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…
Commentary
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,…
Which critical mineral will China ban next?
Virtually every stock tied to the rare earth group of elements (REE’s) are trading around multi-year lows. Investor outlook continues to wane despite the commodities key role in neodymium magnet…
Odds ‘n’ Sods: The isolation of field work can be lonely — and sobering
i·so·la·tion /ˌīsəˈlāSHən/ noun the process or fact of isolating or being isolated. “the isolation of older people” Every geologist has experienced extreme isolation at some point. That crystalline moment when they realized…
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…
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…