114 results found for: indonesia

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GM signs nickel offtake with Vale, showcasing Canada’s resource and supply chain potential – Richard Mills

2022.11.23 Ask yourself, “when is the best time to invest in nickel?” While you mull over that question here are five facts: Nickel is currently unloved. While nickel prices shot higher in…

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Walking dead US dollar – Richard Mills

2022.10.19 For more than a year, the US dollar has been gaining strength relative to other currencies, including the euro, yen, yuan and Canadian dollar. On Sept. 1 the US…

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Getting ahead of the precious metals and commodities rebound – Richard Mills

2022.10.14 This year has seen a correction in the gold price, commensurate with rising interest rates/ bond yields, and the spectre of more to come. The precious metal has also…

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The case for low-grade sulfide nickel deposits

2022.10.04 Nickel deposits come in two forms: sulfide or laterite. About 60% of the world’s known nickel resources are laterites, which tend to be in the southern hemisphere. The remaining…

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Strong hands buy at bottoms and sell at tops – Richard Mills

2022.09.28 Copper is one of the most important metals with more than 20 million tonnes consumed each year across a variety of industries, including building construction (wiring & piping,) power…

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Even the so-called experts are wrong about critical metals supply – Richard Mills

2022.09.21 The move away from fossil-fuel-powered vehicles to EVs run on batteries is happening in almost every country. Governments are spending billions on EV charging infrastructure and subsidies to incentivize…

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EV-makers connect with mining companies to ensure adequate supply of battery raw materials

2022.07.23 Recently, attention has turned to the shortfall of raw materials that is limiting the production of electric vehicles. Simon Moores, the influential CEO of Benchmark Minerals Intelligence, has said…

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The disconnect between demand destruction from interest rate hikes and demand creation from infrastructure spending

2022.06.29 Last week was a bad one for mining & metals. Amid fears of an industrial slowdown across major economies, the metals sector is on track for its biggest quarterly…

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The commodities bull market is just getting started

2022.06.23 Inflation is at a 40-year high, making commodities, which protect investments from rising prices and currency debasement, a good place to park your hard-earned cash. Some investors like to…

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ESG needs a rethink

2022.06.09 Last month, we reported that Tesla, the largest electric vehicle manufacturer, was removed from the S&P 500 ESG Index, due to claims of racial discrimination and crashes linked to its…

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Let them eat cake

2022.06.08 Dirt. We spit on it, kick it off our shoes, wash it from our pets. But in the end, what’s more important than soil needed to grow our food?…

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Renforth enhances value of Surimeau battery metals property with extension of Lalonde showing

2022.06.02 We all know Elon Musk just doesn’t shy away from blockbuster deals when it comes to realizing the wildest of his ambitions. No, we’re not talking about the Tesla…

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Why metals, energy and food prices will remain elevated

2022.05.31 With inflation in the US reaching its highest in 40 years, there is no better time to go “all in” on commodities, a well-known hedge against rising prices. Those…

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Stripped of its ESG credentials, Tesla continues to pursue dirty nickel in Indonesia

2022.05.20 As shareholders demand that companies place more emphasis on environmental, social and governance (ESG), the mining industry has had to overcome an often-checkered past regarding these issues. For many…

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MMT, emerging markets and the scramble for resources

2022.04.29 In our last article, we discussed a proposed new economic model for China, Modern Monetary Theory. MMT is not only a means for China to build a manufacturing base…

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China will be poster child for developing countries MMT

2022.04.27 Modern Monetary Theory, or MMT, posits that rather than obsessing about how large a country’s debt has grown, and the ongoing annual deficits that fuel debt, focus should instead…

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If it can’t be grown it must be mined – Part 2

2022.04.24 In our last article, ‘If it can’t be grown it must be mined’ (link) we looked at how mining is essential for maintaining our modern way of life, dramatically…

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Will the Fed raising interest rates cause a recession?

2022.04.22 A recession is what results when an economy stops growing. The National Bureau of Economic Research, the group entrusted to call the beginning and end dates of a recession,…

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Some say China isn’t driving the next commodity super-cycle. We beg to differ

2022.04.14  The new “commodities super-cycle” touted by many including Goldman Sachs, may be tied to the infrastructure deficits many countries need to try and reduce, along with the global threat…

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Climate change and the coming global reset

2022.03.16 It is 2050. Beyond the emissions reductions registered in 2015, no further efforts were made to control emissions. We are heading for a world that will be more than…

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Everything’s Broken

2022.03.14 The Arab Spring refers to a series of anti-government protests, uprisings and armed rebellions that spread across much of the Arab world in the early 2010s. Largely a response to corruption…

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Copper and nickel market updates

2022.03.11 Copper The global copper supply crisis is getting deeper with each passing day. Even disregarding the military crisis in Europe and the piling sanctions against Russia that have rocked…

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Nickel goes parabolic on historic LME short squeeze

2022.03.09 The war in Ukraine has lit a fire under commodities and none is hotter than nickel. As Russian forces continued to pummel Ukrainian cities, Tuesday, nickel trading was suspended…

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Could an emboldened China reveal the West’s dependence on the minerals it controls?

2022.03.03 In a previous article we discussed how a number of electrification metals are in play following Russia’s attack on Ukraine, including nickel, cobalt and palladium. Russia is the third…

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Electrification metals nickel, cobalt, palladium in play following Russian moves in Eastern Ukraine

2022.02.23 Weeks of failed diplomacy over a potential invasion of Ukraine resulted in Russia’s decision, over the weekend, to recognize the independence of two Russia-backed breakaway separatist areas in Eastern…

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Commodities are the place to be. Here’s why

2022.02.12 Commodities are considered one of the best places to park investment capital during inflationary periods. The reason is simple. As demand for goods and services rise, so do their…

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The paradox of going green

2022.02.05 We have come to terms that a global transition to clean energy is the way forward in our fight against climate change. But such “green transition” would not come…

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Renforth channel sampling returns up to 2% copper at Surimeau polymetallic asset in Quebec

2022.01.25 Renforth Resources’ (CSE:RFR, OTCQB:RFHRF, FSE:9RR) Surimeau project in Quebec hosts several target areas for industrial metals (nickel, copper, zinc, cobalt) located south of the Cadillac Break, a major regional…

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Palladium, and Palladium One, at the forefront of new hydrogen economy

2022.01.24 As the world transitions from fossil-fueled “ICEs” to battery-powered electric vehicles, the internal combustion engine is unlikely to be resigned to the scrap heap, just yet. Gasoline vehicles and…

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Palladium One is a ‘complete’ energy metal explorer; updated resource estimate expected in Q1

2022.01.12 By giving investors exposure to palladium and nickel, primarily, but also copper, cobalt and platinum, we at AOTH think Palladium One (TSXV:PDM, OTC:NKORF, FSE:7N11) ranks as one of the…

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Rushing headlong into electrification, the West is replacing one energy master with another

2022.01.07 The United States and its allies, such as Canada, the UK, the European Union, Australia, Japan and South Korea, face a dilemma when it comes to the global electrification…

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The world produces enough food, so why are so many going hungry?

2021.12.07 What does it mean to go hungry? The United Nations says hunger is when populations experience severe food insecurity, meaning they go for days without eating due to lack…

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Want to lower the price of an EV? Make batteries with metals sourced from North American mines

2021.11.17 Range anxiety and sticker shock are the two biggest hurdles to electric vehicles reaching price parity and eventually overtaking sales of traditional “ICE” vehicles fueled by gasoline or, increasingly…

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Bigger spending on EV batteries means more nickel has to be mined

2021.11.13 A story to follow over the next decade is how the clean energy transition would dictate the global markets. According to the latest Reuters analysis, automakers worldwide are planning…

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BC’s Golden Triangle is the West’s solution to its copper supply dilemma

2021.11.12 A lot of our recent focus has been on the copper market, and rightly so. Copper has become one of the main commodities leading the global energy transition. While…

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The Fed has lost control of inflation

2021.11.05 The US Federal Reserve has done what market participants widely expected it would do, on Wednesday approving plans to begin scaling back its bond-buying program this month, and end…

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Copper discovery cupboard bare

2021.11.04 Regarding all of the mined commodities, copper stands out as more bullish than the others, owing to tight supply conditions matched against explosive future demand. Copper’s widespread use in…

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Who owns the world’s future copper supply?

2021.11.03 Regarding all of the mined commodities, copper stands out as more bullish than the others, owing to tight supply conditions matched against explosive future demand. Copper’s widespread use in…

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Palladium One has the ‘decarbonization metals’ needed for future transportation

2021.10.09 Commodities are considered one of the best places to park investment capital during periods of rising inflation. The reason is simple. As inflation rises, commodity prices rise and miners…

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Renforth samples highest-grade nickel and copper yet at Surimeau, 1.9% Ni and 1.38 Cu

2021.10.05 The news from Renforth Resources (CSE:RFR, OTCQB:RFHRF, FSE:9RR) keeps getting better, with the Central Canada-focused company releasing a fresh set of assays from its Surimeau battery metals play in…

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Following the minerals

2021.09.15 “Nature abhors a vacuum” is a familiar maxim in science. It means that empty spaces are un-natural as they go against the laws of physics.  The saying could equally…

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Battle for nickel to power EV revolution takes center stage in Ontario’s emerging mining district

2021.08.26 Nickel, traditionally used to make stainless steel, is now taking center stage in the global push towards electrification. The metal is often used as cathode material in the lithium-ion…

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East eats wests copper breakfast, lunch and supper

2021.08.23 Commodities are considered one of the best places to park investment capital during periods of rising inflation. The reason is simple. As demand for goods and services rise, so…

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Why commodities? Why now?

2021.08.09 Where should a smart investor park their savings in this current market, where stocks are expensive and continued low interest rates make income-yielding investments a joke? In a word:…

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Why the Fed is wrong about inflation being ‘transitory’

2021.08.06 If rising food prices are ruining your appetite, you’re not alone. Costs of a number of grocery staples have been rising all year, including some that haven’t gone up…

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Nickel prices on a rip, as Palladium One expands Tyko and completes geophysical survey

2021.07.30 Palladium One continues to outline a high-grade nickel system at its Tyko Ni-Cu-PGE project in Ontario, where a second-phase drill program started in April and a recently announced expansion…

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Forward-looking metals and the companies we’re invested in

2021.07.27 While there is little we can do to prevent climate change — the Earth is going to continue to warm until it isn’t — we can do our part…

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Renforth encounters highest concentration of visible nickel to date from summer drilling at Victoria West

2021.07.24 Exciting drill results have become a norm for Renforth Resources Inc. (CSE: RFR) (OTCQB: RFHRF) (FSE: 9RR) as it continues to explore the areas surrounding the mineral-rich Cadillac Break…

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New set of priorities needed for unstoppable global warming

2021.07.20 Heads of state gathered on Dec. 12, 2015, for the 21st conference of the parties to the United Nations Framework Convention on Climate Change (UNFCCC). When the Paris agreement,…

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Undervalued Palladium One continues to impress, with high-grade assays from Tyko and open-pit potential at LK

2021.07.01 Palladium One Mining (TSXV:PDM, OTC:NKORF, FSE:7N11) is exploring for platinum group elements (PGEs) in north-central Finland, and for nickel, copper and PGEs on the shores of Lake Superior, in…

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For industrial metals exploration, it’s game on

2021.06.28 As countries continue to vaccinate their populations, and infections drop due to earlier lockdowns, travel restrictions and social distancing, economies are slowly re-opening, stoking demand for cars, electronics, clothing,…

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Electrification and decarbonization won’t happen without these 4 metals

2021.06.25 The new “green economy” rejects dirty sources of energy and transportation, namely coal, oil, and natural gas. Instead, it relies on carbon-friendly modes of transport and energy production, including…

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Palladium One drills into $1,300 rock at Tyko nickel-copper-PGE project in Ontario

2021.06.21 Palladium One continues to outline a high-grade nickel system at its Tyko Ni-Cu-PGE project in Ontario, where a second-phase drill program started in April. Notable for its high nickel tenor,…

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Lithium hydroxide and nickel sulfate producers will rule the EV battery roost

June 18, 2021 The lithium-ion battery has evolved over the years, incorporating new chemistries for different applications and increased performance. There are now six types of Li-ion chemistries, all of…

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Who got copper?

June 15, 2021 China’s Belt and Road Initiative (BRI), first proposed by President Xi Jinping in 2013, is a “belt” of overland corridors and a “road” of shipping lanes. The…

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‘Greenwashing’ is tainting the rush to electrification

2021.06.11 What’s the point of making supposedly “green” battery components when the refining process is so dirty? The mining industry may have achieved progress in recent years regarding environmental, social…

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‘Fully green’ Palladium One advancing sulfide nickel deposit in Ontario, palladium project in Finland

2021.06.08 There are two kinds of nickel deposits in the world, sulfides and laterites, but only nickel sulfides can be easily (and inexpensively) processed to create battery-grade nickel used in…

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The future of Canada’s nickel supply isn’t Indonesia

2021.06.04 China says it has found a way to make “green” nickel chemical for EV batteries from nickel laterite deposits in Indonesia that could help to alleviate the coming supply…

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The future of Canada’s nickel supply is NOT Indonesia

2021.06.02 China says it has found a way to make “green” nickel chemical for EV batteries from nickel laterite deposits in Indonesia that could help to alleviate the coming supply…

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Copper roars past $4.60 as resource nationalism grips market

2021.05.31 A number of happenings in the copper market conspired to elevate the spot price beyond $4.60 a pound on Thursday, confirming Ahead of the Herd’s suspicions that a new…

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‘Not hard to dig a hole’ anti-mining Democrats say

2021.05.27 Joe Biden’s position on mining has always been murky.  Publicly the veteran Senator turned US President says all the right things to show mine workers he is on their…

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Country risk: the best and worst places to mine

2021.05.23 Alongside management and location, country risk is one of the most important factors to consider in deciding whether to invest in a mining property. Resource nationalism is the tendency…

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Copper con

2021.05.21 If you needed upwards of 50 million tonnes of copper over the next five years, and had very little production of your own, what would you do? I’m thinking…

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Dark side of green

2021.05.07 In China’s Inner Mongolian city of Baotou, dozens of pipes churn out a torrent of thick black chemical waste that flows into an artificial lake filled with toxic sludge….

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Palladium One links sulfide conductors at Tyko, continues to intersect significant widths at Kaukua South

2021.05.05 The demand for “green” metals is pinned on bets that more aggressive climate pledges will accelerate the proliferation of solar panels, wind turbines and electric cars. Beyond electrification and…

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Tinka Resources: New tin discovery spells new heights for Ayawilca amid chronic supply squeeze

2021.05.02 Tin is traditionally used as a solder and for tin plating of other metals, but it has also become a key metal in new applications such as autonomous and…

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The case for green economy metals and the companies exploring for them

2021.04.27 The United States is back in the fold of countries pledging to reduce greenhouse gas emissions, and that is helping to drive demand for an assemblage of metals that…

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The mounting obstacles to battery/ energy metals supply parity

2021.04.11 In late January mining analysts Mike Kozak and Matthew O’Keefe of Cantor Fitzgerald wrote in a research note: “The adage of ‘if it can’t be grown it must be…

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Copper shortage narrative goes mainstream

2021.03.12 Mainstream media and the large mining companies are finally catching on to what we at AOTH have been saying for the past two years: the copper market is heading…

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Tinka Resources’ Ayawilca project stands to benefit from commodity boom, historic supply squeeze

21.02.27 Industrial metals are on an absolute tear with no signs of slowing down. Investors are betting on the global economy to inevitably recover from the pandemic, buoyed by massive…

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Renforth’s sulfide nickel play showing huge promise

2021.02.19 Nickel is an interesting metal to watch, considering the challenges that nickel mining companies face in ramping up production to meet skyrocketing demand for high-purity nickel required in electric…

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Nickel, graphite to benefit from explosive growth in battery storage market

2021.02.10 The challenges most countries are facing right now are daunting. Not only do they need to have a plan for recovering from covid-19, the supply chains that have been…

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Tin: an upcoming ‘green’ metal

2020.12.23 The next time you crack open a can of beer, you might want to think about tin. The silvery metal with a faint yellow hue goes into 25% of…

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Copper, the most critical metal

2020.12.02 In 2018, before the trade war between the US and China put the boots to copper demand, and covid-19 mine closures/ abandoned expansion plans crimped supply, we made a…

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Large potential nickel sulfide and VMS system identified in Quebec

2020.09.30 Some of the largest mines in Canada have been developed from volcanogenic massive sulfide (VMS) deposits. These deposits are extremely sought after for mining because they usually contain a…

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Miners snapping up gold properties left and right

2020.06.06 The sharp drop in equity markets owing to the coronavirus has triggered a buying opportunity for mining companies, eager to replenish their falling reserves during a time when sought-after…

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Is it time to expel China from the world community?

2020.04.14  “Today the House of Representatives has taken an historic step toward continued prosperity in America, reform in China, and peace in the world. . . it will open new…

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The coming supply crunch

2020.04.06 As I write and you read, the world economy is getting pummeled, one blow after another, by demand destruction, as economies grind to a screeching halt due to unprecedented…

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How a ‘Debt Jubilee’ + mining could be a path to coronavirus recovery

2020.03.17 Stock markets rebounded on Tuesday, after the White House announced further measures to help Americans and companies hurt by the coronavirus pandemic. The Trump Administration is reportedly considering sending…

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The DRC just turned the screws on cobalt supply

2020.02.12 The Democratic Republic of Congo (DRC) is finally doing something about cobalt mining, a sector whose reputation has been sullied by illegality, child labor, accusations of modern-day slavery, and…

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Copper market is a coiled spring

2020.02.09 As the third most-consumed metal on earth, behind iron and aluminum, copper is all around us. Found naturally in the earth’s crust, copper was among the first metals used…

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Copper-gold deposits to help gold miners overcome depletion dilemma

2020.02.01 Every fiscal quarter the World Gold Council puts out a wonderful little report on the gold market, that is made into an article by just about every mining news…

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EV predictions show strained metals supply

2020.01.28 One of the most prevalent current trends concerning mined commodities is the shift, driven by the effort to reduce our carbon footprint, is towards the electrification of the global…

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Max makes high-grade copper-silver discovery

2020.01.22 Good ol’ boots-on-the-ground prospecting by Max Resource (TSX-V:MXR) geologists has borne some sweet fruit in the form of a major discovery within its Cesar block of claims north of…

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Copper juniors gravitating towards new area play

2020.01.15 Area plays, where one company makes a discovery then other companies rush in to stake all around them, are at the very foundation of junior markets. Some noteworthy area…

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Will 2020 be junior mining’s year?

2020.01.04 Another year of covering commodities and select junior mining stocks is all but done and dusted. We’ve seen palladium prices more than double those of platinum, its sister metal,…

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Copper price drivers

2019.12.17 The copper price was holding steady at $2.79 per pound, Monday, just four cents shy of a seven-month high ($2.83/lb) reached Friday, on news of a partial trade deal…

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The next copper frontier

2019.12.07 Imagine a world without copper. Or a world in which copper is so rare, therefore so expensive, that products made with are beyond the reach of the average consumer….

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Inomin eyeing monster BC nickel sulphide deposits

2019.11.23 Canada has long enjoyed a reputation as one of the world’s leading nickel-mining nations. The base metal used in the production of stainless steel, and increasingly, in nickel-cobalt-aluminum (NCA)…

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Over-supplied lithium unlikely to happen to nickel

2019.11.13 An irrefutable truth right now is the global shift towards the electrification of the transportation system (cars, trucks, buses, trains) as governments, businesses and ordinary folk realize that reducing…

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Is China locking up Indonesian nickel?

2019.11.06 As it has done with cobalt, graphite and rare earths, China appears to be locking up the nickel market. Nickel’s top producer, Indonesia, in early September decided to accelerate…

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‘Power to the People’ and mining

2019.10.31 The 1960s and 70s were decades of incredible social upheaval. Fed up with wars, governments out of touch with their ideals, authority figures who didn’t get them, the “flower…

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‘Power to the People’ and mining

2019.10.31 The 1960s and 70s were decades of incredible social upheaval. Fed up with wars, governments out of touch with their ideals, authority figures who didn’t get them, the “flower…

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Copper noose tightening

2019.10.22 Copper prices surged to a one-month high on Monday, on potential supply disruptions owing to violent protests in Chile over a proposed law, now suspended, that would raise the…

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More smelters, scrap metal ban driving Chinese copper imports

2019.09.25 Despite evidence of a slowing economy, shipments of raw materials are gliding across Chinese docks at a torrid pace, especially metals, which form the backbone of China’s industrial supply…

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Wishing you were all mine

2019.09.21 The sun is up The sky is blue All I want to say to you Is that I wish your mine were mine Nickel prices are holding steady as…

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Dark horse nickel continues to gallop

2019.08.31 Indonesia is advancing a 2022 deadline for banning the export of mineral ores, including nickel, has prompted a massive surge in the price of the metal used mostly for…

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Cobalt to share EV battery duties with nickel

2019.07.25 In the spring of 2018 Tesla came out with a bold prediction: bringing the amount of cobalt used in their Model 3 battery cells down to zero. “Cells used…

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It’s not easy going green

2019.07.06 As Kermit the Frog used to say, “It’s not easy being green.”. Or to paraphrase the affable muppet slightly, it’s not easy going green. The modernization and electrification of…

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US prepares for Currency war

2019.06.27 The 1997 Asian Financial Crisis serves as a reminder of what happens when competing economies engage in a round of competitive currency devaluations. The crisis began after impressive growth…