As supply disruptions in Chile collide with accelerating demand from electrification and AI infrastructure, copper is shedding its traditional role as a pure economic barometer. Insights from industry voices highlight a multi-year structural imbalance that Canadian resource investors cannot ignore. ...Read More
Despite two months of tight consolidation near $4,000-$4,100, Deutsche Bank's precious metals strategist Michael Hsueh argues that the statistical "explosive" regime that began in August 2024 remains intact. The bank maintains its $4,600 fourth-quarter 2026 forecast while central-bank demand reaches new records in real terms raising important questions for Canadian gold producers and resource investors about positioning, risk, and time horizon. ...Read More
Japan's record foreign-exchange intervention and Goldman Sachs' warning that even $100 billion may prove insufficient highlight a fragile global funding regime. For Canadian mining and resource investors, the episode underscores the need for disciplined positioning around liquidity, currency volatility, and the enduring monetary role of gold. ...Read More
An Eight-Part Series on Oil, Power, and the Enduring Lessons for Resource Investors Based on Daniel Yergin's The Prize ...Read More
Tether Gold (XAU?) saw investor holdings increase 9.5% in the second quarter of 2026, with more than 53,000 additional tokens moving into customer hands, underscoring continued appetite for fully backed, on-chain exposure to physical gold even amid broader market volatility and fluctuating gold prices. ...Read More
The Swiss bank maintains a constructive long-term gold price target of $5,200 per ounce by mid-2027 while cautioning that elevated Federal Reserve rate expectations and softer investment demand could drive a near-term pullback toward $3,850, creating what it views as a potential accumulation opportunity for long-term investors. ...Read More
Following a multi-week consolidation near $4,030-$4,060 after earlier 2026 highs, Jefferies Global Head of Equity Strategy Christopher Wood contends the correction offers a strategic entry point to accumulate gold, gold ETFs, and gold mining stocks within an ongoing structural bull market driven by central bank purchases, geopolitical risks, and fiscal pressures. ...Read More
A London-produced investigation into how Russia accesses African gold reveals more than sanctions evasion. It illustrates a structural shift: as the dollar-based order is weaponized, sanctioned and non-aligned states are building liquid, politically neutral alternatives. Gold sits at the center of that effort. ...Read More
Coordinated efforts to defend the yen signal more than a routine currency intervention. The long era of Japanese capital exports that suppressed global yields is drawing to a close. For gold, bonds, currencies, and resource equities, the consequences are structural. ...Read More
A handful of jurisdictions control the element that underpins global food production. Morocco's dominance, Florida's legacy, China's export restraint, and the strategic geography of the Strait of Gibraltar are redrawing the risk map for fertilizer and for the Canadian-listed companies positioned along the phosphate value chain. ...Read More
Gold born in dying stars, helium leaking into space, phosphorus as life's bottleneck, and hydrogen's dual promise of salvation and annihilation. For sophisticated resource investors, the deeper story is not price charts it is the collision between cosmic scarcity, human ambition, and the finite crust of a single planet. ...Read More
The Toronto-based nickel and cobalt producer has rejected a push by its largest shareholder for an early vote on leadership changes while exclusive talks continue with a U.S. family office linked to a former Trump adviser. ...Read More
Goldman Sachs describes a historic shift from decades of capital abundance to an era of intense competition for funding. For resource investors, the implications are profound: AI infrastructure, re-industrialization, defense, and power reconstruction are among the most metals- and energy-intensive undertakings ever attempted. ...Read More
The just-in-time world that delivered consumer goods with astonishing efficiency was always a geopolitical luxury. Kinetic conflict, trade warfare, and deliberate supply disruption are now forcing a permanent redesign of how metals, energy, and critical materials move and who controls them. ...Read More
A deeper reading of current geopolitical shifts suggests the old architecture of managed conflict is under pressure. For investors in real assets, the emerging question is not who wins the next headline, but which jurisdictions and commodities will underwrite a world organized around productive capacity rather than permanent crisis. ...Read More
From summer jobs in BHP metallurgical labs to running one of Canada's most consistent gold-focused funds, Rob Cohen has spent three decades proving that deep technical understanding, concentrated conviction, and the courage to buy on market still matter. ...Read More
A 2,500-year-old pattern of efficiency, dependency, weaponization, and forced exit is playing out across the Western alliance. For Canadian resource investors, the emerging scramble for supply security is not background noise it is the central investment thesis of the coming decade. ...Read More
In a wide-ranging conversation on Commodity Culture, the veteran resource investor explains why silver isn't hated enough yet, why the best gold and uranium producers look arithmetically compelling, and why maintaining cash may be the most valuable position of all. ...Read More
In a late-July discussion with Craig Hemke, portfolio manager Bob Thompson argues that extreme pessimism, washed-out technical indicators, and resilient price action above key support levels suggest gold and silver may be approaching an important inflection point. ...Read More
The all-stock combination, closed July 31, 2026, creates a scaled North American gold producer with expected annual output of approximately 1.1 million ounces and a clear organic path toward more than 1.9 million ounces. ...Read More