Which critical mineral will China ban next?
Virtually every stock tied to the rare earth group of elements (REE’s) are trading around multi-year lows. Investor outlook continues to wane despite the commodities…
Virtually every stock tied to the rare earth group of elements (REE’s) are trading around multi-year lows. Investor outlook continues to wane despite the commodities…
i·so·la·tion /ˌīsəˈlāSHən/ noun the process or fact of isolating or being isolated. “the isolation of older people” Every geologist has experienced extreme isolation at some point. That…
You’d be hard-pressed to find anyone who’s overtly bullish on commodities right now. But that’s exactly why you should be taking notice. Negative sentiment is…
Sigma Lithium‘s (TSXV: SGML; NASDAQ: SGML) advance from IPO in 2018 to first production at its Grota do Cirilo mine in Brazil this year has…
I’ve written extensively about the emerging opportunities for copper. Geopolitics, riots, water shortages, declining output, and lack of new discovery are all reasons you should…
Today I want to draw your attention to the other side of the commodities market — food. The soft commodities are an important but overlooked…
August is proving to be a difficult month for the mining sector. That’s being led by weak economic news on China. The narrative here has…
It’s an undeniable fact that the world needs more metals to deal with the effects of climate change and to achieve net zero by 2050….
Broken supply chains, geopolitical tensions, war, inflation, rising energy costs, food crisis, droughts, famine, depleting mines. Welcome to the 2020s! The age of abundance…
Professor J.R.R. Tolkien died 50 years ago, and we can learn from his hero in Lord of the Rings, Frodo Baggins, who made an expedient…
As the world’s largest metal consumer, the second largest economy in the world, and the largest funder of overseas metal projects, China’s impact on the…
Graphite has failed to deliver on its lithium moment that some analysts (myself, included) believed would materialize in 2023. When I say, ‘lithium moment,’ I…
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