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You Can’t Print Resources — and That’s the Problem

Every market cycle has a tell. A moment where the signal is loud enough that, in hindsight, it feels obvious—yet almost everyone misses it in real time because they’re staring at the wrong thing. The Rotation Everyone Missed While Watching the Wrong Screen Right now,...

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METAL NEWS

The Coming Shakeup in an Underrated Metal

The Coming Shakeup in an Underrated Metal

“A nickel ain’t worth a dime anymore.” –Lawrence Peter “Yogi” Berra Noted philosopher and Yankees legend Yogi Berra was reputed to have made that observation. (Although he also said "I really didn't...

Mining 101: Understanding Drill Programs

Drill, baby drill! In addition to being Donald Trump’s energy mantra, it’s also the basic description of a junior mining company’s job. Drill… then map… then drill some more. We’ve spent some of our...

Nickel: The Unsung Hero of Battery Technology

Nickel: The Unsung Hero of Battery Technology

Nickel is increasingly critical in the EV industry, particularly for its role in enhancing the energy density of lithium-ion batteries. Its usage in electric vehicle batteries helps extend vehicle...

Cobalt: A Critical Component for Energy Storage

Cobalt: A Critical Component for Energy Storage

Cobalt is vital in producing high-performance batteries. Its ability to increase the energy density and lifespan of lithium-ion batteries makes it indispensable in electric vehicles and portable...

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Lithium 2.0

Is lithium dead? The once darling of the battery metals has experienced a huge collapse from its...

A Market to Watch…

A Market to Watch…

It typically gets a bad rap. People usually think of it — when they think of it — as dangerous and...