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2024.03.21 Until recently economists tended to treat energy inflation and food inflation as different entities. Russia’s attack on Ukraine and other factors put a laser-like focus on the relationship between…
2024.01.26 From 1950 to 1990, the biggest threat to the planet was not global warming, but nuclear war. The Soviet Union’s launch of Sputnik, the first satellite, spurred the United…
2023.12.21 China, the world leader in electric vehicles and battery production, is moving forward rapidly on its plans to electrify and decarbonize. President Xi Jinping in 2020 announced the country…
2023.11.26 China is already gobbling up copper and copper ore at an incredible rate, and now they want even more. I have no doubt China is deliberately tightening their grip…
2023.08.11 The markets for two of agriculture’s staple crops, rice and wheat, are under supply pressure, potentially putting millions that depend on the grains for sustenance at higher risk of…
2023.08.10 Global warming has raised the economic status and political importance of critical minerals, but with that also comes an increased risk of resource nationalism across the globe. Resource Nationalism…
2023.06.29 With the significant resources we have committed to renewable energy, you’d have imagined that by now there’d be meaningful improvements to our energy-related carbon emissions. Yet the latest industry…
2023.01.18 The United States’ reputation as a free-trading nation is under attack from forces inside the White House. The turn to protectionism under the Biden administration is a much quieter…
2022.12.08 Over the past year, relentlessly rising interest rates (because of the global fight on inflation), are putting pressure on borrowers, who are reportedly deeper in the red than ever…
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…
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…
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…
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…
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?…
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…
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…
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…
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…
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,…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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:…
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…
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,…
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…
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…
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…
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…
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…
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…