Analyst Articles

PDAC 2025 – Technical Program – The Next Big Moves In Commodities: The Future Trends Shaping Our World

PDAC’s Technical Program on “The Next Big Moves In Commodities” spotlighted key shifts in the global commodities market. Discussions covered leadership challenges in volatile markets, the copper vs. gold investment case, the complex trajectory of lithium demand, and uranium’s strategic re-entry. Speakers emphasized how capital allocation, community engagement, and geopolitical awareness are shaping investment strategies across metals. Lithium’s volatility, copper’s infrastructure potential, gold’s financial role, and uranium’s resurgence formed the core of the debate. No clear winner emerged, but the case was made for diversification and long-term thinking in a landscape increasingly shaped by energy transition and technological disruption. [more]

Analyst Articles

Analyzing the Growth and Challenges of the EV Industry in the IEA’s Global EV Outlook 2024

This article delves into the “Global EV Outlook 2024” by the International Energy Agency (IEA), offering an in-depth analysis of the electric vehicle (EV) industry’s current state and potential future. Highlighting a 35% growth in EV sales in 2023 and the expansion of charging infrastructures, it underscores the technological, regulatory, and market dynamics shaping the sector. The report stresses the critical roles of affordability, government incentives, and technological advancements in batteries and charging technologies in driving the adoption and sustainability of electric vehicles globally. [more]

Graphano - Graphite - The Power of Carbon
Analyst Articles

Undervalued Graphano Energy Seeks to Satisfy North American Battery Demands

Graphano Energy recently spun out from Manganese X and raised over C$5.3 million as the Company explores its flagship project, the 100%-owned, Lac Aux Bouleaux Graphite Property in Quebec. Graphano Energy’s properties have a documented history of having active deposits of natural graphite, which is one of the most sought-after technology minerals for Electric Vehicles and other green tech solutions. [more]