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June 3, 2023
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
June 2, 2023
2023.06.02 Quebec-focused critical minerals junior Renforth Resources Inc. (CSE:RFR, OTCQB:RFHRF, FSE:9RR) has been […]
June 1, 2023
2023.06.01 Copper Road Resources (TSXV:CRD) Batchewana Bay project sits on the northeastern flank […]
May 31, 2023
By Addison Graham China offered the trade and investment that Latin American leaders can’t […]
May 31, 2023
By Alan Kennedy Renewable energy, in particular solar power, is set to shine […]
May 30, 2023
2023.05.30 Gold mining companies, already facing depleted gold reserves, are beginning to feel […]
May 30, 2023
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
By The Economist The ai gold rush, spurred by the astounding sophistication of […]
May 30, 2023
By Goldman Sachs As the U.S. and China coexist, compete, and confront each […]
May 30, 2023
By Nouriel Roubini The G7 countries may have set out to deter China […]
May 29, 2023
2023.05.29 “How did you go bankrupt?”“Two ways. Gradually, then suddenly.” – Ernest Hemingway, […]
May 29, 2023
By John Doody With inflation, geopolitical conflict, and the banking crisis disrupting the […]
May 29, 2023
By Mining.com Colombia’s Minister of Mines and Energy, Irene Vélez, said that the […]
May 28, 2023
2023.05.28 Max Resource Corp. (TSX.V: MAX; OTC: MXROF; Frankfurt: M1D2) announced this week […]
May 28, 2023
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
2023.05.26 For all the talk about needing more lithium to feed our vehicle […]
May 26, 2023
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
2023.05.25 At AOTH, we see Getchell Gold Corp. (CSE:GTCH, OTCQB:GGLDF) as an excellent value play in […]
May 25, 2023
By Goehring & Rozencwajg What are the impacts of rising interest rates on […]
May 25, 2023
By Naomi Rovnick and Libby George Rivalry with China, fallout from Russia’s war in Ukraine and […]
May 25, 2023
By James Attwood and Valentina Fuentes André Sougarret won global acclaim in 2010 […]
May 25, 2023
By The Economist At the end of the cold war America’s president, George H.W. […]
May 25, 2023
The balancing act of fighting inflation without triggering distortions on the markets is […]
May 24, 2023
2023.05.24 The US national debt is again in the spotlight, as congressional leaders […]
May 24, 2023
The demand for lithium-ion (Li-ion) batteries has skyrocketed in recent years due to […]
May 24, 2023
By Peter Schiff We saw a big selloff in the gold market last […]
May 24, 2023
By The Economist By failing to raise America’s debt ceiling in time, Congress […]
May 23, 2023
2023.05.23 Electrification and decarbonization continue to be one of the most dominant investment […]
May 23, 2023
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
By Simon Goddek Many peer-reviewed research articles conclusively demonstrate that a low level […]
May 23, 2023
By Felix Richter U.S. consumers are sitting on a historically high pile of debt […]
May 23, 2023
By Niccolo Conte Steel is a critical component of modern industry and economy, […]
May 22, 2023
203.05.22 Ontario-focused gold junior EGR Exploration Ltd. (TSXV: EGR) is setting wheels in […]
May 22, 2023
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
May 22, 2023
By David Messler As we approach the midpoint of 2023, WTI prices have mostly […]
May 22, 2023
By Benoît Morenne Exxon Mobil is bracing for a future far less dependent on […]
May 20, 2023
2023.05.20 Mining companies are hoping to build on Bolivia’s rich mining history by […]
May 19, 2023
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 and reservoirs have shrunk since […]
May 18, 2023
2023.05.18 As Greek philosopher Heraclitus once said, the idea that the only constant […]
May 18, 2023
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
By Dorothy Neufeld Every few years the debt ceiling standoff puts the credit […]
May 18, 2023
By Jim O’Neil While investors should never let rules of thumb override financial […]
May 17, 2023
2023.05.17 Canada has a prolific mining history. The country is famous for its […]
May 17, 2023
By Charles Hugh Smith “We are grunt workers, but there would be no […]
May 16, 2023
2023.05.16 More question marks surrounding the US debt negotiations have left the public […]
May 16, 2023
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
Inflation is a common economic phenomenon that can have a significant impact on […]
May 15, 2023
Ever since the release of ChatGPT in November 2022, AI tools have been […]
May 15, 2023
A standard combustion engine passenger vehicle in the U.S. uses about 11 barrels […]
May 14, 2023
On May 3, Canada’s Parliament passed Bill S-211, the Modern Slavery Act, aimed at […]
May 13, 2023
2023.05.13 Victory Battery Metals: Smokey lithium project moves from early-stage to advanced-stage with […]
May 12, 2023
2023.05.12 For years, we have been reporting on how a decline in productivity […]
May 12, 2023
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
2023.05.12 When looking for an investment, the approach I take involves looking at […]
May 12, 2023
By Goehring & Rozencwajg Copper demand remains strong. According to the World Bureau […]
May 11, 2023
2023.05.11 The days of affordable food may now be a distant memory. Following […]
May 11, 2023
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
Achieving “net zero” carbon dioxide emissions will be painless, they assure us. Costs will […]
May 11, 2023
In 2021, global uranium requirements from reactors totaled 62,496 tonnes. By 2040, that […]
May 11, 2023
Mark Ireton, Victory President & CEO – interview with Mari-Len Guzman from Investing […]
May 10, 2023
2023.05.10 Under a certain market environment, precious metals are considered must-haves in a […]
May 10, 2023
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
2023.05.10 Residents of rural British Columbia and Alberta are dealing with forest fires […]
May 10, 2023
2023.05.09 Richard Mills, Publisher/ Editor, Ahead of the Herd: Brad, Max Resource’s copper-silver […]
May 9, 2023
By The Economist Ever since British troops vanquished Qing dynasty forces in the Opium […]
May 9, 2023
May 9, 2023
By Niall McGee Last year, the federal government said that it would not […]
May 8, 2023
By Felix Richter Coming off historically low interest rates in the wake of […]
May 6, 2023
May 6, 2023
By Mining.com The state of Nevada has recovered the world’s top-ranked jurisdiction spot […]
May 5, 2023
2023.05.05 Mantaro Precious Metals (TSXV:MNTR, OTCQB:MSLVF, FSE:9TZ) is strengthening its portfolio of South […]
May 5, 2023
2023.05.05 The idea that commodity markets can only yield short-term gains isn’t entirely […]
May 5, 2023
By Goehring & Rozencwajg On December 13th, 2022, the U.S. Department of Energy […]
May 3, 2023
2023.05.03 The gold market continues to experience tightness due to difficulties expanding existing […]
May 3, 2023
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
By Kenneth Rogoff Over the past few years, China has significantly expanded its […]
May 3, 2023
By James Fernyhough As demand for copper surges, supply is increasingly likely to […]
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, […]