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April 1, 2023
随着各种清洁能源计划在世界范围内开始形成，为这一全球能源转型提供动力的工业金属供应日益成为人们关注的问题。 “不可能按时建造足够多的矿山来实现政策制定者承诺的时间表上的净零能源转型目标”——这是今年早些时候在温哥华举行的矿产勘探协会 (AME) Roundup 会议的主要收获之一。 国际能源署 (IEA) 的一份报告显示，到 2030 年，必须建造数百个新矿才能满足预计需求。根据 IEA 的计算，这相当于当前关键矿产供应链的 10 […]
April 1, 2023
2023.04.01 As various clean energy initiatives begin to take shape across the world, […]
April 1, 2023
鉴于 2023 年目前的市场动向，似乎所有因素都已指向了另一个持续多年的黄金牛市周期。 在之前的牛市周期中，初级金矿股的表现优于实物金属。因此，投资于潜在的黄金和白银生产商似乎是一个有吸引力的提议。 虽然有许多金银勘探者分散在世界主要国家，但那些专注于新兴市场并拥有可靠生产的勘探者有望获得更高的回报，因为许多这些地区至今仍未得到充分勘探。 而 Mantaro Precious Metals (TSXV: MNTR) (OTCQB: MSLVF) […]
April 1, 2023
2023.04.01 Mantaro Precious Metals strategically positioned to unlock value from high-grade deposits in […]
April 1, 2023
By The Economist The pressures of industrial development in the emerging world, as […]
March 31, 2023
By Adam Hamilton The gold miners’ stocks have mostly ground higher over the […]
March 31, 2023
By Anna Golubova Former Goldman Sachs chief economist Jim O’Neill is calling on […]
March 31, 2023
By Frik Els A new report by BMO Capital Markets has a trenchant chart showing […]
March 31, 2023
By Nouriel Roubini In the face of high and persistent inflation, recession risks, […]
March 30, 2023
2023.03.30 Should we leave the creation of new money in the hands of […]
March 29, 2023
2023.03.29 早些时候，我们列出了美元下跌的各种原因。但这并不意味着所有避险资产都会面临相同的命运。事实上，考虑到全球经济的现状，这是投资贵金属，特别是黄金和白银的大好时机。 就在最近，由于疯狂的市场波动，金价一年来首次突破 2000 美元/盎司的关键关口，而且在一周内不止一次，而是两次。与此同时，白银价格也大幅上涨。 在银行业引发的担忧和美联储紧缩周期即将结束的推动下，投资者现在正将注意力转向贵金属，以对冲他们的赌注。对大多数人来说，不成文的规则是，在金融不确定性时期，黄金（以及白银）是最好的选择。 这种乐观情绪在分析师群体中得到了回应。上周，高盛重申了他们对大宗商品的积极展望，并将 12 个月的黄金预测上调了 100 美元至 2050 美元/盎司。惠誉解决方案（Fitch […]
March 29, 2023
2023.03.29 Earlier, we listed the various reasons why the US dollar is headed […]
March 29, 2023
By Frik Els The EV Metal Index, which tracks the value of battery […]
March 28, 2023
By Nelson Bennett It has been six years since the last new gold […]
March 28, 2023
By Michael Kern The European Union needs to work on a divide among its […]
March 28, 2023
By Today in Energy Last year, the U.S. electric power sector produced 4,090 […]
March 28, 2023
By Felix Richter If there has been one consistent theme in Jerome Powell’s […]
March 28, 2023
By Bruno Venditti The U.S. dollar has dominated global trade and capital flows […]
March 27, 2023
鉴于美元作为世界主要储备货币的作用，美元在全球经济中的重要性不容低估。据估计，多达 90% 的国际贸易涉及美元。 与大宗商品一样，其价值遵循供求规律，随着交易的全天候进行而上升或下降。 十多年来，由于经济和政治因素的汇合一再推高对货币的需求，美元的总体方向有所上升。根据加拿大皇家银行财富管理公司的数据，2022 年底，美元的交易价格甚至比购买力平价衡量的公允价值水平高出 25%。 在 9 月下旬，美元指数触及了 20 年来的最高点，这是真正的长期牛市的标志。 与其它宏观经济指数一样，美元也在周期性波动，因为它反映了美国经济的健康状况。进入 […]
March 27, 2023
2023.03.27 Given its role as the world’s primary reserve currency, the importance of […]
March 27, 2023
By Quoth the Raven The fact is that I just don’t care about […]
March 27, 2023
By Lori Ann Larocco Food and beverage coming into port or in a […]
March 26, 2023
By DAVID P. GOLDMAN The US banking system is broken. That doesn’t portend more […]
March 26, 2023
By Ian Bremmer Gzero The popular video-sharing app’s Chinese parent company, ByteDance, has […]
March 25, 2023
By Elements Mined commodities like lithium, cobalt, graphite and rare earths are critical […]
March 25, 2023
By Bruno Venditti Electric vehicles (EVs) require a wider range of minerals for […]
March 24, 2023
新兴行业的标志是能够承受市场衰退。而这正是锂矿业所面临的情况。 尽管近几个月来市场上的金属价格急剧下跌，但业内大公司基本上保持盈利。其中原因？那就是全球对电动汽车的强劲需求极有可能持续数十年。 据 Sprott 的一项分析显示，尽管中国的汽车销量不温不火，电动汽车电池制造商也采取了措施向供应商施压，但锂的价格仍“显著”高于长期平均水平。2021 至 2022 年间，现货锂价格至少上涨了 1000%，证明其长期前景良好。 所有大型汽车制造商都很清楚这一点。一些汽车制造商已经在锂生产商中持有战略股份，尽管供应过剩的担忧压低了价格。在美国尤其如此，通用汽车公司在美洲锂业投资了 6.5 亿美元。 据路透社报道，到本世纪末，美国对锂电池的需求预计将增长六倍以上，每年将达到 […]
March 24, 2023
2023.03.24 A sign of a burgeoning sector is one that is able to […]
March 24, 2023
By Adam Hamilton Gold is rocketing higher to new upleg highs again, fueling […]
March 24, 2023
By Goehring & Rozencwajg Over the past 15 years, the vast majority of […]
March 23, 2023
By Sourasis Bose, Arunima Kumar and Ernest Scheyder Albemarle Corp (NYSE: ALB) said on Wednesday […]
March 23, 2023
By Wolf Richter This is the beginning of spring selling season. So let’s […]
March 23, 2023
By macromon Interest payments on the national debt during the current fiscal year (October […]
March 23, 2023
By Martin Armstrong March 22 marks the UN’s World Water Day, which “celebrates […]
March 22, 2023
2023.03.22 Gold cracked $2,000 an ounce on Monday for the first time in […]
March 22, 2023
By Shiffgold Peter Schiff appeared on Fox Business Claman Countdown to talk about the recent […]
March 22, 2023
By The Economist The iraq war began on March 21st 2003, when Baghdad’s night […]
March 22, 2023
By Niccolo Conte The U.S. produced $98.2 billion worth of nonfuel minerals in […]
March 20, 2023
2023.03.20 Last year in Western Canada and the US was unusual due to […]
March 20, 2023
By The Economist Asia’s biggest democracy and, in Japan, its richest one, were […]
March 20, 2023
By Egon von Greyerz Anyone who doesn’t see what is happening will soon lose […]
March 19, 2023
By Anna Fleck Air pollution is the greatest environmental health hazard to humankind, […]
March 19, 2023
By Govind Bhutada Did you know that nearly one-fifth of all the gold ever mined is held […]
March 18, 2023
By Goldmoney Our proprietary gold price model has done a very good job […]
March 18, 2023
By Victoria Waldersee and Nick Carey Volkswagen plans to invest in mines to […]
March 17, 2023
2023.03.17 Gold is back in favor this week as a banking crisis that […]
March 17, 2023
By Adam Hamilton The biggest gold-stock gains during major gold uplegs accrue in […]
March 16, 2023
2023.03.16 A drill crew is back on site at my favorite junior nickel […]
March 16, 2023
By The Economist Only ten days ago you might have thought that the banks […]
March 16, 2023
Located about 35 miles (60 kilometers) north of the legendary gold mining town […]
March 15, 2023
2023.03.15 At AOTH, we see Getchell Gold Corp. (CSE:GTCH, OTCQB:GGLDF) as an excellent […]
March 15, 2023
2023.03.15 The latest (December) edition of The Silver Institute’s ‘Silver News’ states that […]
March 14, 2023
2023.03.14 Global demand for lithium-ion batteries is expected to grow five-fold by 2030. In […]
March 13, 2023
by Felix Richter According to data extracted from the UN Comtrade Database, China accounted for […]
March 12, 2023
By Selin Oğuz Although clean energy has been picking up pace in Asia, […]
March 12, 2023
By Goehring & Rozencwajg Crude oil fundamentals are very tight and risk getting […]
March 11, 2023
2023.03.11 Modeling by the International Agency shows that global EV adoption must surpass […]
March 10, 2023
2023.03.10 The Canadian government is in court this week defending its ban on […]
March 10, 2023
By The Critical Investor After hitting impressive intercepts like 25m @ 46,3g/t Au […]
March 10, 2023
By Adam Hamilton The gold miners are finishing reporting their latest quarterly results, […]
March 10, 2023
Getting to net zero could require almost $10 trillion of metals between now […]
March 9, 2023
2023.03.09 Silver, like gold, is a precious metal that offers investors protection during […]
March 9, 2023
By Tom Ozimek Chevron CEO Mike Wirth said that maintaining secure and affordable energy […]
March 8, 2023
2023.03.08 Americans are leaning more on their credit cards and home-equity lines of […]
March 8, 2023
2023.03.08 Has anybody noticed there is something strange going on in commodities? Whether […]
March 8, 2023
This week’s trial is being called one of Canada’s largest environmental court cases. […]
March 8, 2023
By Eduardo Baptista and Greg Torode BEIJING/HONG KONG, March 8 (Reuters) – China needs the capability […]
March 7, 2023
By Yi Fuxian Chinese leaders have long staked their policies on the assumption […]
March 7, 2023
By Patti Domm Since Russia’s invasion of Ukraine, the U.S. oil and gas […]
March 6, 2023
By Caesars Report Dolly Varden (DV.V) continues to rapidly advance its Kitsault Valley project […]
March 6, 2023
By The Econimist Despite probable bumps in the road ahead, caused by faltering […]
March 6, 2023
By Wolf Richter Electricity generation, as measured in gigawatt-hours, has gotten hammered by […]
March 4, 2023
2023.03.04 Prudent Minerals (CSE:PRUD) is on an exciting exploration journey to develop the […]
March 4, 2023
By Andy Home The race for electric vehicle (EV) battery metals is heating […]
March 3, 2023
2023.03.03 Taiwan is a small, densely populated island about 100 miles off the […]
March 3, 2023
By Egon von Greyerz For at least half a century, the world has been […]
March 3, 2023
By The Economist A new type of drug is generating excitement among the […]
March 3, 2023
by Katharina Buchholz The sandwich is a highly versatile food item and popular all […]
March 3, 2023
BY James Rickards Get ready for screaming headlines beginning in about two months. Why? […]
March 2, 2023
By Niccolo Conte A year on from Russia’s initial invasion of Ukraine, Russian […]
March 2, 2023
By Alasdair Macleod Central banks were happy to suppress interest rates, even into […]
March 2, 2023
By Cecilia Jamasmie BHP (ASX: BHP), the world’s largest miner, is hoping to […]
March 1, 2023
2023.03.01 You know it’s interesting. While much of the investing “herd” is focused […]
February 28, 2023
By Rae Wee and Tom Westbrook The Taiwan Strait is a major route for ships transporting […]
February 28, 2023
By Florian Zandt According to the Centers for Disease Control and Prevention (CDC), long […]
February 27, 2023
By Jacob Lorinc and Joe Deaux Top automakers including Tesla Inc., General Motors Co. […]
February 26, 2023
By Katharina Buchholz 46 percent of U.S. adults said a barrier to eating healthy foods was […]
February 26, 2023
By The Jamestown Foundation Moscow’s ability to develop its own resource-based economy, expand the […]
February 25, 2023
2023.02.25 The electrification of the global transportation system and the move to decarbonize […]
February 25, 2023
President Mike Sieb gives an overview of the key investment highlights, including macro […]
February 25, 2023
February 24, 2023
By Timur Abenov This article explores our latest research into the talent imperative […]
February 24, 2023
2023.02.23 Consumer spending makes up 70% of global GDP. It’s no wonder, therefore, […]
February 23, 2023
By Amanda Stephenson The biggest winner was the mining sector, which grew 174 […]
February 23, 2023
By Aran Ali A select number of materials have a critical role to […]
February 23, 2023
By Katharina Buchholz The European Union last week approved a law that will ban the sale […]
February 23, 2023
By Paul Wong and Jacob White As 2022 ended, most of the main […]
February 22, 2023
Interactive Content February 2023 – Corporate Presentation