September 3, 2024

Ranked: The Top Lithium-Ion Battery Producing Countries by 2030

By Bruno Venditti – Visual Capitalist Elements Lithium-ion batteries are essential for a clean […]
August 12, 2024

Charted: Investment Needed to Meet Battery Demand by 2040

By Bruno Venditti – Visual Elements With the growth of battery-powered devices, from smartphones […]
May 5, 2024

Who’s Building the Most Solar Energy?

By Bruno Venditti – Elements In 2023, solar energy accounted for three-quarters of […]
May 4, 2024

Renewable Energy Needs to Be Stored. China Is at the Forefront

By Craig Mellow – Brron’s Most roads in the green energy transition lead through […]
March 20, 2024

The Big fat lies told by Big Oil, Big Plastic – Richard Mills

2024.03.15 While there is disagreement over its causes, the reality of global warming […]
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 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 […]
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 […]
March 13, 2023

Powered by China

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