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April 14, 2023
关键矿产成为世界两大超级大国较量的新前线。 在 3 月下旬，美国与日本签署了涵盖电动汽车电池各种矿物的合作协议，似乎在这场军备竞赛中迈出了一大步。 根据这项迅速达成的协议，美国及其亚洲盟友将不对锂、钴、锰、镍和石墨征收出口关税。 一份声明称，这些国家还将分享有关这些关键矿产供应链中潜在劳工违规行为的信息，并“确定建立各自能力的机会”。 美国采取行动 美日协议签署之际，拜登政府正准备发布有关电动汽车制造商如何根据《降低通货膨胀法案》（简称 IRA）获得最大税收抵免的指南。该法案是美国国会去年为启动清洁能源生产而颁布的具有里程碑意义的气候立法。 IRA 代表了美国历史上对气候和能源的最大单笔投资。该法案旨在到 2030 年将排放量减少到 […]
April 14, 2023
Bob Moriarty I looked around for what I think to be one of […]
April 13, 2023
By Frik Els The world’s top 50 mining companies build on gains in […]
April 12, 2023
2023.04.12 Investors frequently turn to gold and silver during periods of geopolitical uncertainly […]
April 10, 2023
By Jeffrey A. Tucker The price of gold is once again testing its all-time […]
April 9, 2023
Getchell Gold Corp President Mike Sieb tells Proactive’s Stephen Gunnion that a gold […]
April 9, 2023
2023.04.09 Precious metals are back in the spotlight in 2023 as signs of […]
April 9, 2023
贵金属在 2023 年重新成为焦点，因为经济放缓的迹象继续浮出水面，并引起投资者的不安，进而推高避险资产的吸引力。 本周的美国劳动力市场数据显示，经济只会变得更糟，2 月份职位空缺降至两年低点，而私营部门就业人数增长低于预期。 劳动力市场降温，加上早些时候显示工厂订单下降和制造业活动放缓的数据，都表明美国经济更接近衰退而不是复苏。对这些经济困境升级的担忧促成了黄金和白银的又一次大幅上涨，这是当形势恶化时的对冲工具。 本周，黄金价格上涨近 2%，达到一年来的最高水平，达到每盎司 2020 美元左右，距离历史高点仅差 50 美元。白银也受此反弹推动，本周上涨 3.7%。 […]
April 9, 2023
By Deep Kaushik Vakil The U.S. Federal Reserve is in a bind, as higher […]
April 8, 2023
2023.04.08 In exploration, a number of techniques are employed to find mineral deposits. […]
April 7, 2023
The Getchell Gold team is actively working to get the Fondaway Canyon story […]
April 7, 2023
By Tyler Durden China is considering “prohibiting exports of certain rare-earth magnet technology […]
April 7, 2023
By Frik Els A chartbook released on Tuesday (ahead of the day’s action […]
April 6, 2023
2023.04.06 To say the global energy transition will be metal-intensive would be quite […]
April 6, 2023
全球的能源转型将需要大量的金属。BloombergNEF 预计从现在到 2050 年，实现净零排放可能需要价值近 10 万亿美元的金属。 到那时，在国际能源署的国家政策情景（STEPS）下，世界可再生能源产能必须增加两倍，在可持续发展情景（SDS）下甚至可以增长六倍。 然而，为实现《巴黎协定》的目标（如 SDS 中所述，在“远低于 2°C 的全球气温上升”下实现气候稳定），将意味着到 2040 […]
April 4, 2023
2024-04-04 工业金属被普遍视为现代经济的支柱。无论是我们居住的建筑物、驾驶的汽车，还是使用的移动设备，我们看到或消费的几乎所有东西都是由某种金属制成的。 铜因其导电性而被用于布线，铝因其重量轻和耐腐蚀而被广泛用于从饮料罐生产到航空航天工程，而由铁制成的钢同样普遍用于从餐具生产到汽车等各种应用建造。 近年来，一些不太常见的金属也因在全球能源转型中发挥关键作用而越来越受欢迎。锂是一种柔软、轻便的金属，现在是手机和电动汽车中可充电电池的主要成分。镍主要用于制造不锈钢，也常见于电池化学物质中。钴和锰等其他元素被发现对电池性能至关重要，因此它们被称为“关键矿物质”。 据美国地质调查局估计，2021 年全球生产了大约 28 亿吨金属来满足这些工业应用。虽然这可能足以满足我们短期内的需求，但在不久的将来可能会因某些（或所有）金属的严重短缺而受到严重影响。 下面我们列出了迫在眉睫的金属供应紧缩背后的四大主要力量： 全球能源转型 电气化、脱碳和可再生能源——这些是与我们应对气候变化的使命相关的一些最常见的流行语。考虑到所需的基础设施规模巨大，无论怎么说，全球向清洁能源的过渡都需要大量金属才能取得成功。 BloombergNEF 估计，从现在到 […]
April 4, 2023
2023.04.04 Industrial metals are universally viewed as the backbone of the modern economy. […]
April 1, 2023
随着各种清洁能源计划在世界范围内开始形成，为这一全球能源转型提供动力的工业金属供应日益成为人们关注的问题。 “不可能按时建造足够多的矿山来实现政策制定者承诺的时间表上的净零能源转型目标”——这是今年早些时候在温哥华举行的矿产勘探协会 (AME) Roundup 会议的主要收获之一。 国际能源署 (IEA) 的一份报告显示，到 2030 年，必须建造数百个新矿才能满足预计需求。根据 IEA 的计算，这相当于当前关键矿产供应链的 10 […]
April 1, 2023
2023.04.01 As various clean energy initiatives begin to take shape across the world, […]
April 1, 2023
鉴于 2023 年目前的市场动向，似乎所有因素都已指向了另一个持续多年的黄金牛市周期。 在之前的牛市周期中，初级金矿股的表现优于实物金属。因此，投资于潜在的黄金和白银生产商似乎是一个有吸引力的提议。 虽然有许多金银勘探者分散在世界主要国家，但那些专注于新兴市场并拥有可靠生产的勘探者有望获得更高的回报，因为许多这些地区至今仍未得到充分勘探。 而 Mantaro Precious Metals (TSXV: MNTR) (OTCQB: MSLVF) […]
April 1, 2023
2023.04.01 Mantaro Precious Metals strategically positioned to unlock value from high-grade deposits in […]
April 1, 2023
By The Economist The pressures of industrial development in the emerging world, as […]
March 31, 2023
By Adam Hamilton The gold miners’ stocks have mostly ground higher over the […]
March 29, 2023
2023.03.29 早些时候，我们列出了美元下跌的各种原因。但这并不意味着所有避险资产都会面临相同的命运。事实上，考虑到全球经济的现状，这是投资贵金属，特别是黄金和白银的大好时机。 就在最近，由于疯狂的市场波动，金价一年来首次突破 2000 美元/盎司的关键关口，而且在一周内不止一次，而是两次。与此同时，白银价格也大幅上涨。 在银行业引发的担忧和美联储紧缩周期即将结束的推动下，投资者现在正将注意力转向贵金属，以对冲他们的赌注。对大多数人来说，不成文的规则是，在金融不确定性时期，黄金（以及白银）是最好的选择。 这种乐观情绪在分析师群体中得到了回应。上周，高盛重申了他们对大宗商品的积极展望，并将 12 个月的黄金预测上调了 100 美元至 2050 美元/盎司。惠誉解决方案（Fitch […]
March 29, 2023
2023.03.29 Earlier, we listed the various reasons why the US dollar is headed […]
March 29, 2023
By Frik Els The EV Metal Index, which tracks the value of battery […]
March 28, 2023
By Nelson Bennett It has been six years since the last new gold […]
March 25, 2023
By Elements Mined commodities like lithium, cobalt, graphite and rare earths are critical […]
March 25, 2023
By Bruno Venditti Electric vehicles (EVs) require a wider range of minerals for […]
March 24, 2023
2023.03.24 A sign of a burgeoning sector is one that is able to […]
March 24, 2023
By Adam Hamilton Gold is rocketing higher to new upleg highs again, fueling […]
March 23, 2023
By Sourasis Bose, Arunima Kumar and Ernest Scheyder Albemarle Corp (NYSE: ALB) said on Wednesday […]
March 22, 2023
2023.03.22 Gold cracked $2,000 an ounce on Monday for the first time in […]
March 22, 2023
By Shiffgold Peter Schiff appeared on Fox Business Claman Countdown to talk about the recent […]
March 22, 2023
By Niccolo Conte The U.S. produced $98.2 billion worth of nonfuel minerals in […]
March 19, 2023
By Govind Bhutada Did you know that nearly one-fifth of all the gold ever mined is held […]
March 18, 2023
By Goldmoney Our proprietary gold price model has done a very good job […]
March 18, 2023
By Victoria Waldersee and Nick Carey Volkswagen plans to invest in mines to […]
March 17, 2023
2023.03.17 Gold is back in favor this week as a banking crisis that […]
March 17, 2023
By Adam Hamilton The biggest gold-stock gains during major gold uplegs accrue in […]
March 16, 2023
2023.03.16 A drill crew is back on site at my favorite junior nickel […]
March 16, 2023
Located about 35 miles (60 kilometers) north of the legendary gold mining town […]
March 15, 2023
2023.03.15 At AOTH, we see Getchell Gold Corp. (CSE:GTCH, OTCQB:GGLDF) as an excellent […]
March 15, 2023
2023.03.15 The latest (December) edition of The Silver Institute’s ‘Silver News’ states that […]
March 14, 2023
2023.03.14 Global demand for lithium-ion batteries is expected to grow five-fold by 2030. In […]
March 11, 2023
2023.03.11 Modeling by the International Agency shows that global EV adoption must surpass […]
March 10, 2023
By The Critical Investor After hitting impressive intercepts like 25m @ 46,3g/t Au […]
March 10, 2023
By Adam Hamilton The gold miners are finishing reporting their latest quarterly results, […]
March 10, 2023
Getting to net zero could require almost $10 trillion of metals between now […]
March 9, 2023
2023.03.09 Silver, like gold, is a precious metal that offers investors protection during […]
March 6, 2023
By Caesars Report Dolly Varden (DV.V) continues to rapidly advance its Kitsault Valley project […]
March 6, 2023
By The Econimist Despite probable bumps in the road ahead, caused by faltering […]
March 4, 2023
2023.03.04 Prudent Minerals (CSE:PRUD) is on an exciting exploration journey to develop the […]
March 4, 2023
By Andy Home The race for electric vehicle (EV) battery metals is heating […]
March 3, 2023
By Egon von Greyerz For at least half a century, the world has been […]
March 2, 2023
By Cecilia Jamasmie BHP (ASX: BHP), the world’s largest miner, is hoping to […]
March 1, 2023
2023.03.01 You know it’s interesting. While much of the investing “herd” is focused […]
February 27, 2023
By Jacob Lorinc and Joe Deaux Top automakers including Tesla Inc., General Motors Co. […]
February 25, 2023
2023.02.25 The electrification of the global transportation system and the move to decarbonize […]
February 25, 2023
President Mike Sieb gives an overview of the key investment highlights, including macro […]
February 25, 2023
February 24, 2023
By Timur Abenov This article explores our latest research into the talent imperative […]
February 23, 2023
By Paul Wong and Jacob White As 2022 ended, most of the main […]
February 22, 2023
Interactive Content February 2023 – Corporate Presentation
February 21, 2023
By Anna Fleming Only a few weeks into 2023 and interest is already […]
February 19, 2023
By Alasdair Macleod The consequences of Russia and her Asian allies embracing gold […]
February 18, 2023
2023.02.18 Canada- and Nevada-focused Victory Battery Metals (CSE:VR, FWB:VR61, OTC:VRCFF) is our new pick in […]
February 18, 2023
2023.02.18 The move away from fossil-fuel-powered vehicles to EVs run on batteries is […]
February 17, 2023
2023.02.17 The Surimeau mineral deposit in Quebec being developed by Renforth Resources (CSE:RFR, […]
February 17, 2023
February 16, 2023
Simon Moores, Manager, Industrial Minerals Data Reshaping for a hi-tech revolution
February 15, 2023
2023.02.15 Historically, all junior resource companies can be evaluated and ranked utilizing four […]
February 14, 2023
2023.02.14 Hi War and subsidies have turbocharged the green transition In their panic […]
February 13, 2023
By Liam Denning America’s energy angst was easier to gauge before the energy transition: You just looked […]
February 11, 2023
2023.02.11 Copper is one of the most important metals with more than 20 […]
February 11, 2023
2023.03.11 Copper is critical for everything from the electrical grid to electric vehicles […]
February 10, 2023
2023.02.10 Zinc is among the most important of base metals, constituting an essential […]
February 10, 2023
By Adam Hamilton 2023.01.10 Gold was just slammed hard in a sharp selloff, […]
February 10, 2023
By Matthew Piepenburg 2023.03.10 Below we look at the interplay of embarrassing debt, dying […]
February 10, 2023
By Frank Holmes 2023.02.10 The price of gold stopped just short of hitting […]
February 10, 2023
By Lynn Walford 2023.03.10 Graphite, a form of pure carbon, is essential to […]
February 9, 2023
2023.02.09 Graphite One (TSXV:GPH, OTCQX:GPHOF) is moving closer towards its goal of becoming […]
February 9, 2023
By Bruno Venditti 2023.03.09 A copper deficit is set to inundate global markets […]
February 9, 2023
By Lee Ying Shan 2023.02.09 Gold has been regarded for a long time […]
February 8, 2023
2023.02.08 The final results from 2022 drilling at Dolly Varden Silver’s (TSXV:DV, OTC:DOLLF) […]
February 3, 2023
2023.02.03 Gold sold off following the US Federal Reserve’s Feb. 1 decision to […]
February 3, 2023
By Adam Hamilton 2023.02.03 Gold has behaved strangely over this past year, largely […]
February 3, 2023
By Jacob Lorinc 2023.02.03 Some of the biggest names in copper have found high-ranking […]
February 2, 2023
By John Rubino 2023.02.02 Canadian explorer Dolly Varden controls 163 square kilometers of […]
February 2, 2023
By Myra P. Saefong Silver has sharply outpaced gold’s gains in the past three months, and its […]
February 1, 2023
2023.02.01 Vancouver, BC – February 1, 2023 – Getchell Gold Corp. (CSE: GTCH) […]
February 1, 2023
By Staff Writer 2023.02.01 Demand for gold has reached its highest in over […]
January 31, 2023
2023.01.31 Dolly Varden Silver (TSXV:DV, OTC:DOLLF) has come up with more high-grade gold and […]
January 29, 2023
By Govind Bhutada 2023.01.29 Between 2011 and 2020, the number of major gold […]
January 27, 2023
2023.01.27 Renforth Resources (CSE:RFR, OTCQB:RFHRF, FSE:9RR) wants to know how much lithium and […]
January 26, 2023
2023.01.26 Graphite One aims to become the first vertically integrated domestic producer to serve […]
January 25, 2023
2023.01.25 Max Resource (TSXV:MAX; OTC:MXROF; Frankfurt:M1D2) has drilled into what appears to be a […]