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.
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.”
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 […]