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…
Commentary
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…
How miners can better manage community resettlement as demand for metals rises
It’s an undeniable fact that the world needs more metals to deal with the effects of climate change and to achieve net zero by 2050….
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…
Commentary: Like Frodo, we should embrace our enemy’s enemy
Professor J.R.R. Tolkien died 50 years ago, and we can learn from his hero in Lord of the Rings, Frodo Baggins, who made an expedient…
How chilly relations with China are playing out for Canada’s miners
As the world’s largest metal consumer, the second largest economy in the world, and the largest funder of overseas metal projects, China’s impact on the…
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…
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…
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…
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…
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….
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…