June 18, 2023

The Polar Silk Road

Warming temperatures and thawing sea ice could soon allow for the expansion of […]
June 18, 2023

Our Debt to Future Generations

By Joseph E. Stiglitz No one argues that policymakers should not think about […]
June 13, 2023

The Countries Expanding Their Nuclear Arsenal

By Martin Armstrong Released today, the latest figures from SIPRI reveal an annual […]
June 6, 2023

Joseph S. Nye, Jr. Says More

By Joseph S. Nye, Jr. A pivotal moment in the emergence of “soft […]
May 31, 2023

In Latin America, China Gets Down to Business as U.S. Dithers

By Addison Graham China offered the trade and investment that Latin American leaders can’t […]
May 30, 2023

The rise of geopolitical swing states

By Goldman Sachs As the U.S. and China coexist, compete, and confront each […]
May 30, 2023

America and China Are on a Collision Course

By Nouriel Roubini The G7 countries may have set out to deter China […]
May 24, 2023

What happens if America defaults on its debt?

By The Economist By failing to raise America’s debt ceiling in time, Congress […]
May 17, 2023

Bill S-211 the Modern Slavery Act has profound implications for Canadian listed mining companies – Richard Mills

2023.05.17 Canada has a prolific mining history. The country is famous for its […]
May 9, 2023

China v America: how Xi Jinping plans to narrow the military gap

By The Economist Ever since British troops vanquished Qing dynasty forces in the Opium […]
May 9, 2023

The World at War in 2023

By Martin Armstrong May 8, 2023 marks 78 years since the end of the […]
May 9, 2023

Ottawa clamps down on China’s critical-minerals foray, but not prospecting

By Niall McGee  Last year, the federal government said that it would not […]
May 6, 2023

“Kill the Whales!”

By James Rickards Here are the facts: There was a slight warming trend from […]
May 3, 2023

Biden’s South American Blind Spot

By Kenneth Rogoff Over the past few years, China has significantly expanded its […]
May 1, 2023

Is mining set for a new wave of mega-mergers?

By The Economist Years of discipline, a surge in commodity prices and the […]
April 27, 2023

BC’s LNG boondoggle continues to lack critics – Richard Mills

2023.04.27 In 2020 British Columbia’s NDP government approved LNG Canada, the first megaproject […]
April 27, 2023

Rickards: We’re Our Own Worst Enemy

By James Rickards I’ve said to the military and intelligence community, “I don’t think […]
April 19, 2023

America: the good, the bad and the ugly

2023.04.19 Most people can remember what they were doing on the blue bird […]
April 10, 2023

France Folds

By Quoth the Raven As tensions with Russia and China rise to the […]
April 2, 2023

How Governments Use Global Crises to Take More Control

by Doug Casey Throughout history, governments have used crises—real or imagined—to eliminate freedoms, expand […]
March 30, 2023

The Fed Knew – Richard Mills

2023.03.30 Should we leave the creation of new money in the hands of […]
March 26, 2023

Should the US ban TikTok?

By Ian Bremmer Gzero The popular video-sharing app’s Chinese parent company, ByteDance, has […]
March 23, 2023

Interest Payments On Treasury Debt Up 29% y/y

By macromon Interest payments on the national debt during the current fiscal year (October […]
March 22, 2023

How the Iraq war bent America’s army out of shape

By The Economist The iraq war began on March 21st 2003, when Baghdad’s night […]
March 20, 2023

Fear of China is pushing India and Japan into each other’s arms

By The Economist Asia’s biggest democracy and, in Japan, its richest one, were […]
March 20, 2023

The Financial System is Terminally Broken

By Egon von Greyerz Anyone who doesn’t see what is happening will soon lose […]
March 16, 2023

What’s wrong with the banks

By The Economist Only ten days ago you might have thought that the banks […]
March 12, 2023

The End of Abundant Energy: Shale Production and Hubbert’s Peak

By Goehring & Rozencwajg Crude oil fundamentals are very tight and risk getting […]
March 8, 2023

US consumers are getting crushed by high-interest debt and inflation – Richard Mills

2023.03.08 Americans are leaning more on their credit cards and home-equity lines of […]
March 8, 2023

Studying Ukraine war, China’s military minds fret over US missiles, Starlink

By Eduardo Baptista and Greg Torode BEIJING/HONG KONG, March 8 (Reuters) – China needs the capability […]
March 7, 2023

The Chinese Century Is Already Over

By Yi Fuxian Chinese leaders have long staked their policies on the assumption […]
March 3, 2023

Why China won’t go to war with Taiwan – Richard Mills

2023.03.03 Taiwan is a small, densely populated island about 100 miles off the […]
February 28, 2023

Investors consider battle plans amid risk of China-Taiwan conflict

By Rae Wee and Tom Westbrook The Taiwan Strait is a major route for ships transporting […]
February 26, 2023

Scrapped Railway Project Could Derail Putin’s Arctic Ambitions

By The Jamestown Foundation Moscow’s ability to develop its own resource-based economy, expand the […]
February 20, 2023

War Certainly Is A Racket

By Iain Davis In 1935, Major General Smedley Butler’s seminal book “War Is […]
February 19, 2023

An Interactive Look at the U.S.-China Military Scorecard

By PROJECT AIR FORCE Over the past two decades, China’s People’s Liberation Army […]
February 9, 2023

Biden’s EV Boom Needs a Graphite Rush Like China’s

By Liam Denning 2023.02.09 America’s energy angst was easier to gauge before the energy transition: You […]
January 30, 2023

Peru’s violent protests imperil 30% of its copper output

By James Attwood 2023.01.30 An upsurge in the violent protests wracking Peru is crimping […]
January 24, 2023

Violent demonstrations roil Peru’s southern copper and tourism heartland

By Stephan Kueffner 2023.01.24 The focus of Peru’s violent unrest shifted back to the […]
January 23, 2023

Which Countries are the Most Polarized?

By Pallavi Rao 2023.01.23 How do you measure something that’s made headlines for […]
January 22, 2023

How Russia is leveraging its Arctic region for global influence

By Rachel Premack 2023.01.22 For the past decade, while the rest of us […]
January 21, 2023

The chill of autumn – Richard Mills

2023.01.21 A democracy is a political system in which all members have an […]
January 19, 2023

Sleepwalking on Megathreat Mountain

By Nouriel Roubini 2023.01.19 Where once interest rates were too low – or […]
January 19, 2023

Saudi Arabia Just Killed The Petrodollar Right In Front Of Our Eyes

By Quoth the Raven 2023.01.19 Saudi Arabia has just issued a death knell […]
January 18, 2023

Protectionism becoming hallmark of US government policy – Richard Mills

2023.01.18 The United States’ reputation as a free-trading nation is under attack from […]
January 17, 2023

The Cycle of Freedom

By Jeff Thomas 2023.01.17 “A democracy is always temporary in nature; it simply cannot […]
January 11, 2023

Canadian military unprepared for war – Richard Mills

2023.01.11 “The world is getting more dangerous every day and we need to […]
January 6, 2023

Rise of the gold-backed e-yuan – Richard Mills

2023.01.06 The leading gold holders are some of the world’s most powerful nations, […]
January 1, 2023

Water — the next US-Canada trade irritant – Richard Mills

What gets me, though, is how bad Canadian politicians are at negotiating. Here we finally have a resource that should give us significant leverage in dealing with our largest trading partner, ie., critical metals. In return for offering our minerals and our mining expertise, what are we asking for in return? I’ve yet to discover anything in print.
December 31, 2022

The 50th anniversary of Nixon’s colossal error Repost – Richard Mills

It seems fitting that the year we are expecting to see an unprecedented rise in US government spending and money-printing to spur an economic recovery, marks the 50th anniversary of the end of the gold standard.

Done at the time to fight an economic crisis, we are still feeling the effects of this disastrous decision, five decades on.

In this article, we explain why President Nixon did what he did, and why every promise that unshackling the US government from the requirement of maintaining the dollar's value in terms of gold would mean for the United States, has been broken.
December 28, 2022

Saving Us From Us – Richard Mills

2022.12.28 Accordin to Al Gore if we would all pony up US$15,000,000,000,000.00 he […]
December 27, 2022

Thucydides Trap Leads to an American Suez – Richard Mills

2022.12.27 The Thucydides Trap is a term invented by Graham Allison, a professor […]
December 24, 2022

The U.S. Senate recently passed the Consolidated Appropriations Act for Fiscal Year (FY) 2023

2022.12.24 Anchorage, AK – The U.S. Senate recently passed the Consolidated Appropriations Act for […]
December 16, 2022

Canada in, China out: Ottawa looks to localize critical minerals supply – Richard Mills

2022.12.16 For decades, China has dominated critical minerals, with Canada and the US, […]
December 8, 2022

Inflation is the fourth horseman – Richard Mills

2022.12.08 Over the past year, relentlessly rising interest rates (because of the global […]
December 4, 2022

The mother of all economic crises – Richard Mills

2022.12.04 Economist Nouriel Roubini believes the world economy is lurching toward an unprecedented […]
December 2, 2022

Artisanal miners thwarting copper supply uptake – Richard Mills

2022.12.02 An upcoming copper supply deficit could be hastened by an uptick in […]
December 1, 2022

Why the Fed is wrong about inflation coming down – Richard Mills

2022.12.01 The US Federal Reserve continues to grapple with inflation, which at 7.7% […]
November 17, 2022

The evisceration of the middle class – Richard Mills

2022.11.17 “This American carnage stops right here and stops right now,” President-elect Donald […]
November 16, 2022

The increasing awareness of resource scarcity – Richard Mills

2022.11.16 Canada and the United States are finally getting serious about protecting their […]
November 5, 2022

Skewed priorities: As people go hungry and freeze, spending by governments on military and debt interest soars – Richard Mills

2022.11.15 In 2021 the world’s militaries spent USD$2.1 trillion, marking the seventh straight […]
November 3, 2022

A stagflationary debt crisis looms – Richard Mills

2022.11.03 The US Federal Reserve is grappling with how to reduce inflation, which […]
October 24, 2022

Why Freeland’s “friend-shoring” is such a bad idea – Richard Mills

2022.10.24 Chrystia Freeland is Canada’s Deputy Prime Minister and the Minister of Finance. […]
October 7, 2022

Bye Bye BC’s killer whales (updated) – Richard Mills

2022.10.07 Unusually warm weather and forest fires burning into October are two signs […]
October 5, 2022

A growing global dystopia – Richard Mills

2022.10.05 A new research paper by the International Monetary Fund estimates that the […]
September 14, 2022

Flying into a coffin corner – Richard Mills

By Richard Mills
September 9, 2022

BC burning

2022.09.09 Whether or not you believe global warming is human-caused or the result […]
September 2, 2022

Russia proposes new precious metals exchange to compete with LBMA

2022.09.02 Russia’s invasion of Ukraine may have the unforeseen consequence of weakening the […]
August 26, 2022

Colombia’s Dilemma: Produce or Buy Copper?

By Katherin Galindo and Sergio Guzmán  2022.08.26 Demand for copper will undoubtedly increase […]
July 16, 2022

As infrastructure needs multiply, copper supply can’t keep up

2022.07.16 Copper is one of our most important metals with more than 20 […]
July 12, 2022

US in a competition with China for resources, global influence

2022.07.12 The South China Morning Post reported in January that China is fast-tracking 102 major […]
July 6, 2022

‘Friend-shoring’ threatens Western metal supplies

2022.07.06 In George Orwell’s book ‘1984’, the world is divided among three superpowers, […]
June 18, 2022

US sanctions against Russia accelerating de-dollarization

2022.06.18 The dollar is the most important unit of account for international trade, […]
June 9, 2022

ESG needs a rethink

2022.06.09 Last month, we reported that Tesla, the largest electric vehicle manufacturer, was removed […]
June 8, 2022

Let them eat cake

2022.06.08 Dirt. We spit on it, kick it off our shoes, wash it […]
June 3, 2022

The Fed option nobody is talking about

2022.06.03 History tells us that previous Fed rate hikes to deal with uncomfortably […]
May 26, 2022

Russia’s war in Ukraine, seen through the lens of fossil fuels and climate change

2022.05.26 When Russia invaded Ukraine in February, pundits explained it as President Vladimir […]
May 19, 2022

Top reasons why diesel fuel will get much more expensive

2022.05.19 Consumers today are mostly worried about gasoline prices approaching “unaffordable” territory, but […]
April 22, 2022

Will the Fed raising interest rates cause a recession?

2022.04.22 A recession is what results when an economy stops growing. The National […]
April 16, 2022

Gold-oil ratio points to higher gold prices

2022.04.16 The gold-oil ratio is an important indicator of the global economy’s health. […]
April 14, 2022

Some say China isn’t driving the next commodity super-cycle. We beg to differ

2022.04.14  The new “commodities super-cycle” touted by many including Goldman Sachs, may be […]
March 25, 2022

More guns than butter: US military spending to exceed annual deficits

2022.03.25 “Every gun that is made, every warship launched, every rocket fired signifies, […]
March 23, 2022

Guns, butter and gold

2022.23.23 Gold is among the safest of havens in times of war, or […]
February 5, 2022

The paradox of going green

2022.02.05 We have come to terms that a global transition to clean energy […]
January 15, 2022

When the Fed is between a rock and a hard place, got gold?

2022.01.05 Inflation is one of the best determinants of gold price movements, because […]
January 11, 2022

Foreign Treasury buyers take pause: a story told in charts

2022.01.11 China and Japan are by far the largest buyers of US Treasuries. […]
December 28, 2021

Plugging the fossil fuel energy gap with nuclear

The modernization and electrification of our global transportation system will require a change hitherto unprecedented in the history of civilization. Not even the shift from horse and buggy to the crank-start Ford Model T can compete with what it will take to electrify the billion-plus cars on the planet’s roads, and eventually put a complete stop to noxious tailpipe emissions resulting from the combustion of gasoline and diesel fuel, that are poisoning the air we breathe.

For now, thorium is a theoretical solution to our energy dilemma, but it could be much more than that. A concerted effort to develop thorium reactor technology could provide stable, clean, base-load power for millions, something that is not possible with renewables due to the intermittency factor and the current early stages of renewable battery storage technology. It is safer and better for the environment than uranium and can even use radioactive waste as feedstock for the nuclear reaction, thus killing two birds with one stone. The market is not yet ready for thorium, but when it is, a whole new mining sector and supply chain will be born.
December 24, 2021

Anti-mining decisions could slam the brakes on US electrification plans

2021.12.24 As US automakers like Ford and GM prepare to break ground on […]
December 7, 2021

The world produces enough food, so why are so many going hungry?

2021.12.07 What does it mean to go hungry? The United Nations says hunger […]
November 12, 2021

BC’s Golden Triangle is the West’s solution to its copper supply dilemma

2021.11.12 A lot of our recent focus has been on the copper market, […]
November 4, 2021

COP26 highlights rising status of battery metals projects on the road to net zero

2021.11.04 One of the biggest fallouts we could expect from COP26 is a […]
July 27, 2021

How climate change is reducing food production and pushing tens of millions to the brink of famine

2021.07.27 A scorching summer heat wave, thought to that killed over 700 Vancouver-area […]
June 11, 2021

‘Greenwashing’ is tainting the rush to electrification

What’s the point of making supposedly “green” battery components when the refining process is so dirty?
May 27, 2021

‘Not hard to dig a hole’ anti-mining Democrats say

Joe Biden’s position on mining has always been murky.

Publicly the veteran Senator turned US President says all the right things to show mine workers he is on their side. Away from the cameras Biden is listening to the anti-mining left wing of his Democratic Party controlled by liberal progressives and environmentalists, doing whatever he can to scupper new mining projects and oil pipelines.
May 23, 2021

Country risk: the best and worst places to mine

Resource nationalism is the tendency of people and governments to assert control, for strategic and economic reasons, over natural resources located on their territory. It has been identified as one of the key risks for investors in the natural resources sector.

Miners are easy targets because mining is a long-term investment and one that is especially capital intensive. Mines are also immobile, so mining companies are at the mercy of the countries in which they operate. Outright seizure of assets happens using the twin excuses of historical injustice and environmental or contractual misdeeds. There is no compensation offered and no recourse.
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

Rising food prices threaten world’s most vulnerable

Continuing the US (and Canadian) economic recovery is obviously important but it should not come on the backs of the poor who bear the most weight of inflation, particularly increases in food prices.

Government officials need to be aware of how their monetary and fiscal policies are impacting the most vulnerable in society.
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 3, 2021

Gold to benefit from mounting US debt pile

Climbing yields, as investors rotate funds out of bonds into stocks, on increasing confidence in the economy, is the primary reason why the prices of precious metals gold and silver have pulled back in recent weeks. For now.