Plus what we are watching across commodities and stocks.
Gold vs. oil: I bet you haven’t thought of this
This trend in critical minerals needs to blast off, now
Plus what we are watching this week, across commodities and stocks.
This billion-dollar mine has timely lessons for the whole mining sector 📝
Plus what we are watching this week, across commodities and stocks.
The next copper giant has a built in kicker you may not expect 📝
Plus what we are watching this week, across commodities and stocks.
This choice could transform how we invest in mining for good 📝
Plus what we are watching this week, across commodities and stocks.
These minerals are headed for centre stage (finally!) 📝
Plus what we are watching this week, across commodities and stocks.
From a gold producer with BIG ambitions to a lithium surprise 📝
Plus what we are watching across commodities and stocks.
Believe it or not, I’m betting on these metals 📝
Plus what we are watching this week, across commodities and stocks.
Here are 6 worthy REE stocks to grow your exposure (plus a juicy bonus)
Let's face it. Rare earths are smoking hot.
Get ready: these players belong in your portfolio 📝
Plus what we are watching this week, across commodities and stocks.
Rare earth deposits
REEs are heating up but these elements are uniquely nuanced. Let's dig in:
This practice drains more value from miners than it creates 📝
Plus what we are watching this week, across commodities and stocks.
I dare you to read this and NOT invest in rare earths immediately
We are at a pivotal point for rare earths.
Copper focus, gold, or lithium… Have we been wrong all along? 📝
Plus what we are monitoring this week, across markets and commodities
These metals will be in every investor’s portfolio (yes, including you) 📝
Plus what we're watching this week, across markets and commodities.
The biggest challenge for metals and the energy transition 📝
Challenges ahead plus where investors can find opportunities through it all.
Sprott has energy transition insights for you, mining investor
Sprott* manages several mining ETFs, and regularly puts out extensive research. They recently released a lengthy report on the minerals needed for the energy transition, with valuable insights for investors. Here are your key takeaways: In 2022, investment in the energy transition surpassed $1T and getting on par with those made in fossil fuels. By … Continue reading Sprott has energy transition insights for you, mining investor
Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)
It's been a CRAZY few months for commodities. We've seen copper above $4 and lithium falling much lower than expected, uranium soaring and nickel plummetting. I spent more time dissecting projections from mining companies to banks to gain insights into what's ahead (not an easy job!) and posted some of these analyses. You all seem … Continue reading Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)
All you need when investing in copper, graphite and more. Ready, set, go!
Investing in mining and metals is a long-term passion of mine. Over the last 18 months, I posted several 101s and bull cases for most metals and minerals in our criteria to help others get started. Here are the best:
Rare earths basics for investors
Rare earths are in fact, not rare. This niche mining market was recently forecast to grow by 6x by 2030. But geopolitics are complicating it all for investors. Here's your REEs 101 (to enter or better understand this unique sector):
Mining Investing Toolkit 