July 16, 2018
The way that people power their lives is changing. For most of modern human history, fossil fuels have been king. Coal, natural gas, and petroleum have all supported the global industrialization that took place over the last 300 years. Today, long-standing energy assumptions are being called into...
June 8, 2018
The idea of “Peak Oil” isn't new. Ever since M. King Hubbert presented the theory in 1956 people have wondered how a world that wasn't dependent on oil would look like. Now it looks like new technology is on the brink of breaking into markets that drive oil demand, and creating...
May 4, 2018
Junior mining shares can create incredible returns. Before your money goes to work in a small resource company, getting your hands on quality research is a good idea.
David Erfle has devoted more than a decade to becoming one of the go-to sources for information about junior miners. Instead of...
May 3, 2018
The fact that cobalt prices have been on a tear isn't news. But under the surface of the cobalt market, there could be a dislocation brewing.
A decade ago, no one cared about the cobalt market. The vast majority of the world's cobalt was produced as a byproduct from other forms of...
April 29, 2018
The investment community is beginning to wonder where all the new supplies of basic materials are going to come from.
Depending on the element in question, the need for new development is needed to keep prices under control, or even necessary to prevent shortages. Numerous factors are driving...
April 1, 2018
Lithium and cobalt have rallied hard as a new generation of technologies become mainstream.
There have been a number of demand drivers, ranging from the near ubiquity of smartphones across the planet, to the rapid development of Electric Vehicles (EV's).
It all comes down to new ways of...
March 9, 2018
Things in the cobalt market just keep getting more interesting.
The exotic metal is currently trading around $36USD/lb, which is more than three times higher than it was at the beginning of 2017. There are many people in the market that think that it could easily trade over $40USD/lb in the next...
January 20, 2018
It is going to be a big day tomorrow, with this year's Vancouver Resources Investment Conference all set to open its doors to the public.
In addition to more than 250 mining companies that extract a range of valuable elements and fuel sources, there will be some of the most successful...
January 15, 2018
With gold now comfortably trading above the $1300 USD/oz mark, the multiple calls for a washout below $1000 USD/oz are beginning to seem more like fever dreams.
While cryptos certainly stole the limelight over the last year, gold has been quietly consolidating a very solid looking uptrend. The...
January 10, 2018
Records for renewable energy consumption were smashed around the world in 2017.
View the high-resolution version of today’s graphic by clicking here.
Looking at national and state grids, progress has been extremely impressive. In Costa Rica, for example, renewable energy supplied five...
January 8, 2018
Late in 2016, Goldman Sachs came out with a report that stated that while copper prices were likely going to rise in 2017, they might hit a 'wall of supply'. This idea can be defined simply as: rising prices create headwinds for supply, as governments and labor want more money for the...
January 3, 2018
The last two years have seen some major changes take place in the energy sector.
Massive offshore wind power projects in Europe are becoming one of the cheapest forms on electrical generation, with major names like Vattenfall and Royal Dutch Shell entering the development space.
While the two...
December 26, 2017
The dead of winter in the Northern Hemisphere usually isn't a strong time for base metals prices. But for cobalt, December saw renewed strength in the now highly sought after metal, with a new company raising the most money on the TSX-V in an IPO since 2012. Cobalt, has been an afterthought to...
December 19, 2017
There is no two ways about it, cobalt really crushed it in 2017.
From December 30, 2016 until yesterday, cobalt's price rose by about 120%. A lot of this has to do with a looming supply crunch, and also where most of the cobalt mined today comes from. There is little doubt that the next...