A roadmap for green metals after a brutal 2023
Last year was a bloodbath for mining stocks tied to the green energy transition. But with markets rallying in the early part of 2024, ‘green miners’ continue to lag. Unfortunately,…
Commentary
How miners can pass their ESG exams
As many miners will testify, there has been a rather burdensome focus on ESG data and disclosure in recent years. They must navigate multiple, and sometimes conflicting, disclosure frameworks accompanied…
Mining’s top 10 ESG trends for 2024
A range of sustainability and ESG forces will shape the business of mining in 2024, building on the trends of 2023, a year characterized by a surge in investor scrutiny,…
Does upside outweigh risks in copper-rich Chile?
Nationalization continues to be a hot topic in mining circles. As supply chains tighten and long-term demand drivers strengthen, resource-rich nations are looking to capture a greater share of their…
Analysis: Gold set for further record prices in 2024 and 2025
Gold prices have been setting annual records for the past three years. They are expected to set further records in 2024 and 2025, as the world struggles with a host…
Why prices will soon catch up with the commodity supply crunch
Today we’re unpacking the poorly understood world of commodity inventories. We’ll look at the critical role they play in maintaining market stability and why it could come unstuck in the…
The missing link toward net zero? The power grid
Electric guzzling EV’s, trucks, trains and buses will soon move billions of people and cargo around this planet each day. So, what’s the best strategy to play this multi-decade investment…
Follow the money trail to critical metals
One investing strategy in mining is to watch the insiders. By insiders, I mean the big players in the industry. That is, the directors of multi-billion-dollar companies, mining magnates and…
Letter to editor: Block pro-Hamas demos, McEwen says
As an eighth generation Canadian and a proud Member of the Order of Canada, I am appalled by our city government in Toronto, and of those communities across our country…
As graphite surges, expect more critical metal shortages
It’s been a big month in mining circles, led by a surge in graphite stocks. As you might be aware, on Oct. 20, authorities in China announced export restrictions over…
How juniors can benefit from investor-state dispute schemes
Resource nationalism is not a new phenomenon, but it continues to pose investment risks for companies involved in mineral extraction projects in Africa and beyond. The recent conclusion of a…
Five ‘good practices’ for integrating ESG in mining
Contrary to popular perception, the mining industry has been responding to what we like to call “ESG” concerns since the environmental movements of the 1970s. Even the acronym “ESG” (environmental,…