Why investors should make room for fertilizer stocks in their portfolios
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…
Commodities Markets
Should investors chase the AI boom higher or stock up on commodities?
With mining stocks taking a nosedive in 2023, some investors may be looking to exit their positions. However, the data I’m going to show you today, suggests we’re on the…
Have the bears finally got it right on China?
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,…
Headwinds mount in quest for stable copper supplies
In an era of energy transitions and economic shifts, global metal markets are at a juncture, influenced by volatility, surprise deficits, and geopolitical pressures. The copper market, often considered a…
Commodity investing the antidote to the Age of Scarcity
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…
Sigma makes first lithium shipment from Grota do Cirilo
Sigma Lithium (TSXV: SGML) has shipped its first product from the Grota do Cirilo lithium mine in Minas Gerais, Brazil. This Thursday, a ship is due to leave the Port of…
Slowing global trade will make fighting climate change harder, says BHP exec
Mega-miner BHP takes a longer view than most. The Melbourne-based company, with copper, iron ore, coal and nickel mines in Australia and South America, looks at broad global trends that…
China lights a fuse under the copper producers
Turn your mind back six months ago to January 2023. Markets were in a frenzy predicting enormous growth in Asia as China emerged from its three-year lockdown. Commodity stocks were…
Hudbay holds firm on Peru, even as focus turns to North America
Hudbay Minerals (TSX: HBM; NYSE: HBM) says it wants to maintain its long-term exposure to politically volatile Peru as its short-term focus turns, for the time being, to completing an…
Work to sideline Russia on nuclear fuel puts Cameco at centre stage
Cameco CEO Tim Gitzel first joined the company’s executive team in 2007 – the year that the uranium price peaked at a high of US$136 per lb., rising from less…
RANKED: The world’s longest-lived battery metals mines under construction
With growing demand for battery metals including nickel, lithium and graphite, The Northern Miner has teamed up with our data provider Mining Intelligence to rank the top battery metals projects…
Rio Tinto wants lithium assets, but not at current prices
Rio Tinto (NYSE: RIO; LSE: RIO; ASX: RIO) chief executive Jakob Stausholm says the company continues to be “very interested” in finding lithium projects to add to its portfolio, but…