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…
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…
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…
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…
Electric guzzling EV’s, trucks, trains and buses will soon move billions of people and cargo around this planet each day. So, what’s the best strategy to play this multi-decade investment…
One investing strategy in mining is to watch the insiders. By insiders, I mean the big players in the industry. That is, the directors of multi-billion-dollar companies, mining magnates and…
As an eighth generation Canadian and a proud Member of the Order of Canada, I am appalled by our city government in Toronto, and of those communities across our country…
It’s been a big month in mining circles, led by a surge in graphite stocks. As you might be aware, on Oct. 20, authorities in China announced export restrictions over…
Resource nationalism is not a new phenomenon, but it continues to pose investment risks for companies involved in mineral extraction projects in Africa and beyond. The recent conclusion of a…
Contrary to popular perception, the mining industry has been responding to what we like to call “ESG” concerns since the environmental movements of the 1970s. Even the acronym “ESG” (environmental,…
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 key role in neodymium magnet…
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 crystalline moment when they realized…
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 opening up colossal buying opportunities…
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