Other Commodities
JPMorgan Reshuffles Oil Sands Bets: Upgrades Suncor, Downgrades Cenovus
Wall Street has officially flipped the script on the Canadian oil patch. If you were riding the wave of broad Canadian outperformance in 2025, JPMorgan analyst Arun Jayaram has a sobering message for your portfolio: the easy money has been made, and it is time …
Citigroup Forecasts $5,000 Gold Amid Greenland Dispute
Real estate negotiations rarely threaten to upend the global economy, but then again, few property disputes involve the attempted annexation of the world’s largest island. Gold and silver prices shattered historical ceilings on Monday, driven by a chaotic …
Carney at the Pump: Filling the Red Dragon’s Empty Tank
For a leader who spent much of his career warning about the "stranded assets" of the fossil fuel age, Prime Minister Mark Carney has found himself in a deliciously ironic position: the savior of China’s heavy crude supply chain. It turns out that when the …
Rick Rule, Robert Kiyosaki, and the Race for Resources at VRIC 2026
If you have been waiting for a polite, quiet weekend in Vancouver, you might want to steer clear of the Convention Centre West this Sunday and Monday. For everyone else, specifically the 12,000 investors, speculators, and gold bugs descending on the city, the …
Gold Eyes $5,000 and Silver Targets $100 as Supply Squeeze Tightens
If you were waiting for a sign to look at your jewelry box with newfound respect, this is it. The global financial markets have officially caught gold fever, and for once, its more volatile sibling, silver, is steering the ship. On Wednesday, January 14, …
FMF 2026: What Happens When Mining Becomes National Defense?
If you want to witness the precise moment the free market era of mining died and the era of industrial statecraft was born, you didn’t need to be on Wall Street or in Washington this week. You needed to be in Riyadh.
Amazon Partners with Gunnison and Rio Tinto for Sustainable Data Center Materials
If you thought the cloud was comprised solely of code and vapor, think again. The infrastructure powering your next AI query is grounded in heavy metal, and Amazon Web Services (AWS) just secured a shiny new supply of it from an unlikely workforce: bacteria.
Global Markets in Turmoil: Gold & Silver Rally as DOJ Threatens Fed Indictment
If there were any lingering doubts that 2026 would be a quiet year for global markets, the US Justice Department just shattered them along with several centuries of central bank tradition. In a stunning escalation of the ongoing friction between the White …
Canadian Oil Investors Call Trump’s Venezuela Strategy "Dead Wrong"
If you listened to the political chatter coming out of Washington last week, the Canadian energy sector was supposed to be shaking in its boots. Following the dramatic capture of Venezuela’s president, the White House signaled a grand pivot, suggesting that …
The Great Copper Squeeze of ’26: Why Your AI Habit is Costing $13,000 a Ton
Forget gold or lithium; the most precious metal of 2026 is the humble, reddish material currently holding the global economy together by a very fraying wire. If you have tried to buy electrical cabling lately, or simply glanced at the London Metal Exchange, …