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April 16, 2024
By Jacob Lorinc – Bloomberg News When the group of mining executives arrived […]
January 4, 2024
2024.01.04 America’s largest graphite resource, and one of the biggest in the world, says […]
October 25, 2023
By Jacob Lorinc, Thomas Biesheuvel, and James Attwood Rising costs to build Teck Resources Ltd.’s flagship copper project […]
October 4, 2023
By Elements Visual Capitalist Water service lines, crucial for connecting buildings to the […]
September 25, 2023
By Felix Richter Charging infrastructure plays a pivotal role in facilitating the global shift […]
August 23, 2023
By Rimmi Singhi Amid heightening climate concerns, countries worldwide are fast transitioning to […]
July 25, 2023
2023.07.25 Simply put, the road to reaching net zero begins and ends with […]
June 27, 2023
2023.06.27 The three most critical inputs in the race to electrify and decarbonize […]
June 18, 2023
By Jacob Lorinc The only metal output that has increased at Barrick since […]
May 31, 2023
By Alan Kennedy Renewable energy, in particular solar power, is set to shine […]
February 23, 2023
By Katharina Buchholz The European Union last week approved a law that will ban the sale […]
February 14, 2023
2023.02.14 Hi War and subsidies have turbocharged the green transition In their panic […]
February 2, 2023
2023.02.02 The transition from fossil fuels to electrified transportation and renewable energy is […]
November 25, 2022
2022.11.25 The electrification of the global transportation system doesn’t happen without graphite. Graphite […]
October 27, 2022
2022.10.27 Copper is one of the most important metals with more than 20 […]
April 13, 2022
2022.04.13 One of the clearcut winners of the 2022 commodity rally has to […]
February 16, 2022
2022.02.16 In exploration, a number of techniques are employed to gather information about […]
February 5, 2022
2022.02.05 We have come to terms that a global transition to clean energy […]
December 1, 2021
2021.11.30 As expected, the electrification of the global transportation system is creating strong […]
November 27, 2021
2021.11.27 Palladium One Mining (TSXV: PDM) (FRA: 7N11) (OTC: NKORF) continues to […]
November 13, 2021
2021.11.13 A story to follow over the next decade is how the clean […]
November 12, 2021
2021.11.12 A 2020 World Bank report entitled ‘The Mineral Intensity of the Clean Energy Transition’, estimated […]
November 5, 2021
2021.11.15 The road to upgrading America’s infrastructure is long and costly. A report […]
November 1, 2021
2021.11.01 https://www.financialsense.com/podcast/20100/big-three-commodities-electrification-and-decarbonization Rick Mills, author of the aheadoftheherd.com newsletter, discusses the long-term investment […]
October 20, 2021
2021.10.20 A lithium-ion (Li-ion) battery is a type of rechargeable battery technology common […]
October 9, 2021
2021.10.09 Commodities are considered one of the best places to park investment capital […]
September 25, 2021
2021.09.27 The global lithium-ion battery industry is expected to grow at a CAGR of […]
September 11, 2021
2021.09.11 Following the positive results of a Preliminary Economic Assessment (PEA) for its […]
September 9, 2021
2021.09.09 Months of drilling success by Palladium One Mining Inc. (TSXV: PDM) (FRA: […]
August 23, 2021
2021.08.23 Commodities are considered one of the best places to park investment capital […]
August 20, 2021
2021.08.20 Discovered by English chemist William Wollaston in 1803, palladium was named after […]
July 30, 2021
2021.07.30 Palladium One continues to outline a high-grade nickel system at its Tyko […]
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 25, 2021
2021.06.25 The new “green economy” rejects dirty sources of energy and transportation, namely […]
June 22, 2021
Palladium One continues to outline a high-grade nickel system at its Tyko Ni-Cu-PGE project in Ontario, where a second-phase drill program started in April.
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 3, 2021
The global supply chain for graphite is severely vulnerable to disruptions due to the near monopolistic nature of the market.
Currently nearly all graphite processing takes place in China because of the ready availability of graphite there, weak environmental standards, and low costs.
Located on the Seward Peninsula in western Alaska, Graphite One’s (TSXV:GPH, OTCQB:GPHOF) Graphite Creek property hosts America’s highest-grade large flake deposit.
Currently nearly all graphite processing takes place in China because of the ready availability of graphite there, weak environmental standards, and low costs.
Located on the Seward Peninsula in western Alaska, Graphite One’s (TSXV:GPH, OTCQB:GPHOF) Graphite Creek property hosts America’s highest-grade large flake deposit.
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 27, 2021
Joe Biden’s position on mining has always been murky.
Publicly the veteran Senator turned US President says all the right things to show mine workers he is on their side. Away from the cameras Biden is listening to the anti-mining left wing of his Democratic Party controlled by liberal progressives and environmentalists, doing whatever he can to scupper new mining projects and oil pipelines.
Publicly the veteran Senator turned US President says all the right things to show mine workers he is on their side. Away from the cameras Biden is listening to the anti-mining left wing of his Democratic Party controlled by liberal progressives and environmentalists, doing whatever he can to scupper new mining projects and oil pipelines.
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 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 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 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
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
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.
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 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 15, 2021
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 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).”
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 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
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
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
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
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
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.
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
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
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.”
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
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.
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 12, 2021
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.
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.