Why choose stocks with large undeveloped deposits?
Before I became a mining analyst and editor at Fat Tail Investment Research in Melbourne, I worked as a geologist in the mining industry. But in all my time writing to…
Commentary
What miners should know about the voluntary carbon credit market
Three years ago, the London-based International Council on Mining and Metals announced a bold commitment: the world’s 28 largest mining companies pledged to achieve net-zero carbon emissions by 2050. This…
Publisher’s note: The Northern Miner’s commitment to independent reporting
For over a century, The Northern Miner has stood as a pillar of journalism within the mining and metals industry. We recognize the vital role that mining plays in the…
How the natural diamond industry could have taken down its lab-grown competition
Years ago, I noticed a plaque hanging on the wall in a private equity group in London’s Mayfair that read: “The Roman Empire wasn’t built by holding committee meetings; it…
Letter to the editor: Where has Yukon’s sense of urgency gone on Eagle cleanup?
The forced receivership of Victoria Gold has exposed a troubling pattern of mismanagement and double standards by the Yukon government. The government’s initial emphasis on urgency and environmental concerns seems…
Beaver Creek: Experts warn poor management sinks mining projects, not rocks
Mining industry experts contend that leadership quality, not just geological assets, determines the success or failure of exploration projects, an industry conference heard Tuesday. They called for more rigorous management…
Kodak never saw it coming either. How lab-grown diamonds rocked the industry
Since early 2022, the price of polished natural diamonds has fallen roughly 40%. The industry is being buffeted by negative economic headwinds, an excess of mine supply and too much…
Podcast: ‘The gold price action is not a Western story’, ft Canaccord Genuity’s Cam Currie
In this week’s episode, Cam Currie, senior investment advisor at Canaccord Genuity and founder of Currie Metals and Mining Group, joins host Adrian Pocobelli to analyze the recent surge in…
Why this week’s market mayhem doesn’t signal a complete meltdown
Global markets have experienced spectacular moves this week, led by Japan’s Nikkei index. It tumbled 12% on Monday, then recovered 11% on Tuesday! Incredible whipsaw action — But that’s not what…
As majors thirst for copper, Filo bid premium seems awfully low
You might have seen the news: BHP (NYSE: BHP; LSE: BHP; ASX: BHP) has just made its next major copper grab. This time, it’s for the prized Filo del Sol…
Best resource investing bets for a Trump or Harris win
Since the July 13 assassination attempt on Donald Trump in Pennsylvania, there’s been a proliferation of ‘Trump Trade’ ideas circulating across the media. Up until last week, a Trump re-election…
Will Guinea’s Simandou iron ore mine be the ‘Pilbara killer’?
Simandou, one of the world’s most significant iron ore developments, may soon challenge Australia’s Pilbara region as the world’s dominant producer of the steelmaking metal. Initially discovered in 1997,…