Articles

June 20, 2024

The mad scramble for copper – Richard Mills

2024.06.20 In 2017, the Chilean government approved a $2.5 billion expansion of BHP’s […]
June 19, 2024

More central banks to increase gold reserves within 12 months

From Mining.com More central banks plan to add to their gold reserves within […]
June 19, 2024

The Global Implications of EU Tariffs on Chinese EVs

By SHANG-JIN WEI – Project Syndicate The investigators sent requests for cooperation to […]
June 19, 2024

Canada Can’t Meet Goal of 100% EV Sales by 2035

By Monique Mulima – Bloomberg EVs are more expensive, batteries fade faster in cold […]
June 19, 2024

Why a Dow Peak Will Boost Silver

By Hubert Moolman During the Great Depression, both silver (1931) and the Dow […]
June 18, 2024

The Deadly Mining Complex Powering the EV Revolution

By Matthew Campbell and Annie Lee – Bloomberg Extensive review of Chinese, Indonesian, […]
June 17, 2024

5 reasons why we are entering the next copper super cycle – Richard Mills

204.06.15 A “commodity super cycle” is a period of consistent price increases lasting […]
June 17, 2024

Cooler inflation backs case for rate cuts, lower dollar and higher copper, silver and gold prices – Richard Mills

2024.06.14 Metals skidded lower on Wednesday, in reaction to a more hawkish-than-expected US […]
June 17, 2024

MAX Resource: Why a joint venture at Cesar with Freeport? Why DSO iron ore? – Richard Mills

2024.06.13 When a junior resource company’s project becomes too big or too expensive […]
June 17, 2024

The U.S. Drops Out of Global Competitiveness Top 10

By Felix Richter – Statista Social cohesion, adaptability and agility are qualities the […]
June 17, 2024

Canada Blocks Chinese Rare Earths Deal in Trudeau-Led Crackdown

By Jacob Lorinc – Bloomberg The small Australian firm, which mines rare earths in […]
June 17, 2024

Nuclear Weapon Spending on the Rise

By Martin Armstrong – Statista Global spending on nuclear weapons rose by 13.4 […]
June 16, 2024

Vitamin D

By Mandy Taheri – Newsweek Researchers at Japan’s Osaka University published a new study […]
June 16, 2024

China has become a scientific superpower

From The Economist In 2019 The Economist surveyed the research landscape in the country and asked […]
June 16, 2024

Creating a throw-away culture: How companies ingrained plastics in modern life

By Michael Copley – npr Just for a minute, think about how much of […]
June 16, 2024

Deadly and Wildly Profitable, Uranium Fever Breaks Out

By Geoffrey Morgan and Jacob Lorinc – Bloomberg After the 2011 Fukushima disaster nuclear energy was […]
June 15, 2024

The US Needs More Nukes. Biden Finally Gets That

By Hal Brands – Bloomberg President Joe Biden has compiled, over the past four […]
June 15, 2024

Fed Holds Steady, Cuts Back on Expected Cuts

By Felix Richter – Statista As has been widely expected after the latest […]
June 15, 2024

Services are big, and that one-month outlier was massive, and it drove down Core CPI and overall CPI.

By Wolf Richter –  WOLF STREET The Consumer Price Index for May, on a month-to-month […]
June 14, 2024

Mineral Resources vs. Mineral Reserves: Key Mining Terms for Investors to Know

By Dean Belder – Investing News Investing in the mining industry comes with […]
June 14, 2024

A New Copper Supercycle Is Emerging

By Paul Wong and Jacob White – Sprott
June 14, 2024

Ten Classic American Brands Owned by Foreign Companies

By Pallavi Rao – Visual Capitalist Popular brands have an intangible effect on […]
June 12, 2024

Charted: America’s Shift to a Cashless Society

By Marcus Lu – Visual Capitalist A cashless society is one in which […]
June 12, 2024

Silver Price Forecast: Time-Based Targets

By Hubert Moolman Previously, I presented the following long-term silver chart (only closing […]
June 12, 2024

The Six Choke Points That Can Upend Global Trade

By Alaric Nightingale – Bloomberg Drone and missile attacks by Yemen’s Houthi militants on […]
June 11, 2024

While G1’s CEO meets with US President Biden graphite elevated to equal rare earths critical mineral status- Richard Mills

2024.06.10 Anthony Huston, the CEO of Graphite One (TSXV:GPH, OTCQX:GPHOF), was at the […]
June 11, 2024

Gold & Oil: Understanding Rather than Fearing Change

By Matthew Piepenburg – Von Greyerz Gold There is much legitimate (as well as […]
June 11, 2024

Biden’s New Tariffs Should Raise Alarm Bells in Beijing

By Agathe Demarais – FP Live On May 14, Washington slapped new tariffs on China in […]
June 11, 2024

Mine capacity of copper worldwide from 2010 to 2023

By Madhumitha Jaganmohan – Statista In 2021, the global mine capacity of copper […]
June 11, 2024

Gold is getting harder to find as miners struggle to excavate more, World Gold Council says

By Lee Ying Shan – CNBC The gold mining industry is struggling to […]
June 10, 2024

Existing fossil fuel projects enough to meet energy demands while world transitions to net zero

From Mining.com Researchers at the University College London and the International Institute for […]
June 8, 2024

Merchants of Death & Destruction – Richard Mills

2024.06.07 When Israel bombed a refugee camp in Gaza on the premise that […]
June 8, 2024

Gold Summer Doldrums ‘24

By Adam Hamilton, CPA Gold, silver, and their miners’ stocks suffer their weakest […]
June 8, 2024

America’s War Machine Can’t Make Basic Artillery Fast Enough

From Bloomberg The Pentagon focused on high-tech weapons after the Soviet Union fell, […]
June 7, 2024

The World’s Biggest Miners

By Anna Fleck – Statitsta China was the world’s biggest extractor of domestic […]
June 7, 2024

Comparing the Economies of U.S. and China in 3 Key Metrics

By Marcus Lu – Visual Capitalist In this graphic, we provide insight into […]
June 7, 2024

Bank of Canada Cuts by 25 basis points, to 4.75% as Economy and Inflation Slowed. QT Continues

By Wolf Richter – Wolf Street “With continued evidence that underlying inflation is […]
June 7, 2024

Visualizing Raw Steel Production in 2023

By Marcus Lu – Elemenets Steel is essential for the economy due to its […]
June 5, 2024

Storm Exploration: BIF gold in Ontario – Richard Mills

2024.06.05 In November, the Musselwhite mine in northern Ontario poured its 8,000th gold […]
June 5, 2024

Gold, Silver and Crypto | How Charts Look Before A Dollar Meltdown

By Hubert Moolman The US dollar is on the brink of a major […]
June 5, 2024

Is America’s economy heading for a consumer crunch?

From The Economist Nothing has been able to stop American consumers. At first they splashed […]
June 5, 2024

Traders Gird for Weaker Canadian Dollar as First Rate Cut Eyed

By Nazmul Ahasan and Robert Fullem – Bloomberg The market is pricing in around an 80% […]
June 4, 2024

Max Resource’s Inks Earn-In Deal With Freeport-McMoRan – Richard Mills

2024.06.04 For many juniors, the goal is to find a deposit that’s good […]
June 4, 2024

China’s Economy Cannot Export Its Problems Away

By ALICIA GARCÍA-HERRERO and ALESSIO TERZI – Project Syndicate China continues to treat only the […]
June 3, 2024

Silver North: the next pure silver play – Richard Mills

2024.05.29 The white metal is red-hot, moving from $21.29/oz on Jan. 2, to […]
June 3, 2024

Kodiak Copper – Right people, right project, right location, right time – Richard Mills

2024-05-28 Mineral exploration is as much a collection of data as a hunt […]
June 3, 2024

Graphite One could benefit from tariff hike on Chinese EVs, battery parts – Richard Mills

2024.05.29 North American graphite producers got a boost earlier this month, with President […]
June 3, 2024

EGR to drill Detour West as financing for juniors picks up – Richard Mills

2024.05.26 The metals rally took a breather this week, with gold, silver and […]
June 3, 2024

Graphite One CEO and President, Anthony Huston, Invited by President Biden to White House Investment and Job Creation Session; White House Sets 25% Tariff on Chinese Graphite

May 15, 2024 CEO to President Biden:  “Projects like Graphite One’s are important […]
June 3, 2024

Mapped: The World’s Largest Armies in 2024

By Bruno Venditti – Visual Capitalist Despite being considered the biggest military force in […]
June 3, 2024
A psychedelic renaissance

Magic Mushrooms Get Canadian Export License in Psychedelic Race

By Thomas Seal – Bloomberg Canada has licensed a startup to export psychedelics to […]
June 3, 2024
Planet earth f

Earliest-known galaxy, spotted by Webb telescope, is a beacon to cosmic dawn

By Will Dunham – Reuters NASA’s James Webb Space Telescope has spotted the earliest-known […]
June 3, 2024

Copper leader Chile posts worst monthly output in over a year

From Mining.com Chile registered its lowest month of copper production in more than […]
June 2, 2024

Spiking Interest Payments on the Ballooning US Government Debt v. Tax Receipts and Inflation

By Wolf Richter – Wolf Street Tax receipts by the federal government in 2024 […]
June 2, 2024

Germany’s Scholz Lauds VW’s Move Into Cheap EVs As ‘Very Good’

By Petra Sorge – Bloomberg German Chancellor Olaf Scholz praised the move by Volkswagen […]
June 2, 2024

High-capacity iron-based cathodes for EV batteries are now a reality

From Mining.com Researchers at Canada’s McGill University published a couple of studies that […]
June 2, 2024

Gravity between Mars and Earth drives climate and currents

By Dave Adalian – Earth Sky
June 2, 2024

In Northwest Alaska, an economic engine runs low on ore

By NATHANIEL HERZ – Alaska Beacon Red Dog mine has sustained hundreds of jobs […]
June 1, 2024

Cold, rainy weather likely won’t prevent droughts in Western Canada – Richard Mills

2024.05.30 Cooler temperatures and rain over the past two weeks are a welcome […]
June 1, 2024

Commodities Have ‘Never, Ever’ Been More Undervalued Than Today

From Goehring & Rozencwajg  Leigh Goehring, Managing Partner at G&R and a seasoned […]
June 1, 2024

The King Crab Kings

By Andrew S. Lewis – Bloomberg Its claws were exceptionally muscular, its six […]
June 1, 2024

Mining Is Mired in Regulatory Delays. That’s Now a Climate Problem.

By Simon Lomax, Greg Clough and Morgan Bazilian – Barron’s At a fundamental level, the energy transition […]
May 31, 2024

Gold Stocks Catching Up

By Adam Hamilton After getting off to a slow start in this upleg, […]
May 30, 2024

Traders Are Bracing for a Record-Smashing Summer That Will Shake Up Commodities

From Bloomberg Odds are growing that 2024 will become the hottest year in […]
May 28, 2024

The Slowdown in US Electric Vehicle Sales Looks More Like a Blip

By Tom Randall – Bloomberg For every sign of an EV slowdown, another suggests […]
May 28, 2024

China’s Cheap EVs Aren’t a Threat to Tesla, Ford, and GM. Here’s What Is.

By Al Root – Barron’s BYD’s Seagull doesn’t look all that threatening. It’s a […]
May 27, 2024

Billionaire Investor Sells Big Tech And Buys Gold Miners: GDX Implications

From Seeking Alpha Why are these investors – particularly Druckenmiller – pouring so […]
May 27, 2024

Would Returning to the Gold Standard Resolve Our Most Pressing Monetary Problems?

By Charles Hugh Smith – of two minds Money in all its forms […]
May 27, 2024

Baby-boomers are loaded. Why are they so stingy?

From The Economist Baby-boomers were born between 1946 and 1964—and are the luckiest generation […]
May 26, 2024

What History Reveals About Interest Rate Cuts

By Julia Wendling – Visual Capitalist The Federal Reserve has overseen seven cycles […]
May 26, 2024

The Great Exhaustion

By Jonathan Ore –  CBC The Great Exhaustion is a new term coined by […]
May 25, 2024

Ranked: The World’s Largest Lithium Producers in 2023

By Bruno Venditti – Visual Capitalist Three countries—Australia, Chile, and China—accounted for 88% of lithium production […]
May 25, 2024

Favorite Recession Indicator shows next recession keeps moving further out

By Wolf Richter for WOLF STREET This is kind of funny. Initial claims for unemployment insurance […]
May 24, 2024

US Business Activity Expands Most in Two Years, Prices Pick Up

By Vince Golle – Bloomberg The S&P Global flash May composite purchasing managers index advanced by […]
May 23, 2024

The Copper Bull: Speculation vs. Fundamentals

From Schiff Gold Copper has gone mad: Liquidated shorts from a flood of […]
May 23, 2024

The Start of De-Dollarization: China’s Gradual Move Away from the USD

By Julia Wendling – Visual Capitalist Since 2010, the majority of China’s cross-border […]
May 23, 2024

Bonds’ Decades-Long Lead Over Gold Vanishes as Debt Worries Grow

By Ye Xie and Yvonne Yue Li – Bloomberg Investors traditionally flocked to US debt as […]
May 23, 2024

Silver eyes $50? TD Securities predicts major breakout after $31 support holds

By Neils Christensen – Kitco News The silver market is holding initial support […]
May 22, 2024

Can the rich world escape its baby crisis?

From The Economist Almost every rich country is considering increasing its pro-natal efforts, […]
May 22, 2024

AI Data Centers And EVs Create Incredible Opportunities

By Michael Lebowitz – Real Investment Advice Some winners from the artificial intelligence […]
May 22, 2024

Six new large mines need to come online annually by 2050 to meet global copper demand

From Mining.com The paper, published by the International Energy Forum, examined 120 years […]
May 22, 2024

Copper Mining and Vehicle Electrification

From International Energy Forum Just to meet business-as-usual trends, 115% more copper must […]
May 21, 2024

Gold, copper hit records, silver nears 12-year high as metals rally continues

By Ines Ferré – Yahoo Finance “In the macro, the big picture, though, […]
May 21, 2024

Don’t Believe the AI Hype

By DARON ACEMOGLU – Project Syndicate If you listen to tech industry leaders, […]
May 20, 2024

Gold Rises as the Financial Backdrop Mellows

By John Stepek – Bloomberg A number of things strike me as interesting about […]
May 20, 2024

Copper price hits record above $11,000 on bets that shortage looms

from Mining.com Copper surged to its highest-ever level, extending a months-long rally driven […]
May 20, 2024

Silver Price Forecast: Trumpeting the Jubilee | Sovereign Debt Defaults

By Hubert Moolman Over the last 125 years, the silver chart has formed […]
May 19, 2024

US runs out of copper – Richard Mills

2024-05-19 AOTH has been warning for 2 years this was going to happen […]
May 19, 2024

The solar storm knocked out GPS equipment on farms – and it could happen again

By Sheena Goodyear – CBC GPS, or satellite-based navigation, has become standard in […]
May 19, 2024

US ban on Russian uranium could backfire

By Judith Perera US President  Joe Biden has now signed into law HR […]
May 19, 2024

The world has a critical minerals problem

By Andrew Freedman – Axios The IEA examines the nitty gritty details of […]
May 19, 2024

Canada Is Looking at EV Tariff Policy After Biden’s Move Against China

By Brian Platt – Bloomberg Canada is examining whether it needs to raise tariffs […]
May 18, 2024

The Push for Made-in-America Batteries Comes With Its Own Risks

By Cullen Hendrix – Barrons It is one thing to aspire to a “Made […]
May 18, 2024

Jeff Currie Says Copper Is the Best Trade He’s Seen in His Career

By Joe Weisenthal and Tracy Alloway – Bloomberg Making the power sector fit for the twenty-first […]
May 18, 2024

Hot commodity silver sets pace as demand and deficit drive rally

From Mining.com Gold’s record-setting rally may have captured the headlines this year, but […]
May 18, 2024

Electric Vehicle Subsidies as Complex and Costly as Ever

By David Williams – Real Clear Wire Electric vehicles (EVs) may be the most […]
May 18, 2024

6-Month Core CPI Hits 4.0%, 6-Month Core Services CPI Hits 6.0%, Both Highest since mid-2023

By Wolf Richter for WOLF STREET After months of worsening data on CPI inflation, we got […]
May 18, 2024

Dazzling Solar Storm Tested Power Grids. Data Suggests More Are Coming.

From Bloomberg The largest geomagnetic storm since 2003 that occurred last Friday may […]
May 17, 2024

Copper short squeeze in NY prompts rush to send metal to US

From Mining.com Copper futures in New York surged as much as 5.5%, driven […]
May 17, 2024

Visualizing Copper Production by Country in 2023

By Bruno Venditti – Elements Copper is considered an essential metal for the clean […]