Tag: Canada
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The Silver Reset Is Here — And Why NI 43-101 Will Decide Whether Canada Can Rise From 14th Place to Compete With the Top Producers
Silver doesn’t reset like a speculative asset.It resets the way a pressure valve releases: slowly at first, then all at once. Industrial demand is no longer optional. Solar, electrification, defense systems, AI hardware, and advanced electronics all depend on silver’s unmatched conductivity. At the same time, mine supply growth has lagged demand for years. This…
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Venezuela Reset: The Winners, the Losers, and the Canadian Oil Shorts No One Is Talking About
With Nicolás Maduro now captured and a transitional authority moving rapidly to normalize relations with Washington, Venezuela has entered what markets recognize instantly as a regime-reset trade. For investors, this moment is not about ideology—it is about supply shocks, capital flows, and repricing risk across global energy markets. Sanctions relief, U.S. corporate re-entry, and multilateral…
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How to Buy a Mine in British Columbia (Without Getting Buried Alive)
Everybody says they want hard assets—until they realize hard assets require hard decisions. Buying a mine in British Columbia isn’t about romance, gold pans, or rugged selfies in Carhartt jackets. It’s about control, cash flow, permits, and optionality. And if you don’t understand the ladder of mining assets, you’ll overpay for dirt—or worse—buy a liability…
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Canada, Silver, and the Reality No One Else on Earth Can Match
The truth has a way of surfacing when markets stop being polite. And right now, silver is no longer polite. Everyone’s staring at gold like it’s the only adult in the room. Safe haven. Store of value. Central banks cuddling it like a security blanket. Fine. Gold has its place. But silver? Silver is where…
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The Silver Shock That Will Hit Canada First — And No One Is Ready
Canada has long been a resource powerhouse, from oil and lumber to potash and precious metals. But a growing number of analysts are now pointing to a looming silver shock—a dramatic market upheaval in the silver market that they say Canada will feel first. According to a recent report by CAD Financial News, this silver…
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USMCA at Risk: What a Non-Renewal Would Mean for Canada’s Economy
When the United States–Mexico–Canada Agreement (USMCA) replaced NAFTA in 2020, Ottawa celebrated the deal as a “modernized” framework that would preserve market access and protect Canadian industries in a rapidly changing global economy. For five years, the agreement has quietly underpinned hundreds of billions in annual trade flows, stabilizing supply chains, anchoring manufacturing footprints, and…
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Ivanhoe Mines Ignites Africa’s Greenest Copper Smelter — And the Copperbelt’s Timing Could Not Be Better
On November 21, Ivanhoe Mines (TSX: IVN) crossed a historic milestone—one that may go down as a defining moment in Africa’s industrial ascendancy and the global energy transition. The Canadian miner officially fired up its 500,000-tonne-per-annum copper smelter at the Kamoa-Kakula complex in the Democratic Republic of Congo, declaring it the largest and greenest copper…
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British Columbia, Unceded Lands & the Coming Legal Storm
The rain fell straight and cold across the coast, the way it always does when the Pacific has something heavy to say. Out on the unceded lands of British Columbia, a courtroom ruling has stirred up an old question that Canada once believed it had settled with order, patience, and civility. But the decision cuts…
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Global LNG Capacity Is Set to Surge — But British Columbia Remains a Strategic Outlier
A historic wave of new liquefied natural gas (LNG) projects is reshaping the global energy landscape. By 2030, global LNG liquefaction capacity is expected to surge by nearly 50%, driven primarily by massive expansions in the United States and Qatar, alongside new developments in Africa and the Eastern Mediterranean. Forecasts indicate that close to 300…