The New Canadian REE Opportunity

Late in the spring, Canada began supplying the world with rare earth elements or REEs for the first time ever… Products from Cheetah Resources’ Nechalacho mine in the Northwest Territories (Canada’s first rare earth mine) set sail for Norway, en route to the company’s customer for further processing. Per Cheetah Resources’ David Connelly, as reported […]

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EVs Account for 20% of Cars Sold in China as Lithium Prices Soar

Lithium prices are up over 500% over the past 12 months, and the rally seems far from over. Even on a day when most commodities are in the red, lithium is solidly green, up 3% to above $426,500 per ton. For lithium producers, the time to print money has finally arrived. Lithium Carbonate (CNY/T) – […]

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Lithium’s Production Problem

Over the last couple of weeks, world leaders gathered in Glasgow to discuss and hold each other to account on global emissions targets. Many pundits contend that progress is still too slow, while others say the cost of numerous initiatives is still too expensive. Although we’re not entirely sure how everything will shake out from […]

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No More Mr. Nice Guy

China Threat

Since March of 2020, few countries have suffered a greater toll than the United States due to the coronavirus pandemic. More than half a million Americans (and counting) have succumbed to the disease. And, according to Visual Capitalist, U.S. GDP suffered its worst decline in history during the heart of the pandemic, while debt continues […]

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Longest Bull Market in U.S. History Immune to Coronavirus?

us household debt to gdp keeps economy afloat

The United States, currently enjoying its longest bull market in history, is decoupling from the rest of the world. From its currency to its stock market, the US is on demand. Despite somewhat underwhelming US growth in 2019 (2.1% GDP), investors continue to bid up America’s leading companies, the likes of which include Amazon, Google, […]

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