Articles

June 13, 2023

Silver Is Significantly Underpriced Given the Looming Supply Shortage

By Michael Maharrey Given the current macroeconomic environment and the supply and demand […]
June 13, 2023

Visualizing the World’s Largest Lithium Producers

By Bruno Venditti Lithium has become essential in recent years, primarily due to […]
June 13, 2023

The Countries Expanding Their Nuclear Arsenal

By Martin Armstrong Released today, the latest figures from SIPRI reveal an annual […]
June 12, 2023

BlackRock sees three reasons why investors should consider a tactical allocation to gold

By Neils Christensen Gold has not been able to hold its gains above $2,000 […]
June 11, 2023

Video – Dolly Varden Silver

2023.06.10
June 10, 2023

Gold and silver mining stocks aren’t keeping pace with metals – Richard Mills

2023.06.10 Ask anyone what is the best commodity to invest in, 9 of […]
June 10, 2023

Much of B.C. could face a long, significant drought this summer

By David P. Ball  The warning is concerning to those whose livelihoods depend […]
June 9, 2023

Rest of Canada, parts of US sharing in BC’s wildfire misery – Richard Mills

2023.06.09 Fire season in British Columbia, it seems, is coming earlier every year. […]
June 9, 2023
Copper wire

Copper mining profits top $100 billion a year, but where are the new mines?

By Frik Els  Despite two consecutive years of bumper topline earnings north of […]
June 9, 2023

Visualizing gold price and US debt (1970-2023)

By Mining.com Gold has long been considered a store of value and a […]
June 7, 2023

Who are behind the gold and silver buying — part II – Richard Mills

2023.06.07 In our previous article outlining the key players in the precious metals […]
June 7, 2023

黄金和白银买盘的幕后推动 — 第二部

2023.06.07 在我们之前概述贵金属市场关键参与者的文章中,我们强调全球央行是黄金需求上升的主要驱动力之一。 自 2007-08 年金融危机以来,各国央行作为各自国家的最后贷款人,一直在囤积黄金以履行其金融义务。彭博社此前报道称,自 1971 年美国放弃金本位制以来,银行购买的黄金数量最多。 截至今天,各国央行正在享受最长的黄金购买期,这代表着自 20 世纪 90 年代和 21 […]
June 7, 2023

Victory starts exploring Georgia Lake lithium project in Ontario; geologists on site identifying lithium-bearing pegmatites – Richard Mills

2023.06.07 Victory Battery Metals (CSE:VR, FWB:VR61, OTC:VRCFF) recently completed a four-hole drill program at […]
June 6, 2023

Four drills turning at Dolly Varden’s Kitsault Valley – Richard Mills

2023.06.06 Dolly Varden Silver (TSXV:DV, OTC:DOLLF) has begun its 2023 exploration program with […]
June 6, 2023

Joseph S. Nye, Jr. Says More

By Joseph S. Nye, Jr. A pivotal moment in the emergence of “soft […]
June 5, 2023
The day the current stopped

Mapped: What Did the World Look Like in the Last Ice Age?

By Perrin Remonté What did the world look like during the last ice […]
June 4, 2023

Gold revaluation & the hidden motive behind central banks’ gold buying – Richard Mills

2023.06.04 It’s no secret that central banks around the world are buying up […]
June 4, 2023

黄金重估与央行购买黄金背后的隐藏动机

2023.06.04 世界各地的中央银行都在购买黄金,这显然已不是什么秘密。 世界黄金协会 (WGC) 数据显示,今年前三个月,各国央行共购买了 228 吨黄金,为第一季度以来的最高水平。 这是继 2022 年本已创纪录的一年之后,银行储备中增加了价值约 700 亿美元的 1136 […]
June 3, 2023

Anticipating 2,500m drill program, Mantaro builds 10 drill pads at Santas Gloria, Peru – Richard Mills

2023.06.03 Vancouver-based Mantaro Precious Metals (TSXV:MNTR, OTCQB:MSLVF, FSE:9TZ) is planning a 15-hole, 2,500-meter […]
June 3, 2023

Hubbert’s Peak is Here

By Goehring & Rozencwajg The only source of growth over the past decade, […]
June 2, 2023

Renforth identifies three lithium targets based on 11 rare element-enriched anomalies at Surimeau – Richard Mills

2023.06.02 Quebec-focused critical minerals junior Renforth Resources Inc. (CSE:RFR, OTCQB:RFHRF, FSE:9RR) has been […]
June 1, 2023

Debt the Dollar and Gold – Richard Mills

2023.05.31
June 1, 2023

Copper Road Resources – Richard Mills

2023.06.01 Copper Road Resources (TSXV:CRD) Batchewana Bay project sits on the northeastern flank […]
May 31, 2023

In Latin America, China Gets Down to Business as U.S. Dithers

By Addison Graham China offered the trade and investment that Latin American leaders can’t […]
May 31, 2023

Mapped: Renewable Energy and Battery Installations in the U.S. in 2023

By Alan Kennedy Renewable energy, in particular solar power, is set to shine […]
May 30, 2023

Prudent Minerals sitting on high-grade gold exploration target in Colombia – Richard Mills

2023.05.30 Gold mining companies, already facing depleted gold reserves, are beginning to feel […]
May 30, 2023

Prudent Minerals 坐拥哥伦比亚高品位黄金勘探目标

2023.05.30 已经面临黄金储量枯竭的金矿公司开始感受到在当前经济环境下进行整合以维持自身的压力,因此并购的势头越来越大。 自然而然地地,该行业将需要向高品位矿石丰富且金矿保证经济可行的地方集中。 另一个需要考虑的途径是在世界上资源最丰富但仍未充分开发的地区寻找金矿资产。在矿产丰富的南美洲大陆,哥伦比亚就是符合这一描述的一个国家。 在地理上,哥伦比亚是一个多元化的国家,拥有数千平方公里的未勘探前景土地,具有勘探金和铜等有价值矿产的巨大潜力。目前,该国只有 1.1% 的领土被生产阶段的矿业权占用,而只有 2.3% 被勘探项目覆盖。 根据哥伦比亚矿业法,勘探矿山的权利通过30年的特许经营协议获得,分为勘探、建设和开采三个阶段。一旦特许权进入采矿阶段,它可以再延长 30 年。 尽管哥伦比亚的黄金业务长期以来一直面临着严格的官僚主义和环境障碍,此外还有受到非正式矿工/犯罪分子袭击的威胁,但这并没有阻止矿业公司放弃其丰富的黄金资源。如今,哥伦比亚是仅次于秘鲁和巴西的南美洲第三大黄金生产国,年产量约为 […]
May 30, 2023

Nvidia is not the only firm cashing in on the AI gold rush

By The Economist The ai gold rush, spurred by the astounding sophistication of […]
May 30, 2023

The rise of geopolitical swing states

By Goldman Sachs As the U.S. and China coexist, compete, and confront each […]
May 30, 2023

America and China Are on a Collision Course

By Nouriel Roubini The G7 countries may have set out to deter China […]
May 29, 2023

Dollar collapse will happen ‘gradually, then suddenly’ – Richard Mills

2023.05.29 “How did you go bankrupt?”“Two ways. Gradually, then suddenly.” – Ernest Hemingway, […]
May 29, 2023

The Day They Killed the Dollar

By John Doody With inflation, geopolitical conflict, and the banking crisis disrupting the […]
May 29, 2023

Colombia’s new mining policy to be water-focused

By Mining.com Colombia’s Minister of Mines and Energy, Irene Vélez, said that the […]
May 28, 2023

Max Resource discovers another significant copper-silver zone at its massive CESAR project in Colombia – Richard Mills

2023.05.28 Max Resource Corp. (TSX.V: MAX; OTC: MXROF; Frankfurt: M1D2) announced this week […]
May 28, 2023

Max Resource 在其位于哥伦比亚的大型 CESAR 项目中发现了另一个重要的铜银矿区

2023.05.28 Max Resource Corp. (TSX.V: MAX; OTC: MXROF; Frankfurt: M1D2) 本周宣布发现另一个重要的铜银系统,称为 AM-7,位于其在哥伦比亚全资拥有的 CESAR […]
May 26, 2023

Graphite One is building America’s first graphite source ahead of EV materials supply squeeze – Richard Mills

2023.05.26 For all the talk about needing more lithium to feed our vehicle […]
May 26, 2023

Graphite One 在 EV 材料供应紧缩之前正在建设美国第一个石墨源

对于所有关于汽车电化原材料的讨论目前都围绕锂,而对石墨的关注还不够多;石墨应该可以说也是一种重要的矿物,甚至可能更重要。 事实上,石墨是电池负极材料的理想选择,它负责在充放电过程中存储和释放电子。由于其天然的强度和刚度,石墨是一种出色的热和电导体,不仅可以满足电动汽车电池的电压要求,还可以满足固定式电池的电压要求。 如今,石墨是电动汽车电池中重量最大的成分,占电池的 45% 或更多。每个电池单元消耗的石墨原料几乎是锂的四倍,是钴的九倍。 毋庸置疑,石墨对于电动汽车供应链来说是不可或缺的。彭博新能源财经预计,在电动汽车电池热潮改变交通运输行业的背景下,石墨需求到 2030 年将翻两番。 国际能源署 (IEA) 将时间延长了 10 年,预测石墨需求的增长在 […]
May 25, 2023

Getchell Gold expands exploration program at Fondaway Canyon – Richard Mills

2023.05.25 At AOTH, we see Getchell Gold Corp. (CSE:GTCH, OTCQB:GGLDF) as an excellent value play in […]
May 25, 2023

Video Getchell Gold

May 25, 2023

The Impacts of Rising Interest Rates on Commodities

By Goehring & Rozencwajg What are the impacts of rising interest rates on […]
May 25, 2023

The end of King Dollar? The forces at play in de-dollarisation

By Naomi Rovnick and Libby George Rivalry with China, fallout from Russia’s war in Ukraine and […]
May 25, 2023

The Green Energy Transition Has a Chilean Copper Problem

By James Attwood and Valentina Fuentes André Sougarret won global acclaim in 2010 […]
May 25, 2023

What a “war tax” means for the global economy

By The Economist At the end of the cold war America’s president, George H.W. […]
May 25, 2023

In Gold We Trust

The balancing act of fighting inflation without triggering distortions on the markets is […]
May 24, 2023

Interest on the debt on track to exceed military expenditures – Richard Mills

2023.05.24 The US national debt is again in the spotlight, as congressional leaders […]
May 24, 2023

Graphite: An Essential Material in the Battery Supply Chain

The demand for lithium-ion (Li-ion) batteries has skyrocketed in recent years due to […]
May 24, 2023

The Fed Is Losing the Inflation Fight

By Peter Schiff We saw a big selloff in the gold market last […]
May 24, 2023

What happens if America defaults on its debt?

By The Economist By failing to raise America’s debt ceiling in time, Congress […]
May 23, 2023

Renforth drilling at Surimeau hits visible net-textured sulphides commonly seen on magmatic deposits – Richard Mills

2023.05.23 Electrification and decarbonization continue to be one of the most dominant investment […]
May 23, 2023

Renforth 在 Surimeau 钻探发现了岩浆矿床中常见的可见网状硫化物

正如我们之前提到的,电气化和脱碳仍然是世界上最主要的投资主题之一。 几乎每个国家都在从以化石燃料为动力的汽车转向以电池为动力的电动汽车。各国政府在电动汽车充电基础设施和补贴方面投入数十亿美元,以激励消费者转向混合动力和插电式电动汽车、货车和卡车。 去年,用于世界能源系统脱碳的资金首次超过一万亿美元;这也是我们首次投入能源转型的资金与全球 1.1 万亿美元的化石燃料投资相匹配。 虽然一万亿美元显然是巨额资金,但仍远不足以到 2050 年达到净零排放要求。要实现这一目标,世界需要立即将这一支出增加两倍——并为全球电网增加数千亿美元,彭博社估计。 这笔巨额资本支出的一部分将涉及寻找更多原材料。这些可能是铜,它是所有电气相关技术的基石,据彭博新能源财经称,到 2040 年,铜的需求量将增长 53%,达到 3900 […]
May 23, 2023

Vitamin D: Everything You Need to Know

By Simon Goddek Many peer-reviewed research articles conclusively demonstrate that a low level […]
May 23, 2023

U.S. Consumer Debt Piles Up to $17 Trillion

By Felix Richter U.S. consumers are sitting on a historically high pile of debt […]
May 23, 2023

Visualizing the World’s Largest Steel-Producing Countries

By Niccolo Conte Steel is a critical component of modern industry and economy, […]
May 22, 2023

EGR moves forward with Detour West exploration plan after airborne magnetics, financing completed – Richard Mills

203.05.22 Ontario-focused gold junior EGR Exploration Ltd. (TSXV: EGR) is setting wheels in […]
May 22, 2023

EGR 在航空磁测、融资完成后推进 Detour West 勘探计划

2023.05.22 专注于安大略的初级黄金勘探公司 EGR Exploration(TSXV:EGR)正在启动其旗舰资产上的第一个金刚石钻探计划,并于本周对其进度进行了更新。 首先,它完成了一次 95 万加元的私募融资,发行了硬元和流通单位的混合股票,每个单位的价格在 0.11-0.14 加元之间,这是 EGR 过去一年股价的较高区间。内部人士参与了此次融资。 部分收益将用于资助该公司计划在明年对其 Detour […]
May 22, 2023

Definite Debt Default

By Quoth the Raven  It’s pathetic that we do this song and dance […]
May 22, 2023

U.S. Shale Production Is Set For A Rapid Decline

By David Messler As we approach the midpoint of 2023, WTI prices have mostly […]
May 22, 2023

Exxon Joins Hunt for Lithium in Bet on EV Boom

By Benoît Morenne Exxon Mobil is bracing for a future far less dependent on […]
May 20, 2023

Mantaro Precious Metals – Richard Mills

2023.05.20 Mining companies are hoping to build on Bolivia’s rich mining history by […]
May 19, 2023

The latest developments in nuclear technology – Richard Mills

2023.05.19 Nuclear gets a bad rap but it is bar none the safest […]
May 19, 2023

More than half of the world’s large lakes are drying up, study finds

More than half of the world’s large lakes and reservoirs have shrunk since […]
May 18, 2023

Rise of ChatGPT: A new era of AI that has people both excited and terrified – Richard Mills

2023.05.18 As Greek philosopher Heraclitus once said, the idea that the only constant […]
May 18, 2023

ChatGPT 的崛起:让人既兴奋又恐惧的人工智能新时代

2023.05.18 正如希腊哲学家赫拉克利特曾经说过的那样,生命中唯一不变的就是变化。今天,世界正在经历前所未有的蜕变,这一切都要归功于被称为 “人工智能” 或简称为 AI 的技术。 麦肯锡的研究表明,2017-2022 年间,全球各组织对人工智能的采用增加了一倍多。那么,是什么让这项技术如此迷人并与众不同呢? 什么是人工智能? 顾名思义,人工智能涉及将人类智能转移到 “人工” 实体上,使其能够以与人类相同的方式发挥作用。 该学科的首批创始人之一约翰·麦卡锡 (John […]
May 18, 2023

Charting the Rise of America’s Debt Ceiling

By Dorothy Neufeld Every few years the debt ceiling standoff puts the credit […]
May 18, 2023

Sell in May and Go Away?

By Jim O’Neil While investors should never let rules of thumb override financial […]
May 17, 2023

Bill S-211 the Modern Slavery Act has profound implications for Canadian listed mining companies – Richard Mills

2023.05.17 Canada has a prolific mining history. The country is famous for its […]
May 17, 2023

What If AI Is Only a Cost and Not a Profit Bonanza?

By Charles Hugh Smith “We are grunt workers, but there would be no […]
May 16, 2023

Dolly Varden Silver primed for discovery in bullish year for precious metals – Richard Mills

2023.05.16 More question marks surrounding the US debt negotiations have left the public […]
May 16, 2023

Dolly Varden Silver 准备在贵金属看涨的一年中斩获新发现

围绕美国债务谈判出现的更多问题让公众怀疑是否该为最坏的情况做准备。 美国从未拖欠过债务,但如果发生 “不可想象的” 结果(正如财政部长珍妮特·耶伦所描述的那样),经济肯定会陷入衰退,其速度比大多数人预期的要快。这使得贵金属成为当前环境中的必备品。 看涨白银 虽然黄金通常在经济不确定时期作为避险资产而备受关注,但其姊妹金属白银也同样引人注目。 事实上,它通常在牛市期间开始缓慢,但最终超过黄金。今年 3 月至 4 月,白银价格上涨超过 20%,轻松超过黄金和标准普尔 500 […]
May 15, 2023

The Devaluation of Rome: Roman Inflation and the Demise of the Empire

Inflation is a common economic phenomenon that can have a significant impact on […]
May 15, 2023

ChatGPT Is the Most Tried AI Tool and Users Stick to It

Ever since the release of ChatGPT in November 2022, AI tools have been […]
May 15, 2023

How EV Adoption Will Impact Oil Consumption

A standard combustion engine passenger vehicle in the U.S. uses about 11 barrels […]
May 14, 2023

What Canada’s new Modern Slavery Act means for miners

On May 3, Canada’s Parliament passed Bill S-211, the Modern Slavery Act, aimed at […]
May 13, 2023

Victory Battery Metals: Smokey lithium project moves from early-stage to advanced-stage with completion of spring drill program – Richard Mills

2023.05.13 Victory Battery Metals: Smokey lithium project moves from early-stage to advanced-stage with […]
May 12, 2023

Copper Road exploring two large-scale, near-surface mineralized zones in Ontario’s famed district – Richard Mills

2023.05.12 For years, we have been reporting on how a decline in productivity […]
May 12, 2023

Copper Road 探索安大略著名地区的两个大型近地表矿化带

多年来,我们一直在报道现有铜矿的生产率下降,加上缺乏勘探投资导致缺乏新发现,导致目前对全球经济至关重要的矿产出现供应短缺。 据估计,建筑、发电/输电和电子产品制造等各个行业每年消耗超过 2000 万吨。事实上,铜金属被认为是所有电气相关技术的基石。 近年来,全球向清洁能源的转变进一步扩大了对铜的需求,因为需要更多的金属来满足我们的可再生能源基础设施,例如用于太阳能发电和风力涡轮机的光伏电池。 BloombergNEF 估计,到 2040 年,在各种清洁能源计划的推动下,铜需求将增长 53% 至 3900 万吨。标准普尔全球分析师预计,到 […]
May 12, 2023

Two dominant investment themes and the metals required for each – Richard Mills

2023.05.12 When looking for an investment, the approach I take involves looking at […]
May 12, 2023

Copper Demand Soars: Is a Price Surge Coming?

By Goehring & Rozencwajg Copper demand remains strong. According to the World Bureau […]
May 11, 2023

5 reasons food will get scarcer and more expensive – Richard Mills

2023.05.11 The days of affordable food may now be a distant memory. Following […]
May 11, 2023

食品将变得稀缺和昂贵的五个原因

负担得起的食物的日子现在可能已成为遥远的记忆。经过数月的稳步下跌后,食品商品的价格仍远高于大流行前的水平,目前正出现反弹迹象。 4 月份,联合国粮食机构的世界价格指数在一年内首次上涨,反映糖、肉和大米价格上涨。尽管联合国的指标仍比 2022 年 3 月创下的纪录低 20%,当时俄罗斯入侵乌克兰中断了粮食出口,但人们对通胀的担忧从未消失。 许多地区的杂货价格仍处于历史高位,使消费者预算紧张并加剧了饥饿危机。 许多人认为,虽然食品商品可能不会很快达到 2022 年的高位,但在可预见的未来,我们的食品杂货账单不会变得更便宜。这是由于几个相互交织的因素在起作用: 投入成本上升 […]
May 11, 2023

Net Zero grid batteries alone would bankrupt America

Achieving “net zero” carbon dioxide emissions will be painless, they assure us.  Costs will […]
May 11, 2023

Uranium: The Fuel for a Utopian Energy Economy

In 2021, global uranium requirements from reactors totaled 62,496 tonnes. By 2040, that […]
May 11, 2023

Victory Battery Metals – Mark Ireton interview

Mark Ireton, Victory President & CEO – interview with Mari-Len Guzman from Investing […]
May 10, 2023

5 reasons gold and silver will soar – Richard Mills

2023.05.10 Under a certain market environment, precious metals are considered must-haves in a […]
May 10, 2023

黄金和白银将飙升的五个原因

2023.05.10 在一定的市场环境下,贵金属被认为是现代投资组合中的必备品。 到目前为止,2023 年发生的事情已经证实,黄金和白银的飙升已经具备了条件。它们的价格今年都出现了令人印象深刻的上涨,黄金最近距离历史最高点只有几美分,白银也接近十年前的价格水平。 但一些人认为,贵金属的反弹才刚刚开始。分析师认为,这两种金属刷新纪录只是时间问题。 “我认为我们很可能会在未来几个月看到黄金的强劲表现。众星似乎都在看好黄金,不久之后它可能会突破新高,”外汇公司 Oanda 的一位高级市场分析师最近表示。 白银也遵循类似的路径创出新高。大宗商品咨询公司 CPM Group 的执行合伙人 Jeff […]
May 10, 2023

Extreme weather arrives early in Western Canada; another hot, dry summer expected -Richard Mills

2023.05.10 Residents of rural British Columbia and Alberta are dealing with forest fires […]
May 10, 2023

Under the Spotlight: Brad Aelicks on exploration and development of Max Resource copper-silver CESAR project in Colombia

2023.05.09 Richard Mills, Publisher/ Editor, Ahead of the Herd: Brad, Max Resource’s copper-silver […]
May 9, 2023

China v America: how Xi Jinping plans to narrow the military gap

By The Economist Ever since British troops vanquished Qing dynasty forces in the Opium […]
May 9, 2023

The World at War in 2023

By Martin Armstrong May 8, 2023 marks 78 years since the end of the […]
May 9, 2023

Ottawa clamps down on China’s critical-minerals foray, but not prospecting

By Niall McGee  Last year, the federal government said that it would not […]
May 8, 2023

The Fed Is Moving Historically Fast to Tame Inflation

By Felix Richter Coming off historically low interest rates in the wake of […]
May 6, 2023

“Kill the Whales!”

By James Rickards Here are the facts: There was a slight warming trend from […]
May 6, 2023

Nevada regains position as most attractive mining jurisdiction

By Mining.com The state of Nevada has recovered the world’s top-ranked jurisdiction spot […]
May 5, 2023

Mantaro picking up two new properties in Bolivia – Richard Mills

2023.05.05 Mantaro Precious Metals (TSXV:MNTR, OTCQB:MSLVF, FSE:9TZ) is strengthening its portfolio of South […]
May 5, 2023

All signs point to the early stages of a new “commodity supercycle” – Richard Mills

2023.05.05 The idea that commodity markets can only yield short-term gains isn’t entirely […]
May 5, 2023

Nuclear Fusion? Not so Fast

By Goehring & Rozencwajg On December 13th, 2022, the U.S. Department of Energy […]
May 3, 2023

EGR Exploration looks to follow Detour Lake’s footsteps – Richard Mills

2023.05.03 The gold market continues to experience tightness due to difficulties expanding existing […]
May 3, 2023

EGR 勘探公司希望追随 Detour Lake 的脚步, 在其西部的大型地产上取得成功

2023.05.03 由于近年来难以扩大现有矿床以及明显缺乏大型发现,黄金市场持续紧张。 投资者和央行在当前经济中都在囤积黄金,对贵金属的极高需求加剧了这一问题。 去年,全球黄金需求增长了 18%,达到了 2011 年以来的最高水平。与此同时,尽管停止了两年的连续下降,但 2022 年的供应量仅增长了 1%。 由于黄金需求迟早会超过供应,投资者和矿业公司正在政治稳定的管辖区寻求勘探项目,以包括水和电在内的基础设施的地区作为首选。 能够满足所有这些标准的一个地区是加拿大的 Abitibi […]
May 3, 2023

Biden’s South American Blind Spot

By Kenneth Rogoff Over the past few years, China has significantly expanded its […]
May 3, 2023

Copper Mine Flashes Warning of ‘Huge Crisis’ for World Supply

By James Fernyhough As demand for copper surges, supply is increasingly likely to […]