What happened to graphite’s ‘lithium moment’?
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…
Opinion/Commentary
The view from England: Mining in just three words
In the past month the U.K. has celebrated two memorable anniversaries. We have marked the founding of the National Health Service (NHS) 75 years ago, and also our 650-year unbroken…
A low carbon future requires the acceleration of responsible mining projects, like those in BC
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…
A new era of ESG reporting: What miners need to know about the ISSB Standards
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)….
Is it time to buy deflated gold stocks?
It’s been a tough few weeks for the gold bulls. It was only two months ago they were screaming from the roof calling for a gold ‘break-out’ into all new…
How working with artisanal miners can reduce risk and generate value
Large-scale and artisanal-scale mining (ASM) are often at odds. Artisanal miners are frequently seen as squatters by large-scale companies, using land concessions without formal rights. Their presence also increases the…
Investors feast on Apple while juniors wait for their turn at the buffet
While tech giant Apple scaled new heights to reach over US$194 per share in late June, putting its market cap at an astonishing US$3 trillion, investors are finding junior miners…
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…
How miners are dealing with Canada’s extreme wildfire season
It seems that few parts of Canada will be spared from the unusually disruptive and destructive wildfire season now well under way. The blazes started in B.C. and Alberta in…
The view from England: Mining and the wealth of nations
It is disconcerting for one’s hero to be described as “comically absent-minded,” with “peculiar habits of speech” (including talking to himself) and a smile of “inexpressible benignity.” Nevertheless, a hero…
Expert insight: Lithium funding starts in the aquifer, says Zelandez
Securing investment for lithium brine projects rests on convincing investors of both the resource size and quality, and its strong net present value (NPV). Access to accurate and trustworthy data…
New Alternative Minimum Tax measures a death knell to junior finance
The recently announced changes to the Alternative Minimum Tax (AMT) calculation effective in 2024 have sent shockwaves through the finance industry, raising concerns about their impact on junior finance and…