Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canada’s natural resource sector remains the central engine of the domestic equity market, exerting substantial influence over the direction of the S&P/TSX Composite Index. Over recent weeks, conventional resource equities have traded…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canada’s resources sector opens the fourth quarter of 2026 having delivered one of the most volatile three-month periods in recent memory. The S&P/TSX Composite shed 2.1% in September — breaking its five-month…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context The Canadian resources sector enters September 16’s Federal Reserve rate decision day carrying the scars of Tuesday’s severe gold correction and the analytical opportunity of Ivanhoe Mines’ raised copper production guidance, against…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canada’s resource sector is delivering two simultaneous narratives in September that are as analytically distinct as they are financially important. The first is the copper discovery story — centred on Ivanhoe Mines’…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian resources stocks delivered a genuinely divergent session Monday, with gold holding firm near recent highs even as oil prices retreated, illustrating how differently these two commodities are currently responding to overlapping…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canada’s resource sector entered the final trading week of May 2026 riding one of its most remarkable multi-month rallies in recent memory. Canadian energy stocks have surged in 2026 as higher oil…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian resource stocks have entered 2026 riding a powerful tailwind that few analysts predicted at the start of the year. West Texas Intermediate crude, which began the year near US$57 per barrel,…
Market Context Canada’s energy sector entered the week in an unusually bifurcated position — rising commodity prices on one side, a deteriorating macro backdrop on the other. The S&P/TSX Composite fell sharply late in the week, sliding nearly 2% and trading below 34,000, as a global bond market selloff rattled risk sentiment across virtually every…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context The Canadian energy resource sector is operating in one of the most favourable macro environments it has seen in years. The S&P/TSX Capped Energy Index has surged approximately 43.2 per cent in…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canada’s resource sector is unlike any other in the world for TSX investors. Mining stocks represent the backbone of the Venture exchange and a significant pillar of the main composite index, covering…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canada’s resource sector sits at the epicentre of the most consequential geopolitical event to affect global energy markets in years. The US-Iran conflict, which began in late February 2026, has effectively shut…
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canada’s resource sector entered May under dual pressure — a pullback in crude oil prices and a wave of quarterly earnings that left several heavyweights below analyst expectations. The sector’s outsized influence…
Canadian gold mining stocks experienced a divergent week, with NovaGold Resources (TSX: NG) dropping 6.1% and Equinox Gold (TSX: EQX) falling 5.3% amid renewed ceasefire uncertainty and a weekly pullback in bullion prices. At the same time, senior producers Barrick Mining (TSX: ABX) added 2% and Agnico Eagle Mines (TSX: AEM) gained 0.3% on Friday,…
Agnico Eagle Mines (TSX: AEM) made one of its most aggressive expansion moves in years this week, announcing a plan to consolidate Finland’s Central Lapland Greenstone Belt through a trio of acquisitions — most notably the takeover of Rupert Resources for approximately C$2.9 billion. The deal, which also includes the acquisition of Aurion Resources for…
Teck Resources Limited (TSX: TECK.A and TECK.B) reported first-quarter 2026 results on Thursday that significantly exceeded consensus forecasts. The company posted adjusted earnings of $1.75 per share on revenue of $3.93 billion, beating analyst estimates of $1.14 per share and $3.09 billion respectively. Adjusted EBITDA reached $2.1 billion for the quarter — a 125% increase…
