The Trump Reflation Trade is Fizzling

Steel stocks began selling off hard last week:   X (Daily) And the selling spread to integrated commodity behemoths such as BHP and Glencore today:   GLEN.L (Daily) While it’s possible that this market action could be limited to the … Continued

Ceylon Graphite: Bringing The World’s Highest Purity Graphite Into Commercial Production

posted in: Ceylon Graphite, Graphite | 0

Graphite demand is surging and as Elon Musk famously stated last year “our cells should be called nickel-graphite because primarily the cathode is nickel and the anode side is graphite with silicon oxide.” The boom in lithium-ion battery megafactories in … Continued

Gold Miners Are Running Out Of Gold And This Is One of South America’s Most Exciting Gold Explorers

Latin America is clearly the leading growth continent for the resource industry as senior metals producers scramble to replace depleting reserves. Chile is arguably the best country for mining and minerals exploration in Latin America. However, it is increasingly rare … Continued

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