May 14, 2021

Rising food prices threaten world’s most vulnerable

Continuing the US (and Canadian) economic recovery is obviously important but it should not come on the backs of the poor who bear the most weight of inflation, particularly increases in food prices.

Government officials need to be aware of how their monetary and fiscal policies are impacting the most vulnerable in society.
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

Palladium One links sulfide conductors at Tyko, continues to intersect significant widths at Kaukua South

The demand for “green” metals is pinned on bets that more aggressive climate pledges will accelerate the proliferation of solar panels, wind turbines and electric cars. Beyond electrification and decarbonization, the need is being driven by something more immediate — a worldwide economic recovery from the pandemic.
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 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 15, 2021

Tinka makes tin discovery at Ayawilca project, Peru

Tinka Resources’ (TSX.V:TK, OTCQB:TKRFF) Ayawilca polymetallic project in Peru just got a whole lot more interesting with the discovery of a new tin zone, that is expected to add significant value to what is already the largest zinc development project in Latin America and one of the biggest zinc resources held by a junior explorer.
April 13, 2021

ESG seen as biggest risk to mining industry

ESG was a dominant theme running through this year’s AME Roundup conference in Vancouver.

Ross Beaty, chairman of Pan American Silver and Equinox Gold, said “It’s just critical. Every single meeting you have with investors, it’s number one on the topic (list).”
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.”
April 9, 2021

Under the Spotlight – Dolly Varden Silver Corp

Dolly Varden’s goal is to try and extend Torbrit through some step-out drill holes, and to get into the high-grade, 500g to 1kg material. There are early indications of other Torbrit “look-alikes” along a 4.5-km trend. Through drilling, Dolly Varden wants to prove up another Torbrit and drastically increase the size of the resource which in all categories is about 44Moz at an average grade of 300 g/t. A key part of the exploration thesis is the fact that the rocks hosting the mineralization on the property are the same age as some of the other large deposits found in the Golden Triangle including Eskay Creek.
April 5, 2021

The US has a metals problem

Years of neglecting its critical metal supplies is catching up with the United States, as demand for the raw materials needed to build a new green economy that rejects fossil fuels gears up.
April 2, 2021

Renforth continues to unlock huge VMS/ sulfide nickel system at Surimeau, Quebec

Though early stage, the possibility of widespread sulfide nickel mineralization at Surimeau looks promising. The grades and rock value given here are conservative; the 0.224% Ni used to calculate the rock value of US$41.83 per tonne is based on only three intercepts from three holes drilled at Surimeau, less than 200m. Highlights from summer 2020 grab sampling show grades up to 0.495% Ni. If those grades start showing up in drill core, Renforth could really be onto something.
April 2, 2021

Victory Resources names new CEO as it expands exploration focus to battery metals

As Victory Resources Corp. (CSE: VR) (FWB: VR61) (OTC: VRCFF) continues to scale up mining operations on multiple properties across North America, the company has made a significant management change to reflect its broadening exploration focus that now includes battery metals.
March 31, 2021

We are drowning in plastic

As the fight against the coronavirus continues to take center stage, an insidious environmental problem is getting worse: plastic pollution.

The global health crisis has prompted a rush for single-use plastic just as governments around the world were taking steps to curtail or ban its usage. Demand has surged for everything from face shields and gloves to takeaway food containers and bubble wrap for online shopping — most of which cannot be recycled and is ending up as waste.
March 30, 2021

Rick Mills Podcast: Copper Will Be the Key Commodity for Green Energy Push

Mainstream media and the large mining companies are finally catching on to what we at AOTH have been saying for the past two years: the copper market is heading for a severe supply shortage due to a perfect storm of under-exploration/ lack of discovery of new deposits, clashing with a huge increase in demand due to electrification and decarbonization.
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 27, 2021

Graphite One: America’s climate plan comes down to building domestic critical mineral supply

The common denominator for each countries climate action plan is electric vehicles; that’s easy to identify. But whether economies can acquire sufficient raw materials to reach “full electrification” is another story — it's a problem that has yet to be solved.

For years, the US has been heavily reliant on foreign supply of minerals required for key areas such as national defense, electronics and medical equipment, and its EV sector is no different.

Under Trump’s executive order (September 2020), graphite was identified as one of four minerals considered essential to the nation’s “national security, foreign policy and economy.”
March 23, 2021

Competition for energy and battery metals intensifying

Goldman Sachs says that the next structural bull market for commodities will be driven by spending on green energy.

The fossil-fueled based transportation system needs to be electrified, and the switch must be made from oil, gas, and coal-powered power plants to those which run on solar, wind and thorium-produced nuclear energy. If we have any hope of cleaning up the planet, before the point of no return, a massive decarbonization needs to take place.

In a recent report, commodities consultancy Wood Mackenzie said an investment of over $1 trillion will be required in key energy transition metals over the next 15 years, just to meet the growing needs of decarbonization.
March 21, 2021

Arctic mines face thawing permafrost disaster

The thawing of permafrost is yet another manifestation of climate change, that populations living near it will have to deal with in the coming decades as global warming accelerates, particularly in the polar regions

Mining is often deemed complicit in the rise of greenhouse gas emissions, given its use of heavy machinery and ground disturbance, but in this case, in areas where the ground is permanently frozen but starting to thaw, operations can be negatively impacted, and big miners are having to shell out millions. We have seen the implications of thawing permafrost at Teck’s Red Dog Mine in Alaska, and at Norilsk Nickel’s Oktyabrsky and Taimyrsky mines in Siberia.

The problem is not going away; in fact, there is every indication it will get worse.
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.
March 16, 2021

Call for domestic mining of critical minerals is finally being answered

North America relies heavily on foreign supplies of critical minerals — the raw materials it needs to become a leader in high technology, transportation, energy, and defense. Materials like lithium, graphite, and tin.

For years, the United States and Canada did not bother to explore for these minerals and build mines. Globalization brought with it the mentality that all countries are free traders, and friends. Dirty mining and processing? NIMBY. Let China do it, let the DRC do it, let whoever do it.

China recognized opportunity knocking and answered the door
March 12, 2021

Copper shortage narrative goes mainstream

Mainstream media and the large mining companies are finally catching on to what we at AOTH have been saying for the past two years: the copper market is heading for a severe supply shortage due to a perfect storm of under-exploration/ lack of discovery of new deposits, clashing with a huge increase in demand due to electrification and decarbonization.

Copper is trading over $4.00 a pound this year on rapidly tightening physical markets, rebounding economic growth especially in China, the top metals consumer, and the expectation that the era of low inflation in key economies may soon be over.
March 6, 2021

Lithium prices take off, graphite demand to surge 9X on EV battery growth

Currently, only 1% of the world’s vehicles are electric, but by 2030 they are expected to represent about 11% of new car sales, according to commodities consultant Wood Mackenzie.

Like lithium, graphite is indispensable to the global shift towards electric vehicles; it is the second-largest component in lithium-ion batteries by weight, with each EV containing between 40 and 60 kg of material.
March 6, 2021

Biden’s massive infrastructure plan might be expensive but well worth it

Is America’s infrastructure spending worth it? So far, the answer would lean towards a yes.

A report published by the American Society of Civil Engineers (ASCE) this week has validated the nation’s recent success in improving its infrastructure, while justifying the need for additional government spending.
March 5, 2021

Max Resource’s district-scale CESAR project offers significant exposure to critical metals

The exploration success accumulated by Max Resource Corp. (TSX.V: MXR; OTC: MXROF; Frankfurt: M1D2) over the past year has not gone unrecognized.

Recently, the company was named one of the top 10 performing mining stocks in the 2021 TSX Venture 50, having seen its value increase more than three-fold over the past year. The TSX Venture 50 ranks the top 50 stocks from over 1,600 companies listed on the TSX Venture Exchange.

Last year’s winners included well-recognized names such as K92 Mining Inc., Great Bear Resources Ltd. and Discovery Metals Corp. Some of these have gone on to become billion-dollar market cap companies.
March 2, 2021

Dolly Varden advancing one of the world’s few “pure play” silver projects

“Native silver” found in the Earth’s crust on its own, is relatively rare. More commonly, it is mined alongside gold, or as a by-product of zinc-lead ore. There are currently only 75 “pure play” silver companies, most of whom have projects in Chile, Argentina, Mexico and Peru.

The rarity of silver and gold becomes apparent when we consider how little of both have been mined throughout history – just 190,000 tonnes of gold and 1.6 million tonnes of silver. Or in ounce terms, 6.1 billion oz of gold and 51.3 billion oz of silver. All the gold ever mined in the world could fit into a cube 21.6 meters on each side, and all the above-ground silver could fit into a 55m cube.
February 26, 2021

Graphite One Secures C$10 Million in Financings to Advance Graphite Supply Chain Project

2021.02.26 Looking to advance what would be an integral part of the US […]
February 26, 2021

Bitter US cold snap is a sign of the times

2021.02.26 The polar vortex is at it again. The weather phenomenon responsible for […]
February 23, 2021

Commodities and soon Juniors in vogue

2021.02.23 Gold and copper are up, the dollar is down, and bond yields […]
February 18, 2021

ZincX Resources: Developing the world’s next zinc mine

2021.02.18 According to the US Geological Survey, zinc is mined in over 50 […]
February 12, 2021

Drilling at Palladium One’s Tyko Returns High-Grade Ni-Cu-PGE Assays

2021.02.12 Palladium One’s (TSXV:PDM, FRA:7N11, OTC:NKORF) Tyko is an early-stage project with high […]
February 12, 2021

Renewables and electrification? Nothing happens without copper

2021.02.12 On Wednesday, Feb. 10, copper prices tore past $3.79 a pound ($8,350 […]
February 10, 2021

Nickel, graphite to benefit from explosive growth in battery storage market

2021.02.10 The challenges most countries are facing right now are daunting. Not only […]
February 5, 2021

ZincX planning to launch summer drilling at Akie Property in BC

2021.02.05 As the global economic recovery progresses over the next few years, demand […]
January 28, 2021

Max Increases the CESAR Copper-Silver Landholdings to Over 2,000 Sq. Km.

2021.01.28 Max Resource Corp (TSX.V:MXR; OTC:MXROF; Frankfurt:M1D2) has procured a major section of […]
January 27, 2021

Bernie Sanders, new Budget Committee Chair, vows to ram spending bills through Senate with simple majority

2021.01.26 The Democrats have turned the tables on the Republicans in the Senate, […]
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 […]
January 25, 2021

Dolly Varden Silver: Hot on the trail of past and future silver mines in BC’s Golden Triangle

2021.01.25 “Finding gold in the shadow of headframes” is an old mining adage, […]
December 24, 2020
Gas nozzle with one l

Why solar and wind can’t save us

2020.12.24 Recently, British Petroleum (BP) went public in declaring that “peak oil demand” […]
November 6, 2020

Canada’s warming Arctic implications

2020.11.06 Canada’s identity is inextricably tied to the United States, and Canadians share […]
November 4, 2020
Flags of Scandinavia

Scandinavia sees new age of mining renaissance

2020.11.04 For mining companies and explorers, Scandinavia is considered one of the most […]
October 29, 2020
Copper wire

As China goes green, copper market expected to tighten further

2020.10.29 The most pessimistic forecasts of copper demand, and pricing, during the worst […]
October 27, 2020
hand holding lightbulb

Re-elected BC NDP pressing ahead with LNG disaster

2020.10.27 British Columbia’s NDP government was re-elected on Saturday with a comfortable majority, […]
October 24, 2020
Planet earth f

VMS

2020.10.24 Between the Archean and the Holocene – the current geological period – […]
October 21, 2020
Poor mother and daughter

How the coronavirus is exacerbating global inequality, hunger

2020.10.21 Autumn is harvest season in North America and many families gather on […]
October 10, 2020
Graphene molecular nano

America’s graphite vulnerability

2020.10.10 At Ahead of the Herd we’re invested in metals necessary for the […]
September 24, 2020
American-Dream

How Trump co-opted the religious right and stacked the courts with conservatives

2020.09.24 “We’re not giving lifetime appointments to this President, on the way out […]
August 26, 2020
Palladium One discovers massive sulphides during initial drilling at Tyko

Palladium One hunting PGEs, copper and nickel in mining-friendly Finland

2020.08.26 In 2017 Finland claimed the number one spot on the Fraser Institute’s […]
August 22, 2020

Melting ice exposing mineral wealth

2020.08.22 Emily Riedel steps gingerly as she walks along the ice hugging the […]
August 18, 2020

Buffett’s Indicator tells him to buy GOLD

2020.08.18 Warren Buffett did what he said he’d never do, and that is […]
July 25, 2020

Why copper supply is the biggest roadblock to a clean energy future

2020.07.25 Nothing glitters like gold but it’s copper that literally makes the world […]
July 25, 2020
Palladium One discovers massive sulphides during initial drilling at Tyko

Palladium One hits high-grade PGEs at LK

2020.07.25 Palladium One (TSX-V:PDM) has found initial success at the drill bit, indicated […]
July 17, 2020

How to benefit from the big US infrastructure push

2020.07.17 The US economy continues to flounder like an East Coast freighter bashed […]
July 17, 2020

As palladium market sizzles, PDM ready to drill LK project

2020.07.17 Palladium prices have slipped back a bit since the pre-pandemic record high […]
July 9, 2020

Asset investing in Freegold and Cypress

2020.07.09 Are you a speculator or an investor?  A lot of people new […]
June 26, 2020

Saving the planet with clean and green

2020.06.26 Lockdowns and reduced industrial activity aimed at reducing the spread of the […]
May 2, 2020

A tale of two depressions

2020.05.02 As the coronavirus continues to hammer state and provincial economies, politicians are […]
May 1, 2020

Breadline blues

2020.05.01 Is it safe to re-open? That is the question facing US governors […]
April 25, 2020

Is the covid crisis good or bad for the environment?

2020.04.25 You may have read articles about how scrapped flights are clearing the […]
March 29, 2020

The most important mine in America

2020.03.29 The covid-19 pandemic has put a laser-like focus on insecurity of lithium […]
March 25, 2020

Negative real rates puts shine on Getchell’s gold

2020.03.25 A number of factors influence gold prices (mainly the US dollar, gold […]
March 21, 2020

The new stay at home economy

2020.03.21 For a lot of workers, the coronavirus is starting to get personal.   […]
February 20, 2020

A Minsky Moment is coming for gold

2020.02.20 “Minsky Moment” refers to the idea that periods of bullish speculation will […]
January 9, 2020

How mining M&A is starving juniors

2020.01.09 A brisk wind of investment dollars is blowing in the direction of […]
January 1, 2020

Road to a mining ‘yes’ littered with obstacles in Canada

Resource nationalism is the tendency of people and governments to assert control, for strategic […]
January 1, 2020

Road to a mining ‘yes’ littered with obstacles in Canada

Resource nationalism is the tendency of people and governments to assert control, for strategic […]
January 1, 2020

Themes Matter

2017.06.25 When looking for an investment your method should involve a thematic approach, […]
January 1, 2020

Two Bullets

2017.06.25 I’ve read the following article so many times I can just about […]
January 1, 2020

US Red Shirts and the Boogaloo

2020.06.02 The race riots seen around the United States over the past few […]
December 14, 2019

Demand for battery metals strong despite weak EV sales

2019.12.14 For all the hype over electric vehicles and their relentlessly optimistic growth […]
November 30, 2019

Lower-priced platinum keeping palladium supply in check

2019.11.30 Palladium prices are marching up again despite the platinum-group element (PGE) losing […]
November 28, 2019

Gold and a gun

2019.11.28 There are many extreme events that could do massive damage to planet […]
November 26, 2019

Growing inequality threatens mining

2019.11.26 In the 1986 classic ‘Platoon’, Charlie Sheen’s character Chris Taylor tells everyone […]
November 14, 2019

3D printing is a manufacturing game-changer

2019.11.14 Calling all carnivores: ever thought about getting a meat printer? Of hand-crafting […]
November 8, 2019

World’s major gold miners target copper porphyries

2019.11.08 Something has changed in the gold industry. During high gold-price periods the […]
October 31, 2019

‘Power to the People’ and mining

2019.10.31 The 1960s and 70s were decades of incredible social upheaval. Fed up […]
October 31, 2019

‘Power to the People’ and mining

2019.10.31 The 1960s and 70s were decades of incredible social upheaval. Fed up […]
October 12, 2019

Palladium is an unsung green superhero

2019.10.12 Smog from vehicle emissions is estimated to cause a third of the […]
October 11, 2019

Nevada is the Golden State

2019.10.11 Major gold companies are running out of reserves and every year it […]
October 5, 2019

Feeding the world vs saving the planet

2019.10.05 When China closed its door to all US agricultural exports in August, […]
October 3, 2019

When the levee breaks

2019.10.03 In John Steinbeck’s epic novel ‘The Grapes of Wrath’, a poor family […]
August 22, 2019

Fresh water crisis unfolding

2019.08.22 When planetary scientists search for life on other planets the first thing they look for is […]
August 16, 2019

A steady diet of plastic

2019.08.16 People eating fish are advised to watch carefully for bones, but how […]
August 16, 2019

Impressive exploration upside with Palladium One

2019.08.16 Palladium One Mining (TSX-V:PDM, FRA:7N11)  is exploring for platinum group elements (PGEs) at […]
August 5, 2019

Golden consequences

2019.08.05 The long-anticipated US Federal Reserve decision last Wednesday to notch interest rates […]
August 1, 2019

Beetle battle – BC’s last stand

2019.08.01 A warming climate plus decades of mismanagement by various provincial governments threaten […]
July 31, 2019

Gold as bubble hedge

2019.07.31 A few weeks ago we wrote that this is The season for gold. […]
July 25, 2019

The day the current stopped

2019.07.25 Anybody who’s ever planted cedar bushes knows how drought-sensitive the little suckers […]
July 17, 2019

What’s with all the weird weather?

2019.07.17 In January 2018, something strange happened in the Sahara Desert: it snowed. The […]
July 17, 2019

Palladium is integral to global transportation, energy shift

2019.07.17 Despite reports of its imminent demise, the internal combustion engine-powered vehicle isn’t […]
July 17, 2019

Africa rising

2019.07.17 A lot of resource investors stop listening to corporate presentations when they […]