REEs are heating up but these elements are uniquely nuanced. Let's dig in:
Rare earth deposits
This week’s gem hunt ft. $UCU $HSTR $POL
Direct from our research, these 3 stocks are on the move due to recent news and activity
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.
This week’s gem hunt ft. $MP $OM $BRC
Direct from our research, these 3 stocks are likely to move on recent news and activity
This week’s gem hunt ft. $DES $OM $AR3
Direct from our research, these stocks are likely to move on recent news and activity
Mining stocks react to Trump’s vow to expand US critical mineral production
Here's what's moving in the markets today
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):
It’s time to lead the shift and build your energy transition portfolio 📝
I have to confess, sometimes this very idea keeps me up at night...
Australia Wants to Capture MORE Value from Its Mineral Production
Australia released this week the much anticipated 'Critical Minerals Strategy 2023–2030'. If successful, this could make Australia a global superpower in the space and foster investment in mining, energy and tech. Here are your key points: The main goal is to produce more minerals (and we are blessed!) while embedding Australia in supply chains for: … Continue reading Australia Wants to Capture MORE Value from Its Mineral Production
Grades by mineral deposit types
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Mining Investing Toolkit 