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May 2, 2023
2023.05.02 Colombia continues to be one of Latin America’s most important gold miners, producing 1.96 million […]
May 2, 2023
2023.05.02 As countries gradually recover from the pandemic, substantially better economic growth rates […]
May 2, 2023
By Bruno Venditti In recent years, commodity prices have reached a 50-year low […]
May 2, 2023
By Quoth the Raven I can sit back and watch those investments hopefully […]
May 2, 2023
By Egon von Greyerz Most investors are totally ignorant of the purpose of gold […]
May 1, 2023
By The Economist Years of discipline, a surge in commodity prices and the […]
May 1, 2023
2023.05.01 As a major economic driver, gold mining has traditionally been a fragmented […]
May 1, 2023
2023.05.01 作为主要的经济驱动力，金矿开采历来是一个分散的行业，因为它的进入门槛低，而且任何规模的矿工都可以使用先进的加工技术。 根据麦肯锡 2021 年的一份报告，排名前五的黄金生产商贡献了不到全球总供应量的 20%。相比之下，该公司编制的数据显示，对于大多数其他金属而言，前五名生产商占全球产量的三分之一至三分之二（参见下图）。 然而，近年来全球供应链的中断意味着该行业的成本正在快速上升。 2022 年，采矿业的平均总维持成本 (AISC) 达到创纪录的 1276 美元/盎司，比上年增长 […]
May 1, 2023
By Paul Wong and Jacob White As deglobalization accelerates, unfettered access to critical […]
May 1, 2023
By Bill Pan Scientists at the Massachusetts Institute of Technology (MIT) have designed […]
April 30, 2023
By Felix Richter Having proven surprisingly resilient in the face of the Fed’s aggressive […]
April 30, 2023
By Visual Capitalist Nickel and copper play a vital role in a clean […]
April 29, 2023
2023.04.29 Graphite One (TSXV:GPH, OTCQX:GPHOF) aims to become the first vertically integrated domestic […]
April 29, 2023
2023.04.29 The lithium nationalization bombshell dropped last week by Chile is good news […]
April 29, 2023
智利上周发布的锂国有化重磅炸弹对北美锂矿商来说是个好消息。这些矿商可能会变得更加重要，因为它们是制造电动汽车和卡车以及储能用锂离子电池所需的白色金属的潜在供应商以及一系列消费电子产品。 这一发展还可能进一步给电动汽车制造商带来压力，他们正争先恐后地确保锂供应。 加布里埃尔·博里克总统上周四宣布，他的政府将把该国的锂产业收归国有，国家计划与公司合作以促进当地产业的发展。据矿业媒体报道，国有铜业公司 Codelco 最初将与合作伙伴签订新合同，之后将由一家全国性锂公司负责。 此外，Codelco 和另一家国有矿商 Enami 将在目前有私人项目的地区获得勘探和开采合同。已经在智利的两家锂矿商 SQM 和总部位于美国的 Albemarle 将继续运营，直到他们的合同到期。 […]
April 29, 2023
By Jonathan Ponciano Precious metals have shot up in value this year as […]
April 28, 2023
By Michael Pento First Quarter GDP increased at only a 1.1% seasonally adjusted […]
April 28, 2023
By Adam Hamilton Gold has carved an impressive upleg over this past half-year, […]
April 27, 2023
2023.04.27 In 2020 British Columbia’s NDP government approved LNG Canada, the first megaproject […]
April 27, 2023
By Govind Bhutada Although the practice of gold mining has been around for […]
April 27, 2023
By Matthew Piepenburg From oil markets to treasury stacking, backdoor QE, investor fantasy and […]
April 27, 2023
By Paul Joseph Watson With eleven countries having already launched Central Bank Digital […]
April 27, 2023
By James Rickards I’ve said to the military and intelligence community, “I don’t think […]
April 26, 2023
2023.04.26 It’s official: the world’s silver supply is in a prolonged period of […]
April 26, 2023
2023.04.26 毋庸置疑：世界白银供应正面临着长期短缺。 2022 年，该贵金属在供应过剩五年后连续第二年出现了供应短缺。 白银协会的新数据显示，2022 年全球需求激增 18%，而矿山产量停滞不前，供应缺口扩大至 2.377 亿盎司。该研究所表示，这个数字“可能是有记录以来最严重的短缺”。 白银市场基本面强劲，进入供应短缺新时代 更令人不安的是，我们仅仅用了这两年的供应不足——2022 年和 2021 […]
April 26, 2023
Victory Battery Metals Corp. (CSE:VR) (FSE:VR6) (OTCPink:VRCFF), a diversified investment corporation with mineral […]
April 25, 2023
2023.04.25 The lithium nationalization bombshell dropped last week by Chile is good news […]
April 25, 2023
By Hardika Singh Mr. Day and a number of his cryptocurrency compatriots have since […]
April 25, 2023
By Peter Schiff Democrats (and most Republicans) claim, “We must raise the debt […]
April 25, 2023
By Marcus Lu 2022 was another historic year for EVs, with annual production […]
April 24, 2023
2023.04.24 Silver, like gold, has returned to the spotlight this year with the […]
April 24, 2023
2023.04.24 与黄金一样，白银今年再次成为人们关注的焦点。该贵金属最近的交易价格达到了一年来的最高点，略低于每盎司 26 美元。 在过去的一个月里，白银价格上涨了近 20%，超过了标准普尔 500 指数同期约 5% 的涨幅，也超过了其他贵金属，包括黄金（9%）、铂（10%）和钯（12%）。 白银上涨之际，美元这一另类避险资产的价值一直在挣扎，在过去一个月里下跌了约 2%，自去年九月的 20 […]
April 24, 2023
April 22, 2023
2023.04.22 Mantaro Precious Metals (TSXV:MNTR, OTCQB:MSLVF, FSE:9TZ) is progressing its South American gold […]
April 22, 2023
By Goehring & Rozencwajg Although the global mining industry, over the last decade, […]
April 22, 2023
By Julie R. Peasley Can you picture what $31.4 trillion looks like? The […]
April 22, 2023
By Ernest Scheyder, Fabian Cambero and Alexander Villegas The world’s appetite for copper […]
April 21, 2023
By Adam Hamilton The gold miners’ stocks continue powering higher on balance, growing […]
April 21, 2023
2023.04.21 For years AOTH has been reporting on how a decline in productivity […]
April 20, 2023
2023.04.20 It’s fair to say that the Russia-Ukraine war has now literally “gone […]
April 20, 2023
2023.04.20 毫无疑问，俄乌战争现已经迈入了 “核战争”的范畴。 3月下旬，俄罗斯总统弗拉基米尔·普京透露了在白俄罗斯部署战术核武器的计划。白俄罗斯是一个夹在交战双方之间的盟友国家。此举虽是预料之内，但不可避免需要西方做出下一步的决策。 而现在回应已经到来。七国集团近期承诺要结束俄罗斯对原子燃料市场的主导地位。据彭博社 4 月 17 日报道，包括加拿大、法国、日本、英国和美国在内的西方盟友已承诺共同将俄罗斯逐出全球核供应链。 彭博社消息人士称，这一承诺是在日本札幌七国集团会议期间召开的核工业会议上形成的。 英国能源大臣格兰特·沙普斯 (Grant Shapps) […]
April 20, 2023
By Kate Abnett The world could breach a new average temperature record in 2023 […]
April 20, 2023
By The Economist In future cars brands will be differentiated mainly by the […]
April 20, 2023
By Peter Hobson Global demand for silver rose by 18% last year to […]
April 20, 2023
By Martin Armstrong China’s economy appears to have shaken off the effects of the […]
April 19, 2023
2023.04.19 Most people can remember what they were doing on the blue bird […]
April 19, 2023
By CBC Kids News A massive patch of garbage in the Pacific Ocean […]
April 19, 2023
By Govind Bhutada Lithium-ion batteries are at the center of the clean energy […]
April 19, 2023
By Yusuf Khan Metal markets seem to think copper is the new lithium. […]
April 18, 2023
April 18, 2023
2023.04.18 The days of paying for something with cold, hard cash may be […]
April 18, 2023
用现金支付的时代即将结束了。疫情加速了我们向无现金经济的过渡，如今消费者更喜欢手机银行或数字钱包的便利性。 皮尤研究中心的一项新调查显示，如今，大约 41% 的美国人表示他们在一周内的购物都不是用现金支付的，高于 2018 年的 29% 和 2015 年的 24%。 据加拿大领先的信用卡和借记卡处理公司 Moneris […]
April 16, 2023
2023.04.16 Gold prices are on the brink of setting another record as a […]
April 16, 2023
2023.04.16 近几个月来，市场力量的汇合促使投资者涌入黄金，金价即将创下另一个纪录。 从历史上看，黄金一直被视为抵御通胀的对冲工具，考虑到目前的高价格环境，金价上涨将是完全合理的。但真的是这样吗？黄金和消费品的价格走势真的同步吗？ 一年多来，美联储一直试图通过紧缩货币政策来抑制高通胀。这在某种程度上起到了作用。最新数据显示美国三月份 CPI 仅上涨 0.1%，好于预期，与一年前的 5%相比更加健康。 由此可见，美国通胀出现降温迹象，而黄金的涨势依然强劲。这将违背黄金作为通胀对冲工具的普遍看法。事实上，通货膨胀与黄色金属之间的关系并不像我们想象的那么简单。 黄金与通货膨胀 与普遍看法相反，将黄金称为 “完美的通胀对冲工具” 可能有点牵强。 […]
April 16, 2023
By Marcus Lu Electric vehicle (EV) sales have grown rapidly over the past […]
April 15, 2023
2023.04.15 The electrification of the global transportation system doesn’t happen without graphite. That’s […]
April 15, 2023
By The Economist Glencore proposes a merger between it and Teck that would […]
April 14, 2023
By Adam Hamilton With gold stocks’ powerful upleg gathering steam, more traders are […]
April 14, 2023
The Getchell Gold team is actively planning our 2023 Exploration season, and that […]
April 14, 2023
2023.04.14 At AOTH, we see Getchell Gold Corp. (CSE:GTCH, OTCQB:GGLDF) as an excellent value play in […]
April 14, 2023
2023.04.14 Critical minerals have become the new frontline of the rivalry between the […]
April 14, 2023
关键矿产成为世界两大超级大国较量的新前线。 在 3 月下旬，美国与日本签署了涵盖电动汽车电池各种矿物的合作协议，似乎在这场军备竞赛中迈出了一大步。 根据这项迅速达成的协议，美国及其亚洲盟友将不对锂、钴、锰、镍和石墨征收出口关税。 一份声明称，这些国家还将分享有关这些关键矿产供应链中潜在劳工违规行为的信息，并“确定建立各自能力的机会”。 美国采取行动 美日协议签署之际，拜登政府正准备发布有关电动汽车制造商如何根据《降低通货膨胀法案》（简称 IRA）获得最大税收抵免的指南。该法案是美国国会去年为启动清洁能源生产而颁布的具有里程碑意义的气候立法。 IRA 代表了美国历史上对气候和能源的最大单笔投资。该法案旨在到 2030 年将排放量减少到 […]
April 14, 2023
By Howard Schneider One more quarter-percentage-point interest rate hike can allow the Federal Reserve […]
April 14, 2023
Bob Moriarty I looked around for what I think to be one of […]
April 13, 2023
By Frik Els The world’s top 50 mining companies build on gains in […]
April 13, 2023
By Alasdair Macleod Increasing numbers of national governments are abandoning the US sphere […]
April 13, 2023
By Kenny – Quoth the Raven This is the latest, up to the […]
April 13, 2023
By Jim O’Neill The fact that a US-excluding group of emerging powers has […]
April 13, 2023
By Anna Fleck Wind and solar power accounted for 12 percent of global electricity […]
April 12, 2023
2023.04.12 Investors frequently turn to gold and silver during periods of geopolitical uncertainly […]
April 11, 2023
2023.04.11 Sometimes it takes an April ice storm in Canada to really be […]
April 11, 2023
有时，我们需要加拿大四月的一场冰风暴才能真正意识到全球变暖的影响。 科学家发现，北极——“气候变化的前线”——的升温速度是世界其他地区的四倍。这在很大程度上与所谓的 “北极放大” 现象（即海冰的消失）有关。 北极冰盖缩小 北冰洋大部分覆盖着一层波光粼粼的海冰。但随着地球变暖，海冰开始消散，暴露出更多的海洋表面，使热量从温暖的海水中释放到寒冷的大气中。随着越来越多的冰从海洋中消失，北极的温度上升得越来越快，这反过来又使海冰容易进一步融化。 来自国家冰雪数据中心（NSIDC）的临时数据显示，今年北极海冰冬季峰值已达到有记录以来的第五低。 北极海冰的范围在一年中都在变化——在冬季增长，在二月或三月达到全年的峰值，然后在整个春季和夏季融化，达到全年的最低值，通常在九月左右。 利用卫星数据，科学家可以跟踪海冰的生长和融化，从而确定冰盖冬季最大范围的大小，以此来监测北极的 “健康” 程度。 根据 NSIDC […]
April 10, 2023
By Patrick Barron The American empire is not enforced by walls with armed […]
April 10, 2023
By Jeffrey A. Tucker The price of gold is once again testing its all-time […]
April 9, 2023
Getchell Gold Corp President Mike Sieb tells Proactive’s Stephen Gunnion that a gold […]
April 9, 2023
2023.04.09 Precious metals are back in the spotlight in 2023 as signs of […]
April 9, 2023
贵金属在 2023 年重新成为焦点，因为经济放缓的迹象继续浮出水面，并引起投资者的不安，进而推高避险资产的吸引力。 本周的美国劳动力市场数据显示，经济只会变得更糟，2 月份职位空缺降至两年低点，而私营部门就业人数增长低于预期。 劳动力市场降温，加上早些时候显示工厂订单下降和制造业活动放缓的数据，都表明美国经济更接近衰退而不是复苏。对这些经济困境升级的担忧促成了黄金和白银的又一次大幅上涨，这是当形势恶化时的对冲工具。 本周，黄金价格上涨近 2%，达到一年来的最高水平，达到每盎司 2020 美元左右，距离历史高点仅差 50 美元。白银也受此反弹推动，本周上涨 3.7%。 […]
April 9, 2023
By Graham Readfearn The temperature of the world’s ocean surface has hit an […]
April 9, 2023
By Deep Kaushik Vakil The U.S. Federal Reserve is in a bind, as higher […]
April 8, 2023
2023.04.08 In exploration, a number of techniques are employed to find mineral deposits. […]
April 7, 2023
The Getchell Gold team is actively working to get the Fondaway Canyon story […]
April 7, 2023
By Tyler Durden China is considering “prohibiting exports of certain rare-earth magnet technology […]
April 7, 2023
By Frik Els A chartbook released on Tuesday (ahead of the day’s action […]
April 7, 2023
By Wolf Richter The share of the US-dollar as global reserve currency dropped […]
April 6, 2023
2023.04.06 To say the global energy transition will be metal-intensive would be quite […]
April 6, 2023
全球的能源转型将需要大量的金属。BloombergNEF 预计从现在到 2050 年，实现净零排放可能需要价值近 10 万亿美元的金属。 到那时，在国际能源署的国家政策情景（STEPS）下，世界可再生能源产能必须增加两倍，在可持续发展情景（SDS）下甚至可以增长六倍。 然而，为实现《巴黎协定》的目标（如 SDS 中所述，在“远低于 2°C 的全球气温上升”下实现气候稳定），将意味着到 2040 […]
April 6, 2023
By Katharina Buchholz Bailout amounts provided by China remained quite low in the 2000s […]
April 5, 2023
2023.04.05 According to the Institute of International Finance (IIF), the value of global […]
April 5, 2023
By James Rickards The combination of a recession and an existential financial crisis is extremely rare. […]
April 5, 2023
By Michael Snyder For decades, the U.S. dollar was the undisputed king of […]
April 4, 2023
2024-04-04 工业金属被普遍视为现代经济的支柱。无论是我们居住的建筑物、驾驶的汽车，还是使用的移动设备，我们看到或消费的几乎所有东西都是由某种金属制成的。 铜因其导电性而被用于布线，铝因其重量轻和耐腐蚀而被广泛用于从饮料罐生产到航空航天工程，而由铁制成的钢同样普遍用于从餐具生产到汽车等各种应用建造。 近年来，一些不太常见的金属也因在全球能源转型中发挥关键作用而越来越受欢迎。锂是一种柔软、轻便的金属，现在是手机和电动汽车中可充电电池的主要成分。镍主要用于制造不锈钢，也常见于电池化学物质中。钴和锰等其他元素被发现对电池性能至关重要，因此它们被称为“关键矿物质”。 据美国地质调查局估计，2021 年全球生产了大约 28 亿吨金属来满足这些工业应用。虽然这可能足以满足我们短期内的需求，但在不久的将来可能会因某些（或所有）金属的严重短缺而受到严重影响。 下面我们列出了迫在眉睫的金属供应紧缩背后的四大主要力量： 全球能源转型 电气化、脱碳和可再生能源——这些是与我们应对气候变化的使命相关的一些最常见的流行语。考虑到所需的基础设施规模巨大，无论怎么说，全球向清洁能源的过渡都需要大量金属才能取得成功。 BloombergNEF 估计，从现在到 […]
April 4, 2023
2023.04.04 Industrial metals are universally viewed as the backbone of the modern economy. […]
April 3, 2023
By Alasdair Macleod How likely is it that the downturn in broad money […]
April 3, 2023
By Selin Oğuz When looking at where clean energy technologies and their components […]
April 2, 2023
by Doug Casey Throughout history, governments have used crises—real or imagined—to eliminate freedoms, expand […]
April 2, 2023
By Benjamin Zycher The obstacles confronting the “energy transition” are fundamental — they are […]
April 2, 2023
By Goehring & Rozencwajg After making a 14-year high of $130 per barrel […]
April 2, 2023
By Bert Olivier For 19 years, private companies practicing an unprecedented economic logic […]