March 12, 2021

Renforth excites market with high-grade gold intercept

Renforth Resources (CSE:RFR, OTC:RFHRF, WKN:A2H9TN) continues to make good progress on its Parbec gold project in Quebec, releasing a cache of drill results to the market on Tuesday, March 9.

The highlight from was 21.45 meters grading 5.57 grams per tonne (g/t) gold, between 254.8m and 276.2m meters in hole PAR-20-112. Two higher-grade sub intervals returned 6.27 g/t Au over 16.7m and 37.3 g/t Au over 1m.
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 10, 2021

Global growth spurt, pent-up demand support higher inflation

The sell-off in bonds that has been tripping up gold prices may be over, with some investors anticipating the bond market will calm down, as appetite for US government debt revives following the sharp rise in yields.

“We think a big part of the bond-yield move has played out,” Wall Street Journal quoted a portfolio manager at PineBridge Investments. “At this level of yields, we do expect additional buyers to come in. That tends to stabilize the yield level.”

Gold bugs are closely watching what happens with Treasuries
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 5, 2021

Real interest rates and gold

Several factors influence gold prices (mainly the US dollar, gold ETF inflows/ outflows, inflation rate, bond yields, safe haven demand, physical gold demand, gold supply) but none is more reliable than real interest rates.

The demand for gold moves inversely to interest rates — the higher the rate of interest, the lower the demand for gold, the lower the rate of interest the higher the demand for gold.
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 25, 2021

Why now might be a good time to buy gold and gold juniors

2021.02.25 Gold has been taking a beating in recent weeks, the sell-off prompted […]
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 20, 2021

Arcology publishes source code on GitHub to gain feedback from blockchain community

2021.02.20 2021 could be the year that cryptocurrency finally hits the big leagues […]
February 3, 2021

2020 Bitcoin Mania

2021.02.03 Will Bitcoin be a replacement for gold and fiat currency? The resurgence […]
January 20, 2021

Captain Biden now piloting MMT Adventure

2021.01.20 Gold may have come off the boil after rising above $1,900 an […]
December 5, 2020
blockchain

Arcology: the first systemic solution designed to address blockchain technology’s major challenges

2020.12.05 When it comes to tech topics over recent years, few have captured our collective imaginations as blockchain did. This was the mastermind behind the crypto hype of 2017, and despite some ups and downs, blockchain continues to garner public interest and remains an attractive long-term investment.
December 2, 2020

The economic implications of a colossal infrastructure funding deficit

2020.12.02 Unprecedented times call for unprecedented measures. As the saying goes, governments around […]
November 24, 2020

The next shock to the global economy? Commodity prices.

2020.11.24 Often overlooked scenarios for inflation to rear its ugly head are: Supply […]
November 21, 2020

China’s copper futures launch may spell the beginning of a new market benchmark

2020.11.21 While all eyes were on American politics over the past few weeks, […]
November 14, 2020
trading

Free-spending Biden and/or continued Fed stimulus will hike gold prices

2020-11-14 Gold may have come off the boil a bit after rising beyond […]
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 31, 2020
trade bull

Copper bulls ride on Chinese demand, South American supply squeeze

2020.10.31 Despite fund managers having trimmed their exposure to copper following a mini-price […]
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 6, 2020
Gold-Silver

Silver to follow gold higher, on continued strong investment and industrial demand

2020.10.06 Gold and silver appear to be bouncing back from the drubbing they […]
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 […]
August 1, 2020

The next US Presidential election

2020.08.01 As gold prices hit all-time record highs this week, some market observers […]
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 […]
July 8, 2020

Gold + silver gaining on dollar weakness

2020.07.08 The US economy is nowhere near recovering from the lockdown measures imposed […]
July 5, 2020

All eyes on Chile as copper price hits 5-month high

2020.07.05 Hundreds of mine workers in Chile are falling ill from covid-19, prompting […]
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, […]
June 20, 2020

Gold industry must find 8Moz to avoid supply deficit: Woodmac

2020.06.20 Commodities consultant Wood Mackenzie has just reported what we at Ahead of […]
June 18, 2020

Trillion-dollar US infrastructure plan will draw in plenty of metal

2020.06.18 Donald Trump appears to have torn a page from Ahead of the […]
June 11, 2020

Sedimentary copper + silver explorers attracting major interest

2020.06.11 The world’s biggest sedimentary copper deposits are only found in three basins: […]
May 24, 2020

Resurgent dollar paving route to higher gold

2020.05.24 In the 1960s, French politician Valéry d’Estaing complained that the United States […]
May 16, 2020

Cypress Development Corp. (TSX.V:CYP) Clayton Valley Lithium Project versus Chinese LCE/ EV battery supply

2020.05.16 The pause in industrial activity brought about by the covid-19 crisis has […]
May 7, 2020

China dominates worlds supply chains

2020.05.07 Cleaner skies owing to covid-19 lockdowns appear to be the silver lining […]
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 30, 2020

Gold versus fiat

2020.04.30   What exactly does it mean when pundits say that gold is […]
April 25, 2020

The Fed can’t print silver

2020.04.25 Silver prices will test $19 an ounce later this year on the […]
April 17, 2020

A massive bull market is building for gold

2020.04.17 Imagine, if you will, there was no coronavirus. No haz-mat suits, medical […]
April 14, 2020

Is it time to expel China from the world community?

2020.04.14  “Today the House of Representatives has taken an historic step toward continued […]
April 7, 2020

Gold closely tracks debt-to-GDP ratio

2020.04.07 The debt-to-GDP ratio is an important metric economists use for comparing a […]
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 […]
March 31, 2020

US between Scylla and Charybdis

2020.03.31 I’m just going to come right out and say it: The United […]
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.   […]
March 17, 2020

How a ‘Debt Jubilee’ + mining could be a path to coronavirus recovery

2020.03.17 Stock markets rebounded on Tuesday, after the White House announced further measures […]
March 14, 2020

Economic stimulus can’t save US from deflation and recession

2020.03.14 One of the worst weeks on Wall Street mercifully ended on Friday. […]
March 7, 2020

Coronavirus infects dollar

2020.03.07 Up to a month ago the US dollar was showing resilience in […]
February 26, 2020

Trump or Sanders? Both will pile up the debt

2020.02.26 Whether it’s a Democrat or a Republican installed in the White House […]
February 22, 2020

Gold and bonds soar on ‘fight to quality’

2020.02.22 Gold and silver prices went parabolic this week during a raging storm […]
February 21, 2020

Paper money rejection is gold’s Minsky Moment

2020.02.21 In our last article (A Minsky Moment is coming for gold) we […]
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 […]
February 12, 2020

The DRC just turned the screws on cobalt supply

2020.02.12 The Democratic Republic of Congo (DRC) is finally doing something about cobalt […]
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

The end of the global economy

2020.02.05 The Trump administration has just granted its Commerce Department sweeping powers to […]
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 […]
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

Two Bullets

2017.06.25 I’ve read the following article so many times I can just about […]
December 20, 2019

Gold vs cash in a crisis

2019.12.20 Mattress stuffers or bullion holders? Who fares better in a crisis? North American […]
December 17, 2019

Copper price drivers

2019.12.17 The copper price was holding steady at $2.79 per pound, Monday, just […]
December 4, 2019

The US pivot to Africa

2019.12.04 As world leaders gather in London this week for the NATO Summit, […]
October 22, 2019

Copper noose tightening

2019.10.22 Copper prices surged to a one-month high on Monday, on potential supply […]
October 19, 2019

The Coming Great Global Reset

2019.10.19 In the first quarter of 2019, global debt hit $246.5 trillion. Encouraged […]
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 12, 2019

Leading Indicators Point to Higher Gold

2019.10.12 Anticipation of a trade deal between the United States and China had […]
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 […]
September 4, 2019

Five Feet High And Rising

2019.09.04 How high’s the water, mama? Five feet high and risin’ How high’s the […]
August 5, 2019

Golden consequences

2019.08.05 The long-anticipated US Federal Reserve decision last Wednesday to notch interest rates […]
July 30, 2019

Why Trump’s low-dollar plan won’t work

2019.07.30 The slowdown in the United States, and throughout the world, has led […]
July 17, 2019

Africa rising

2019.07.17 A lot of resource investors stop listening to corporate presentations when they […]
July 6, 2019

Quantifornication round 4 on its way

2019.07.06 Californication is a brilliant 1999 song by the Red Hot Chili Peppers. Many of […]
July 6, 2019

Quantifornication round 4 on its way

2019.07.06 Californication is a brilliant 1999 song by the Red Hot Chili Peppers. Many of […]
July 3, 2019

De-dollarization has begun

2019.07.03 In the 1960s, French politician Valéry d’Estaing complained that the United States […]
July 3, 2019

Resource extraction melee

2019.07.03 A headline this week from The Northern Miner grabbed my attention – […]
June 27, 2019

US prepares for Currency war

2019.06.27 The 1997 Asian Financial Crisis serves as a reminder of what happens when competing […]
June 25, 2019

Bonds and equities versus gold

2019.06.25 North American stock markets continued to rise on Friday, as more investors […]
June 20, 2019

Why are central banks buying gold and dumping dollars?

2019.06.20 The US Federal Reserve, the country’s central bank, did what many expected […]
June 20, 2019

Why are central banks buying gold and dumping dollars?

2019.06.20 The US Federal Reserve, the country’s central bank, did what many expected […]
June 18, 2019

Dancing closer to the exits

2019.06.18 When Americans elect or re-elect a president in the fall of 2020, […]
June 1, 2019

How China wins trade war

2019.06.01 The trade feud between the US and China has deteriorated into trench […]
May 14, 2019

Three safe-haven reasons to own gold

2019.05.14 “It’s the tail that wags the dog” is defined by Urban Dictionary […]
May 11, 2019

Trade impasse threatens US lithium, rare earth imports

2019.05.11 On Friday the United States made good on its threat to ratchet […]
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. […]
April 13, 2019

How central bank gold buying is undermining the dollar

2019.04.13 Ahead of the Herd has been digging into why central banks are […]
April 10, 2019

MMT is a spectacularly Dem idea

2019.04.10 Economists are good for one thing, and that is creating theories. The […]
April 9, 2019

Sprout-less Gold now Tier 1 Capital

2019.04.09 Gold is often criticized by Wall Street as being kind of a […]
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 […]
March 8, 2019

Why the record US trade deficit is good for commodities

2019.03.08 On Monday a headline that must have put Donald Trump in a […]
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 […]
February 6, 2019

We have a problem, spodumene

2019.02.06 Over the next four years, lithium from Western Australia is expected to […]
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 […]