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Gold Miners Reserves Life Averages below 20 years for six years running mainly due to large Merger deals. What next?

Gold Miners Reserves Life Averages below 20 years for six years running mainly due to large Merger deals. What next?

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The Silver State of the Union with Shawn Khunkhun, CEO of Dolly Varden

The Silver State of the Union with Shawn Khunkhun, CEO of Dolly Varden

Shawn Khunkhun, CEO of Dolly Varden

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Waterfall Decline in Gold Induces Miner Capitulation

The gold price has been incredibly resilient in the face of skyrocketing bond yields. The 10-year bond rate was around 2.5% a year ago, and gold was trading around $1820. Now, after rates have nearly doubled up to 4.8%, gold is still trading at $1820 as Eastern central banks continue to add more bullion to their reserves. According to the latest data from the World Gold Council this…

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Natural Resource Market Commentary: Q2 2023

Natural Resource Market Commentary: Q2 2023

Commodities and related natural resource markets were broadly weak in the second quarter. Investors remained concerned about a global recession driven by rising interest rates and persistent central bank hawkishness. Adding to the overall gloom was a perceived disappointment in Chinese economic activity. Caused by problems in the real estate sector, disappointing exports, and weaker-than-expected…

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Joby Aviation Subsidiary H2FLY Completes World’s First Piloted Flight of Liquid Hydrogen Powered Electric Aircraft

Joby Aviation Subsidiary H2FLY Completes World’s First Piloted Flight of Liquid Hydrogen Powered Electric Aircraft

SANTA CRUZ, Calif. & MARIBOR, Slovenia / Sep 07, 2023 / Business Wire / H2FLY, a wholly-owned subsidiary of Joby Aviation, today announced the successful completion of the world’s first piloted flight of a liquid hydrogen-powered electric aircraft. H2FLY, acquired by Joby in 2021, continues to lead the industry on the development and testing of hydrogen aviation propulsion systems. The company…

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Benchmark Mineral Intelligence Update

Benchmark Mineral Intelligence Update

Lithium ion battery cells just keep getting cheaper. Benchmark’s global weighted average lithium ion cell price has fallen to $98 per kilowatt-hour for the first time in two years, due to falling raw material prices.  That’s good news for automakers: the cell price is bringing the prospect of a $100/kWh battery pack closer to fruition. At this point EVs could reach price parity with internal…

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Goldman Sachs - Global Metals & Mining - Direct Lithium Extraction: A potential game changing technology?

Goldman Sachs - Direct Lithium Extraction: A potential game changing technology?

Click to access report.pdf Goldman Sachs Direct Lithium Extraction (DLE) research report The implementation of Direct Lithium Extraction (DLE) technologies has the potential to significantly increase the supply of lithium from brine projects (much like shale did for oil), nearly doubling lithium production on higher recoveries and improving project returns, though with the added bonus of…

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New Canadian tax disincentive could cripple flow-through share regime for mining investments

New Canadian tax disincentive could cripple flow-through share regime for mining investments

The newly revised Alternative Minimum Tax (AMT) introduced in the 2023 Federal Budget that will go into effect on Jan. 1, 2024 will significantly reduce the effectiveness of the newly enacted Critical Mineral Exploration Tax Credit, PearTree Canada founder and CEO Ron Bernbaum says. The 30% CMETC introduced in the 2022 federal budget applies to flow-through share (FTS) financings for companies…

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Market Performance - September 7, 2023

Market Performance - September 7, 2023

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China’s zinc import surge a sign of renewed optimism

China’s zinc import surge a sign of renewed optimism

China has rediscovered its appetite for imports of refined zinc after a prolonged absence from the international market. The country took in 76,800 metric tons of metal in July, the highest monthly tally since April 2019. China has stepped up domestic output of refined zinc this year, but the Shanghai market continues to be plagued by low inventory and tight time-spreads. The Shanghai Futures…

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Market Performance - September 6, 2023

Market Performance - September 6, 2023

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Platinum market faces record deficit according to the World Platinum Investment Council

Platinum market faces record deficit

Platinum will register a 2.2% bigger supply deficit than previously expected for 2023 at a record 1 million troy ounces, driven by strong demand and flat supply, the World Platinum Investment Council (WPIC) said on Wednesday. Demand for platinum, which is used in catalytic converters to reduce harmful emissions from vehicle exhaust systems among other applications from jewelry to glassmaking, is…

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Hole in the Fed’s balance sheet is estimated to be nearly $2 trillion.

Hole in the Fed’s balance sheet is estimated to be nearly $2 trillion.

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How Much Metal is Used in Clean Energy Technology?

Visualized: How Much Metal is Used in Clean Energy Technology? Clean Energy Metals

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Green energy-related copper demand is expected to increase by nearly 600% by 2030.

Green energy-related copper demand is expected to increase by nearly 600% by 2030.

How Mine Permitting Delays Impact the Transition to a Green Economy Copper in Energy Transition

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America’s Import Reliance of Critical Minerals

America’s Import Reliance of Critical Minerals

https://elements.americas-import-reliance-of-critical-minerals-charted

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The Key Minerals in an EV Battery

The Key Minerals in an EV Battery

The Key Minerals in an EV Battery