus MSCI Europe in the twelve months after markets bottomed.

“Mining was top performing sector during recovery,” analysts led by Dominic O'Kane wrote, emphasizing how the sector typically began to rebound before the broader market and with steeper gains.

Each of those recoveries, analysts note, coincided

This was the best performing sector exiting last 3 recessions: JPMorgan

Wed, 09 Apr 2025 08:30:00 -0400

The European metals and mining sector has underperformed sharply since the announcement of new U.S. tariffs in early April, but JPMorgan believes history may be on its side.

“Mining was top performing sector during recovery,” analysts led by Dominic O'Kane wrote, emphasizing how the sector typically began to rebound before the broader market and with steeper gains.

Each of those recoveries, analysts note, coincided

JPMorgan cuts mining stocks after China stimulus

Thu, 10 Oct 2024 09:51:43 -0400

Investing.com -- JPMorgan has downgraded multiple metals and mining (M&M) stocks following China's recent stimulus efforts, suggesting that the expected impact of the policy measures may be more limited than initially hoped.

The move comes as industrial metal prices saw a brief 10% rally after China unveiled its most significant monetary policy loosening since 2015. However, JPMorgan analysts caution that despite this initial boost, the mining sector faces downside risks due to other factors, including potential trade disruptions from the upcoming U.S. elections in November.

As a result, JPMorgan analysts downgraded Anglo American PLC (LON:AAL) from Overweight

JPMorgan cuts mining stocks after China stimulus

Thu, 10 Oct 2024 09:51:43 -0400

As a result, JPMorgan analysts downgraded Anglo American PLC (LON:AAL) from Overweight

JPMorgan cuts mining stocks after China stimulus

Thu, 10 Oct 2024 09:51:43 -0400

As a result, JPMorgan analysts downgraded Anglo American PLC (LON:AAL) from Overweight

JPMorgan cuts mining stocks after China stimulus

Thu, 10 Oct 2024 09:51:43 -0400

As a result, JPMorgan analysts downgraded Anglo American PLC (LON:AAL) from Overweight

JPMorgan cuts mining stocks after China stimulus

Thu, 10 Oct 2024 09:51:43 -0400

As a result, JPMorgan analysts downgraded Anglo American PLC (LON:AAL) from Overweight

JPMorgan cuts mining stocks after China stimulus

Thu, 10 Oct 2024 09:51:43 -0400

As a result, JPMorgan analysts downgraded Anglo American PLC (LON:AAL) from Overweight

JPMorgan cuts mining stocks after China stimulus

Thu, 10 Oct 2024 09:51:43 -0400

As a result, JPMorgan analysts downgraded Anglo American PLC (LON:AAL) from Overweight