February 27, 2024

Oil: From Uninvestible to Must Own

From Goehring & Rozencwajg There are notable similarities between the uranium market twelve […]
February 26, 2024

Taking Nuclear War Seriously

By Newt Gingrich – Real Clear Wire If we took nuclear war seriously, we […]
February 17, 2024

Energy Demand is Massively Misunderstood, Here’s Why We’re Bullish

By Goehring & Rozencwajg “Wouldn’t a recession and continued economic weakness reduce energy […]
February 15, 2024

Visualizing the Rise of the U.S. as Top Crude Oil Producer

By Omri Wallach – Vistual Capitalist Over the last decade, the United States […]
February 12, 2024

Oil & Gas Giants Cash in Tens of Billions

By Florian Zandt – Statista On February 7, French energy company TotalEnergies announced an […]
February 12, 2024

Visualizing the Rise of the U.S. as Top Crude Oil Producer

By Omri Wallach – Elements Over the last decade, the United States has […]
February 7, 2024

U.S. Diesel Supply Tightens As Manufacturing Comes Roaring Back

By Charles Kennedy – Oilprice.com U.S. manufacturers are recovering from an extended slump in […]
January 30, 2024

Global clean energy spending surges to $1.8 trillion. It’s Not Enough

From Mining.com Global spending on the clean-energy transition hit record highs as the world […]
January 27, 2024

Visualizing All the Nuclear Waste in the World

By Bruno Venditti – Visual Capitalist Nuclear power is among the safest and […]
January 25, 2024

Global Nuclear Power Generation to Hit an All-Time High in 2025

By Tsvetana Paraskova Oilprice.com Even as some countries phase out nuclear power or retire plants […]
January 19, 2024

The Great Convergence: North American Natural Gas and the Looming Shift in Global Energy Economics

By Goehring & Rozencwajg North American natural gas is the cheapest energy molecule […]
January 15, 2024

How stupid is BC’s energy policy? We could be the Saudi Arabia of electricity for the price of one $16-billion Site C dam – Richard Mills

2024-01-15 In British Columbia, the cost of building a Site C, a massive […]
January 12, 2024

Uranium: New Market Star

By Goehring & Rozencwajg Associates In 2018, uranium assets were widely considered to […]
January 12, 2024

Biden administration announces $623 million for new EV chargers across the nation

By Ella Nilsen, CNN fund 47 projects in 22 states and Puerto Rico – […]
December 29, 2023

ENERGY Visualized: Global Clean Energy Spending Forecasts (2022-2030)

By Marcus Lu – Visual Capitalist Global clean energy funding is projected to […]
December 29, 2023

BYD Sure Looks Poised To Overtake Tesla In EV Sales Soon

By Patrick George – Inside EVs Say what you want about the guy up […]
December 22, 2023

The Green Mirage: Unmasking the Harsh Realities of Renewable Energy Investments

By Goehring & Rozencwajg In late 2021, we made a bold and deeply […]
December 20, 2023

Canada needs hundreds of thousands of public EV charging ports.

By Katie Nicholson, Carly Thomas –  CBC News As part of the federal government’s net-zero […]
December 17, 2023

How the Oil and Gas Industry Spends Its Profits

By Selin Oğuz – Visual Capitalist 2022 was a highly profitable year for […]
December 8, 2023

Russian uranium import ban teed up for US House floor vote

By Ari Natter Legislation that would bar the import of enriched Russian uranium […]
December 6, 2023

US Joins 21 Other Countries in Pledge to Triple Nuclear Energy Capacity by 2050

By Aldgra Fredly – The Epoch Times The United States and 21 other countries […]
December 5, 2023

A US Nuclear Revival – and Net Zero – Depends on Westinghouse

By Jonathan Ford – Bloomberg Climate change and geopolitics have restored the fortunes of […]
December 4, 2023

China is building nuclear reactors faster than any other country

By The Economist To wean their country off imported oil and gas, and in […]
November 27, 2023

Uranium sector ‘scrambling’ to fill supply gap

By Colin McClelland – Mining.com The price of uranium will hit triple-digits for […]
November 14, 2023

A Nuclear Renaissance Is the Best Path Forward

By RJ Roux & Yaël Ossowski For decades, the fruits of the fracking revolution, plus our […]
October 24, 2023

Uranium at Inflection Point, Will Get Completely Out of Hand

By Goehring & Rozencwajg The uranium bull market is just getting started, but […]
October 22, 2023

Why Uranium has Enormous Upside Potential

By Doug Casey International Man: What makes uranium attractive as a speculation? Doug […]
October 6, 2023

Natural Gas Markets on the Verge

By Goehring & Rozencwajg  In our view, natural gas prices are reaching a […]
October 5, 2023

Ontario, NB’s nuclear ambitions vs BC’s LNG debacle – Richard Mills

2023.10.05 The nuclear-powered energy train has left stations in Ontario and New Brunswick, […]
September 28, 2023

Global Nuclear Warhead Stockpiles Growing Again

By Martin Armstrong While nuclear powers such as the United States and France are […]
September 25, 2023

Ranked: The World’s Biggest Oil Producers

By Pallavi Rao In 2022 oil prices peaked at more than $100 per […]
September 14, 2023

Why has uranium rallied while every other energy commodity has collapsed?

By Goehring & Rozencwajg Over the past twelve months, spot uranium advanced 12% […]
August 7, 2023

Nuclear power deserves a bigger role in our clean energy mix – Richard Mills

2023.08.07 With each day, it becomes clearer that nuclear power should play a […]
August 7, 2023

核电应该在清洁能源结构中发挥更大的作用

2023.08.07 随着时间的推移,人们越来越清楚核电应该在全球能源结构中发挥更大的作用。 根据国际能源署的数据,核能发电量约占世界电力的 10%,略高于太阳能、风能、地热能和潮汐能,但与水力发电相比仍相形见绌(如下图)。 但据 国际能源机构 (IEA) 估计,就一次能源消耗(指直接使用原始形式的能源)而言,核能的份额仅为 4% 左右,是所有能源类别中最低的。 毫无疑问,作为最古老的低碳能源技术之一,核能在能源排名上还有很大的提升空间,特别是如果我们要实现气候目标的话。 化石燃料依然占主导 我们不得不承认的事实是,化石燃料仍然是世界能源供应的主导力量,能源研究所 […]
August 5, 2023

Electrified cement could turn houses and roads into nearly limitless batteries | Science | AAAS

BY Robert F. Service Tesla’s Powerwall, a boxy, wall-mounted, lithium-ion battery, can power […]
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 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 15, 2023

Hubbert’s Peak is Finally Here

By Goehring & Rozencwajg Conventional oil production has now unequivocally rolled over. Unconventional […]
June 13, 2023

Visualizing the World’s Largest Lithium Producers

By Bruno Venditti Lithium has become essential in recent years, primarily due to […]
June 3, 2023

Hubbert’s Peak is Here

By Goehring & Rozencwajg The only source of growth over the past decade, […]
May 22, 2023

U.S. Shale Production Is Set For A Rapid Decline

By David Messler As we approach the midpoint of 2023, WTI prices have mostly […]
May 19, 2023

The latest developments in nuclear technology – Richard Mills

2023.05.19 Nuclear gets a bad rap but it is bar none the safest […]
May 15, 2023

How EV Adoption Will Impact Oil Consumption

A standard combustion engine passenger vehicle in the U.S. uses about 11 barrels […]
May 9, 2023

Ottawa clamps down on China’s critical-minerals foray, but not prospecting

By Niall McGee  Last year, the federal government said that it would not […]
May 5, 2023

Nuclear Fusion? Not so Fast

By Goehring & Rozencwajg On December 13th, 2022, the U.S. Department of Energy […]
May 1, 2023

Is mining set for a new wave of mega-mergers?

By The Economist Years of discipline, a surge in commodity prices and the […]
April 20, 2023

G-7 nuclear pact adds fuel to uranium’s already bullish outlook – Richard Mills

2023.04.20 It’s fair to say that the Russia-Ukraine war has now literally “gone […]
April 20, 2023

七国集团核协议为铀的前景增添了燃料

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 13, 2023

Wind & Solar Meet Majority of Electricity Demand Growth

By Anna Fleck Wind and solar power accounted for 12 percent of global electricity […]
April 3, 2023

Visualizing Where Clean Energy Technologies Are Manufactured

By Selin Oğuz When looking at where clean energy technologies and their components […]
April 2, 2023

The Energy Transition Is a Delusion Indeed

By Benjamin Zycher The obstacles confronting the “energy transition” are fundamental — they are […]
April 2, 2023

Why Oil Markets Will Outperform Expectations in 2023

By Goehring & Rozencwajg After making a 14-year high of $130 per barrel […]
March 28, 2023

EU Members Clash Over Nuclear Energy’s Role In Climate Policy

By Michael Kern  The European Union needs to work on a divide among its […]
March 28, 2023

Renewable generation surpassed coal and nuclear in the U.S. electric power sector in 2022

By Today in Energy Last year, the U.S. electric power sector produced 4,090 […]
March 24, 2023

The End of Abundant Energy: Shale Production and Hubbert’s Peak

By Goehring & Rozencwajg Over the past 15 years, the vast majority of […]
March 13, 2023

Powered by China

by Felix Richter According to data extracted from the UN Comtrade Database, China accounted for […]
March 12, 2023

Mapped: Asia’s Biggest Sources of Electricity by Country

By Selin Oğuz Although clean energy has been picking up pace in Asia, […]
March 12, 2023

The End of Abundant Energy: Shale Production and Hubbert’s Peak

By Goehring & Rozencwajg Crude oil fundamentals are very tight and risk getting […]
March 9, 2023

Chevron CEO Warns That Premature Transition to Low-Carbon Would Be ‘Painful and Chaotic’

By Tom Ozimek Chevron CEO Mike Wirth said that maintaining secure and affordable energy […]
March 7, 2023

The Russia-Ukraine war remapped the world’s energy supplies, putting the U.S. at the top for years to come

By Patti Domm Since Russia’s invasion of Ukraine, the U.S. oil and gas […]
March 6, 2023

U.S. Electricity Generation by Source in 2022: Natural Gas, Coal, Nuclear, Wind, Hydro, Solar, Geothermal, Biomass, Petroleum

By Wolf Richter  Electricity generation, as measured in gigawatt-hours, has gotten hammered by […]
March 2, 2023

The Countries Buying Russian Fossil Fuels Since the Invasion

By Niccolo Conte A year on from Russia’s initial invasion of Ukraine, Russian […]
March 1, 2023

Monumental shift in way junior mining stocks are valued is coming – Richard Mills

2023.03.01 You know it’s interesting. While much of the investing “herd” is focused […]
February 23, 2023

Combustion Going Bust: Global Phase-outs of Gasoline Cars

By Katharina Buchholz The European Union last week approved a law that will ban the sale […]
February 17, 2023

Why Investors Need to Watch Oil Prices in 2023

By Natural Resource Market Insights Managing Partner Adam Rozencwajg, CFA was recently interviewed […]
February 14, 2023

War and subsidies have turbocharged the green transition

The Economist In their panic to keep the lights on, policymakers across Europe […]
February 5, 2023

The fossil-fuel elephant in the electrification room – A conversation we need to have – Richard Mills

2023.02.05 Hi We should be having this conversation at the highest levels. Rick […]
February 4, 2023

Inside Germany’s renewable energy boondoggle – Richard Mills

2023.02.04 For all their successes building Europe’s strongest economy, the Germans have made […]
February 3, 2023

Could silver outperform gold again? – Richard Mills

2023.02.03 Gold sold off following the US Federal Reserve’s Feb. 1 decision to […]
February 2, 2023

The fossil-fuel elephant in the electrification room – Richard Mills

2023.02.02 The transition from fossil fuels to electrified transportation and renewable energy is […]
January 29, 2023

Are You Really Against Fossil Fuels? Read This Before You Answer

By Vijay Jayaraj 2023.01.29 It is easy for anyone to say that they are […]
January 26, 2023

Graphite One working with three EV manufacturers and two US Department of Energy labs – Richard Mills

2023.01.26 Graphite One aims to become the first vertically integrated domestic producer to serve […]
January 19, 2023

Saudi Arabia Just Killed The Petrodollar Right In Front Of Our Eyes

By Quoth the Raven 2023.01.19 Saudi Arabia has just issued a death knell […]
December 16, 2022

Recent nuclear fusion news is more about hydrogen bombs than energy related – Richard Mills

2022.12.16 Those who grew up in the 1980s and were educated in North […]
November 13, 2022

5 Reasons for Nuclear Energy Now – Richard Mills

2022.10.13 Environmentalists have for years been drumming about renewable energy being the saviour […]
November 9, 2022

Silver joining copper in upcoming supply crunch – Richard Mills

2022.11.09 Copper is one of the most important metals with more than 20 […]
November 8, 2022

China’s near-complete dominance of ‘green economy’ metals – Richard Mills

2022.11.08 The “green economy” rejects dirty sources of energy and transportation, namely coal, […]
November 1, 2022

The world needs more graphite, and the US needs Graphite One: Under the Spotlight with G1’s CEO Anthony Huston: Richard Mills

2022.11.01 The electrification of the global transportation system doesn’t happen without lithium and […]
November 1, 2022

US battery and EV plants galore – Richard Mills

2022.11.01 According to data collected by The Book of Deals, via cargroup.org, in 2021 […]
July 23, 2022

EV-makers connect with mining companies to ensure adequate supply of battery raw materials

2022.07.23 Recently, attention has turned to the shortfall of raw materials that is […]
June 7, 2022

Top reasons to suffer summer blackouts

2022.06.07 While the Covid-19 pandemic was dominating headlines in 2020, another major crisis […]
May 25, 2022

Max Resource Fully Financed

2022.05.25 For today’s article I’m going to do something very unusual, and that […]
February 5, 2022

The paradox of going green

2022.02.05 We have come to terms that a global transition to clean energy […]
January 21, 2022

Global supply crunch for battery metals

2022.01.21 Electrification and decarbonization are anticipated to be one of the biggest investment […]
January 20, 2022

A record year looms for lithium, underlining a global supply crunch that could derail the EV boom

2022.01.20 Electrification and decarbonization are anticipated to be one of the biggest investment […]
January 7, 2022

Rushing headlong into electrification, the West is replacing one energy master with another

2022.01.07 The United States and its allies, such as Canada, the UK, the […]
December 28, 2021

Renewable energy will not replace fossil fuels and nuclear

2021.12.22 An especially cold fall and an even colder blast of winter on […]
December 28, 2021

Plugging the fossil fuel energy gap with nuclear

The modernization and electrification of our global transportation system will require a change hitherto unprecedented in the history of civilization. Not even the shift from horse and buggy to the crank-start Ford Model T can compete with what it will take to electrify the billion-plus cars on the planet’s roads, and eventually put a complete stop to noxious tailpipe emissions resulting from the combustion of gasoline and diesel fuel, that are poisoning the air we breathe.

For now, thorium is a theoretical solution to our energy dilemma, but it could be much more than that. A concerted effort to develop thorium reactor technology could provide stable, clean, base-load power for millions, something that is not possible with renewables due to the intermittency factor and the current early stages of renewable battery storage technology. It is safer and better for the environment than uranium and can even use radioactive waste as feedstock for the nuclear reaction, thus killing two birds with one stone. The market is not yet ready for thorium, but when it is, a whole new mining sector and supply chain will be born.
December 6, 2021

#92 Electric Avenue Athabasca Basin Saskatchewan Canada

2021.12.06 For over half a century, uranium has been one of the world’s […]
December 5, 2021

Marvel Discovery bolsters “multi-commodity” portfolio with acquisition of uranium project

2021.12.05 For over half a century, uranium has been one of the world’s […]
October 26, 2021

Case for ‘sticky’ inflation strengthens, as energy crisis intensifies

2021.10.26 The US Federal Reserve’s official line is that inflation is only temporary, […]
August 26, 2021

Battle for nickel to power EV revolution takes center stage in Ontario’s emerging mining district

2021.08.26 Nickel, traditionally used to make stainless steel, is now taking center stage […]
July 29, 2021

Graphite One gets drilling underway at Graphite Creek ahead of PFS later this year

2021.07.29 All cashed up from a recent financing that will see the company […]
July 27, 2021

Forward-looking metals and the companies we’re invested in

2021.07.27 While there is little we can do to prevent climate change — […]
July 22, 2021

Cypress well-positioned in US lithium/EV supply chain

2021.07.22 According to the most recent report from Wood Mackenzie, mining companies will […]
June 30, 2021

Commodity boom puts world’s copper supply to the test

According to business leaders who participated in this week’s Qatar Economic Forum, commodities like copper are likely to become more expensive as the rally resumes.
June 15, 2021

Who got copper?

Vancouver-based Max Resource Corp. (TSXV:MXR, OTC: MXROF, FSE:M1D2) continues to make significant progress at its flagship CESAR project, situated along the world-famous Andean Copper Belt.
June 8, 2021

‘Fully green’ Palladium One advancing sulfide nickel deposit in Ontario, palladium project in Finland

Though rare, there are companies that have nickel sulfide deposits under development. Palladium One’s (TSXV:PDM, FSE: 7N11, OTC:NKORF) Tyko project is located in northwestern Ontario’s Mid-Continent Rift Nickel Province, where previous and current work indicates strong potential for Voisey’s-style (referring to the huge Voisey’s Bay nickel mine in Newfoundland, re-opened in 2020 by Vale) feeder dyke nickel-copper-platinum group element (PGE) mineralization.
June 4, 2021

The future of Canada’s nickel supply isn’t Indonesia

China says it has found a way to make “green” nickel chemical for EV batteries from nickel laterite deposits in Indonesia that could help to alleviate the coming supply deficit in the metal that is essential to electric vehicle batteries.

Don’t be fooled. The process itself is extremely polluting, and ‘ocean tailings ponds’ are anything but green. Thankfully car companies aren’t buying it.

Future nickel supply for battery-making is therefore unlikely to come from Indonesia or anywhere else where nickel laterites are mined.
June 1, 2021

Canada’s EV ambitions

The supply-demand imbalance for graphite has meant a rising price environment for the mineral since 2017. Roskill analysts believe prices will likely remain high with resilient demand for EV raw materials, major suppliers getting hit by covid-19, and environmental crackdowns in China.

This is great news for companies exploring for graphite. Our Canadian favorite is Lomiko Metals (TSX.V:LMR, OTC:LMRMF, FSE:DH8C), hunting for the grayish-black mineral in the Canadian province of Quebec.