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…
Commentary
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…
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…
Letter to editor: Block pro-Hamas demos, McEwen says
As an eighth generation Canadian and a proud Member of the Order of Canada, I am appalled by our city government in Toronto, and of…
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…
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….
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….
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…
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…
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…
Sigma Lithium’s Ana Cabral is our Mining Person of the Year
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…
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…