November 25, 2022

Graphite poised to do a lithium

By Frik Els  2022.11.25 Original equipment manufacturers (OEMs) faced with an 8-fold increase […]
November 24, 2022

The Rise and Fall of Nuclear Energy?

by Katharina Buchholz 2022.11.24 The global energy crisis brought about by Russia’s invasion of […]
November 23, 2022

Silver Demand on Pace for Record Year

 BY SCHIFFGOLD 2022.11.23 Silver demand is on pace to hit record levels in 2022, […]
November 22, 2022

Red tape, potholes and politics hamper NATO’s defence efforts as the Russia threat rises

By Sabine Siebold, Anthony Deutsch and Andrius Sytas 2022.11.22 After 25 years of […]
November 22, 2022

Charted: The most expensive battery metals

By Visual Capitalist – Elements 2022.11.22 The five most expensive battery metals Battery […]
November 21, 2022

U.S. Republicans aim to shorten EV mine permitting after House win

By Ernest Scheyder 2022.11.21 Nov 17 (Reuters) – Republicans will seek to boost American […]
November 21, 2022

7% Interest Rates

2022.11.21 Friend of Fringe Finance and well known financial news contributor – as well as […]
November 20, 2022

Foreign Cen Banks Continue To Dump Coupon Treasuries

by macromon 2022.11.20 If you are not watching this space, you won’t know what […]
November 20, 2022

The upside-down world of currency

By Alasdair Macleod 2022.11.20 On 20 March 2020, when the Fed reduced its […]
November 18, 2022

Silver heads for biggest deficit in decades, Silver Institute says

By Peter Hobson 2022.11.18 Global demand for silver is expected to rise 16% […]
November 18, 2022

Gold Miners’ Q3’22 Fundamentals

By Adam Hamilton 2022.11.18 The battered major gold miners’ stocks rocketed higher with […]
November 15, 2022

U.S. military weighs funding mining projects in Canada amid rivalry with China

By Alexander Panetta 2022.11.15 The United States military has been quietly soliciting applications […]
November 14, 2022

Ford, GM in talks with Posco Chemical on battery metal hubs

By Heejin Kim, with assistance from Gabrielle Coppola, Keith Naughton and David Welch […]
November 13, 2022

Brett Matich of Max Resource Corp. talks to Eric Coffin at the November 2022 Metals Investor Forum

2022.11.13
November 10, 2022

Brett Matich of Max Resource Corp. presents at the Metals Investor Forum, November 4, 2022

2022.11.09
November 9, 2022

Silver joining copper in upcoming supply crunch – Richard Mills

2022.11.09 Copper is one of the most important metals with more than 20 […]
November 9, 2022

Peter Schiff: The Gold Train Has Left the Station

By Schiffgold 2022.11.09 Gold rallied by over $50 an ounce last Friday and the […]
November 8, 2022

COP, copper, and the green transition

By Theo Normanton 2022.11.08 Representatives of more than 190 countries (including 100 heads of […]
November 8, 2022

State of Charge: EVs, Batteries and Battery Metals

By Adamas Intelligence 2022.11.08
November 7, 2022

Are You Ready for the Coming U.S. Government Default?

By MN Gordon 2022.11.07 The vast herd of investors are a deluded crowd.  Following […]
November 7, 2022

India’s massive silver demand cutting world’s warehouse stocks

By Swansy Afonso and Sing Yee Ong 2022.11.07 Indian silver consumption is forecast to […]
November 6, 2022

A Bodyguard of Lies

By James Rickards 2022.11.06 The all-important midterm elections are just one week away. I’ve […]
November 4, 2022

Fed Dollar/Gold Shock Ending

By Adam Hamilton, CPA 2022.11.04 The Fed continued its extreme tightening this week […]
November 4, 2022

Unloved lead gets to join the Bloomberg commodity A-list

By Andy Home 2022.11.04 Lead will become the 24th commodity to be included […]
November 3, 2022

Why man-made climate change is a fraud

By Martin Armstrong 2022.11.03 This is one of the oldest methods to brainwash […]
November 3, 2022

“World War III Has Already Effectively Begun”

By Nouriel Roubini 2022.11.03 Global warming, war and inflation: The world seems to […]
November 2, 2022
stacked -gold-bars

Gold demand hits pre-pandemic levels, increasing 28% in the third quarter despite dismal investor interest – World Gold Council

By Neils Christensen Despite persistent bearish sentiment in future markets and outflows in […]
November 2, 2022

What are “Gateway Metals” and why are they so important to U.S. technology?

2022.11.02 Dozens of metals and minerals used in high-tech applications have a special […]
November 1, 2022

EV battery production faces supply chain, geopolitical headwinds – report

By Priyamvada C 2022.11.01 A fragile supply chain marred by geopolitical tensions could […]
November 1, 2022

US battery and EV plants galore – Richard Mills

2022.11.01 According to data collected by The Book of Deals, via cargroup.org, in 2021 […]
October 31, 2022

Is the Anode Our Achilles Heel When it Comes to Building out a Battery Supply Chain Independent of China?

By Sandra Wirtz  It’s Halloween – time for trick or treating, spooky storytelling and […]
October 30, 2022

$2 Quadrillion Debt Precariously Resting on $2 Trillion Gold

By Egon von Greyerz 2022.10.30 A Lehman squared moment is approaching with Swiss banks […]
October 28, 2022

EU approves ban on new combustion-engine cars, vans by 2035

2022.10.28 European Union lawmakers and member countries reached a deal to ban the […]
October 28, 2022

40 Volcanoes Are Erupting Right Now, and 34 of Them Are Along the Ring of Fire

2022.10.28 You may not have noticed, but our planet is becoming increasingly unstable.  […]
October 27, 2022
Gold-Silver

A Head Fake in Precious Metals: The Bear Market Drags On

By Goehring & Rozencwajg 2022.10.27 Ever since silver staged a furious catch-up rally […]
October 26, 2022

All the Metals We Mined in 2021: Visualized

By Govind Bhutada 2022.10.26 This was originally posted on Elements. Sign up to the free […]
October 26, 2022
Precious metals taking a breather

Economist Nouriel Roubini: The Fed Is Going to Wimp Out in the Inflation Fight

BY SCHIFFGOLD 2022.10.26 Economist Nouriel Roubini says Federal Reserve is going to “wimp out” […]
October 21, 2022

Solid physical demand for gold and silver tells you where prices are going in the long term – LBMA

By Neils Christensen 2022.10.21 (Kitco News) – Persistent inflation will force the Federal Reserve […]
October 21, 2022

Gold as Natural Money

By James Turk 2022.10.21 Every natural element with which the earth has been […]
October 21, 2022

“Almost unattainable” gap between green energy copper demand and mining supply

2022.10.21 A new report by Wood Mackenzie estimates that 9.7 million tonnes of new copper […]
October 19, 2022

Canada’s inflation rate decelerates to 6.9% but food prices continue to climb

By Pete Evans 2022.10.19 Canada’s official inflation rate slowed for the third month […]
October 19, 2022

‘Freeland Doctrine’ could set the world on a path to a new trade cold war

By Don Pittis  2022.10.19 After the Canadian deputy prime minister’s declaration in Washington, D.C., […]
October 17, 2022

There’s a billion-dollar bidding war for EV plants across the US

By Gabrielle Coppola, with assistance from Sean O’Kane, Mark Niquette, Keith Naughton and Rob […]
October 14, 2022

A Generational Opportunity In Commodities

By Jesse Felder 2022.11.14 Even after their correction over the past few months, […]
October 14, 2022

Gold-Futures Puking Stalling

By Adam Hamilton, CPA 2022.10.14 The notorious gold-futures speculators just struck again, selling […]
October 11, 2022

U.S. Congressman Introduces Gold Standard Bill as Inflation Spirals Out of Control

By Money Metals 2022.10.11 Washington, DC – America’s currency would regain stable footing for […]
October 9, 2022

Gold Stocks V-Bounce

By Adam Hamilton 2022.10.09 Though still battered, the gold stocks are starting to […]
October 9, 2022

Graphite Creek criticality on the rise

By Shane Lasley 2022.10.09 A shortage of the graphite required for the lithium-ion batteries […]
October 7, 2022

Bank of Canada Leans Into Hawkish Path, Dashing Hopes for Pivot

By Theophilos Argitis 2022.10.06 Macklem says economy is still ‘clearly’ in excess demand […]
September 29, 2022

Gold Is One of the Best Performing Assets of 2022

 By Michael Maharrey  September 29, 2022 Given historically high inflation, why haven’t we seen a […]
September 29, 2022

Markets Crash as Monetary Laughing Gas Fades

By Daniel Lacalle 2022.09.29 The main issue in the economy is that there […]
September 28, 2022

Max Resource Reports Geophysical Results, New Assays and Mobilization of the Diamond Drill Rig to URU, CESAR Copper-Silver Project in NE Colombia

2022.09.28 Max Resource Corp. (“Max” or the “Company”) (TSX.V: MAX; OTC: MXROF; Frankfurt: M1D2) is pleased to […]
September 27, 2022

The Fed Is Finally Seeing the Magnitude of the Mess It Created

By Ryan McMaken 2022.09.26 When asked about price inflation in his Sunday interview […]
September 27, 2022

The Global Water Crisis Could Crush The Energy Industry

By Felicity Bradstock  2022.09.28 Water is growing more scarce due to climate change. Water […]
September 26, 2022

Are We Seeing Capitulation?

By Bob Moriarty 2022.09.26 Regular readers are well aware of how much respect […]
September 23, 2022

False Gold-Stock Panic

By Adam Hamilton, CPA 2022.09.23 The left-for-dead gold miners’ stocks are literally trading […]
September 22, 2022

Column: Low global copper stocks jar with market’s downbeat mood

By Andy Home 2022.09.22 London Metal Exchange (LME) warehouses saw 11,200 tonnes of […]
September 20, 2022
copper nugget

Fitch: Copper price to regain March peaks in 2027

By Frik Els 2022.09.20 Copper prices have  been hovering either side of $3.50 […]
September 20, 2022

Buffett Indicator Says Markets Are Going To Crash?

By Lance Roberts 2022.09.20 “The ‘Buffett Indicator’ says the stock market will crash.“ Such was an […]
September 13, 2022

Canadian wildfires spark evacuations, air quality warnings in British Columbia

By Nia Williams and Ismail Shakil 2022.09.13 Sept 12 (Reuters) – Growing wildfires in Canada’s westernmost […]
September 13, 2022
Stock market

‘Great skill’ and ‘luck’ required for ‘soft landing,’ says Yellen

By Anna Golubova 2022.09.13 (Kitco News) To achieve a “soft landing” for the U.S. […]
September 12, 2022

The copper market is flashing signs of tight supply

By Archie Hunter 2022.09.12 Copper spreads are spiking in a signal that physical supplies […]
September 12, 2022
Why are central banks buying gold and dumping dollars?

Who’s Going to Buy the Debt?

By David Brady 2022.09.12 Back in December 2017, I did a podcast with […]
September 8, 2022

China’s copper imports continue at record pace on lower prices

2022.09.08 By Siyi Liu and Dominique Patton China imported 26% more copper in […]
September 8, 2022

Copper price rises on supply disruption concerns

2022.09.08 By MINING.COM Staff Writer The copper price rose on Thursday as potential […]
September 5, 2022

Copper price: Chile, Codelco face another lost decade of output growth

By Frik Els  2022.09.04 After an early jobs-report bump on Friday in New […]
September 2, 2022

Column: Surging copper demand will complicate the clean energy boom

2022.09.02 By Nat Bullard Copper is one of the essential elements of today’s […]
August 31, 2022
copper nugget

Colombia close to launching copper innovation hub

2022.08.31 Arranged by the Quintil Valley innovation agency, and led by AngloGold Ashanti […]
August 21, 2022

China Is Preparing To Go To War

By Gordon Chang 2022.08.21 Last month, a Chinese entrepreneur making medical equipment for […]
June 6, 2022

Rising Demand For Copper For EVs Presents A Unique Opportunity For Companies Like This One Using A Different Approach In Mining

2022.06.06 by Ernest Dela Aglanu,
June 4, 2022

Graphite One aiming to publish prefeasibility study in Q2

2022.06.04 Energized by two new hires, Graphite One (TSXV:GPH, OTCQX:GPHOF) is anticipating a […]
May 27, 2022

Dolly Varden 将在新合并的 Kitsault Valley 资产开启3万米勘探项目

2022.05.27 贵金属勘探商 Dolly Varden Silver Corp. (TSXV: DV) (OTC: DOLLF) 刚刚获得了1300万美元的融资,涉及 Hecla Canada […]
May 13, 2022

Palladium One readying 15,000m drill program at Tyko

2022.05.13 Palladium One Mining  (TSXV:PDM, OTCQB:NKORF, FRA:7N11) continues to outline a high-grade nickel-copper […]
May 4, 2022
copper ore

Max Resource Corp – CEO Brett Matich Interview

2022.05.04 Max Resource Corp (CVE:MAX, OTCMKTS:MXROF) CEO Brett Matich Interview
May 2, 2022

Core Advances Giant Carbonate Replacement Deposit in BC

2022.05.02 By Bob Moriarty Core Advances Giant Carbonate Replacement Deposit in BC
April 29, 2022

Top 5 reasons to ‘think zinc’

2022.04.29 Zinc is the fourth most used metal today in terms of annual […]
April 21, 2022

Graphite One: Advancing a Complete U.S. Graphite Supply Chain Solution, Anchored by High-Grade Graphite from the Seward Peninsula, Alaska

2022.04.21 By Resource World
April 9, 2022

Top 5 reasons why battery metals will continue to boom

2022.04.09 The metals used to power our electric vehicles — lithium, graphite, nickel, […]
April 4, 2022

一项新的《巴黎协定》将塑料时代设定为倒计时

2022.04.04 2022年3月1日很可能被视为人类历史上的具有纪念意义的一天;那是几乎整个世界就全球首个解决塑料污染问题达成一致的日期。 在肯尼亚内罗毕举行的联合国环境大会(UNEA)会议上,多达175个国家通过了一项关于世界上第一个结束“塑料危机”的条约的决议。自20世纪50年代的塑料时代以来,全球的塑料危机每年都在加剧。 许多人认为这是自2015年巴黎气候协议以来最重要的环境协议。一些人甚至称之为21世纪世界上最具有雄心的环境行动,将其与1989年淘汰消耗臭氧层物质的蒙特利尔议定书相提并论。 “塑料污染已经发展成为一种流行病。通过今天的决议,我们正式走上了治愈的轨道,”联合国环境署主席埃斯彭·巴特·艾德(Espen Barth Eide)在决议通过时表示。 这项具有法律约束力的条约涵盖了塑料从生产到消费和处置的所有阶段。联合国环境规划署(UN Environment Program)执行主任英格·安德森(Inger Anderson)表示,决议文本“说明了整个生命周期;说明了融资机制;说明了一些国家比其他国家更容易做到这一点。” 经过115年的存在和半个多世纪的大规模生产,我们终于对一个充满这种合成材料的世界说“够了”。 我们的塑料世界 […]
March 30, 2022

Under the Spotlight – Mills, Aelicks: Getchell Gold Corp

2022.03.30 Rick Mills: Joining me today is Brad Aelicks. Brad is a geologist, […]
March 17, 2022

Graphite One 选择华盛顿作为阳极材料制造厂,其供应链战略的第二个环节

2022.03.17 Graphite One Inc. (TSXV: GPH) (OTCQX: GPHOF) 本周宣布了其先进材料加工厂的选址,朝着成为美国第一家垂直整合石墨生产商的目标迈出了重要的一步。 该设施最终将建于华盛顿州,负责把电池阳极材料的生产带到美国。公司目前在与公共当局进行讨论,以确定工厂的确切位置。整个设施预计将支持州内大约130个高薪工作。 拟议中的华盛顿设施是 Graphite One […]
March 14, 2022

Everything’s Broken

2022.03.14 The Arab Spring refers to a series of anti-government protests, uprisings and armed rebellions […]
March 3, 2022

Could an emboldened China reveal the West’s dependence on the minerals it controls?

2022.03.03 In a previous article we discussed how a number of electrification metals […]
March 1, 2022

Endeavour Silver to acquire 5% of Max Resource, in all-share deal aimed at expanding Max’s CESAR copper-silver project

2022.03.01 Max Resource Corp (TSXV:MXR; OTC:MXROF; Frankfurt:M1D2) came out with major news on […]
February 23, 2022

随着投资者涌向避风港,黄金股可能成为最大赢家

20.02.23 乌克兰近期的地缘政治紧张局势告诉我们,在困难时期,投资者仍将青睐黄金作为避风港。 在经历了相当平淡的2021年之后,黄金在今年有了一个诱人的开端。年初至今,贵金属已飙升超过4%,其中大部分涨幅来自过去三周,这与可能是几十年来欧洲最大的军事危机相吻合。 黄金价格目前处于八个月来的最高点,接近2021年6月初最后一次看到的每盎司1900美元的关键点。但分析人士认为,只要乌克兰局势仍未解决,就有一条上升的跑道。 周一,俄罗斯发布了一份声明,驳斥了有关弗拉基米尔·普京总统和美国总统乔·拜登可能举行峰会以解决乌克兰问题僵局的报道。 这进一步推动了黄金购买,同时进一步抑制了投资者的风险偏好。 而大量的资金也涌入了黄金上市交易基金市场。顶级交易基金 SPDR gold Trust 上周宣布增持0.5%,接近一年来的最高水平。 瑞银集团(UBS Group […]
February 19, 2022

Norden Crown embarking upon $1.9M exploration program at Burfjord copper-gold project in Norway

2022.02.19 Norden Crown Metals (TSXV:NOCR, OTC:BORMF, Frankfurt:03E) is focused on discovering silver, zinc, […]
February 19, 2022
Sprout-less Gold now Tier 1 Capital

Gold Thrives in Rate-Hike Cycles

2022.02.19 Adam Hamilton, CPA Gold-futures speculators’ most-feared hobgoblin is Fed-rate-hike cycles.  These super-leveraged […]
February 15, 2022

Core Assets: Maiden sampling program at Blue project returns high-grade carbonate replacement mineralization

2022.02.15 In the northwest corner of British Columbia, Core Assets’ (CSE:CC, OTC.QB:CCOOF, Frankfurt: […]
February 14, 2022

Rush to Renewables and EVs Makes China the World’s New Energy Master

2022.02.14 February 2, 2022 – Battery metals like lithium, nickel and others have […]
February 13, 2022
How gold M&A will benefit quality juniors

Gold Stocks Still Coiling

2022.02.11Adam Hamilton, CPA While the gold miners’ stocks remain out of favor, they […]
February 12, 2022

世界电池用镍供应短缺

2022.02.12 镍市场目前正在经历最近记忆中最大的挤压。 对抗气候变化的积极承诺催生了对清洁能源转型至关重要的金属的购买热潮。作为电动汽车电池的关键成分,镍毫无疑问成为了所有购物清单的首选。 鉴于电动汽车行业的持续需求,全世界的金属库存一直在减少,似乎有些人甚至愿意“不惜一切代价”抢购电池矿物。 本周,镍的三个月现金利差创下新纪录。与三个月内的合约相比,即时交割合约的溢价为570美元/吨,这是自2007年历史性紧缩以来的最高溢价。 类似的情况发生在 1 月份,但针对的是近期合约。1月18日,伦敦金属交易所(LME)的现金合约较一天后到期的合约溢价90美元/吨,为2010年以来的最高水平,也接近2007年的水平。这促使了交易所加强监管措施(这是12个月来的第三次)。 然而,最新的镍挤压带来了更大的影响,鉴于电池制造商的强劲需求,市场现在正在考虑在更长时间内供应更紧张的镍。 例如,在过去一周,2月和3月合同的价差增加了一倍多;3月和4月合约之间的价差也是如此。 自2021年4月以来,LME库存已减少了近三分之二,从约261000吨降至2022年1月的约88100吨。 所有这些都表明,世界上用于清洁能源应用的镍可能很快就会耗尽,尤其是在需求高速增长的情况下。 瑞银(UBS)的一份报告显示镍的短缺最早将在今年开始,并预测到本世纪末,该电池金属将出现220万吨的巨额短缺。 […]
February 5, 2022

走向“绿色”的悖论

2022.02.05 我们已经认识到,清洁能源的过渡是应对全球气候变化的前进方向。但这样的“绿色转型”承载着巨大的成本。 彭博新能源财经(BNEF)估计,到2050年,政府和企业将需要至少投资92万亿美元,以便以足够快的速度减少排放,以防止气候变化的噩梦。 大幅减少排放的所有希望基于我们扩大电力作用的能力。 总体而言,BNEF预计到2050年,全球发电量至少需要翻一番,达到近6.22万太瓦时,占最终能源消耗的近50%,而目前仅为19%。 BNEF还称,本十年排放量可能下降的四分之三以上可能来自电力供应以及风能和太阳能等可再生能源的日益使用。 这一时期排放量下降的另外14%可以通过汽车、家庭和工业从燃烧化石燃料转向电力来实现。 BNEF模型显示,这一转变需要在基础设施上投入更多资金,以适应清洁能源。到2050年,每年平均投入将达到3.1万亿美元和5.8万亿美元之间。这意味着最终的“清洁能源”法案可能高达173万亿美元,约为2019年美国国内生产总值的八倍。 欧洲央行最近声称,全球变暖的潜在影响将远远超过我们在清洁能源上的支出。欧洲央行最糟糕的情况(即不采取行动)可能会使欧洲GDP下降10%。然而,这真的很多吗? 撇开支出规模不谈,更仔细地审视我们走向更绿化未来的道路,以及所涉及的一切可能会模糊什么是清洁能源和什么不是清洁能源之间的界限。 什么是清洁能源?我们如何获得它? 现代经济的电气化和脱碳化都面临着其所需的原材料 — […]
January 15, 2022

铜的繁荣可能持续几十年,促使全球寻找新的供应

2022.01.15 在这历史性的一年中,铜价不仅一次,而且两次打破纪录,在10月中旬达到4.76美元/磅(或10476美元/吨)的峰值。 2021上半年,铜在最大消费国中国的带动下,在全球经济活动急剧复苏的背景下反弹。同时推高价格的还有一种信念,即与疫情相关的刺激措施,加上全球对脱碳的推动,将进一步提振对工业金属的需求。 这导致铜价在4月底突破10000美元/吨的水平,这是十年来的第一次,并最终在一周后飙升至新高。 然后在下半年,由于能源危机影响了几家主要生产商并威胁到全球供应,铜价再次获得提振。 10 月,来自欧洲仓库的金属订单激增,导致伦敦金属交易所 (LME) 库存暴跌89%,降至47年来的最低水平。 所有这些事件构成了铜业破纪录的一年,尽管许多人认为该金属的牛市才刚刚开始。2022年及以后是否还会出现铜价反弹?我们将在下面详细探讨。 2022年的铜 分析师们倾向于认为,市场波动可能会在2022年的大部分时间内持续,而且有几种相互冲突的力量在起作用,这将限制铜等大宗商品的价格。 包括高盛(Goldman […]
December 29, 2021

Pipe Dreams and Ponzi Schemes

2021.12.29 CRESCAT CAPITAL Normally, as part of the creative destruction process in economic […]
December 20, 2021

San Francisco 矿山的生产改善支持 Magna Gold 成为墨西哥下一个中端生产商

2021.12.20 虽然2021年在很大程度上对黄金来说是乏善可陈的一年,但随着我们进入新的一年,贵金属的潮流可能正在转变。 本周,尽管美联储(Federal Reserve)如一些人所预期的那样表示将提前结束大规模刺激计划,但金价保持强劲,这表明其通胀目标已经实现,加息步伐将加快。 市场人士一直认为,更高的利率可以通过增加高收益投资的吸引力来压低金价。美联储周三宣布后黄金的初始表现似乎就是如此。 然而,该黄色金属最终抵消了损失,甚至反弹得更高,因为市场一直预期央行会采取更鹰派的举动。 与美联储声明同时发布的预测显示,官员们预计明年将适当上调3/4个百分点。去年3月,在新冠疫情爆发期间,美国央行全面降息1个百分点,而在采取紧急行动后,一直保持基准利率稳定。 考虑到所有因素,一些人实际上认为这是促使黄金在2021年强劲收尾的动力。 TD Securities 大宗商品策略全球主管巴特·梅莱克(Bart Melek)向彭博社解释道:“黄金市场从最初的下跌中恢复,因为美联储似乎只比市场定价稍微强硬。”。 Melek […]
December 11, 2021
silver bars

Dolly Varden通过收购Fury Gold的Homestake项目,显著扩大了BC金三角地区的业务范围

2021.12.11 Dolly Varden Silver Corp. (TSXV: DV) (OTC: DOLLF) 位于一个以其丰富的黄金资源而闻名的地区,作为一家探索不列颠哥伦比亚省金三角的纯银矿商,其地位得天独厚。 该公司的旗舰和同名项目拥有多达四座历史上活跃的银矿,其中包括两座在1919年至1959年间曾产出过2000万盎司白银的矿床。 勘探重点目前是扩大 Torbrit […]
November 29, 2021
Copper wire

迫在眉睫的供应缺口呼唤新一批铜矿项目

2021.11.29 铜广泛用于建筑、发电和输电,使其成为民用基础设施更新的关键金属。 Roskill 预测,在人口和GDP增长、城市化和电力需求的推动下,到2035年世界铜消费总量将超过4300万吨。 这十年,随着全球对汽车电气化的推动,对铜的需求即将起飞,因为典型的电动汽车 (EV) 使用的金属大约是普通内燃机 (ICE) 汽车的四倍。 咨询公司 AlixPartners 估计,目前仅占全球汽车总销量2%的电动汽车到2030年将占总销量的24%。据预测,到2025年,对电动汽车的投资总额可能达到3300亿美元。 为了在2030年使美国新车总数的一半成为电动汽车,总统拜登已经呼吁政府支出1740亿美元来推动电动汽车的发展,其中包括1000亿美元的消费者激励措施。 […]
November 22, 2021

Goldshore 希望利用黄金价格的上涨来解锁其在安大略省的百万盎司机会

2021.11.22 黄金项目最有希望的迹象是,一个大型钻探项目立即产生了卓越的成绩,从最初的几个钻孔收获重大的分析结果,以支持未来的资源扩张。 这正是 Goldshore Resources Inc.(TSXV:GSHR)(OTC:GSHRF)(FRA:8X00)在其位于安大略省西北部的旗舰 Moss Lake 黄金项目中所发生的情况,该项目于今年早些时候由中端黄金生产商 Wesdome 接管。 该公司目前正在该地开展10万米的大规模钻探计划,该计划将持续约一年,直至2022年年中。 到目前为止,钻探的结果没有令人失望,这让我们对一个历史上高产金矿区内的重要矿化系统有了一个大致的了解。 […]
November 11, 2021

通胀压力不会消失,却会对黄金矿商创造“价值”

2021.11.11 悄悄地,黄金市场已经历了一段复苏期,由于通胀压力不断累积,黄金市场最近攀升至2个月以来的最高水平。 美国最新就业和工资数据等经济指标几乎没有改变决策者的观点。美联储仍然认为这一通胀是暂时的,因此不会加速加息。英格兰银行似乎也在效仿。 但许多分析师不敢苟同。一些人甚至认为,央行已经失去了对通胀的控制,让市场暂时自生自灭。 这是因为自9月份以来,投资者愿意买入更多黄金作为对冲工具,过去几周黄金价格的走势就是明证。 据密切关注形势的人士称,黄金仍有上涨空间,一旦通胀最终开始,黄金将被视为一种“创造价值”的机会。 此外,黄金开采公司也会升值;它们很可能是2020年等另一轮涨势的最大受益者。 最近,矿业界两位最大的人物预测,投资者很快就会意识到,全球通胀压力远比预期的更大,这可能导致金价升至3000美元/盎司 虽然当今有大量的初级矿业公司持有黄金项目,但我们(AOTH)已将目光投向了那些仅位于世界顶级黄金开采管辖区内、具有高增长优势的项目。 新兴安大略黄金公司 当我们提起世界上最大的黄金猎场时,很难忽视加拿大的安大略省。 该省至少有20个矿山在运营,每年生产超过73000盎司黄金,是全国最多的。它所有地区的金矿开采都很活跃,包括Timmins、Red Lake […]
October 30, 2021

不断上升的通胀压力将促进黄金的下一次反弹

2021.10.30 黄金价格最近反弹到1800美元/盎司的关键位置 — 创下一个多月来的新高 — 建立于比央行试图描述的更令人担忧的通货膨胀所导致的市场恐惧势头。 最近,AOTH就全球物价上涨的现象发表了观点,并认为我们目前经历的通货膨胀不会是美联储多次强调的那样仅仅是“暂时的”。 有鉴于此,考虑到黄金作为”避风港“的传统作用及其在高国债时期的历史表现,我们相信持有黄金(在一定程度上还有白银)可以作为通胀失控的保险。 通货膨胀压力 从今年黄金的表现来看,人们可能不会认为这个市场仍然处于看涨状态。 但若深入研究今年的全球经济趋势,我们可以看到为什么大多数人对贵金属保持着平静的信心。 在过去的几周里,我们看到了从铝到天然气的大宗商品价格如何飙升至几十年来的最高点(在某些情况下甚至创下历史新高),因为供应链继续受到新冠疫情余震的冲击。 尽管黄金在这段时间内基本上保持停滞,但全球通胀压力不断上升的警告信号已经足够多,这将导致越来越多的投资者开始购买黄金作为保护措施。 […]