The relationship investors take for granted OK, let’s face it, most analysts would suggest that equities lead commodity prices. That makes sense; investors value mining companies on future earnings, so their shares should reflect expectations about where commodity prices are…
Read the trade press or listen to world leaders speak and there is one segment of the Mining industry that comes up again and again. Rare Earth Elements or REEs. In only a short space of time these previously under-appreciated…
Copper has long been known as Dr Copper for its ability to diagnose the health of the global economy. Recently, though, the metal has been attracting attention for very different reasons, surging to record highs and becoming one of the…
Copper analysts keep finding more supply. Lithium analysts keep finding more demand. What if investors are focused on the wrong side of both markets? Copper is the market’s sweetheart. Lithium is its whipping boy. But would it surprise you to…
If you spend much time on social media, you’ll hear the same arguments trotted out repeatedly for why lithium is a bad investment. In this article, I explain why I believe the market is getting five key things wrong: Each…
Over recent days, I’ve considerably increased the lithium and uranium positioning in my portfolio. Why? One word. Seasonality. Markets for resource stocks have been weak over the past few months. I’ve flagged on social media and in my Q2/26 RK…
Rare earth magnets sit at the heart of electrification. They are used in EV traction motors, wind turbines, robotics, drones, industrial motors and many other high-performance applications. The key magnet type is NdFeB — neodymium-iron-boron — which is powerful, compact…
In the past 12 months there have been a number of examples of a substantial disconnect between physical commodity prices and paper commodity prices. Commodity exchanges were historically set up to solve a very practical problem for producers and consumers…
It’s fair to say that I never wanted to write this blog. I was at PDAC all last week and I hoped that this subject would go away. Unfortunately it doesn’t look like it is, so here I go. It…