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…
Opinion/Commentary
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….
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 been extremely bearish. In fact,…
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 is dead. The patterns defining…
Mexico’s disruptive shift on mining creates far-reaching concerns
Mexico’s mining industry faces a potential crisis after a new law this year radically changes how projects can be registered, approved and developed. Veteran Latin America investor Ross Beaty calls…
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 choice for his guide into…
What’s driving gold miners’ copper craze?
Gold miners have never been more bullish. But not on gold — on copper. The red metal is one of the driving forces behind Newmont’s takeover of copper-rich fellow gold…
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…