Resource stocks ready for a comeback
You’d be hard-pressed to find anyone who’s overtly bullish on commodities right now. But that’s exactly why you should be taking notice. Negative sentiment is opening up colossal buying opportunities…
Commentary
Sigma Lithium’s Ana Cabral is our Mining Person of the Year
Sigma Lithium‘s (TSXV: SGML; NASDAQ: SGML) advance from IPO in 2018 to first production at its Grota do Cirilo mine in Brazil this year has been impressive — as reflected…
Will technology curb demand for copper?
I’ve written extensively about the emerging opportunities for copper. Geopolitics, riots, water shortages, declining output, and lack of new discovery are all reasons you should be planning for higher prices…
Why investors should make room for fertilizer stocks in their portfolios
Today I want to draw your attention to the other side of the commodities market — food. The soft commodities are an important but overlooked investment theme. As we head…
Have the bears finally got it right on China?
August is proving to be a difficult month for the mining sector. That’s being led by weak economic news on China. The narrative here has been extremely bearish. In fact,…
How miners can better manage community resettlement as demand for metals rises
It’s an undeniable fact that the world needs more metals to deal with the effects of climate change and to achieve net zero by 2050. Renewable energy (solar panels, wind…
Commodity investing the antidote to the Age of Scarcity
Broken supply chains, geopolitical tensions, war, inflation, rising energy costs, food crisis, droughts, famine, depleting mines. Welcome to the 2020s! The age of abundance is dead. The patterns defining…
Commentary: Like Frodo, we should embrace our enemy’s enemy
Professor J.R.R. Tolkien died 50 years ago, and we can learn from his hero in Lord of the Rings, Frodo Baggins, who made an expedient choice for his guide into…
How chilly relations with China are playing out for Canada’s miners
As the world’s largest metal consumer, the second largest economy in the world, and the largest funder of overseas metal projects, China’s impact on the mining business globally cannot be…
What happened to graphite’s ‘lithium moment’?
Graphite has failed to deliver on its lithium moment that some analysts (myself, included) believed would materialize in 2023. When I say, ‘lithium moment,’ I mean a repeat of the…
A low carbon future requires the acceleration of responsible mining projects, like those in BC
It’s a fact. The world can’t reach its collective low carbon ambitions without the acceleration of responsible mining projects that discover, develop, and produce minerals and metals critical to clean…
A new era of ESG reporting: What miners need to know about the ISSB Standards
We’re entering a new era of sustainability disclosure. June saw the much-anticipated launch of the International Financial Reporting Standards (IFRS) Sustainability Disclosure Standards by the International Sustainability Standards Board (ISSB)….