Articles

July 14, 2023

Critical minerals supply diversification remains a daunting task – Richard Mills

2023.07.14 When it comes to the diversity and reliability of critical mineral supplies, […]
July 14, 2023

关键矿产供应多元化仍然是一项艰巨的任务

2023.07.14 就关键矿产供应的多样性和可靠性而言,西方经济体似乎还有很多地方需要弥补。 国际能源署 (IEA) 表示,尽管美国和欧洲努力实现多元化并减少对中国的依赖,但 2022 年一些关键矿产的供应集中度仍将加剧。 正如 IEA 2023 年版《关键矿产市场评论》所强调的那样,有问题的矿物包括镍和钴,它们是电动汽车电池的关键成分,其供应来源高度集中。 全球近 70% […]
July 13, 2023

Talks of Fed pulling off a fabled “soft landing” still premature – Richard Mills

2023.07.13 In economics, a “soft landing” widely refers to a moderate economic slowdown […]
July 13, 2023

谈论美联储实现所谓的“软着陆”还为时过早

2023.07.13 在经济学中,“软着陆”广泛指的是在经历了一段成功避免衰退的增长期之后经济适度放缓。从隐喻上讲,它类似于该术语最初在航空领域的使用方式——飞行员试图让飞机平稳着陆而不坠毁。 当肩负着阻止经济因高通胀而过热的任务时,美联储等央行通常会提高利率,使其刚好足以引发经济放缓(即软着陆),但不足以引发严重的经济衰退(称为“硬着陆”)。 虽然定义“软着陆”的量化因素长期以来一直存在争议,但在失业率不大幅飙升(最好低于 5%)的情况下让通胀率回到或接近 2% 的目标通常被视为基本要求。 “软着陆”一词在前美联储主席艾伦·格林斯潘 (Alan Greenspan) 任职期间首次流行,人们普遍认为他在 1994 年至 […]
July 13, 2023

Jim Grant: We Could Be Heading Toward a Generational Bear Market in Bonds

By SCHIFFGOLD  One of the singularities of the present time is the American position […]
July 12, 2023

2023 shaping up to be hottest in 100,000 years – Richard Mills

2023.07.12 Last week in North Grenville, Ontario, the city turned hockey rinks into […]
July 11, 2023

Africa, Bolivia becoming important in race to lock up lithium supply – Richard Mills

2023.07.11 The race is on to score lithium, the crucial electric vehicle battery […]
July 11, 2023
What's with all the weird weather?

N.W.T. towns see their hottest day ever recorded this weekend

By The Weather Network
July 10, 2023

Sen. Lisa Murkowski visits Graphite Creek

2023.07.10 I recorded this at @GraphiteOne’s drill site near Nome, as I learned […]
July 9, 2023

Zoltan Pozsar: New World Monetary Order, Dedollarization and the Role of Gold

2023.07.09 We are moving into a multipolar reserve-currency world where the dollar will […]
July 8, 2023

China’s metal export controls give impetus for US to develop its own graphite supply – Richard Mills

2023.07.08 China has certainly picked an interesting time to escalate the trade war […]
July 8, 2023

中国的金属出口管制推动美国发展自己的石墨供应链

2023.07.08 中国无疑选择了一个有趣的时机来升级与其西方竞争对手的贸易战。 周一,在美国 7 月 4 日庆祝活动开始前几个小时,中国宣布将对镓和锗实施出口限制,这两种金属对半导体、电动汽车和电信设备的制造至关重要。 中国商务部在一份声明中表示,以国家安全为由实施的新规定将要求出口商从 8 月 1 日起运输镓和锗化合物必须获得许可。 此举是全球日益激烈的技术霸主之战的一部分。根据欧盟今年对关键原材料的一项研究,中国已成为多达 […]
July 7, 2023

Gold Technicals Bullish

By Adam Hamilton Gold’s latest pullback has left traders really down on it, […]
July 7, 2023

‘Useful idiots’ equally present on the left and right – Richard Mills

2023.07.07 In 2013, then-Liberal Party of Canada leader Justin Trudeau was asked which […]
July 6, 2023

Getchell Gold: a Nevada junior miner to watch in the current gold bull cycle – Richard Mills

2023.07.06 As Getchell Gold Corp.  (CSE: GTCH) (OTCQB: GGLDF) continues to work its […]
July 6, 2023

Getchell Gold:当前黄金牛市周期中值得关注的内华达州初级矿业公司

Getchell Gold Corp.  (CSE: GTCH) (OTCQB: GGLDF) 继续致力于 Fondaway Canyon 勘探计划,以增加更多黄金资源,该公司最近宣布了几项重要合作关系,以提升其旗舰项目的形象在内华达州。 具体来说,Getchell 聘请 […]
July 5, 2023

5 reasons gold and silver are in a bull market – Richard Mills

2023.07.05 The precious metals market has been hit with solid selling pressure. This […]
July 5, 2023

黄金和白银处于牛市的5个原因

2023.07.05 贵金属市场受到强劲抛售压力的打击。本周,金价自 3 月份以来首次跌破 1900 美元/盎司关口。白银的表现也好不到哪里去,同样徘徊在三个月低点附近。 这与我们在 5 月初看到的情况形成鲜明对比,当时金价距离 2020 年 8 月创下的 […]
July 5, 2023

New solar panels to use more silver, driving demand higher – Richard Mills

2023.07.05 Analysts have long been pointing to a severe shortage of silver due […]
July 5, 2023

The Growing Global Hunger For Meat

By Martin Armstrong Global demand for meat has been growing for decades. As […]
July 4, 2023

Max Resource technical report confirms two distinct mineralized systems on RT gold property – Richard Mills

2023.07.04 South America-focused junior explorer Max Resource Corp  (TSXV: MAX) (OTC Pink: MXROF) […]
July 4, 2023

Max Resource 技术报告证实 RT 金矿有两个不同的矿化系统

2023.07.04 专注于南美的初级勘探公司 Max Resource Corp(TSXV:MAX)(OTC Pink:MXROF)(FSE:M1D2)已为其秘鲁 RT 黄金项目提交了一份技术报告。该报告日期为 2023 年 3 月 8 […]
July 4, 2023

Planetary devastation is only one solar storm, asteroid strike away – Richard Mills

2023.07.04 There are many extreme events that could do massive damage to planet […]
July 4, 2023

Sizing Up: The Oil Market vs Top 10 Metal Markets Combined

By Govind Bhutada The global physical oil market is astronomical in size and […]
June 30, 2023

Gold bull market entering new phase – Richard Mills

2023.06.30 Gold and silver prices have both seen impressive jumps this year, with […]
June 29, 2023

Even after record year, renewables still far from a threat to fossil fuel’s energy dominance – Richard Mills

2023.06.29 With the significant resources we have committed to renewable energy, you’d have […]
June 27, 2023

Electrification’s demands on copper and graphite are off the charts – Richard Mills

2023.06.27 The three most critical inputs in the race to electrify and decarbonize […]
June 26, 2023

Max Resource samples high-grade copper-silver from newly discovered AM-7 target – Richard Mills

2023.06.26 In mineral exploration, a promising discovery can often be validated by the […]
June 26, 2023

Max Resource 从新发现的 AM-7 目标中提取了高品位铜银样品

2023.06.26 在矿物勘探中,一个有希望的发现通常可以通过随后的采样/钻探结果来验证。这就是 Max Resource Corp. (TSX.V: MAX; OTC: MXROF; Frankfurt: M1D2))在其全资拥有的位于哥伦比亚东北部的 CESAR 铜银项目中新发现的 […]
June 26, 2023

Copper Road Resources announces summer drill program – Richard Mills

2023.06.26 Copper Road Resources (TSXV:CRD) has prioritized drill targets at the JR Zone […]
June 23, 2023
silver and gold bars

Mantaro closes Bolivian asset purchases, expects Golden Hill maiden resource by month-end – Richard Mills

2022.06.23 In what has been a busy month for Mantaro Precious Metals (TSXV:MNTR, […]
June 23, 2023
silver and gold bars

Mantaro 完成玻利维亚资产收购,预计 Golden Hill 首个资源将于月底发布

2023.06.23 对于 Mantaro Precious Metals (TSXV:MNTR, OTCQB:MSLVF, FSE:9TZ) 来说,这是忙碌的一个月,该公司最近发布了两条与其在玻利维亚黄金勘探工作相关的重要消息。 首先,这家专注于拉丁美洲的初级企业向股东通报了其对 Golden Hill 矿区的首次资源估算的最新情况,该矿区去年完成了首次钻探计划。第二个是完成之前宣布的在玻利维亚收购的两处地产交易,以辅助其 […]
June 22, 2023

Renforth’s spring drill program at Surimeau demonstrates analog to Finland’s Outokumpu polymetallic district, Talvivaara mine – Richard Mills

2023.06.22 Renforth Resources’ (CSE:RFR, OTCQB:RFHRF, FSE:9RR) Surimeau project in Quebec is a district-scale […]
June 21, 2023

Cashed up with a fresh new look, EGR sets off to make new gold discoveries on familiar grounds – Richard Mills

2023.06.21 While the recent movement in gold, or lack thereof, has put investors […]
June 21, 2023

EGR 焕然一新,开启在熟悉的土地上发现新的黄金

2023.06.21 尽管近期黄金的走势或缺乏走势使投资者处于 “观望” 模式,但从长期来看,该行业对金属的立场仍然看涨。 在最近的一次视频采访中,CPM Group 的 Jeffrey Christian 表示,他在中期仍然非常看好黄金,预计价格最快将在第四季度开始上涨,然后在 2024 年加速上涨。 VanEck […]
June 20, 2023

Evanesce takes ‘dirt-to-dirt approach’ to replace plastic packaging for a truly circular economy – Richard Mills

2023.06.20 In many parts of the world, consumers are still adjusting to grocery […]
June 20, 2023

Nevada-focused Getchell Gold moving towards updated resource estimate and PEA at Fondaway Canyon – Richard Mills

2023.06.20 Getchell Gold (CSE:GTCH, OTCQB:GGLDF) has been steadily expanding the resource through drilling […]
June 19, 2023

Donnie Creek wildfire in northeast B.C. now the largest recorded in province’s history

By Akshay Kulkarni  The Donnie Creek wildfire in northeastern British Columbia has now […]
June 18, 2023

Video – Victory Battery Metals

June 18, 2023

The Polar Silk Road

Warming temperatures and thawing sea ice could soon allow for the expansion of […]
June 18, 2023

Our Debt to Future Generations

By Joseph E. Stiglitz No one argues that policymakers should not think about […]
June 18, 2023

World’s No. 2 Gold Miner Is Trying to Get Bigger in Copper

By Jacob Lorinc  The only metal output that has increased at Barrick since […]
June 18, 2023

Solid Gold In a Broken World

Since 2014 in general, and 2022 in particular, the level of foreigners dumping […]
June 17, 2023

New copper supply offset by multiple hits to existing operations – Richard Mills

2023.06.17 For years we’ve been reporting on how a decline in productivity from […]
June 17, 2023

US DOE draft report reaffirms urgent status of six critical minerals including graphite – Richard Mills

2023.06.17 With the clean energy transition moving along rapidly, critical minerals are now […]
June 17, 2023

美国能源部报告草案重申包括石墨在内的六种关键矿物的紧急状态

2023.06.17 随着清洁能源转型的快速推进,关键矿物现在处于国际讨论的前沿,因为它们是我们许多现代技术的基石,对国家安全和经济繁荣至关重要。 对于世界领先的经济体美国而言,确保这些矿产的可靠供应尤为重要,这不仅可以维持其主导地位,还可以摆脱对中国等主要竞争对手的供应依赖。 因此,该国一直忙于与其主要盟友联系,以加强关键矿物的供应并使其多样化。今年到目前为止,美国已与日本和澳大利亚签署了合作协议,以确保其拥有稳健的供应链和最新能源技术的专业知识。 日本的协议也有望成为备受期待的与欧盟达成协议的框架,该协议仍在谈判中。 早在 2022 年 6 月,在俄罗斯入侵乌克兰之后,美国及其七国集团伙伴已经启动了全球基础设施和投资伙伴关系 (PGII),以建立清洁能源供应链。他们还签署了矿产安全合作伙伴关系,以生产、加工和回收关键矿产。 这些举措标志着一种通常被称为“联合产业政策”的现象的出现,即各国在国际层面协调其产业战略并共同建立供应链。 约翰霍普金斯大学的一项研究发现,民主国家之间的伙伴关系将能够生产足够的矿物 […]
June 16, 2023

The inevitability of rising food prices, global famine – Richard Mills

2023.06.16 Simultaneous and dramatic price increases for energy and food are part of […]
June 16, 2023

Arctic Sea Ice Cover Hits Record Lows in 2023

By Anna Fleck New research has found that the Arctic could be almost free […]
June 16, 2023

Canada’s wildfires have burnt an area 16 times larger than normal

By The Economist Canadian wildfires started earlier than usual this year and have […]
June 15, 2023

Victory Battery Metals delivers encouraging results from Phase 2 drilling at Smokey lithium project – Richard Mills

2023.06.15 Victory Battery Metals (CSE: VR) (FWB: VR6) (OTC: VRCFF) has delivered the […]
June 15, 2023

Victory Battery Metals 在 Smokey 锂项目的第 2 阶段钻探取得了令人鼓舞的成果

2023.06.15 Victory Battery Metals (CSE: VR) (FWB: VR6) (OTC: VRCFF) 在 Smokey Lithium […]
June 15, 2023

Hubbert’s Peak is Finally Here

By Goehring & Rozencwajg Conventional oil production has now unequivocally rolled over. Unconventional […]
June 14, 2023

Why Graphite One is essential to a green future

2023.06.14 Graphite One (TSXV:GPH, OTCQX:GPHOF) aims to become the first vertically integrated domestic graphite […]
June 14, 2023

Video – Graphite one

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 […]