…all the ore in open pits and are heading underground for the higher-grade, but more expensive to extract material. One example is Oyu Tolgoi in Mongolia, which began underground operations…
By Peter Schiff – SCHIFFGOLD The Dow Jones index hit record highs last week. But when you price the index in real money — gold — it remains far below…
…Wood Mackenzie, forecasts raw material demand from batteries. It presents a base case scenario that incorporates the evolution of current policies, indicating a global temperature rise of 2.5°C by 2100….
…compelling new target areas on the AM District, the acquisition of additional mineral tenures, and the continued exploration initiative along 120-km CESAR project. These accomplishments, complemented by leadership reinforcements and…
By Christine Dobby – Bloomberg The Canadian government is poised to pass rules requiring all new vehicles sold in the country to be zero-emissions by 2035, according to news reports….
…27, 2023, Graphite One announced it received the first active anode material samples produced by Sunrise New Energy Material Co. Ltd., made from material sourced from Graphite Creek. The samples…
By Alix Steel, Dani Burger, and Jacob Lorinc – Bloomberg Copper prices need to nearly double in order to prompt mining companies to build costly mines to meet rising demand…
…it a surrender. They’re claiming victory. But surrender is the effect of the policy trajectory laid out by the Federal Open Market Committee (FOMC) at its December meeting. Read More…
…decreases as it competes with these new financial assets for claims on the underlying real wealth. Gold is in a secular bear market as the newest levels of the pyramid…
…graphite, we don’t have any of the knowledge base downstream from the material, from the extraction then into the processing and the advanced material production, because there’s been no material…
…for endangered caribou, he took to the woods in search of ancient trees — and The Narwhal tagged along Eddie Petryshen stands on a muddy logging road in one of…
…additional common share, and flow-through units at $.03 per unit, comprised of a flow-through share and half a warrant. A whole warrant is exercisable into an additional common share at…
By Columbia Climate School – Phy.org A massive new review of ancient atmospheric carbon-dioxide levels and corresponding temperatures lays out a daunting picture of where the Earth’s climate may be…
By Louise Lerner – Phys.org A new study in Nature Climate Change takes one of the first deep dives into how climate change will affect the fastest jet streams—the powerful,…
With the intention of moving decisively forward in the materialization of the new vision of mining in Colombia “Mining for life” and moving from an economic model dependent on extractive activities…
…to boot, making Canada and the US stronger, more independent, and better able to compete internationally. Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead…
…pressure on the US dollar and upward pressure on the commodities that are priced in USD. Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead…
By Shiffgold At the current price, silver is a real bargain. Gold went on a run late last week, setting an all-time record high last Friday and breaking the $2,100 level for…
…have restored the fortunes of the onetime world leader in nuclear technology. But without more help from Washington, a budding renaissance in this reliable zero-carbon energy source will stall. Read More…
…material, made from single layers of graphite, a material mined from the ground, is extremely lightweight, conductive, and flexible, and has the potential to deliver transformational technologies across industries, from…
…US wheat and corn yields. Soybean yields are also reduced in Asia. The ECB points out that substitution between food commodities complicates price effects, for example during the 1982-83 El…
…Real Exchange Rate in the US,” Journal of International Economics 74, pp. 362-383. [ii] See https://www.bis.org/publ/qtrpdf/r_qt1709e.htm [iii] See Dollar debt in FX Swaps and Forwards: huge, missing, and growing. https://www.bis.org/publ/qtrpdf/r_qt2212h.htm…
By GoldPriceForcast Gold prices tend to increase significantly only during the periods of negative real interest rates. Read More…
…(Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the entire Disclaimer carefully before you…
By Mining.com Bringing advanced manufacturing and hundreds of jobs to British Columbia, E-One Moli Energy is building a lithium-ion (Li-ion) battery cell manufacturing facility in the province. The C$1 billion…
…perceived to be a threat to “democracy” lest the threat arrives at our doorstep. But maintaining credibility abroad as paranoia runs rampant in DC comes at a price. Read More…
By Mihai Andrei – ZME Science The Earth’s surface is a complex mosaic of geological features and tectonic activity, a dynamic canvas that has evolved over billions of years. Understanding…
By Colin McClelland – Mining.com The price of uranium will hit triple-digits for the first time since 2007 as nations weaning off oil and seeking energy security deplete nuclear fuel…
…Department. The law also included more than 100 new competitive grant programs, which require new application systems and new compliance procedures. “These are a nightmare to set up and run,”…
By Martin Armstrong – Armstrong Economics All the media is so anti-common sense that anyone who dares to take any contrary view is called “FAR RIGHT” as if they are…
By Nelson Bennett – Mining.com Meeting the 2030 targets for electric vehicle mandates adopted by Western governments would require 388 new mines, says the Fraser Institute. “The sheer scale of…
…Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the entire Disclaimer carefully before…
…discovery to commercial production.” “New copper projects expected to enter commercial production in 2023 include Quebrada Blanca Phase 2 in Chile, Kisanfu in DRC, Kalongwe in DRC, Tshukudu in Botswana, Anthill in Australia, Serrote in Brazil and Udokan in Russia, potentially adding…
By Rizwan Choudhury A team of physicists from MIT has achieved a remarkable feat: They have transformed ordinary graphite, the material used in pencils, into a novel material with three…
…go up. Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the entire…
…especially gold and silver. Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the…
…Cdn$9.8m RFR website Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the entire…
By Jim Shelton New research offers a theory on how gold, platinum, and other precious metals found their way to shallow pockets within Earth’s mantle. Scientists at Yale and the…
…accelerating that, as at least 22 states — plus Puerto Rico and Washington, D.C. — have committed to either 100% carbon-free electricity generation or “net zero” carbon emissions by 2050….
…Meanwhile, China’s production of refined copper — and its share of world output — is heading for a record this year after a burst in construction of new smelters. Read…
By Frik Els New study shows a $1.1 billion drop in gold exploration budgets this year as juniors struggle to raise capital, but the precious metal still accounts for 46%…
…military spending. In a series of statements and interviews, Senate minority leader Mitch McConnell defined a new axis of evil—Russia, China, and Iran—and argued the United States must simultaneously confront…
By Felix Richter According to the New York Fed’s Quarterly Report on Household Debt and Credit, total household debt in the United States grew by $228 billion in the third…
…TSXV:MAX; OTC:MXROF; Frankfurt:M1D2 Cdn$0.135 2023.11.08 Shares Outstanding 161.9m Market cap Cdn$22.7m MAX website Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of the Herd…
…subscribe to my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the entire Disclaimer carefully before you use this website…
…assistance the US has funneled to Ukraine so far. Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known…
…Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the entire Disclaimer carefully before you use…
…with the dot-com madness and its collapse, followed by what was commonly termed the great financial crisis of 2008—2009. Given our current predicament, that description seems like mere hyperbole, because…
…resource from three known deposits that the company believes can be converted into higher-confidence categories. To date, the company has completed over 43,000 meters of the expanded 55,000-meter drill program…
…cap Cdn$19.4m MAX website Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the…
…(Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the entire Disclaimer carefully before you…
By Adam Hamilton A new major upleg is underway in gold, which should easily achieve new all-time-record highs. That will greatly boost investor interest and capital inflows into this leading…
By Stephen S. Roach There is a real possibility that US President Joe Biden and Chinese President Xi Jinping will meet on the sidelines of this year’s APEC Leaders’ Week…
By Patrick Barron Your ability to hold real cash, not just bank balances accessible by check or electronic means, protects you from the inevitable infrastructure problems associated with any electronic…
…the company entered an MOU in April 2022 with Sunrise (Guizhou) New Energy Material Company, a China-based lithium-ion battery anode material producer. The intent is to sign a technology licensing…
…free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the entire Disclaimer carefully before you use this website or read the…
mining.com China is upping the critical minerals stakes by curbing exports of graphite, a key raw material in electric vehicle batteries. The West can’t say it wasn’t warned. When China…
…deposit. The risk? $0.04 per share of a company that has two insiders accumulating in the market. Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer…
…copper mining companies sounded the alarm on the insufficient number of copper mines currently under development to supply the surging material needs of the ever-accelerating green energy transition. Read More…
By Siyi Liu and Dominique Patton China is the world’s top graphite producer and exporter. It also refines more than 90% of the world’s graphite into the material that is…
…to my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the entire Disclaimer carefully before you use this website or…
…debt occurred despite tightening credit conditions, and it is an increasingly worrisome problem because the “free lunch” of artificially low interest rates is over. Over the last decade, global debt…
…that, the company entered into an MOU in April 2022 with Sunrise (Guizhou) New Energy Material Company, a China-based lithium-ion battery anode material producer. The intent is to sign a…
By Mining.com Getech, a locator of subsurface resources, announced it has joined a consortium of academia and industry to speed up the understanding of copper deposits required for the discovery…
…US administration is in talks with Qatar, which has open lines of communication with Hamas, as part of mediation efforts to free the hostages. The possibility of Israel having to…
…exited trading last Friday at $1,829, then gapped up to $1,850 late Sunday New York time as the Asian markets opened. There’s nothing more bullish for gold than excessive spec…
…our theoretical example to simplify matters and we should comment on these separately. In a free market, an imbalance in trade sees capital flows move in the opposite direction. If…
…space.” Renforth Resources CSE:RFR, OTCQB:RFHRF, FSE:9RR Cdn$0.025; 2023.10.05 Shares Outstanding 325m Market cap Cdn$8.1m RFR website Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of…
…bound to be the coup de grace for the fiat currency system. [i] See https://dtcclearning.com/products-and-services/equities-clearing/sft-clearing.html [ii] See https://www.nysb.uscourts.gov/sites/default/files/opinions/198038_134_opinion.pdf [iii] See Ronan Manly’s article at https://www.bullionstar.com/blogs/ronan-manly/keys-gold-vaults-new-york-fed-part-2-auxiliary-vault/ [iv] See https://www.justice.gov/opa/pr/former-jp-morgan-precious-metals-traders-sentenced-prison [v] Ibid….
…in northern BC. Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the entire…
…newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the entire Disclaimer carefully before you use this website or read the newsletter….
…from lead, presenting significant health risks to Americans. As the government invests billions toward replacing lead service lines, copper pipelines offer a safe, reliable, resilient, and sustainable alternative. Read More…
…umbrella of Incrementum AG. It provides a holistic assessment of the gold sector and the most important influencing factors such as real interest rate trends, debt, inflation, etc. The In…
…From July 2022 to September 2023, GDX only traded above that level compared to GLD on 5 trading days out of 312! Gold stocks have been really out of favor….
…opportunity, for resource investors, of coming shortages for both metals, only strengthens my thesis. Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of…
By Mining.com US Energy Secretary Jennifer Granholm said the world is up against a dominant supplier of critical minerals that is willing to exploit its position for political gain, in…
By Marcus Cooper, Spencer Holmes, and Roland Rechtsteiner The market is characterized by a significant imbalance. For some commodities, such as copper, lithium, and boron, supply will fall well short…
…Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the entire Disclaimer carefully before you use…
…the spin-off was announced, Switzerland’s Glencore, currently the world’s largest mining company, launched a $23.1 billion hostile takeover bid. The deal would have created two new companies combining their respective…
…Cdn$0.09, 2023.09.21 Shares Outstanding 47.3m Market cap Cdn$5.0m CRD website Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known…
…Advanced Graphite Materials Supply Chain To do that, the company entered into an MOU in April 2022 with Sunrise (Guizhou) New Energy Material Company, a China-based lithium-ion battery anode material…
…4 Depression is not a foregone conclusion, especially if the Fed succeeds in engineering a no-recession soft landing. Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice /…
…my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the entire Disclaimer carefully before you use this website or read…
…law that governs mining for gold, copper and other minerals on U.S.-owned lands, which would force companies to pay royalties to the Federal government on what they extract. Read More…
…wealth and development throughout history. To achieve strategic autonomy, maintain economic competitiveness, and meet its climate ambitions, Europe must secure its supply of this century’s new vital commodities. Read More…
…referenced by the world leaders in attendance, for example Brazilian President Luiz Inacio Lula da Silva, who even called for a new common currency for the BRICS bloc. Read More…
…please visit the Company’s website at www.sunrisenewenergy.com. The Company also maintains a Twitter account (@sunrisenewener1) to keep investors up to date on the latest development of the Company. Forward-looking statement Certain…
…Bank’s monetary assets were comprised of gold and silver, which together with its own notes bought in had declined to only £387,144 compared with liabilities to commercial banks of £5,458,000….
…free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the entire Disclaimer carefully before you use this website or read the…
…ice. Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the entire Disclaimer carefully…
By Mining.com China, the EU, and India are likely to take the lead when it comes to growing the lithium-ion battery recycling market, while the US still needs to deploy…
…are linked to US Treasury real yields, or net returns of expected inflation, according to Piero Cingari, Forex and Commodities Analyst at Capital.com. Source: Capital.com “When US real yields increase,…
…21 世纪,那么这种黄色金属的表现相对于通常的同类金属来说非常出色,在 2000 年代和 2010 年代后期开始了两次明显的牛市(如下图中显示)。 (资料来源: Sprott) 黄金表现不佳的原因 尽管如此,我们不能否认黄金从去年开始就表现相对疲软。 Simply Wall St 的股票分析师兼撰稿人 Richard Bowman 强调了造成这种情况的两个主要原因: 首先,黄金以美元计价,因此当美元走强时——就像 2022 年的大部分时间一样——黄金显得相对疲软。这也是为什么美元通常被认为是黄金的替代避风港。 (资料来源: Capital.com) 其次,较高的利率使得持有杠杆头寸的成本更高,并且随着价格下跌而放大了损失。 2020 年,当各国央行开始量化宽松计划(增加货币供应量)时,金价大幅上涨;2022 年,当俄罗斯入侵乌克兰时,金价再次大幅上涨。然后,通货膨胀开始飙升。 Bowman 表示:“很可能很多购买都是在利率非常低的时候利用杠杆进行的。随着金价下跌,这些头寸陷入亏损(损失被杠杆放大),而持有头寸的成本因利率上升而增加。” 事实上,我们目睹了全球央行以现代历史上最快的速度加息,以抑制通货膨胀。在美国,货币紧缩提振了美元,进而抑制了金条作为流行通胀对冲工具的价值。 Capital.com…
…aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH. Please read the entire Disclaimer carefully before you use this…
…McKay) 告诉记者,利率需要下降,以便该银行的客户“避免在 2025 年和 2026 年大部分抵押贷款重新定价时遭受重大痛苦”。 “我们应该没问题,” 他于 9 月 6 日的丰业银行金融峰会上说道。 “我们有很大的空间来实现软着陆,我们预计这会发生。” 麦凯认为,加拿大和美国的区别在于,加拿大的消费者基础更为保守,因此增长放缓得更快。 CIBC 资本市场首席经济学家艾弗里·申菲尔德 (Avery Shenfeld) 表示:“加拿大央行可能会维持利率不变,让经济陷入某种停滞,也许不是彻底衰退,但会稍微挣扎一下,然后在春季通胀稍低一些时采取缓解措施。” 最近,英国央行行长安德鲁·贝利表示,英国利率可能“接近周期的顶部”,因为今年通胀可能进一步“显着”下降。这标志着另一个主要经济体的紧缩周期即将结束。 Richard (Rick) Mills aheadoftheherd.com 点击订阅 法律声明/免责声明 – Ahead of the…
…problems in the real estate sector, disappointing exports, and weaker-than-expected aggregate economic data, investors were decidedly “risk-off” when it came to China, and commodity markets were not spared. Read More…
By Katharina Buchholz The G20, which is meeting this weekend in New Delhi, India, was founded in 1999 and has over the course of the past two decades seen a…
…coming down credibly, sustainably, then we don’t need to be at a restrictive level anymore.” Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of…
…as the stakes rise with the value of minerals. Richard (Rick) Mills aheadoftheherd.com subscribe to my free newsletter Legal Notice / Disclaimer Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known…
…麦肯锡分析师写道。 “在这种情况下,鉴于采矿供应无法快速响应,管理采矿作业将变得越来越复杂。” 腐败和滥用资金 但即使投资增加,也没有人能保证它们会用在正确的地方。可悲的是,资金挪用现象在采矿业内十分普遍,凸显了世界许多地区监管和体制结构的薄弱。 最近的例子包括对 SolGold 的审计,该审计显示,这家专注于厄瓜多尔的矿商在 2017 年至 2021 年间花费的高达 460 万美元被“挪用”,这令必和必拓和 Newcrest 等大股东感到震惊。 SolGold 的 Cascabel 项目被认为是世界上成本最低、碳含量最低的铜矿之一。 两年前,北领地政府和嘉能可的大型铅锌矿被指控滥用为传统所有者利益预留的数百万美元。早在 2007 年,作为扩大麦克阿瑟河矿山业务的条件,就成立了一个总额为 3200 万美元的社区福利信托基金,但据称大部分资金都投入了政府基础设施项目。 在犹他州,一个环保组织联盟呼吁进行联邦调查,指控州长永久社区影响基金委员会滥用纳税人超过 1.09 亿美元的资金来资助化石燃料项目,以满足农村社区的需求。 简而言之,与采矿相关的腐败现象无处不在,其中许多腐败行为未被注意到或未被报道。这与司法管辖区相关的个人风险有关,仍然是该行业面临的一个关键挑战,特别是当风险随着矿产价值的增加而增加时。 Richard (Rick)…