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.
May 31, 2021

Copper roars past $4.60 as resource nationalism grips market

A number of happenings in the copper market conspired to elevate the spot price beyond $4.60 a pound on Thursday, confirming Ahead of the Herd’s suspicions that a new wave of resource nationalism in some of the largest copper-producing nations is washing over the sector.
May 30, 2021

Cypress Development moves closer to advancing Clayton Valley lithium project towards feasibility

One company committed to developing America’s next lithium supply is Cypress Development Corp. (TSX-V: CYP) (OTCQB: CYDVF) (Frankfurt: C1Z1), which presently holds a 100% interest in the Clayton Valley lithium project in southwest Nevada.
May 25, 2021

Peak mined silver reached

According to Sprott Insights, the three areas of growing demand — solar, 5G and automotive — potentially account for greater than 125 million ounces, annually, in 10 years. Where is this new silver supply going to come from?

Their conclusion? “We do not see enough supply growth to offset the demand growth,” with mine supply falling since 2016 and “we do not see enough projects in development to generate the kind of production levels in question, at least not at current silver prices.”
May 24, 2021

Max’s exploration success at CESAR project comes right as copper enters “super bull” territory

Energy and precious metals explorer Max Resource Corp. (TSX.V: MXR; OTC: MXROF; Frankfurt: M1D2) continues to make significant progress at its flagship CESAR project in northeastern Colombia, along what is considered to be the world’s largest copper-producing belt in the Andean.
May 21, 2021

Copper con

If you needed upwards of 50 million tonnes of copper over the next five years, and had very little production of your own, what would you do?

I’m thinking you would manipulate the market like crazy trying to get everyone to believe there is a huge surplus instead of a major deficit.
May 18, 2021

Running on MT — peak copper

In a previous article we proved peak gold; in this piece, a deep dive into copper supply depletion, we ultimately reach the same conclusion, ie., that we have reached peak copper.
May 16, 2021

Drilling underway at Victory Resources’ Loner property as it looks to unlock value of Nevada assets

One international mining company that is committed to exploring Nevada’s mineral-rich regions is Victory Resources Corp. (CSE: VR) (FWB: VR61) (OTC: VRCFF), which has been actively looking at precious metals opportunities in the state and recently expanded its focus to battery metals.
May 12, 2021

Norden Crown developing Broken Hill Type ‘look-alike’ as investors pump billions into silver & base metals ETFs

As base metals prices continue to attract investor interest, I’m keeping a close eye on juniors like Norden Crown, whose Fredriksson Gruva target, and its resemblance to a Broken Hill Type deposit, appears to have the scale, the grades and the consistency of mineralization to interest a major.
May 11, 2021

Lomiko sharpens focus on green metals with lithium property acquisition

I’m looking forward to seeing what Lomiko has planned for its lithium and graphite properties in Quebec and upcoming shareholder catalysts.
May 8, 2021

Dark side of green

What’s the point of making supposedly “green” battery components when the refining process is so dirty?
May 6, 2021

Graphite prices stay high as America continues its push to win the global EV market

Demand for graphite used in EV batteries is set to increase by 15 times over the next decade, rising from 200,000 to 3 million tonnes annually. On the other side of the equation, global graphite supply is expected to remain tight for the foreseeable future. Last year, the world’s total output came to 952,600 tonnes, a staggering 15% decline over 2019.

With an intensifying national focus surrounding EV raw materials, it’s no surprise that high-priority designation was given earlier this year to Graphite One Inc. (TSX-V:GPH) (OTCQB:GPHOF) to develop what is possibly the largest known graphite resource in the US.
May 5, 2021

Dr. Copper’s inflation diagnosis shows the patient is already sick

Copper’s broad use in various industrial sectors including construction, transportation and telecommunications, makes it a reliable early indicator of economic activity.

In fact, “Dr. Copper’s” ability to predict which way the global economy will go, has earned it a PhD in economics.
May 3, 2021

Death by resource depletion

Look up the word sustainable in the Oxford English dictionary and you get the following definition: “avoidance of the depletion of natural resources in order to maintain an ecological balance.”

Unfortunately the world’s ecological balance has not been right for a very long time. As a society, we are consuming resources far more quickly than we are replacing them, which is the very definition of unsustainable.
May 2, 2021

Tinka Resources: New tin discovery spells new heights for Ayawilca amid chronic supply squeeze

Tin currently has the highest value of the major base metals, three times the value of copper and nine times the value of zinc.

Chances are the value of zinc could stay high for a while. This is because the global tin market is in the midst of a historic squeeze (or one might call a “super squeeze”).

One potential source of tin that we should be looking at lies in the Pasco region of central Peru. This is where we find Tinka Resources (TSXV:TK, OTCP:TKRFF) and its flagship Ayawilca project.
April 29, 2021

Silver to hit $30 on expected 8-year-high demand

According to the Silver Institute, global demand for silver will rise to 1.025 billion ounces in 2021, the highest in eight years, led by investments in industrial and investment-grade physical silver, ie., bars and coins.

“The outlook for the silver price in 2021 remains exceptionally encouraging, with the annual average price projected to rise by 46 percent to … $30,” it said in a statement.
April 28, 2021

Bullish copper narrative continues to build

New chapters of the copper success story that started in 2020 are being written as the tawny-colored metal basks in the glory of global climate pledges, and an economic recovery from the pandemic underpinned by strengthened industrial demand.
April 27, 2021

The case for green economy metals and the companies exploring for them

The United States is back in the fold of countries pledging to reduce greenhouse gas emissions, and that is helping to drive demand for an assemblage of metals that a global push to decarbonize and electrify is expected to require.
April 24, 2021

Biden’s Green New Deal

Joe Biden came to power as the 46th US president expecting to spend more on green energy and clean technology. Just how much more is starting to be revealed.
April 19, 2021

Renforth delivers more promising results from Parbec, Surimeau drill programs

Renforth Resources Inc. (CSE: RFR) (OTCQB: RFHRF) (FSE: 9RR) continues to deliver good news for shareholders, this week announcing new assay results for the 2020 drill program on its wholly owned Parbec open-pit constrained gold deposit in Quebec.

Meanwhile, Renforth has also been making significant progress at its Surimeau District property (nickel, copper, zinc), a brownfield project covering an area of 215km2 south of the Cadillac Break among current and former producing mines.
April 17, 2021

Under the Spotlight – Getchell Gold Corp

2021.04.17 New Videos showing expanded Geological Model of Gold Zones: Fondaway Canyon, Nevada […]
April 17, 2021

Copper: the linchpin of ancient and modern society we need to find a lot more of

The big question is, will there be enough copper for future electrification needs, globally? Plus all the other modern-day uses of copper?

The short answer is no, not without a massive acceleration of copper production worldwide.

Global leaders have set strict decarbonization targets that require green-focused infrastructure built with copper. This, combined with a massive rise in government expenditures and years of underinvestment, has investment bank Goldman Sachs predicting that another commodity super-cycle is on the horizon.

April 15, 2021

Max Resource reports another significant copper discovery at CESAR North target zone

As the first company ever to explore all of the copper and silver-rich areas covered by the CESAR property, Max has so far identified multiple copper-silver target zones, all with significant potential to expand further, demonstrating the presence of a widespread highly prospective copper-silver district.
April 11, 2021

The mounting obstacles to battery/ energy metals supply parity

“The adage of ‘if it can’t be grown it must be mined’ serves as a reminder that electric vehicles, transitional energy, and a green economy start with metals. The supply chain for batteries, wind turbines, solar panels, electric motors, transmission lines, 5G — everything that is needed for a Green Economy starts with metals and mining. Demand for these metals, principally lithium, nickel and cobalt on the battery side and copper, uranium and rare earth elements on the energy side is expected to rise rapidly.”
March 27, 2021

AOTH stocks – project development stages and risk versus reward

When looking for an investment, the approach I take involves looking at the global, big picture conditions. I study trends, read the news, basically watch and listen to what’s going on in the world. Then I study the different sectors to select the one (or ones) that I think is going to match up well with the overriding, long-term theme. This is top-down investing.

The second part of my search for the dominant investment is a bottom-up approach. This is where I find individual companies, in the specific sector I have chosen to invest in.
March 20, 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.
January 25, 2021

Tinka delivers more good results from drilling at Ayawilca

2021.01.25 The Covid-19 crisis has served as a catalyst for a new “commodity […]
December 9, 2020

Palladium One discovers massive sulphides during initial drilling at Tyko

2020.12.09 Following a lengthy delay in exploration activities due to Covid-19, Palladium One […]
July 5, 2020

Silver continues to climb on investment demand, need for 5G and solar

2020.07.05 Precious metals are among the best places to park your money in […]
November 6, 2019

Australian lithium mines not viable at current prices

2019.11.06 Australia’s Mineral Resources (ASX:MIN) said last week it is pausing operations at its […]
October 25, 2019

Canadian mining, oil & gas have a lot to lose from minority government

2019.10.25 In mid-August, a ground-breaking ceremony of sorts took place in Edmonton for […]
October 17, 2019

Building America’s mine to battery to EV supply chain

2019.10.17 In 2010 the US Department of Energy’s Critical Materials Strategy included lithium as one […]
September 25, 2019

How Russia seized control of the uranium market

2019.09.25 Critical Mass – A point or situation at which change occurs. Just […]
April 19, 2019

Battle royale brewing in Alberta

2019.04.19 Do you think the Canadian provinces have a fractious relationship with the […]
March 22, 2019

Push for more LNG overshadows fracking-caused earthquakes

2019.03.22 LNG Canada is getting more ambitious in its plans to build BC’s […]
March 22, 2019

Push for more LNG overshadows fracking-caused earthquakes

2019.03.22 LNG Canada is getting more ambitious in its plans to build BC’s […]
March 8, 2019

Codelco lithium fizzle: Chile’s loss is US’s gain

2019.03.08 The world’s largest copper miner is sticking to what it knows best […]
February 16, 2019

The Big Lies perpetuated by Big Oil & Gas

2019.02.16 I always enjoy watching the Alberta government’s television ad on the Kinder Morgan […]
February 16, 2019

Chilean water fight casts doubt on ‘Saudi Arabia of lithium’

2019.02.16 Everybody in the lithium game knows about the lithium triangle. Straddling three […]
February 7, 2019

Uranium bellwether Cameco on the march

2019.02.07 On February 5 Cameco (TSX:CCO) broke through $13.00 for the first time […]
January 30, 2019

New Brunswick nuclear energy vs BC LNG

2019.01.30 The nuclear powered energy train has left the station in the Eastern […]
January 18, 2019

Choose thorium-fueled reactors instead of Site C

2019.01.18 I was flying through the Twitterverse when I came across this doozy […]
January 11, 2019

Lithium-ion batteries to become cheapest form of energy storage by 2030

2019.01.11 Lithium-ion batteries find their most common applications in small electric devices, power […]
January 7, 2019

Uranium was the best metal performer of 2018

2019.01.07 2018 was a down year for many commodities, with oil, coffee and […]
December 22, 2018

Bolivia: Where revolutionaries and lithium miners go to die

2018.12.22 Other than being the country where Cuban revolutionary Che Guevara was killed, […]
December 16, 2018

BC earthquakes and fracking

2018.12.16 There is no fracking going on right now in northeastern British Columbia, […]
November 17, 2018

The real price of LNG

2018.11.17 “This is a spectacular day for all British Columbians, again not one […]
November 17, 2018

A viable alternative to LNG

2018.11.17 The politicians holding power in British Columbia and Ottawa have stacked their […]
November 10, 2018

BC’s killer whales v LNG

2018.11.10 The snow-capped mountains north of Vancouver are famous for skiing, but eight […]
November 3, 2018

A Beautiful Mine

2018.11.03 At the Beijing Auto Show this year, 7 out of 10 “new […]
November 3, 2018

Building the most critical metals mine in America

2018.11.03 In the movie Avatar, humans have depleted their natural resources to the point […]
November 3, 2018

The US needs Cypress’s lithium

2018.11.03 On June 11 Cypress Development Corp (TSXV:CYP) published its resource estimate for its […]
November 1, 2018

Why the lithium bears are wrong

2018.11.01 Economics has been called “the dismal science” for its conclusions which often […]
October 24, 2018

Lithium deals gathering pace

2018.10.24 The United States currently imports most of the lithium that it consumes […]
October 19, 2018

Building the most critical metals mine in America

2018.10.19 In the movie Avatar, humans have depleted their natural resources to the point […]
October 6, 2018

Uranium’s ugly stepsister

2018.10.06 Most junior resource investors know uranium, and many got in on the […]
August 9, 2018

Cypress closing in on billion-ton resource in Nevada’s Clayton Valley

2018.08.09 As interest in battery metals continues (it was a major theme at […]
August 9, 2018

Resurgent US oil industry priming the economic pump

2018.08.09 Crude oil prices dropped from $110 a barrel in the summer of […]
January 12, 2018

Lithium Supercycle

2018.01.12 The truth, in regards to the world’s mineral resources, is that we […]
March 4, 2017

Renewable Energy’s Problem and the solution

2017.03.04   The electric vehicle (EV) market, indeed the entire energy storage market, […]
January 1, 1970

Uranium sector won’t catch a break

One week ago Cameco announced it will maintain low output levels until uranium prices recover. […]
January 1, 1970

Exploding Demand for Lithium-ion EV Batteries Puts Cypress Development Corp. In The Driver’s Seat

2018.11.10   In the last 25 years, Lithium-ion batteries have become essential to […]
January 1, 1970

How the US lost the plot on rare earths

On Wednesday morning, a rocket blasted off from Blue Origin’s West Texas facility […]
January 1, 1970

Solar Windows and Roofs

2017.03.21 Feldspars are found in granite type pegmatite rocks which are a mixture […]
January 1, 1970

Chilean water fight casts doubt on ‘Saudi Arabia of lithium’

As a general rule, the most successful man in life is the man […]