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,…
Opinion/Commentary
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…
2024 belongs to an offbeat pairing — uranium and gold
As demand for EV and base metals is expected to slow along with global growth in 2024, two very different metals are likely to stand out from the commodity pack:…
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…
2023’s key theme? Narrowed access to resources — whether mineral or cash
It’s December — time for our year in review. This year was notable for takeovers. Newmont paid US$21.2 billion for copper-rich gold miner Newcrest Mining; Glencore negotiated a US$8.9-billion deal…
The missing link toward net zero? The power grid
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…
Follow the money trail to critical metals
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…
IAA slapdown gives feds a chance to live up to rhetoric on critical minerals
“Accelerating activity in the critical minerals space is essential to meeting global clean energy needs and to building a prosperous economy that will thrive in our net-zero future. Simply put,…
As graphite surges, expect more critical metal shortages
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…
How juniors can benefit from investor-state dispute schemes
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…
Why junior explorers will emerge from the dust
No doubt 2023 has been a difficult year for the junior mining sector. Across the board we’ve seen small-cap explorers sell-down toward multi-year lows. A decade of underinvestment in new…
Five ‘good practices’ for integrating ESG in mining
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,…