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King Copper Discovery Announces Private Placement
Globenewswire· 2026-01-08 13:00
VANCOUVER, British Columbia, Jan. 08, 2026 (GLOBE NEWSWIRE) -- King Copper Discovery Corp. (“King Copper”, or the “Company”; KCP-TSXV, TBXXF-OTCQB, 3RI0-FSE) is proposing to complete a non-brokered private placement financing of 25 million units at a price of 60 cents per unit for gross proceeds of up to $15-million, with each unit consisting of one common share and one share purchase warrant, exercisable at $0.98 for two years. All securities issued in connection with the financing will be subject to a sta ...
'Substantial Shortfall' in Copper Supply Widens as the Race for AI and Growing Defense Spending Add to Accelerating Demand, New S&P Global Study Finds
Prnewswire· 2026-01-08 12:00
核心观点 - 根据标普全球的研究,到2040年,全球铜需求将激增50%至4200万公吨,而供应侧面临挑战,预计将出现1000万公吨的供应缺口,这相当于届时预计需求的25%,构成对全球产业、技术进步和经济增长的“系统性风险” [1][2] 需求分析 - **总体需求增长**:全球电力需求到2040年预计增长近50%,为满足此需求,从现在到2040年每年需新增相当于约330座胡佛大坝或超过650座1吉瓦核反应堆的发电能力 [5] - **核心经济需求**:来自建筑、电器、内燃机汽车、交通、发电等领域的核心经济需求是最大组成部分,到2040年将达到2300万公吨,占全球需求的53% [6] - **能源转型需求**:来自电动汽车、电池储能、可再生能源发电、输配电以及发展中国家电气化的需求增长最快,同期将增加超过700万公吨,总量达到1570万公吨 [6] - **新兴需求向量**: - **人工智能与数据中心**:预计到2040年,所有数据中心的装机总容量将达到约550吉瓦,是2022年的5倍多 [7] - **国防支出**:由于国际紧张局势和新威胁的出现,全球国防支出到2040年可能翻倍至6万亿美元 [7] - 人工智能与数据中心需求以及国防需求这两个新兴向量各自预计到2040年将增长约两倍,合计带来400万公吨的额外需求 [7] - **潜在需求向量**:人形机器人被视为潜在的第五个需求向量,若到2040年有10亿台人形机器人投入运行,每年将需要约160万公吨铜,相当于当前铜需求的6% [7] 供应分析 - **供应峰值与缺口**:全球铜产量预计在2030年达到峰值3300万公吨,到2040年,若不做出重大调整,供应缺口将达1000万公公吨 [2] - **回收贡献有限**:尽管预计回收铜废料将从目前的400万公吨增加到2040年的1000万公吨,即增长超过一倍,但仍无法弥补巨大的供应缺口 [2] - **初级供应挑战**:要填补供应缺口,除增加回收外,到2040年还需要额外1000万公吨的“初级供应”(新矿开采)然而,若无重大投资,全球初级供应到2040年可能仅能生产2200万公吨,比目前还少100万公吨 [8] - **矿业面临障碍**:铜行业面临一系列挑战,包括矿石品位下降、能源和劳动力等成本上升、开采条件日益复杂困难、环境反对、漫长的司法审查以及来自投资者和政府的压力,一个新铜矿从发现到投产平均需要17年时间 [9] - **供应链集中风险**:约三分之二的采矿产量集中在六个国家,加工产能更为集中,仅中国就占据了约40%的总冶炼产能和66%的主要原料(铜精矿)进口量,这种集中度使全球供应和价格容易受到中断、政策冲击和复杂贸易壁垒的影响 [10] 战略重要性 - 铜被美国等多个国家认定为“关键金属”,因其是连接物理机械、数字智能、移动出行、基础设施、通信和安全系统的“连接动脉”,其未来可获得性具有战略重要性 [4] - 铜是电气化、数字化和安全的基石,每一座新建筑、每一行数字代码、每一兆瓦可再生能源、每一辆新车、每一个先进武器系统都依赖于这种金属 [11] - 确保更具韧性的全球铜体系需要多边合作和区域多元化,以匹配铜在人工智能时代作为电气化、数字化和安全关键环节的角色 [11]
Stocks Hover Near Record Highs on Mixed US Economic News
Yahoo Finance· 2026-01-07 16:21
The market’s focus this week will be on US economic news. On Thursday, Q3 nonfarm productivity is expected to climb by +4.7%, and unit labor costs are expected to rise by +0.3%. Also, initial weekly unemployment claims are expected to increase by 12,000 to 211,000. On Friday, Dec nonfarm payrolls are expected to increase by +59,000, and the Dec unemployment rate is expected to slip by -0.1 to 4.5%. Also, Dec average hourly earnings are expected to be up by 0.3% m/m and 3.6% y/y. In addition, Oct housing sta ...
Oroco Announces Upsize of Bought Deal Financing Led by Canaccord Genuity
Globenewswire· 2026-01-07 14:36
VANCOUVER, British Columbia, Jan. 07, 2026 (GLOBE NEWSWIRE) -- Oroco Resource Corp. (TSX-V: OCO, OTCQB: ORRCF) (the “Company” or “Oroco”) is pleased to announce that as a result of strong investor demand, the Company has amended its agreement with Canaccord Genuity Corp. (“Canaccord Genuity”), as lead underwriter and sole bookrunner, on behalf of a syndicate of underwriters (together, the “Underwriters”), to increase the size of its previously announced bought deal public offering to aggregate gross proceed ...
Oroco Announces Bought Deal Financing Led by Canaccord Genuity
Globenewswire· 2026-01-07 12:04
VANCOUVER, British Columbia, Jan. 07, 2026 (GLOBE NEWSWIRE) -- Oroco Resource Corp. (TSX-V: OCO, OTCQB: ORRCF) (the “Company” or “Oroco”) is pleased to announce that it has entered into an agreement with Canaccord Genuity Corp. (“Canaccord Genuity”), as lead underwriter and sole bookrunner, on behalf of a syndicate of underwriters (together, the “Underwriters”), pursuant to which the Underwriters have agreed to purchase, on a bought deal basis, 39,474,000 units of the Company (the “Units”) at a price of C$0 ...
Copper Mining ETF (COPX) Hits a New 52-Week High
ZACKS· 2026-01-07 12:00
基金表现与近期势头 - Global X铜矿商ETF(COPX)价格创下52周新高 较其52周低点每股30.77美元上涨150.1% [1] - 该基金近期的加权阿尔法值为正114.90 暗示短期内可能进一步上涨 [4] 基金产品概况 - 该ETF追踪Solactive全球铜矿商总回报指数 旨在反映铜矿行业的表现 [2] - 其投资组合包含全球范围内从事铜矿开采、精炼或勘探等业务的公司 [2] - 该基金年管理费为65个基点 年化收益率为2.63% [2] 铜价与行业驱动因素 - 铜价飙升 因市场担忧美国可能加征进口关税 导致金属抢运至美国 [3] - 美国库存增加、主要矿山供应中断以及多年投资不足导致全球供应紧张 [3] - 能源转型用途的强劲需求以及更广泛的金属涨势为铜价上涨增添了动力 [3]
Agnico, Aya and Gunnison lead MDC December rankings
MINING.COM· 2026-01-06 15:29
>>Before you read about our December winners, add your voice to January’s benchmark. Vote Now – It takes 60 seconds<< Agnico Eagle, Aya Gold & Silver and Gunnison Copper led the December Global Mining Power Rankings as investor sentiment, firmer commodity prices and clear 2025 execution separated winners from peers.The December rankings highlight companies viewed by investors, analysts and industry insiders as delivering operational consistency, financial momentum and strategic progress across market capita ...
Element 29 Receives DIA Environmental Certification Advancing New Drilling Permit Application at Elida Porphyry Cu-Mo-Ag Deposit, Perú
TMX Newsfile· 2026-01-06 13:00
Vancouver, British Columbia--(Newsfile Corp. - January 6, 2026) - Element 29 Resources Inc. (TSXV: ECU) (OTCQB: EMTRF) (BVL: ECU) ("Element 29" or the "Company") is pleased to announce that it has received environmental certification under a Declaración de Impacto Ambiental ("DIA") from the Perúvian Ministerio de Energía y Minas ("MINEM"), marking a significant milestone in the Company's application for a new Programa de Inicio de Actividades ("PIA") drilling permit at its Elida Porphyry Copper ("Cu") - Mo ...
McEwen Inc. and Canadian Gold Corp. Announce Closing of Arrangement
Globenewswire· 2026-01-06 11:00
TORONTO and FLIN FLON, Manitoba, Jan. 06, 2026 (GLOBE NEWSWIRE) -- McEwen Inc. (“McEwen”) (NYSE/TSX:MUX) and Canadian Gold Corp. (“Canadian Gold”) (TSX-V:CGC) are pleased to announce the completion of the previously announced business combination between McEwen and Canadian Gold by way of statutory plan of arrangement (the “Arrangement”). Shareholders of Canadian Gold approved the Arrangement on December 5, 2025 and a final order approving the Arrangement was issued by the British Columbia Supreme Court on ...
McEwen Inc. and Canadian Gold Corp. Announce Closing of Arrangement
Globenewswire· 2026-01-06 11:00
TORONTO and FLIN FLON, Manitoba, Jan. 06, 2026 (GLOBE NEWSWIRE) -- McEwen Inc. (“McEwen”) (NYSE/TSX:MUX) and Canadian Gold Corp. (“Canadian Gold”) (TSX-V:CGC) are pleased to announce the completion of the previously announced business combination between McEwen and Canadian Gold by way of statutory plan of arrangement (the “Arrangement”). Shareholders of Canadian Gold approved the Arrangement on December 5, 2025 and a final order approving the Arrangement was issued by the British Columbia Supreme Court on ...