Green-hushing is the practice of companies pulling back over time on their stated ESG targets. Perhaps they stated an overly ambitious climate or environmental target before studies had progressed, or perhaps increased regulatory scrutiny on ESG reporting...
Investors
Gold near $2000 is acting like gold near $1000, before it broke 80% higher
The year was 2007/2008, the Global Financial Crisis (GFC) was lurking the corridors of finance. Surely gold was headed to the moon with such a macroeconomic background? Investors poured into the precious metal, it was sure to break the significant...
18,720 Minutes
Depending on who you listen to, this is all the time left before the global economy comes crashing down, as the result of the US defaulting on its debt obligations. While many economists believe it won’t come to this, 18,720 minutes is all that remains for...
Resources Revenue Drives Federal Budget Surplus
The strong resources sector featured prominently in the Federal Budget that was handed down on Tuesday this week. Record tax revenue of $41 billion contributed towards the Federal Government delivering its first budget surplus in 15 years. The $8 billion...
Looking forward to the RIU Sydney Resources Round-up next week
Next week, over 1,500 delegates will meet in Sydney for the annual RIU Sydney Resources Round-up conference. The three-day conference attracts a mixture of corporates, brokers, fund managers and retail investors, keen to discover the next Pilbara, De Grey or...
Tin – The overlooked critical mineral
Tin is a critical mineral that many people often overlook or underestimate its significance. Despite having a history that stretches back to ancient times, it is often dwarfed by other critical minerals such as cobalt, lithium or rare earth elements owing to...
Mainstream Media Largely Ignores Biggest Economic Story in 50 Years
In the early 1970s, the US and Saudi Arabia developed an agreement whereby the US would provide military support to Saudi Arabia. In return, the Saudis agreed to only sell Crude Oil in US Dollars, and to plough billions of US dollars earned back into US...
Why resource companies should not just assume cash will be there when they need it
There is a tendency for some resource company boards to assume capital will be available when they need it, and thus sometimes run their companies a little too relaxed on the cash side. There is a wise business saying, “Almost every business error is...
Unravelling the new European Union Critical Minerals Act
The European Commission (EC) has finally announced its answer to the US’s Inflation Reduction Act, however on the face of it, the Commission isn’t proposing that it put its money where its mouth is (at least not for now). The new Critical Minerals Act is...
