September 5, 2021

Graphite One makes a compelling case for becoming the first US producer of critical EV battery mineral

2021.09.05 The $1 trillion infrastructure bill recently passed by the US Senate will […]
September 2, 2021

Silver projects stand to benefit from US crackdown on solar panel supply chain

2021.09.02 In the latest episode of growing trade tensions between the worlds’ top […]
August 31, 2021

Sprott favorite Freegold Ventures continues to ascend Golden Summit

2021.08.31 In the United States, real yields on government bonds are currently negative […]
August 26, 2021

The debt trap: Part 1 of 3

2021.08.26 The US Federal Reserve is severely constrained in how much it can […]
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 […]
August 23, 2021

East eats wests copper breakfast, lunch and supper

2021.08.23 Commodities are considered one of the best places to park investment capital […]
August 21, 2021

Cypress Development: Tight lithium supply means growth opportunities for miners in Nevada’s Clayton Valley

2021.08.21 It’s no secret by now that the world will need more lithium […]
August 20, 2021

Platinum is a poor substitute for palladium

2021.08.20 Discovered by English chemist William Wollaston in 1803, palladium was named after […]
August 18, 2021

Drought, Food, Water, Fire: 4 Horsemen of the Apocalypse stalk western provinces and states

2021.08.18 It was hard to believe the wildfire situation in British Columbia could […]
August 17, 2021

Lomiko Metals: Graphite miners’ outlook remains bullish given strong demand forecast for EV battery minerals

2021.08.17 In late July, Canadian junior miner Lomiko Metals (TSXV: LMR) (US-OTC: LMRMF) […]
August 13, 2021

Fire and Ice

2021.08.13 A prolonged stretch of hot weather in southern British Columbia has seen […]
August 9, 2021

Why commodities? Why now?

2021.08.09 Where should a smart investor park their savings in this current market, […]
July 31, 2021

Lomiko puts out strong PEA as demand for battery-grade graphite expected to challenge supply

2021.07.31 Lomiko Metals (TSXV:LMR, OTC:LMRMF, Frankfurt:DH8C) is exploring for lithium and graphite in […]
July 30, 2021

Nickel prices on a rip, as Palladium One expands Tyko and completes geophysical survey

2021.07.30 Palladium One continues to outline a high-grade nickel system at its Tyko […]
July 27, 2021

How climate change is reducing food production and pushing tens of millions to the brink of famine

2021.07.27 A scorching summer heat wave, thought to that killed over 700 Vancouver-area […]
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 24, 2021

Renforth encounters highest concentration of visible nickel to date from summer drilling at Victoria West

2021.07.24 Exciting drill results have become a norm for Renforth Resources Inc. (CSE: […]
July 23, 2021

Mountain Boy Minerals to begin drilling at American Creek soon; fieldwork underway at Telegraph

2021.07.23 The much-anticipated drilling program at Mountain Boy Minerals Ltd.’s (TSXV: MTB) (OTCQB: […]
July 20, 2021

New set of priorities needed for unstoppable global warming

2021.07.20 Heads of state gathered on Dec. 12, 2015, for the 21st conference […]
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 25, 2021
EV and lithium battery markets to experience significant growth

Electrification and decarbonization won’t happen without these 4 metals

2021.06.25 The new “green economy” rejects dirty sources of energy and transportation, namely […]
June 22, 2021
one ounce palladium

Palladium One drills into $1,300 rock at Tyko nickel-copper-PGE project in Ontario

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

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 3, 2021

Cashed-up Graphite One advancing Alaska project to prefeasibility with 2021 drill program and new hire

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.
June 2, 2021

The future of Canada’s nickel supply is NOT Indonesia

AOTH’s favorite nickel junior is Renforth Resources (CSE:RFR, OTC:RFHRF, WKN:A2H9TN), whose Surimeau nickel sulphide project covers an area of about 260 square kilometers south of the Cadillac Break in Quebec, among current and former producing mines.
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 27, 2021

‘Not hard to dig a hole’ anti-mining Democrats say

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.
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 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

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 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.
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 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 […]
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 […]
November 6, 2020

Canada’s warming Arctic implications

2020.11.06 Canada’s identity is inextricably tied to the United States, and Canadians share […]
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, […]
August 22, 2020

Melting ice exposing mineral wealth

2020.08.22 Emily Riedel steps gingerly as she walks along the ice hugging the […]
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 […]
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 […]
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 […]
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 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

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 16, 2019

A steady diet of plastic

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

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

What’s with all the weird weather?

2019.07.17 In January 2018, something strange happened in the Sahara Desert: it snowed. The […]
July 6, 2019

It’s not easy going green

2019.07.06 As Kermit the Frog used to say, “It’s not easy being green.”. […]
May 18, 2019

Melting ice, Arctic scramble

2019.05.18 In August 2007, a pair of Russian submersibles dropped to the bottom […]
April 11, 2019

Palladium, darling of the PGEs, shifting into high gear

2019.04.11 The platinum group elements (PGEs) consist of six metallic elements found in […]
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 […]
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 […]
January 30, 2019

New Brunswick nuclear energy vs BC LNG

2019.01.30 The nuclear powered energy train has left the station in the Eastern […]
January 18, 2019

Choose thorium-fueled reactors instead of Site C

2019.01.18 I was flying through the Twitterverse when I came across this doozy […]
January 10, 2019

How the BC NDP sold the environment down the river

2019.01.10 There once was a time when the New Democratic Party of British […]
December 16, 2018

BC earthquakes and fracking

2018.12.16 There is no fracking going on right now in northeastern British Columbia, […]
December 1, 2018

Whisky is for drinking; water is for fighting over

2018.12.01 The problem of severe water stress in the United States – and […]
December 1, 2018

Bottled water bamboozle

2018.12.01 Bottled water is now the most consumed drink sold in a plastic […]
November 17, 2018

The real price of LNG

2018.11.17 “This is a spectacular day for all British Columbians, again not one […]
November 10, 2018

BC’s killer whales v LNG

2018.11.10 The snow-capped mountains north of Vancouver are famous for skiing, but eight […]
October 21, 2018

LNG: Another environmental disaster coming to BC

2018.10.21 A new liquefied natural gas industry in British Columbia that would be […]
October 6, 2018

Uranium’s ugly stepsister

2018.10.06 Most junior resource investors know uranium, and many got in on the […]