From competitor to partner, AI joins forces with the explorers
If you’re a long-term reader of mine, you’ll know I’ve framed tech in a rather skeptical light. Perhaps unfairly. But when it comes to liquidity in the financial system, there’s…
Commentary
Why your board needs real ESG expertise
Last February, Norway’s sovereign wealth fund announced it would vote against re-electing the boards of 80 major companies including Apple, Microsoft, Nestlé, and Samsung because they failed to set or…
Iron ore boom of the 2000s repeating – this time with critical metals
A headline published in The Age back in July 2003 reads: “[Andrew] Forrest has a grand $1.2bn plan for tiny Perth mining company.” That company was called Allied Mining and…
Canada’s ambitious EV targets can’t be met without more support for mine supply
The Canadian government continues to forge ahead with new regulations for curbing and eventually ending sales of gas-powered vehicles. Canada’s Electric Vehicle Availability Standard published in mid-December calls for 100%…
Mining vs tech: the battle for speculative capital
Mining and tech are two high-risk, high-reward sectors with a diverse pool of small-cap stocks vying for investor interest. No doubt, tech has won the popularity contest over the last…
Breaking down Canada’s new Modern Slavery Act: Compliance tips for miners
It’s finally here; Canada’s Modern Slavery Act officially came into effect on Jan. 1. With long-awaited additional guidance on reporting obligations only released at the end of 2023 and mandatory…
A roadmap for green metals after a brutal 2023
Last year was a bloodbath for mining stocks tied to the green energy transition. But with markets rallying in the early part of 2024, ‘green miners’ continue to lag. Unfortunately,…
How miners can pass their ESG exams
As many miners will testify, there has been a rather burdensome focus on ESG data and disclosure in recent years. They must navigate multiple, and sometimes conflicting, disclosure frameworks accompanied…
Mining’s top 10 ESG trends for 2024
A range of sustainability and ESG forces will shape the business of mining in 2024, building on the trends of 2023, a year characterized by a surge in investor scrutiny,…
Does upside outweigh risks in copper-rich Chile?
Nationalization continues to be a hot topic in mining circles. As supply chains tighten and long-term demand drivers strengthen, resource-rich nations are looking to capture a greater share of their…
Analysis: Gold set for further record prices in 2024 and 2025
Gold prices have been setting annual records for the past three years. They are expected to set further records in 2024 and 2025, as the world struggles with a host…
Why prices will soon catch up with the commodity supply crunch
Today we’re unpacking the poorly understood world of commodity inventories. We’ll look at the critical role they play in maintaining market stability and why it could come unstuck in the…