October 5, 2025

Copper surges to record high: Unpacking the global drivers behind the rally

By Hareesh V – The Economic Times Copper, the industrial red metal, is […]
October 3, 2025

Trump is wielding the power of the state to back critical mineral companies. These are the possible next targets

By Spencer Kimball – CNBC The Trump administration needs to strike multiple deals […]
September 24, 2025

Precious metals and critical minerals feeling market love – Richard Mills

2025.09.23 A “commodity supercycle” is a period of consistent price increases lasting more […]
September 18, 2025

Torr Metals is chasing high-quality porphyry targets with strong similarities to New Afton in southern BC – Richard Mills

2025.09.12 New Gold’s (TSX:NGD) New Afton mine is Canada’s only underground block caving […]
September 18, 2025

Charted: America’s Reliance on Foreign Minerals

By Bruno Venditti – Visual Capitalist Elements In 2024, the United States was 100% […]
September 9, 2025

More results from Kodiak Copper’s extremely successful 2025 drill program at MPD – Richard Mills

2025.09.03 Kodiak Copper’s MPD project has all the hallmarks of a major copper/gold […]
August 14, 2025

Graphite Creek project completes FAST-41 60-day Coordinated Project Plan process; permitting timeline set at 13.5 months – Richard Mills

2025.08.07 The Graphite Creek project in Alaska being developed by Graphite One (TSXV:GPH, […]
August 11, 2025

China Is Winning the Race for Central Asia’s Critical Minerals

From OilPrice.com US officials keep expressing enthusiasm for expanding trade in critical minerals […]
August 9, 2025

NATO releases list of 12 defence-critical raw materials

From Nato.int NATO published a list of 12 defence-critical raw materials essential for […]
August 8, 2025

Argentina’s copper dreams need infrastructure – but who will build it?

By Lucila Sigal – Reuters Argentina holds rich copper deposits in the mountainous north […]
August 6, 2025

Kodiak Copper: Drilling to expand their resource – Richard Mills

2025.07.31 Previously I gave four reasons for liking Kodiak Copper (TSXV:KDK, OTCQB:KDKCF, Frankfurt:5DD1).  They […]
July 25, 2025

Visualizing How Rare Earths Power U.S. Defense

By Bruno Venditti – Visual Capitalist Rare earth elements (REEs) are essential components of […]
July 22, 2025

Graphite’s criticality equals or exceeds rare earths – Richard Mills

2025.07.17 The Pentagon will become the largest shareholder in MP Materials, the only […]
July 21, 2025

US copper tariffs are a bet against China

By Ralph Schoellhammer – UnHerd On Tuesday, Donald Trump announced that the United States would impose […]
July 18, 2025

How Trump’s 50% copper tariff will affect the US and the world – Richard Mills

2025.07.12 US President Trump on July 9th announced a 50% tariff on copper […]
July 18, 2025

Visualizing the U.S. Copper Gap

By Bruno Venditti – Visual Capitalist The U.S. is facing a paradox in its […]
July 15, 2025

How China’s new rare-earth export controls target the Pentagon—and the world

By Tye Graham and Peter W. Singer – Defense One Global markets received an unwelcome jolt […]
July 15, 2025

Scientists finally discover how giant copper deposits form around the world

By Jordan Joseph – earth.com Copper wires snake through every electric motor, power […]
July 14, 2025

Geological mystery: Study unearths how copper deposits formed

By Annelies Gartner – Phys.org An international study has revealed how continental collisions […]
June 12, 2025

Critical metals and Canada will play a key role in the evolving global economy – IEFA Montreal Conference

From Kitco News Geopolitical uncertainty remains at extreme levels, driving demand for safe-haven […]
June 6, 2025

EU picks 13 new critical material projects, including in Greenland

By Julia Payne – Reuters The European Union on Wednesday announced 13 new raw […]
June 3, 2025

Ontario Investing $500 Million in Critical Minerals Processing

From Ontairo Newsroom The Ontario government is investing $500 million to create a […]
April 6, 2025

US achieves security of graphite supply with G1 Feasibility Study – Richard Mills

2025.03.29 The US could soon have security of supply for a critical mineral […]
March 11, 2025

Freeport sees $500 million annual boost if Trump declares copper as critical

By Ernest Scheyder – Mining.com Freeport-McMoRan (NYSE: FCX) hopes U.S. President Donald Trump […]
February 6, 2025

Essential graphite and G1’s Soon-to-be-Released Feasibility Study – Richard Mills

2025.01.24 China is by far the biggest graphite producer at about 80% of […]
February 4, 2025

B.C. critical minerals being diverted away from United States: David Eby

From CTV News British Columbia’s premier says major companies in the province are […]
January 27, 2025

The coming critical minerals trade war – Richard Mills

2025.01.16 Critical minerals have become the new frontline of the rivalry between the […]
January 20, 2025

Electrification Visualizing China’s Cobalt Supply Dominance by 2030

By Bruno Venditti – Visual Capitalist Elements Chinese dominance over critical minerals used in […]
December 19, 2024

Column: Critical metals will be a key battleground in US-China trade war

From Mining.com It’s clear that critical minerals will be China’s weapon of choice […]
December 16, 2024

Military Uses of Graphite – Richard Mills

2024.12.06 The energy transition and digitalization have made critical minerals top of mind […]
November 23, 2024

British Columbia creates new mining ministry to tackle critical minerals amid doubts over capacity

By Henry Lazenby – Mining.com British Columbia Premier David Eby on Monday split […]
October 29, 2024

China’s critical mineral dominance puts Washington’s supply chain hopes at risk

From Yahoo Finance Beijing’s dominance in the resource-rich central African nation Democratic Republic of Congo (DRC) […]
June 30, 2024

REE Stockpile

By Kelsey Baker – Yahoo News US stockpiles of the rare earth minerals […]
June 25, 2024

Is Now Time To Buy This Graphite Stock?

From Streetwise Reports Technical Analyst Clive Maund examines Graphite One Inc.’s charts to […]
June 3, 2024

Graphite One could benefit from tariff hike on Chinese EVs, battery parts – Richard Mills

2024.05.29 North American graphite producers got a boost earlier this month, with President […]
June 3, 2024

Graphite One CEO and President, Anthony Huston, Invited by President Biden to White House Investment and Job Creation Session; White House Sets 25% Tariff on Chinese Graphite

May 15, 2024 CEO to President Biden:  “Projects like Graphite One’s are important […]
May 19, 2024

US runs out of copper – Richard Mills

2024-05-19 AOTH has been warning for 2 years this was going to happen […]
May 19, 2024

The world has a critical minerals problem

By Andrew Freedman – Axios The IEA examines the nitty gritty details of […]
May 15, 2024

Graphite and Critical Mineral Mining Boosted by $72B Fund

From Stockhouse The Biden administration has clarified that mining projects focused on extracting […]
April 5, 2024

Graphite’s war-fighting capabilities – Richard Mills

2024.04.04 The energy transition and digitalization have made critical minerals top of mind […]
April 1, 2024

Dwindling U.S. Stockpiles of Minerals for Military Use Should Be a Cause for Concern

By Jim Constantopoulos – Real Clear Energy It seems implausible that now, with China […]
March 20, 2024

China copper nudges 3-year high as supply cuts bite – Richard Mills

2024.03.16 A tightening copper market is raising prices and shining a spotlight on […]
January 2, 2024

Beyond Batteries: What’s Really Driving the Energy Transition?

By ZeroHedge The world is becoming increasingly electric and connected, transitioning towards a future powered […]
November 23, 2023

Exposing the copper surplus myth – Richard Mills

2023.11.22 Commodity analysts predictions are usually wrong about copper supply, often predicting a […]
November 13, 2023

How Canada – and Bay Street – squandered the chance to finance the critical minerals revolution

By Tim Kiladze The financing taps for critical minerals companies are all but […]
October 26, 2023

Why Copper Is Critical for Data Centers

By Elements Visual Capitalist Data centers are computer server hubs that collect, store, […]
September 27, 2023

We need China’s critical minerals technology, not their metals – Richard Mills

2023.09.27 North America relies heavily on foreign supplies of critical minerals — the […]
September 23, 2023

Copper Road intersects broad zones of visible copper mineralization at its namesake project in Ontario – Richard Mills

2023.09.23 Copper Road Resources Inc. (TSXV: CRD) is encountering promising geology at its Copper […]
August 25, 2023

Copper now classified as US critical mineral, and rightly so – Richard Mills

2023.08.25 Before we realize it, the global copper market is approaching an inflection […]
August 25, 2023

Headwinds mount in quest for stable copper supplies

By Henry Lazenby In an era of energy transitions and economic shifts, global […]
August 7, 2023

US Department of Energy adds copper to critical minerals list

By Mining.com The US Department of Energy (DOE) this week officially added copper […]
July 14, 2023

Critical minerals supply diversification remains a daunting task – Richard Mills

2023.07.14 When it comes to the diversity and reliability of critical mineral supplies, […]
June 17, 2023

US DOE draft report reaffirms urgent status of six critical minerals including graphite – Richard Mills

2023.06.17 With the clean energy transition moving along rapidly, critical minerals are now […]
March 11, 2023

Graphite One’s Graphite Creek deposit a generational graphite resource USGS says among largest in the world – Richard Mills

2023.03.11 Modeling by the International Agency shows that global EV adoption must surpass […]
February 25, 2023

The Golden Age of critical materials – Richard Mills

2023.02.25 The electrification of the global transportation system and the move to decarbonize […]
February 23, 2023

Critical Materials Start 2023 With a Bang

By Paul Wong and Jacob White As 2022 ended, most of the main […]
February 17, 2023

Renforth’s polymetallic Surimeau Project has battery, critical and precious metals – Richard Mills

2023.02.17 The Surimeau mineral deposit in Quebec being developed by Renforth Resources (CSE:RFR, […]
December 13, 2022

China controls world’s supply of most critical metals – Richard Mills

2022.12.13 Despite keeping a lower profile when it comes to commodities consumption than […]
November 10, 2022

5 reasons the West needs a secure supply of critical minerals – Richard Mills

2022.11.10 Critical minerals are defined as non-fuel materials that are vital to the […]
November 8, 2022

China’s near-complete dominance of ‘green economy’ metals – Richard Mills

2022.11.08 The “green economy” rejects dirty sources of energy and transportation, namely coal, […]
September 21, 2022

Even the so-called experts are wrong about critical metals supply – Richard Mills

2022.09.21 The move away from fossil-fuel-powered vehicles to EVs run on batteries is […]
June 25, 2022

Core Assets: Drilling at Laverdiere intersects extensive iron-copper skarn and copper-porphyry mineralization; assay results pending

2022.06.25 Only two weeks into drilling its Laverdiere Skarn-Porphyry Project, Core Assets (CSE:CC) […]
May 11, 2022

NOCR: Geophysical survey results provide further evidence of BHT mineralization at Fredriksson Gruvan, Sweden

2022.05.11 Norden Crown Metals (TSXV:NOCR, OTC:NOCRF, Frankfurt:03E) is searching for high-grade silver and zinc […]
April 21, 2022

8 Escondidas needed over the next eight years

2022.04.21 Speaking at the 2022 World Copper Conference in Santiago, Chile, CRU’s Erik […]
April 15, 2022

Core Assets identifies new copper outcrop at Laverdiere Cu-Fe skarn-porphyry target

2022.04.15 BC-focused explorer Core Assets (CSE:CC, OTC.QB: CCOOF, Frankfurt: 5RJ),currently advancing the province’s most […]
April 12, 2022

Norden Crown-Boliden JV posts high-grade copper results at Burfjord IOCG project, Norway

2022.04.12 Norden Crown Metals (TSXV:NOCR, OTC:BORMF, Frankfurt:03E) is focused on discovering silver, zinc, […]
April 9, 2022

Metal prices remain elevated on global shortages

2022.04.09 Bloomberg reported on Thursday that inventories across London Metal Exchange warehouses have […]
March 12, 2022

USGS confirms Graphite Creek’s status as America’s largest graphite source

2022.03.12 For years, North America’s supply of critical minerals — the very foundational […]
March 2, 2022

Critical minerals in the crosshairs

2022.03.02 North America relies heavily on foreign supplies of critical minerals — the […]
November 2, 2021

Lomiko hires management team, pursuing acquisitions strategy in Quebec

2021.11.02 A transition within the top positions at Lomiko Metals (TSXV:LMR, OTC:LMRMF, FSE:DH8C) […]
October 13, 2021

Falcon Gold has two advanced stage projects ready to generate cash flow

2021.10.13 It is unusual for a junior gold company to have as many […]
September 25, 2021

Industry-government graphite collaboration bodes well for US critical minerals supply

2021.09.27 The global lithium-ion battery industry is expected to grow at a CAGR of […]
September 25, 2021

Victory Resources well-positioned to benefit from resurgent lithium market as it looks to advance Smokey project

2021.09.25 The global lithium market has seen a resurgence this year as governments […]
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 29, 2021

Graphite One gets drilling underway at Graphite Creek ahead of PFS later this year

2021.07.29 All cashed up from a recent financing that will see the company […]
July 14, 2021

Getchell Gold preparing two-front drill campaign at Fondaway Canyon and Star, Nevada properties

2021.07.14 Getchell Gold (CSE:GTCH, OTCQB:GGLDF) just doubled its chances of making a discovery this […]
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 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 16, 2021

Falcon Gold poised to drill Central Canada project, Ontario

I expect plenty of new flow from FG, including geophysical interpretations, drill results and even a maiden resource estimate at the Central Canada gold property.
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 12, 2021

ZincX Resources commences 2021 drill program at Akie property

Following weeks of planning and preparation, ZincX Resources Corp. (TSXV: ZNX) this week announced that it has finally commenced the 2021 summer drill program on its flagship Akie property in BC.

This 2,000-metre diamond drilling program will focus on the Cardiac Creek deposit - ZincX’s primary asset - and build on the positive and robust results from the 2018 preliminary economic assessment (PEA).
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 1, 2021

Canada’s EV ambitions

The supply-demand imbalance for graphite has meant a rising price environment for the mineral since 2017. Roskill analysts believe prices will likely remain high with resilient demand for EV raw materials, major suppliers getting hit by covid-19, and environmental crackdowns in China.

This is great news for companies exploring for graphite. Our Canadian favorite is Lomiko Metals (TSX.V:LMR, OTC:LMRMF, FSE:DH8C), hunting for the grayish-black mineral in the Canadian province of Quebec.
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 22, 2021

Renforth continues to report high grades from Parbec drilling ahead of upcoming resource update

With a new resource estimate on its Parbec project in Quebec imminent, Renforth Resources Inc. (CSE: RFR) (OTCQB: RFHRF) (FSE: 9RR) has kept on delivering exciting results from the second phase of drilling completed during winter 2021.
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 14, 2021

Global iron ore sector has robust dynamics

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.
May 12, 2021

Norden Crown developing Broken Hill Type ‘look-alike’ as investors pump billions into silver & base metals ETFs

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

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 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 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

Copper: the linchpin of ancient and modern society we need to find a lot more of

The big question is, will there be enough copper for future electrification needs, globally? Plus all the other modern-day uses of copper?

The short answer is no, not without a massive acceleration of copper production worldwide.

Global leaders have set strict decarbonization targets that require green-focused infrastructure built with copper. This, combined with a massive rise in government expenditures and years of underinvestment, has investment bank Goldman Sachs predicting that another commodity super-cycle is on the horizon.

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.