Analyst Articles

NEW INDUSTRY REPORT – Mining – Investing in Critical Minerals and Battery Metals

No single fund captures the entire critical minerals supply chain. This new eResearch special mining report compares ETFs, mutual funds, and royalty and streaming companies offering exposure to lithium, cobalt, nickel, and rare earths like neodymium and dysprosium. Learn why fund names can be misleading, how royalty and streaming structures shift investor risk, and why one “rare earth” ETF holds 96.6% true rare-earth exposure while another holds just 16%. See how BATT, PICK, COPX, REMX, REXC, EART, Altius, Wheaton, and other vehicles stack up. Download the full 9-page report to compare holdings, fees, and geographic exposure before choosing your investment vehicle. [more]

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AbraSilver / AbraPlata

NEW INDUSTRY REPORT – Canadian Mining – Weekly Recap for July 24, 2026

This week’s Canadian mining recap tracks Barrick backing a Golden Triangle junior with a $20.9 million stake, a Sprott-backed three-way silver merger, a completed cross-border gold producer merger, and a ~$44 million financing package for a New Brunswick copper-zinc complex, all unfolding against a choppy, “Fear”-dominated precious-metals tape. Add a bonanza-grade silver discovery in Ontario and a standout copper-gold porphyry hit in British Columbia, and it’s clear junior-level consolidation and capital formation are proceeding on their own momentum. Read the full weekly recap for the details. [more]

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Canada One

NEW INDUSTRY REPORT – British Columbia’s Copper Can Power the North American AI and Energy Revolution

eResearch has published a 30-page Industry Report on copper mining in BC’s Quesnel Trough, analyzing 26 companies ranging from senior producers to early-stage explorers. The report highlights copper’s growing strategic importance as a critical mineral in Canada and the US, driven by AI datacenter infrastructure, EV adoption, and power grid modernization. With the IEA forecasting a 30% supply deficit by 2035, BC’s Quesnel Trough, host to major mines including Highland Valley Copper, Copper Mountain, and Mount Milligan, is positioned as a key supplier to North America’s domestic copper supply chain. [more]