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…
Opinion/Commentary
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,…
Which critical mineral will China ban next?
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…
Odds ‘n’ Sods: The isolation of field work can be lonely — and sobering
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…
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…
Presenting a refreshed version of TNM Classic
I’m very proud to present our first issue as a monthly publication. We have several new sections and features that I’d like to draw your attention to. First, our new…
Will technology curb demand for copper?
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…
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…
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…
TNM opens new chapter with rebirth as a monthly
After more than seven and a half years on a biweekly printing schedule, The Northern Miner’s print and digital editions will be moving to a monthly schedule as of October….