April 29, 2021

Gold, silver, inflation and Quantifornication ‘out the wazoo’

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.
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 21, 2021

Gold’s perfect storm

There’s an old saying on Wall Street: “Six percent interest will draw money from the moon.” And it’s true, but what is also true is, 1/ As long as real interest rates are below 2% gold is in a bull market and 2/ Real interest rates below 2% draw investors to gold.

Central banks know this, so do educated gold buyers.

With Treasury notes paying such low net yields, gold becomes an attractive investment.
April 14, 2021

Inflation, real interest rates revisited

Gold prices ticked higher on Tuesday after inflation data showed US consumer prices rose in March for the fourth straight month and inflation hit its highest level in 2.5 years.

The US Federal Reserve, whose dual mandate is to keep inflation in the “Goldilocks zone” of around 2% and to control unemployment, has been downplaying inflation, telling the public that even if prices rise, it will only be temporary.
April 13, 2021

ESG seen as biggest risk to mining industry

ESG was a dominant theme running through this year’s AME Roundup conference in Vancouver.

Ross Beaty, chairman of Pan American Silver and Equinox Gold, said “It’s just critical. Every single meeting you have with investors, it’s number one on the topic (list).”
April 11, 2021

The mounting obstacles to battery/ energy metals supply parity

“The adage of ‘if it can’t be grown it must be mined’ serves as a reminder that electric vehicles, transitional energy, and a green economy start with metals. The supply chain for batteries, wind turbines, solar panels, electric motors, transmission lines, 5G — everything that is needed for a Green Economy starts with metals and mining. Demand for these metals, principally lithium, nickel and cobalt on the battery side and copper, uranium and rare earth elements on the energy side is expected to rise rapidly.”
April 9, 2021

America’s Suez

Amid bombastic statements that scared US consular officials and alienated allies, like calling North Korea’s Kim Jong-un “rocket man”, rejecting the Iran nuclear deal and declaring that the US embassy would be moved from Tel Aviv to Jerusalem, former President Trump occasionally had flashes of brilliance.

One such instance was said to have occurred regarding Taiwan.

According to John Bolton’s memoir, Trump liked to point to the tip of a Sharpy and say, “This is Taiwan,” then motion to the desk in his Oval Office and say “This is China. Taiwan is like two feet from China, we are 8,000 miles away. If they invade there isn’t a f&%*ing thing we can do about it.”
April 5, 2021

The US has a metals problem

Years of neglecting its critical metal supplies is catching up with the United States, as demand for the raw materials needed to build a new green economy that rejects fossil fuels gears up.
March 31, 2021

We are drowning in plastic

As the fight against the coronavirus continues to take center stage, an insidious environmental problem is getting worse: plastic pollution.

The global health crisis has prompted a rush for single-use plastic just as governments around the world were taking steps to curtail or ban its usage. Demand has surged for everything from face shields and gloves to takeaway food containers and bubble wrap for online shopping — most of which cannot be recycled and is ending up as waste.
March 27, 2021

Graphite One: America’s climate plan comes down to building domestic critical mineral supply

The common denominator for each countries climate action plan is electric vehicles; that’s easy to identify. But whether economies can acquire sufficient raw materials to reach “full electrification” is another story — it's a problem that has yet to be solved.

For years, the US has been heavily reliant on foreign supply of minerals required for key areas such as national defense, electronics and medical equipment, and its EV sector is no different.

Under Trump’s executive order (September 2020), graphite was identified as one of four minerals considered essential to the nation’s “national security, foreign policy and economy.”
March 25, 2021

Wage slaves vs gold owners

According to Pew Research the real average wage, which Pew defines as “the wage after accounting for inflation” has roughly the same purchasing power as it did 43 years ago.

In real terms average hourly earnings peaked more than 45 years ago: The $4.03-an-hour rate recorded in January 1973 had the same purchasing power that $23.68 would today
March 21, 2021

Arctic mines face thawing permafrost disaster

The thawing of permafrost is yet another manifestation of climate change, that populations living near it will have to deal with in the coming decades as global warming accelerates, particularly in the polar regions

Mining is often deemed complicit in the rise of greenhouse gas emissions, given its use of heavy machinery and ground disturbance, but in this case, in areas where the ground is permanently frozen but starting to thaw, operations can be negatively impacted, and big miners are having to shell out millions. We have seen the implications of thawing permafrost at Teck’s Red Dog Mine in Alaska, and at Norilsk Nickel’s Oktyabrsky and Taimyrsky mines in Siberia.

The problem is not going away; in fact, there is every indication it will get worse.
March 16, 2021

Call for domestic mining of critical minerals is finally being answered

North America relies heavily on foreign supplies of critical minerals — the raw materials it needs to become a leader in high technology, transportation, energy, and defense. Materials like lithium, graphite, and tin.

For years, the United States and Canada did not bother to explore for these minerals and build mines. Globalization brought with it the mentality that all countries are free traders, and friends. Dirty mining and processing? NIMBY. Let China do it, let the DRC do it, let whoever do it.

China recognized opportunity knocking and answered the door
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.
February 26, 2021

Graphite One Secures C$10 Million in Financings to Advance Graphite Supply Chain Project

2021.02.26 Looking to advance what would be an integral part of the US […]
February 13, 2021

The bull market hiding in zinc’s shadow inventories

2021.02.13 Despite zinc’s low profile among resource investors, it is the fourth most […]
January 27, 2021

Bernie Sanders, new Budget Committee Chair, vows to ram spending bills through Senate with simple majority

2021.01.26 The Democrats have turned the tables on the Republicans in the Senate, […]
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 […]
January 16, 2021
man holding head pills

Entheon Biomedical makes investment in psychiatric clinic platform

2021.01.16 Entheon Biomedical Corp. (CSE: ENBI) (FSE: 1XU1) has completed its first deal […]
December 5, 2020

US on a knife edge

2020.12.05 A record number of Americans will be having to rely on charity […]
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 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 […]
October 27, 2020
hand holding lightbulb

Re-elected BC NDP pressing ahead with LNG disaster

2020.10.27 British Columbia’s NDP government was re-elected on Saturday with a comfortable majority, […]
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 21, 2020
Poor mother and daughter

How the coronavirus is exacerbating global inequality, hunger

2020.10.21 Autumn is harvest season in North America and many families gather on […]
September 26, 2020
goldnuggetsinshoppingcar

Rising food prices threaten social stability

2020.09.26 Has the bill for your weekly shop gone up? If so you’re […]
September 24, 2020
American-Dream

How Trump co-opted the religious right and stacked the courts with conservatives

2020.09.24 “We’re not giving lifetime appointments to this President, on the way out […]
September 9, 2020

Gold reacting to global flash points

2020.01.09  Gold’s safe haven status was tested this week, as Iran countered the assassination of […]
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 30, 2020

The American Dream

2020.07.30 In Provo, Utah, members of an anti-government group patrol the streets wearing […]
July 22, 2020

China IS preparing for war

2020.07.22 In 2016 Steve Bannon, President Donald Trump’s former chief strategist, declared that […]
June 30, 2020

Is China preparing for war?

2020.06.30 A flurry of safe-haven demand has pushed gold higher in recent weeks, […]
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

‘Perfect storm’ for race riots brewing in Tulsa, Oklahoma

2020.06.20 Already high racial tensions in the United States could boil over this […]
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 […]
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 1, 2020

Breadline blues

2020.05.01 Is it safe to re-open? That is the question facing US governors […]
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 10, 2020

Covid-19: Who, what, when, where and why

2020.04.10 If there is one thing we know about the coronavirus, it’s that […]
April 1, 2020

Blacktop politics

2020.04.01  Benjamin Franklin once said; “Out of adversity comes opportunity.”  The adversity the […]
March 25, 2020

We the people

2020.03.25 $1,200. That’s the amount the US Congress is considering doling out to […]
March 19, 2020

Could the coronavirus cause the next ‘Arab Spring’?

2020.03.19 The rich are getting richer, inequality is on the rise, and the […]
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 […]
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 13, 2020

The growing weaponization of space

2020.02.13 In his recent State of the Union address, President Trump gave a […]
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 5, 2020

The end of the global economy

2020.02.05 The Trump administration has just granted its Commerce Department sweeping powers to […]
January 29, 2020

In Washington, the clowns are running the circus

2020.01.29 Gold climbed to a seven-year high on Monday, as fears over the […]
January 20, 2020

Germany starts war on gold

2020.01.20 Germans, like Indians and Chinese, love their gold – although their reasons […]
January 1, 2020

Road to a mining ‘yes’ littered with obstacles in Canada

Resource nationalism is the tendency of people and governments to assert control, for strategic […]
January 1, 2020

Road to a mining ‘yes’ littered with obstacles in Canada

Resource nationalism is the tendency of people and governments to assert control, for strategic […]
January 1, 2020

US Red Shirts and the Boogaloo

2020.06.02 The race riots seen around the United States over the past few […]
December 14, 2019

The Repatriators

2019.12.14 The Europeans want their gold back. Amid global trade uncertainty, a pall […]
December 4, 2019

The US pivot to Africa

2019.12.04 As world leaders gather in London this week for the NATO Summit, […]
November 26, 2019

Growing inequality threatens mining

2019.11.26 In the 1986 classic ‘Platoon’, Charlie Sheen’s character Chris Taylor tells everyone […]
November 6, 2019

Is China locking up Indonesian nickel?

2019.11.06 As it has done with cobalt, graphite and rare earths, China appears […]
November 2, 2019

Lifting the entitlement burden

2019.11.02 On Wednesday the US Federal Reserve cut interest rates for the third […]
October 31, 2019

‘Power to the People’ and mining

2019.10.31 The 1960s and 70s were decades of incredible social upheaval. Fed up […]
October 31, 2019

‘Power to the People’ and mining

2019.10.31 The 1960s and 70s were decades of incredible social upheaval. Fed up […]
October 25, 2019

Canadian mining, oil & gas have a lot to lose from minority government

2019.10.25 In mid-August, a ground-breaking ceremony of sorts took place in Edmonton for […]
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 5, 2019

The Later United States Empire

2019.10.05 In 1917, the United States created the federal debt limit (or ceiling) […]
September 28, 2019

Why America’s critical minerals strategy is doomed to fail

2019.09.28 Donald Trump started a trade war with China thinking, obviously, that his […]
September 25, 2019

How Russia seized control of the uranium market

2019.09.25 Critical Mass – A point or situation at which change occurs. Just […]
September 21, 2019

Wishing you were all mine

2019.09.21 The sun is up The sky is blue All I want to […]
August 7, 2019

Trump’s perfect gold storm

2019.08.07 Gold prices continued to march upward on Wednesday, trading at $US1,501.20 on […]
August 1, 2019

Beetle battle – BC’s last stand

2019.08.01 A warming climate plus decades of mismanagement by various provincial governments threaten […]
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

Resource extraction melee

2019.07.03 A headline this week from The Northern Miner grabbed my attention – […]
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 13, 2019

Thucydides Trap and gold

2019.06.13 When an emerging power attempts to supplant a hegemonic power in international […]
June 1, 2019

How China wins trade war

2019.06.01 The trade feud between the US and China has deteriorated into trench […]
May 18, 2019

Melting ice, Arctic scramble

2019.05.18 In August 2007, a pair of Russian submersibles dropped to the bottom […]
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 9, 2019

Make America’s economy great again

2019.05.09 A lot of Americans find themselves in a quandary over Donald Trump. […]
May 2, 2019

Communist countries coalescing

2019.05.02 On January 29, 2017, a young man walked into a Quebec City […]
May 1, 2019

Is political partisanship killing America?

2019.05.01 Donald Trump’s decision to recognize Israel’s 1981 annexation of the Golan Heights […]
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

Battle royale brewing in Alberta

2019.04.19 Do you think the Canadian provinces have a fractious relationship with the […]
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 […]
March 29, 2019

$1B for Trump’s border wall could fix crumbling military bases

2019.03.29 US military families will continue to stay in run-down accommodations while they […]
March 28, 2019

Trudeau puts Quebec ahead of Canada to protect himself and SNC-Lavalin

2019.03.28 Canadian Prime Minister Justin Trudeau is no chip off the old block […]
March 26, 2019

What if we threw a Cold War and nobody came?

2019.03.26 Russia just can’t seem to keep itself from stepping on America’s toes […]
March 22, 2019

Push for more LNG overshadows fracking-caused earthquakes

2019.03.22 LNG Canada is getting more ambitious in its plans to build BC’s […]
March 22, 2019

Push for more LNG overshadows fracking-caused earthquakes

2019.03.22 LNG Canada is getting more ambitious in its plans to build BC’s […]
March 8, 2019

Codelco lithium fizzle: Chile’s loss is US’s gain

2019.03.08 The world’s largest copper miner is sticking to what it knows best […]
February 22, 2019

Resource nationalism could further choke metal supplies

2019.02.22 Three of the most important metals surged on Wednesday due to a […]
February 22, 2019

Resource nationalism could further choke metal supplies

2019.02.22 Three of the most important metals surged on Wednesday due to a […]
February 16, 2019

Chilean water fight casts doubt on ‘Saudi Arabia of lithium’

2019.02.16 Everybody in the lithium game knows about the lithium triangle. Straddling three […]
February 16, 2019

The Big Lies perpetuated by Big Oil & Gas

2019.02.16 I always enjoy watching the Alberta government’s television ad on the Kinder Morgan […]
February 12, 2019

We are the Lemmings

2019.02.12 What were you doing on August 1, 2018? Likely it was just […]
February 4, 2019

The new Cold War and gold

2019.02.04 In December President Trump pounded out a tweet that raised a lot […]
February 2, 2019

Venezuela trying to sell gold to stay afloat

2019.02.02 Venezuela is reaching for its last card as the deck collapses on […]
January 10, 2019

How the BC NDP sold the environment down the river

2019.01.10 There once was a time when the New Democratic Party of British […]
January 8, 2019

Rare earths deja vu: Chinese crackdown = higher prices

2019.01.08 In a scene awfully familiar to those who follow the rare earths […]