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American Creek: $AMK $STNG Stinger Resources Inc. To Commence Trading On Friday March 5th, 2021 $TUD.ca $ESK.ca $SEA.ca

Posted by AGORACOM-Eric at 8:47 AM on Thursday, March 4th, 2021
American Creek Provides Update on Its First Quarter Filings

Stinger Resources Inc. (TSX-V: STNG) (the “Company” or “Stinger”) is pleased to announce that it has now received final approval from the TSX Venture Exchange and its common shares will commence trading on Friday, March 5, 2021, under the symbol “STNG”. 
 
Darren Blaney, Chief Executive Officer of Stinger stated the following: “We are very pleased to have successfully completed this Spinout transaction. We again thank all of the American Creek shareholders for their confidence and support over the years and we look forward to that support continuing to be rewarded as we anticipate the future success of American Creek as well as newly launched Stinger.”
 
About Stinger Resources Inc.:
 
Stinger holds interests in gold and silver properties in British Columbia, including the 100% owned past producing Dunwell Mine which is located near Stewart in the prolific “Golden Triangle”.
 
The Company also holds the D1 McBride project, also located in the “Golden Triangle”.
 
In addition, Stinger owns the Gold Hill project located near Fort Steele, as well as optioned interests in the Ample Goldmax, Silver Side and Glitter King properties, all of which are located in other prospective areas of the Province of British Columbia.
 

Durango $DGO.ca $ATOXF Encounters Shallow Silver Mineralization from Prospecting Drilling on Trove Property $BTR.ca $OSK.ca

Posted by AGORACOM-Eric at 8:47 AM on Friday, February 26th, 2021

Durango Resources Inc. (TSXV:DGO) (Frankfurt-86A1) (OTC:ATOXF), (the “Company” or “Durango”) is pleased to report that recent drill results on its wholly owned Trove Property at Windfall Lake, Québec shows shallow silver mineralization on the Trove Property.

Since last fall, 3,735m have been drilled on the Trove Property, with an average depth of 287m. Initial results from our prospecting drill program, which ran from October – December 2020, confirmed shallow mineralization in silver and zinc. This mineralization is typical of the Windfall Lake area. In mid-January 2021, Durango’s exploration team arrived back on site as the cold weather allowed them full access to the high priority drill targets. Since the start of this year’s drill program, Durango has drilled approximately 1,600m on its high priority targets on the Trove Property.

Some highlights of the orientation drilling from the fall program on the Trove Property include:

  • – Shallow silver intersection of up to 15.68 g/t Ag over one meter in drill hole DGT20-3 which was completed in the northeast of the Trove Property; – Shallow zinc intersection of up to 1.5% Zn over one meter in drill hole DGT20-3 which was completed on the northeast portion of the Trove Property; – Shallow silver intersection of up to 4.82 g/t Ag over one meter in drill hole DGT20-4 which was completed on the northeast portion of the Trove Property; and – Shallow silver intersection of up to 5.18 g/t Ag over one meter in drill hole DGT20-5.

Drill hole DGT20-3 was completed on the northeast portion of the Trove Property, assaying shallow intersections of up to 15.68 g/t Ag, 1.5% Zn with mineralization over 9 meters. Drill hole DGT20-4 also assayed up to 4.8 g/t Ag along the Barry fault.

 -------------------------------------------------------
 |Hole   |Highlight|From   |To     |Length |Silver|Zinc|
 |Numbers|         |(Meter)|(Meter)|(Meter)|(g/t) |(%) |
 |-----------------------------------------------------|
 |DGT20-3|         |23     |32     |9      |3.3   |0.48|
 |-----------------------------------------------------|
 |       |Including|24     |25     |1      |5.29  |0.81|
 |-----------------------------------------------------|
 |       |Including|29     |30     |1      |9.22  |1.5 |
 |-----------------------------------------------------|
 |       |Including|30     |31     |1      |4.26  |0.57|
 |-----------------------------------------------------|
 |       |         |       |       |       |      |    |
 |-----------------------------------------------------|
 |DGT20-3|         |51     |52     |1      |15.68 |    |
 |-----------------------------------------------------|
 |       |         |       |       |       |      |    |
 |-----------------------------------------------------|
 |DGT20-4|         |16     |17     |1      |4.82  |    |
 |-----------------------------------------------------|
 |       |         |19     |20     |1      |1.38  |    |
 |-----------------------------------------------------|
 |       |         |25     |26     |1      |1.58  |    |
 -------------------------------------------------------

Drill hole DGT 20-5 is located along the Rouleau fault in the northern region of the Trove Property and hosted a shallow intersection of up to 5.18g/t Ag and 0.78% Zn with mineralization over 9 meters confirming the high potential of the long strike of mineralization at depth along the Rouleau fault.

 -------------------------------------------------------
 |Hole   |Highlight|From   |To     |Length |Silver|Zinc|
 |Number |         |(Meter)|(Meter)|(Meter)|(g/t) |(%) |
 |-----------------------------------------------------|
 |DGT20-5|         |21     |22     |1      |2.4   |0.23|
 |-----------------------------------------------------|
 |       |         |36     |38     |2      |1.7   |0.19|
 |-----------------------------------------------------|
 |       |         |62     |71     |9      |1.73  |0.16|
 |-----------------------------------------------------|
 |       |Including|63     |64     |1      |5.18  |0.78|
 -------------------------------------------------------
Read More: https://agoracom.com/ir/Durango/forums/discussion/topics/756138-durango-encounters-shallow-silver-mineralization-from-prospecting-drilling-on-trove-property/messages/2305542#message

Candente Copper $DNT.ca Engages Ausenco for Desk Top Studies on Cañariaco Norte Higher Grade Copper Project $CDG.ca $FCX.ca $TECK.ca $FSUGY $PER.ca

Posted by AGORACOM-Eric at 8:30 AM on Thursday, February 25th, 2021
http://blog.agoracom.com/wp-content/uploads/2020/08/candente-copper-for-blog1.jpg

Candente Copper Corp. (TSX:DNT, BVL:DNT) (“Candente Copper”, “Company”) is pleased to announce that it has engaged Ausenco Engineering Canada Inc. (“Ausenco”) to conduct Desk Top Studies to identify and define a smaller, higher grade, start up option for Cañariaco with a smaller initial capital expenditure (“CapEx”) and accelerated payback period. This study is expected to take 4 to 6 weeks to complete.

Assuming favourable results from the Desk Top Studies the Company would look to move into a Preliminary Economic Assessment (“PEA”) on the Revised Project Concept which would be expected to take approximately 4 months to complete. The Company is fully funded for both levels of studies. (for more details please see News Release No. 126 dated February 22nd, 2021).

Ausenco is globally recognised for providing consulting, project delivery, and asset operations services to the international mining sector including high performance copper processing and infrastructure projects. Ausenco has a 30-year track record in delivering specialized end-to-end solutions which are proven to lower capital and operating costs, reduce construction time and improve plant efficiencies.

Ausenco’s project experience ranges from small conceptual studies for new developments through to the construction of large scale minerals processing facilities. In Peru, Ausenco’s experience includes providing Engineering, Procurement and Construction Management services to design, construct, and commission the 25 million tonnes per year concentrator and associated infrastructure for the Constancia Copper Molybdenum Project owned by Hudbay.

Furthermore, Ausenco is currently in the final stages of providing Engineering, Procurement and Construction Management services to design, construct, and commission two processing facilities that will process 6 million tonnes per year of copper sulfide ore and 12 million tonnes per year of oxide ore via solvent extraction and oxide leaching facility (along with associated infrastructure) for the Mina Justa project owned by Marcobre S.A.C. (controlled by Minsur S.A.).

Recently, Mantos Copper Holding has engaged Ausenco for the engineering, procurement and construction (EPC) the 30,000 tonne per day copper concentrator plant and related infrastructure at the Mantoverde Development Project in Chile.

Read More: https://agoracom.com/ir/CandenteCopper/forums/discussion/topics/756063-ausenco-engaged-for-desk-top-studies-on-ca-ariaco-norte-higher-grade-project/messages/2305341#message

VIDEO – American Creek Spins Out Stinger Resources; Shareholders Own 2 Public Companies as Maiden Treaty Creek Resource Approaches $STNG.ca $TUD.ca $ESK.ca $SEA.ca $STNG.ca

Posted by AGORACOM-JC at 8:10 AM on Tuesday, February 23rd, 2021
American Creek Provides Update on Its First Quarter Filings

American Creek owns 20% of Treaty Creek, a project that is currently waiting on a maiden resource and estimated to be around 30 million ounces. It’s safe to assume if your flagship asset is within the scale of a world class asset such as Treaty Creek, your supporting assets are not being recognized for their value. This is where Stinger (STNG: TSXV) comes in. All non-core AMK assets are now the property of Stinger, including millions in cash and over 1m Tudor Gold shares. American Creek keeps the 20% carried Interest to production at Treaty Creek, and any future discoveries. Oh, and the very first Resource at Treaty Creek

2 Companies. 1 Bull Market. Sit back and have a listen to this great interview with Kelvin Burton as he explains for all shareholders, AMK and soon to be STNG.

Candente Copper $DNT Corporate Update and Engineering Study Proposals Under Evaluation For Canariaco Copper Deposit $CDG.ca $FCX.ca $TECK.ca $FSUGY $PER.ca

Posted by AGORACOM-Eric at 9:01 AM on Monday, February 22nd, 2021
http://blog.agoracom.com/wp-content/uploads/2020/08/candente-copper-for-blog1.jpg
  • Engineering studies to identify and define various value add options for the development of the Cañariaco Project.
  • First goal is to define/identify a smaller, higher grade, start up option for Cañariaco with a smaller CapEx and accelerated payback period

Candente Copper Corp. (TSX:DNT, BVL:DNT) (“Candente Copper”, “Company”) is pleased to announce that it has received and is reviewing proposals from two internationally acclaimed engineering firms for engineering studies to identify and define various value add options for the development of the Cañariaco Project.

The first goal of the engineering study is to define/identify a smaller, higher grade, start up option for Cañariaco with a smaller initial capital expenditure (“CapEx”) and accelerated payback period. This is expected to be able to be permitted and financed to production more quickly than the larger option. The intention would be that once the development capital is paid back, the smaller operation could then be expanded to fully recognize the value of the large copper-gold resource that exists at Cañariaco.

The second goal is to explore other potential options with a mind to establish both cost efficiencies and environmental, social and governance (“ESG”) friendly development options. Current industry wide ESG initiatives and responsible investing is driving innovation in environmentally friendly, sustainable development and finance products. This innovation has been accelerated by the COVID-19 pandemic and increased urgency around the 17 UN Sustainable Development Goals, resulting in many new development options to consider now.

Read More: https://agoracom.com/ir/CandenteCopper/forums/discussion/topics/755788-corporate-update-and-engineering-study-proposals-under-evaluation/messages/2304699#message

Durango $DGO.ca Provides Windfall Lake Drilling Update $BTR.ca $OSK.ca

Posted by AGORACOM-Eric at 8:58 AM on Thursday, February 18th, 2021
  • 3,400m drilled on the Trove Property over 12 holes.
  • Encountered mineralization 200 meters below surface and at 300m
  • Durango drilled three scout holes on the East Barry Property totaling 1,969 meters
  • 2,000 samples are pending assay results at multiple labs for both the Trove and East Barry properties.

Durango Resources Inc.(TSXV:DGO) (Frankfurt-86A1) (OTC:ATOXF), (the “Company” or “Durango”) announces that the drilling campaign on its wholly owned Trove and East Barry Properties at Windfall Lake is still underway.

Trove Property

Currently, Durango is drilling holes on the northern portion of the Trove Property which was inaccessible until late 2020 due to late cold weather conditions. Approximately 3,400 meters has been drilled on the Trove Property in 2020 and 2021 over 12 holes. The Trove exploration program was designed to test the high priority Induced Polarization (“IP”) anomalies in the northern section of the Trove Property. So far, the majority of the mineralized sections were encountered within 200 meters below surface, with some exceptions encountering mineralization at depths of 300m and more.

East Barry Property

In January, Durango drilled three scout holes on the East Barry Property totaling 1,969 meters to try to determine the location of the felsic dykes in intrusive pluton. The scout holes enabled Durango to derive structural and lithological data on the East Barry and to test till anomaly targets which were previously inaccessible.

More than 2,000 samples are pending assay results at multiple labs for both the Trove and East Barry properties. Durango has encountered further lab delays due to a Covid-19 breakout at one of the processing facilities earlier this month, so the Company has secured additional labs to help alleviate the turnaround time and assay delays. Durango’s exploration and drill teams have not been exposed and continue to remain safe and healthy at the camp.

Read More: https://agoracom.com/ir/Durango/forums/discussion/topics/755580-durango-provides-windfall-lake-drilling-update/messages/2304177#message

American Creek Resources $AMK.ca Completes Spin-out of Shares of Stinger Resources Inc. $STNG.ca $TUD.ca $ESK.ca $SEA.ca $STNG.ca

Posted by AGORACOM-Eric at 7:59 AM on Wednesday, February 17th, 2021
American Creek Provides Update on Its First Quarter Filings
  • Plan of arrangement with Stinger Resources Inc. is expected to occur at 12:01 a.m. on February 25, 2021
  • Stinger Assets include property interests, Tudor Gold Corp. shares, $2,500,000 cash, the right to contingent cash payments on exercise of certain outstanding warrants, and certain real property
  • Stinger will trade under “STNG” on TSXV
  • AMK retains 20% Carried Interest to Production at Treaty Creek

American Creek Resources Ltd. (TSXV: AMK) (the “Company” or “American Creek“) is pleased to announce that further to its press release dated December 5, 2020, the effective date for the spin-out of certain assets, including property interests, Tudor Gold Corp. shares, $2,500,000 cash, the right to contingent cash payments on exercise of certain outstanding warrants, and certain real property, to its shareholders by way of a plan of arrangement (the “Arrangement“) with Stinger Resources Inc. (“Stinger“) is expected to occur at 12:01 a.m. on February 25, 2021 (the “Effective Date“).

Pursuant to the arrangement, holders of common shares of American Creek as of the close of business on February 24, 2021 will receive one new common share of American Creek (each, an “American Creek Share“) and 0.11324 of a Stinger common share (each, a “Stinger Share“). The existing common shares of American Creek are expected to be delisted on the TSX Venture Exchange (the “TSXV“) as of the close of business on February 24, 2021. American Creek Shares are expected to commence trading on the TSXV at the market opening on February 25, 2021. The CUSIP numbers for the new American Creek Shares and the Stinger Shares will be 025288309 and 860836105, respectively.

Olympia Trust Company (“Olympia Trust“) will forward replacement certificates to each American Creek shareholder that is entitled to receive certificates, representing their allotted number of new American Creek Shares and Stinger Shares in accordance with the Arrangement. Letters of transmittal have been mailed to registered holders of common shares of American Creek, which must be completed and returned to Olympia Trust together with the share certificates of American Creek at the address specified in the letter of transmittal, in order for American Creek shareholders to receive new American Creek Shares and Stinger Shares following the Effective Date. A copy of the letter of transmittal is also available under the Company’s profile on SEDAR at www.sedar.com. For more information, see the Company’s management information circular dated October 29, 2020 filed under the Company’s profile on SEDAR at www.sedar.com.

Stinger has received conditional approval to list the Stinger Shares on the TSXV. Final listing approval will be subject to Stinger satisfying all of the listing conditions of the TSXV. Stinger will announce by way of a further press release the date on which trading of the Stinger Shares will commence, which is expected to be in the first week of March, 2021. The trading symbol for the Stinger Shares will be “STNG”. Further details regarding Stinger will be contained in Stinger’s TSX-V Form 2B Listing Application, which is expected to be made available under Stinger’s profile on SEDAR at www.sedar.com on February 25, 2021.

Read More:https://agoracom.com/ir/AmericanCreek/forums/discussion/topics/755484-american-creek-resources-completes-spin-out-of-shares-of-stinger-resources-inc/messages/2303987#message

American Creek $AMK.ca: Updated Charts from Sector Expert John Newell $TUD.ca $ESK.ca $SEA.ca

Posted by AGORACOM-Eric at 8:54 AM on Thursday, February 11th, 2021
American Creek Provides Update on Its First Quarter Filings

John Newell is a portfolio manager at Fieldhouse Capital Management and president and CEO of Golden Sky Minerals Corp.

  • He has 38 years of experience in the investment industry acting as an officer, director, portfolio manager and investment advisor with some of the largest investment firms in Canada including Scotia McLeod, CIBC Wood Gundy and Richardson Greenshields (RBC Capital Markets).
  • Newell is a specialist in precious metal equities and related commodities, and follows a disciplined proprietary approach incorporating equity research, analytical frameworks and risk controls to evaluate and select long and short stocks primarily from the Canadian small and mid-cap coverage.
  • Many large, midcap and junior precious metal companies use his technical charts. Newell is a registered portfolio manager in Canada (advising representative).
     
    Two days ago industry specialist John Newell put out charts showing AMK was undervalued by 74% You can view that email here

    He has updated the charts which are found below.
https://mcusercontent.com/af629dcbbf88a5932a7e484e3/images/ee4ecf87-17c6-4fc9-a659-b3a27f1a995f.jpg
https://mcusercontent.com/af629dcbbf88a5932a7e484e3/images/1a2937b3-0e79-4b1d-95a4-76464df2a512.jpg

American Creek: “AMK is Back to Being As Undervalued As When It Was Under 0.10” – John Newell $TUD.ca $SII.ca $GTT.ca $AFF.ca $SEA.ca $SA $PVG.ca $AOT.ca $ESK.ca

Posted by AGORACOM-Eric at 2:14 PM on Wednesday, February 3rd, 2021
  • John published a new chart showing the stock pricing for the Treaty companies compared to the value of Treaty Creek that each company owns.
  • In American Creek’s case it is trading at a 74% discount to its contractual value of “20% of Treaty Creek
John Newell is a portfolio manager at Fieldhouse Capital Management and president and CEO of Golden Sky Minerals Corp. He has 38 years of experience in the investment industry acting as an officer, director, portfolio manager and investment advisor with some of the largest investment firms in Canada including Scotia McLeod, CIBC Wood Gundy and Richardson Greenshields (RBC Capital Markets). Newell is a specialist in precious metal equities and related commodities, and follows a disciplined proprietary approach incorporating equity research, analytical frameworks and risk controls to evaluate and select long and short stocks primarily from the Canadian small and mid-cap coverage. Many large, midcap and junior precious metal companies use his technical charts. Newell is a registered portfolio manager in Canada (advising representative).
 
On Monday February 1st, 2021 John published a new chart showing the stock pricing for the Treaty companies compared to the value of Treaty Creek that each company owns.  In American Creek’s case it is trading at a 74% discount to its contractual value of “20% of Treaty Creek”. 
 
Below are Johns notes and charts:
Déjà vu all over again AMK owns a 20% carried interest in the Treaty Creek Gold Project located in BC’s Golden Triangle.  Tudor (TUD) owns 60%, Teuton (TUO) 20%, and American Creek (AMK) 20%. As Highlighted in the spread sheet below. AMK is trading at a 74% discount to Tudor (at $2.50 per share).  This represents the same deep undervaluation compared to Tudor as when AMK was trading under $0.10 per share. Recently completed 45,600 meter highly successful drill program to expand and extend gold mineralization at Treaty Creek.  The deposit remains open in all directions. Maiden resource is being calculated and will be announced soon. Tudor’s technical chart breaking the short-term downtrend line after last years big run. AMK has exchange, regulatory, and shareholder approval for their “Stinger” spin-out to add shareholder value, giving shareholders a cash rich past producer next to Ascot Resources. Strong insiders share ownership of AMK shares, aligning with shareholders
https://mcusercontent.com/af629dcbbf88a5932a7e484e3/images/529ef648-5836-4fbe-8cdb-d2e72399b37d.png

Read More: https://agoracom.com/ir/AmericanCreek/forums/discussion/topics/754588-american-creek-amk-is-back-to-being-as-undervalued-as-when-it-was-0-10-john-newell/messages/2301896#message

Industry Bulletin: Another #Commodity Supercycle Is Coming — This Time Driven By Renewable Energy and EVs SPONSOR: @Candente Copper $CDG.ca $FCX.ca $TECK.ca $FSUGY $PER.ca

Posted by AGORACOM-Eric at 9:00 AM on Monday, February 1st, 2021
  • Candente owns Cañariaco Norte, a large, economic, copper ore body in Peru
  • 100% owned feasibility-stage porphyry copper deposit; a single, contiguous, open-pit mineable deposit of:
  • 7.5B pounds Measured and Indicated and can be mined for 22 years once in production.
  • Once in production Canariaco is in the lowest quartile of production costs for projects waiting to be developed.
  • Operating costs of US$0.988 per pound of copper
  • Capable of generating annual production of 262,000,000lbs of copper, 39,000 oz gold & 911,000 oz silver over initial mine life of 22 yrs(@ 95,000 tpd).

  • The transition to an electrified clean energy economy is going to result in a monumental draw on metals and minerals from the earth’s crust
  • The new energy transition hardware requires earthly resources — metals and minerals — which are suddenly escalating in price

Prices of copper, nickel, cobalt, platinum and rare earth elements are all inflating as electric vehicles and the wider electrification trend starts pulling on constrained resources. Photo by Getty Images/Bloomberg/Reuters

Like many in the energy business, I marvel at how fast the cost of producing renewable power, LED light bulbs and lithium-ion batteries has fallen over the past decade. Depending on what’s being measured, some costs are down by more than 90 per cent.

Should we assume these downward-trending cost curves are sustainable? And will this type of cost reduction be applicable to other emerging clean energy devices?

Based on advances in technology and more efficient manufacturing processes, the short answer is a qualified yes. Yet, we shouldn’t be blinded by the glow of the new economy — things like data science, process engineering, robotics and advanced materials — which, to date, have been the principal drivers for achieving these cost reductions.

Much of the new energy transition hardware requires earthly resources — metals and minerals — which are suddenly escalating in price

From the shadows, we are now seeing that the old economy isn’t so old after all. Much of the new energy transition hardware requires earthly resources — metals and minerals — which are suddenly escalating in price.

Prices of copper, nickel, cobalt, platinum and rare earth elements are all inflating as electric vehicles and the wider electrification trend starts pulling on constrained resources. For example, nickel prices just closed shy of a five-year high, copper is up 30 per cent from pre-COVID levels, and cobalt has jumped 25 per cent in value in 2021 alone.

I should note that the solar industry’s achievements are often quoted as a template to how fast clean energy costs can come down. But let’s be careful. Made from silicon, the most plentiful element in the earth’s crust (think sand), solar panels don’t have a resource constraint problem. Many of the vital metals and minerals needed to electrify transport and other industrial segments of our economy don’t enjoy t

There are now dozens of electric vehicle manufacturers at various stages of development around the world. Tesla Inc. is the leader, of course. Volkswagen AG is going all-in, and General Motors Co. is expected to accelerate from a trot to a gallop by mid-decade. Upstart companies are collectively raising billions of dollars to roll out new models. Expectations for EV sales are at high voltage, and now those expectations are zapping the resource sector. No wonder some investment analysts speak about a forthcoming “commodity supercycle.”

Consider the scale of what’s happening.

Tesla sold just shy of 500,000 vehicles last year. It’s an impressive number, but — in a world of a billion-plus cars — it’s still de minimis. At Tesla’s current rate of sales, it would take over 2,000 years to replace the world’s fleet of combustion-engine vehicles. We have barely dented the market for EVs.

The assumption that costs for new energy technologies will fall smoothly and forever needs a serious rethink

Now let’s look at what it takes to power one of them. A typical 75-kilowatt-hour electric car battery is 5,000 times the capacity of the one in your mobile phone. And that’s for a medium-sized sedan such as Tesla’s Model 3, not the super-sized pickup truck or SUV that most people are aspiring to develop.

From a money lens, the demand for natural resources is getting to be much more than a dent. Mining.com’s EV Metal Index for  November 2020 show that sales of lithium, graphite, cobalt and nickel just for making EV batteries have risen rapidly to US$325 million per month. A mere four years ago, that number was a tenth of that. And we are going to sell how many EVs by 2030?

The point is, we don’t need a spreadsheet to realize that the transition to an electrified clean energy economy is going to result in a monumental draw on metals and minerals from the earth’s crust. And it’s going to cost a lot more money. In the past few months, rising commodity prices are a wake-up call to that reality. In the old economy, an inflection of demand that pulls on constrained resources leads to price spikes.

At a minimum, the assumption that costs for new energy technologies will fall smoothly and forever needs a serious rethink, especially for metal-intense segments of the business. At worst, commodity price inflation that passes through to end customers will restrain adoption of new-age products.

Sure, the challenges can be overcome. When commodity prices rise, more resource projects are permitted, financed and built, often in unsavory places.

We’ve seen it before. The world grew its oil production from nothing to an unfathomable 100 million barrels a day. But it took 150 years and hundreds of trillions of dollars. Along the way, there were plenty of commodity supercycles, not to mention geopolitical issues, which is a whole other supercharged issue when it comes to rare and geographically concentrated minerals.

And the challenges can be overcome by technology, too. For example, a new generation of solid-state batteries will ease the pressure on some metals, though the timeline for those is a decade out.

The resource world doesn’t move nearly as fast as technology, which is why commodity value is now chasing technology value. And the larger lesson is that the new economy can’t go anywhere without the old.

SOURCE: https://financialpost.com/commodities/energy/another-commodity-supercycle-is-coming-this-time-driven-by-renewable-energy-and-evs