As majors thirst for copper, Filo bid premium seems awfully low
You might have seen the news: BHP (NYSE: BHP; LSE: BHP; ASX: BHP) has just made its next major copper grab. This time, it’s for the prized Filo del Sol…
Commentary
Best resource investing bets for a Trump or Harris win
Since the July 13 assassination attempt on Donald Trump in Pennsylvania, there’s been a proliferation of ‘Trump Trade’ ideas circulating across the media. Up until last week, a Trump re-election…
Will Guinea’s Simandou iron ore mine be the ‘Pilbara killer’?
Simandou, one of the world’s most significant iron ore developments, may soon challenge Australia’s Pilbara region as the world’s dominant producer of the steelmaking metal. Initially discovered in 1997,…
Opinion: Want more investors? Act local
The mining industry must boost its support of local communities if it’s ever going to attract enough investors for the world to meet climate-change fighting goals, a new survey and…
How critical minerals tie into the AI boom
Most investors don’t make a connection between tech and mining. But mining supplies the raw materials for the semiconductor industry, which is in the midst of a huge growth spurt. …
M&A activity shows we’re far from a market top in commodities
There’s a long-held fable within investing circles that surging M&A activity can (at times) signal a market top. So, how does that come about? Just like regular investors, major corporate…
More than minerals: Why mid-stream capacity is key to Canada’s industrial future
Canada boasts of its rich history and continued success in mining, metallurgical and chemical processing, advanced manufacturing, strong trade relations north-south and east-west, access to clean energy and its commitment…
Investors should heed growing supply after uranium’s recent runup
Uranium prices surged from just over US$50 per lb. in April 2023 to more than US$100 per lb. by January 2024. Since then, there has been a moderate pull-back; uranium…
The US must close an Inflation Reduction Act loophole that may benefit Indonesian nickel
The U.S. Inflation Reduction Act (IRA) established new incentives for “clean” electric vehicles (EVs) to source minerals from the United States and free trade agreement countries, like Australia and Canada….
Aluminum: the copper grid alternative
From the humble drink can to the airframe of an F-16 fighter jet, aluminum’s role in the global economy is diverse and critical. Like copper, aluminum is used in established…
Porphyry deposits hold winning trifecta of copper, gold and silver
Copper, gold and silver have been on a tear lately. Here’s the latest year to date performance for these three commodities: It’s this broad lift across different commodity classes (precious…
Trust deficit? What trust deficit?
For decades, some critics have felt at liberty to describe the mining sector as lacking public trust, but the reality doesn’t really conform with that accusation, at least in Canada. …