February 23, 2021

Commodities and soon Juniors in vogue

2021.02.23 Gold and copper are up, the dollar is down, and bond yields […]
October 24, 2020
Stock market

Why a Biden win will keep metals prices rocking

2020.10.24 Joe Biden’s performance in Thursday night’s presidential debate was solid. The former […]
October 3, 2020
copper ore

Manufacturing’s thirst for metals boosts copper, iron ore

2020.10.03 Global equities churned on Friday after the stunning revelation that US President […]
August 14, 2020

Falling dollar not enough to lift commodities higher

2020.08.14 Commodity prices rise and fall with economic conditions. Conventional wisdom has it […]
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 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 […]
June 26, 2020

Roosevelt 2.0 and ‘here, hold my beer’

2020.06.26 In accepting the Democratic nomination for the presidency on July 2, 1932, […]
May 7, 2020

China dominates worlds supply chains

2020.05.07 Cleaner skies owing to covid-19 lockdowns appear to be the silver lining […]
April 6, 2020

The coming supply crunch

2020.04.06 As I write and you read, the world economy is getting pummeled, […]
April 1, 2020

Blacktop politics

2020.04.01  Benjamin Franklin once said; “Out of adversity comes opportunity.”  The adversity the […]
February 9, 2020

Copper market is a coiled spring

2020.02.09 As the third most-consumed metal on earth, behind iron and aluminum, copper […]
February 5, 2020

Coronavirus and the vulnerability of critical mineral supply chains

2020.02.05 Just in time (JIT) is an inventory system designed to efficiently match […]
December 4, 2019

The US pivot to Africa

2019.12.04 As world leaders gather in London this week for the NATO Summit, […]
October 17, 2019

Building America’s mine to battery to EV supply chain

2019.10.17 In 2010 the US Department of Energy’s Critical Materials Strategy included lithium as one […]
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, […]
September 25, 2019

More smelters, scrap metal ban driving Chinese copper imports

2019.09.25 Despite evidence of a slowing economy, shipments of raw materials are gliding […]
July 17, 2019

Africa rising

2019.07.17 A lot of resource investors stop listening to corporate presentations when they […]
June 1, 2019

How China wins trade war

2019.06.01 The trade feud between the US and China has deteriorated into trench […]
May 9, 2019

US is winning trade war with China…for now

2019.05.09 The ongoing battle between the United States and China for economic supremacy […]
April 23, 2019

Stop feeding the Chinese ‘Belt and Road’ trojan horse

2019.04.23 “Whoever has an army has power.” – Mao Zedong In March Italy […]
April 19, 2019

Chinese growth lights fire under copper price

2019.04.19 Copper bulls are running this week, as the red metal used in […]
April 17, 2019

EVs get a boost from Big Auto

2019.04.17 Is the age of the gas-powered automobile coming to an end? Doubtful. […]
March 30, 2019

EV and lithium battery markets to experience significant growth

2019.03.30 In North America, electric vehicles are still a niche market, with most […]
February 16, 2019

All the macro factors in place for a big gold run

2019.02.16 Gold markets were rocking on Tuesday, lifted by a basket of factors […]
February 14, 2019

The global infrastructure deficit – the road not yet taken

2019.02.14 Infrastructure is the physical systems – the roads, power transmission lines and […]
February 13, 2019

Plunging inventories have zinc bulls ready to run

2019.02.13 On Tuesday zinc inventories in London Metal Exchange (LME) warehouses sunk into […]
January 23, 2019

Big copper mines cutting output

2019.01.23 Some of the world’s largest copper mines are slashing production, thus feeding […]
January 12, 2019

Commodities are the right story for 2019

2019.01.12 The markets are up and down like a bride’s nightgown, as my […]
October 25, 2018

The coming copper crunch

2018.10.25 Copper had one of it best years ever in 2017, rising 27% […]
October 10, 2018

5 reasons why commodities are the place to be in 2018

2018.10.10 The stock market pullback of the last couple of weeks has shown […]