Resource stocks ready for a comeback
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…
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…
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 been impressive — as reflected…
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 be planning for higher prices…
Today I want to draw your attention to the other side of the commodities market — food. The soft commodities are an important but overlooked investment theme. As we head…
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 been extremely bearish. In fact,…
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. Renewable energy (solar panels, wind…
Broken supply chains, geopolitical tensions, war, inflation, rising energy costs, food crisis, droughts, famine, depleting mines. Welcome to the 2020s! The age of abundance is dead. The patterns defining…
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 choice for his guide into…
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 mining business globally cannot be…
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 mean a repeat of the…
It’s a fact. The world can’t reach its collective low carbon ambitions without the acceleration of responsible mining projects that discover, develop, and produce minerals and metals critical to clean…
We’re entering a new era of sustainability disclosure. June saw the much-anticipated launch of the International Financial Reporting Standards (IFRS) Sustainability Disclosure Standards by the International Sustainability Standards Board (ISSB)….
By continuing to browse you agree to our use of cookies. To learn more, click more information
Dear user, please be aware that we use cookies to help users navigate our website content and to help us understand how we can improve the user experience. If you have ideas for how we can improve our services, we’d love to hear from you. Click here to email us. By continuing to browse you agree to our use of cookies. Please see our Privacy & Cookie Usage Policy to learn more.