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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 […]
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 […]