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May 5, 2023
By Goehring & Rozencwajg On December 13th, 2022, the U.S. Department of Energy […]
May 1, 2023
By The Economist Years of discipline, a surge in commodity prices and the […]
April 20, 2023
2023.04.20 It’s fair to say that the Russia-Ukraine war has now literally “gone […]
April 20, 2023
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
By Anna Fleck Wind and solar power accounted for 12 percent of global electricity […]
April 3, 2023
By Selin Oğuz When looking at where clean energy technologies and their components […]
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 […]
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 24, 2023
By Goehring & Rozencwajg Over the past 15 years, the vast majority of […]
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 9, 2023
By Tom Ozimek Chevron CEO Mike Wirth said that maintaining secure and affordable energy […]
March 7, 2023
By Patti Domm Since Russia’s invasion of Ukraine, the U.S. oil and gas […]
March 6, 2023
By Wolf Richter Electricity generation, as measured in gigawatt-hours, has gotten hammered by […]
March 2, 2023
By Niccolo Conte A year on from Russia’s initial invasion of Ukraine, Russian […]
March 1, 2023
2023.03.01 You know it’s interesting. While much of the investing “herd” is focused […]
February 23, 2023
By Katharina Buchholz The European Union last week approved a law that will ban the sale […]
February 17, 2023
By Natural Resource Market Insights Managing Partner Adam Rozencwajg, CFA was recently interviewed […]
February 14, 2023
The Economist In their panic to keep the lights on, policymakers across Europe […]
February 5, 2023
2023.02.05 Hi We should be having this conversation at the highest levels. Rick […]
February 4, 2023
2023.02.04 For all their successes building Europe’s strongest economy, the Germans have made […]
February 3, 2023
2023.02.03 Gold sold off following the US Federal Reserve’s Feb. 1 decision to […]
February 2, 2023
2023.02.02 The transition from fossil fuels to electrified transportation and renewable energy is […]
January 29, 2023
By Vijay Jayaraj 2023.01.29 It is easy for anyone to say that they are […]
January 26, 2023
2023.01.26 Graphite One aims to become the first vertically integrated domestic producer to serve […]
January 19, 2023
By Quoth the Raven 2023.01.19 Saudi Arabia has just issued a death knell […]
December 16, 2022
2022.12.16 Those who grew up in the 1980s and were educated in North […]
November 13, 2022
2022.10.13 Environmentalists have for years been drumming about renewable energy being the saviour […]
November 9, 2022
2022.11.09 Copper is one of the most important metals with more than 20 […]
November 8, 2022
2022.11.08 The “green economy” rejects dirty sources of energy and transportation, namely coal, […]
November 1, 2022
2022.11.01 The electrification of the global transportation system doesn’t happen without lithium and […]
November 1, 2022
2022.11.01 According to data collected by The Book of Deals, via cargroup.org, in 2021 […]
July 23, 2022
2022.07.23 Recently, attention has turned to the shortfall of raw materials that is […]
June 7, 2022
2022.06.07 While the Covid-19 pandemic was dominating headlines in 2020, another major crisis […]
May 25, 2022
2022.05.25 For today’s article I’m going to do something very unusual, and that […]
February 5, 2022
2022.02.05 We have come to terms that a global transition to clean energy […]
January 21, 2022
2022.01.21 Electrification and decarbonization are anticipated to be one of the biggest investment […]
January 20, 2022
2022.01.20 Electrification and decarbonization are anticipated to be one of the biggest investment […]
January 7, 2022
2022.01.07 The United States and its allies, such as Canada, the UK, the […]
December 28, 2021
2021.12.22 An especially cold fall and an even colder blast of winter on […]
December 28, 2021
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.
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
2021.12.06 For over half a century, uranium has been one of the world’s […]
December 5, 2021
2021.12.05 For over half a century, uranium has been one of the world’s […]
October 26, 2021
2021.10.26 The US Federal Reserve’s official line is that inflation is only temporary, […]
August 26, 2021
2021.08.26 Nickel, traditionally used to make stainless steel, is now taking center stage […]
July 29, 2021
2021.07.29 All cashed up from a recent financing that will see the company […]
July 27, 2021
2021.07.27 While there is little we can do to prevent climate change — […]
July 22, 2021
2021.07.22 According to the most recent report from Wood Mackenzie, mining companies will […]
June 30, 2021
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
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
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
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.
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
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.
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
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
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
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.”
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
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
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.
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
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
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
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
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
What’s the point of making supposedly “green” battery components when the refining process is so dirty?
May 6, 2021
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.
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
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.
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
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.
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
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.
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
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.
“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
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 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
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 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.
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
2021.04.17 New Videos showing expanded Geological Model of Gold Zones: Fondaway Canyon, Nevada […]
April 17, 2021
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.
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
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 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.”
January 25, 2021
2021.01.25 The Covid-19 crisis has served as a catalyst for a new “commodity […]
December 9, 2020
2020.12.09 Following a lengthy delay in exploration activities due to Covid-19, Palladium One […]
October 25, 2019
2019.10.25 In mid-August, a ground-breaking ceremony of sorts took place in Edmonton for […]
April 19, 2019
2019.04.19 Do you think the Canadian provinces have a fractious relationship with the […]
March 22, 2019
2019.03.22 LNG Canada is getting more ambitious in its plans to build BC’s […]
March 22, 2019
2019.03.22 LNG Canada is getting more ambitious in its plans to build BC’s […]
February 16, 2019
2019.02.16 I always enjoy watching the Alberta government’s television ad on the Kinder Morgan […]
February 7, 2019
2019.02.07 On February 5 Cameco (TSX:CCO) broke through $13.00 for the first time […]
January 30, 2019
2019.01.30 The nuclear powered energy train has left the station in the Eastern […]
January 7, 2019
2019.01.07 2018 was a down year for many commodities, with oil, coffee and […]
December 16, 2018
2018.12.16 There is no fracking going on right now in northeastern British Columbia, […]
November 17, 2018
2018.11.17 “This is a spectacular day for all British Columbians, again not one […]