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October 8, 2024
2024.10.02 US stocks ripped higher on Monday, with all three indexes closing at […]
September 24, 2024
2024.09.21 Donald Trump has once again waded into an issue he doesn’t understand […]
September 18, 2024
By Jordan Finneseth – Kitco News During periods of easy money, risk assets like […]
September 17, 2024
From Desjardins At its June 5 meeting, the Bank of Canada kicked off its […]
September 7, 2024
By Katharina Buchholz – Statista After global food prices had climbed to unprecedented […]
September 6, 2024
From Goehring & Rozencwajg We first unveiled this chart (shown below) in our 1Q2019 letter […]
September 3, 2024
By Matthew Fox – Business Insider Commodities are the place to be for investors […]
August 25, 2024
By Avi Salzman – Barron’s Jeff Currie has been charting the path of commodities […]
August 9, 2024
From The Economist The Big Mac is much the same everywhere. But its price, interestingly, […]
June 28, 2024
From Goehring & Rozencwajg Adam Rozencwajg and Yra Harris joined the Financial Repression […]
June 1, 2024
From Goehring & Rozencwajg Leigh Goehring, Managing Partner at G&R and a seasoned […]
May 30, 2024
From Bloomberg Odds are growing that 2024 will become the hottest year in […]
April 30, 2024
2024.04.27 Investors in stocks, bonds and commodities should be aware of the rate […]
April 19, 2024
2024.04.17 Assembly lines are humming again after a years-long manufacturing slump, although the […]
March 30, 2024
By NeoMam Studios – Visual Capitalist The U.S. is the second biggest exporter […]
March 29, 2024
From Mining.com Commodities usually rally when central banks cut interest rates, bolstering the […]
March 21, 2024
From Goehring and Rozencwajg Commodities were mixed during the fourth quarter. The Goldman […]
January 18, 2024
By Wolf Richter – Wolf Street Per-capita disposable income, adjusted for inflation (total […]
January 11, 2024
By Dorothy Neufeld – Visual Capitalist It was a challenging year for commodity […]
December 2, 2023
2023-12-02 While there is disagreement over its causes, the reality of global warming […]
November 29, 2023
By Peter Millard – Bloomberg The Panama Canal Authority, which normally handles about 36 ships […]
November 26, 2023
2023.11.26 China is already gobbling up copper and copper ore at an incredible […]
November 23, 2023
2023.11.22 Commodity analysts predictions are usually wrong about copper supply, often predicting a […]
November 17, 2023
By Our World in Data Food is the palate’s poetry, the body’s fuel, […]
November 13, 2023
By Doug Alexander Drought has made the Panama Canal a chokepoint for the flow […]
October 31, 2023
By Frank Giustra The mining industry has had its share of abuse over the […]
September 8, 2023
By Goehring & Rozencwajg Commodities and related natural resource markets were broadly weak […]
September 6, 2023
2023.09.06 Mining — like any other sector — has experienced its fair share […]
September 6, 2023
2023.09.06 与任何其他行业一样，采矿业在过去十年中也经历了相当多的问题，影响了其整体声誉和效率。 现在面临着为全球能源转型提供足够矿物的艰巨挑战，该行业必须深入挖掘——无论是字面上还是隐喻上——以提高其绩效。 但问题的根源是多方面的，阻力来自各个方面。关键问题包括全球技能短缺、环境和人权问题以及资金的可用性和使用。 在这些问题得到解决之前，采矿业的价值将无法最大化，并且该行业可能在未来十年遭受同样的命运。 下面，我们将探讨采矿业长期可持续发展的每一个主要障碍，以及该行业已经（或尚未）采取哪些措施来减轻这些风险。 关键技能差距 采矿业面临的最大挑战之一是劳动力老龄化和后继人才缺乏造成的技能差距日益扩大。 科罗拉多矿业学院研究和技术转让副总裁沃尔特·科潘 (Walter Copan) 表示，采矿业正面临着严重的技能差距，再加上即将到来的预期退休人数方面的所谓“灰色海啸”，情况更加严重。 德勤今年早些时候发布的一项研究显示，近 […]
August 27, 2023
By Doug Casey International Man: Since 2020, coups have replaced pro-Western governments in Guinea, […]
August 11, 2023
2023.08.11 The markets for two of agriculture’s staple crops, rice and wheat, are […]
August 10, 2023
2023.08.10 Global warming has raised the economic status and political importance of critical […]
August 10, 2023
By The Economist Latin America is no stranger to supplying the world with […]
August 8, 2023
By Niccolo Conte The push towards a more sustainable future requires various key […]
August 5, 2023
By Goehring & Rozencwajg Are we in a commodity supercycle? In this episode, Adam […]
July 27, 2023
2023.07.27 By now, we’ve probably surrendered to the fact that food prices will […]
July 27, 2023
2023.07.27 到目前为止，我们可能已经接受了这样一个事实：世界各地的食品价格将继续变得更加昂贵。 在加拿大，平均食品杂货账单不断上涨。对一些家庭来说，现在已经难以承受。 6 月份，加拿大食品通胀同比增长 9.1%，紧跟 5 月份增长的 9%。 与正在放缓的 2.8% 的总体通胀率相比，食品价格的走势似乎是一个大问题。 加拿大统计局上个月通过 […]
July 24, 2023
By Goehring & Rozencwajg Incredibly, by 2016 commodity prices had sold off to […]
June 18, 2023
Warming temperatures and thawing sea ice could soon allow for the expansion of […]
May 5, 2023
2023.05.05 The idea that commodity markets can only yield short-term gains isn’t entirely […]
May 2, 2023
By Bruno Venditti In recent years, commodity prices have reached a 50-year low […]
March 8, 2023
2023.03.08 Has anybody noticed there is something strange going on in commodities? Whether […]
February 24, 2023
By Timur Abenov This article explores our latest research into the talent imperative […]
February 23, 2023
By Aran Ali A select number of materials have a critical role to […]
February 2, 2023
2023.02.02 The transition from fossil fuels to electrified transportation and renewable energy is […]
January 30, 2023
By Bruno Venditti 2023.01.30 Wealthy countries consume massive amounts of natural resources per […]
January 28, 2023
2023.01.28 The shift to a world powered by renewable energy and run on […]
January 28, 2023
By Egon von Greyerz 2023.01.28 “The risk of over-tightening by the European Central Bank […]
January 22, 2023
By Brian Boone 2023.01.22 So far, in the 2020s, farmers, food processors, suppliers, […]
January 18, 2023
By Thomas Biesheuvel, Dinesh Nair and Jack Farchy, with assistance from Archie Hunter, Annie […]
January 17, 2023
By Govind Bhutada 2023.01.17 Hard commodities had a roller coaster year in 2022. […]
January 4, 2023
2023.01.04 Gold has started the new year off right, powering to nearly $1,850 […]
January 1, 2023
What gets me, though, is how bad Canadian politicians are at negotiating. Here we finally have a resource that should give us significant leverage in dealing with our largest trading partner, ie., critical metals. In return for offering our minerals and our mining expertise, what are we asking for in return? I’ve yet to discover anything in print.
December 16, 2022
2022.12.16 For decades, China has dominated critical minerals, with Canada and the US, […]
December 12, 2022
2021.12.12 Dried-up rivers and alarmingly low reservoir levels are manifestations of climate change. […]
December 9, 2022
2022.12.09 Some of the largest copper mines are seeing their reserves dwindle; they […]
December 7, 2022
2022.12.07 The economist who predicted the financial crisis sees a “long and ugly” […]
November 16, 2022
2022.11.16 Canada and the United States are finally getting serious about protecting their […]
November 11, 2022
2022.11.11 Gold and silver prices jumped on Thursday following the release of October’s […]
November 8, 2022
2022.11.08 The “green economy” rejects dirty sources of energy and transportation, namely coal, […]
October 27, 2022
2022.10.27 Copper is one of the most important metals with more than 20 […]
October 24, 2022
2022.10.24 Chrystia Freeland is Canada’s Deputy Prime Minister and the Minister of Finance. […]
September 26, 2022
2022.09.26 It appears the days of being a “one trick pony” mining company […]
September 22, 2022
2022.09.22 At the Federal Reserve’s annual retreat in Jackson Hole, Wyoming, Chairman Jerome […]
September 6, 2022
2022.09.06 At the start of August, British homeowners saw an 80% increase in […]
August 23, 2022
2022.08.23 Inflation is at a 40-year high, making commodities, which protect investments from […]
August 19, 2022
2022.08.19 Years of neglecting its critical metal supplies is finally catching up with […]
July 16, 2022
2022.07.16 Copper is one of our most important metals with more than 20 […]
July 12, 2022
2022.07.12 The South China Morning Post reported in January that China is fast-tracking 102 major […]
July 6, 2022
2022.07.06 In George Orwell’s book ‘1984’, the world is divided among three superpowers, […]
June 29, 2022
2022.06.29 Last week was a bad one for mining & metals. Amid fears […]
June 23, 2022
2022.06.23 Inflation is at a 40-year high, making commodities, which protect investments from […]
May 31, 2022
2022.05.31 With inflation in the US reaching its highest in 40 years, there […]
May 30, 2022
2022.05.30 A comparison of this year’s grocery bills to last year’s yields a […]
May 19, 2022
2022.05.19 In economics parlance, the term “soft landing” refers to a cyclical slowdown […]
April 26, 2022
2022.04.26 For shrewd investors looking to diversify their portfolios with low-risk, high-return assets, […]
April 24, 2022
2022.04.24 In our last article, ‘If it can’t be grown it must be […]
April 24, 2022
2022.04.24 Last year mining analysts Mike Kozak and Matthew O’Keefe of Cantor Fitzgerald […]
April 21, 2022
2022.04.21 Speaking at the 2022 World Copper Conference in Santiago, Chile, CRU’s Erik […]
April 14, 2022
2022.04.14 The new “commodities super-cycle” touted by many including Goldman Sachs, may be […]
March 5, 2022
2022.03.05 Rick Mills: Joining me today is Bob Moriarty from 321gold. We’re going […]
February 25, 2022
2022.02.25 In 2021, commodities outperformed all other asset classes, and they are expected […]
February 14, 2022
2022.02.14 The move away from fossil-fuel-powered vehicles to EVs run on batteries is […]
February 12, 2022
2022.02.12 Commodities are considered one of the best places to park investment capital […]
December 28, 2021
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.
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.
September 15, 2021
2021.09.15 “Nature abhors a vacuum” is a familiar maxim in science. It means […]
July 30, 2021
2021.07.30 Manning Ventures (CSE:MANN, Frankfurt:1H5) has taken a giant leap forward in its […]
June 28, 2021
2021.06.28 As countries continue to vaccinate their populations, and infections drop due to […]
June 10, 2021
One junior mining company that has set sights on extracting more value out of its precious/metals projects during this auspicious period is Mountain Boy Minerals Ltd. (TSX.V: MTB; OTCQB: MBYMF; Frankfurt: M9UA), which has six active projects spanning 604 square kilometres (60,398 hectares) in the prolific Golden Triangle of northern British Columbia.
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 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 15, 2021
Shareholders in Exploits Development Corp (CSE:NFLD, FSE:634-FF) were rewarded this week with an explosive move in the stock price following an announced $8 million financing.
May 14, 2021
Iron ore prices recently broke a new record amid a sustained rally in commodities prices as demand from top consumer China remains as robust as ever.
At the center of the latest rally is rising steel prices, from Asia to North America. Steel demand remains strong as economies - China in particular - continue their massive investments in steel-intensive infrastructure.
At the center of the latest rally is rising steel prices, from Asia to North America. Steel demand remains strong as economies - China in particular - continue their massive investments in steel-intensive infrastructure.
May 12, 2021
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
One up-and-coming miner looking to capitalize on this supercharged commodity cycle is Canada’s Manning Ventures Inc. (CSE: MANN) (CNSX: MANN.CN) (Frankfurt: 1H5). The junior’s business approach is to acquire and explore a diversified set of projects across the country’s mineral-rich regions, with the aim of finding impactful resource discoveries.
May 3, 2021
Climbing yields, as investors rotate funds out of bonds into stocks, on increasing confidence in the economy, is the primary reason why the prices of precious metals gold and silver have pulled back in recent weeks. For now.
May 2, 2021
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.
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
While precious metals have somewhat been subdued over recent weeks, there’s a storm brewing that could set gold, and by extension silver, on an upward trajectory once again.