⛏️ The metals behind the next big thing

The Metals Behind the Next Big Thing
Years of under-investment in mines and other extractive industries create opportunities for contrarian investors who see supply shortfalls and price spikes as very real risks going forward. Read on »

Glencore-Led Group to Buy Teck’s Coal Business
Glencore has been an outlier among major resource groups in sticking with coal. The deal value reflects a robust market for so-called metallurgical coal, the kind used in steelmaking. Read on »

Sprott Energy Transition Monthly: Shifting Focus from Oil to Critical Minerals
The U.S. is shifting the focus of its energy security efforts away from oil and toward critical minerals. Critical minerals are less of a fundamental risk to energy security than oil, but they have their challenges. Read on »

• 2023 U.S. Mint Gold Sales Outpace 2022 by October; Silver Sales Leap Link>>

• Gold prices surge as inflation cools in the US Link>>

• CPI Unexpectedly Misses Across The Board, Core Inflation Lowest In Over 2 Years Link>>

• China Copper Giant’s Downfall Sealed as Court Accepts Bankruptcy Link>>

• Greek owner to sell all container ships, spend $3B on LNG tankers Link>>