commodities – Page 3

China Is Quietly Trading US Debt for Gold

This chart tells its story through two lines moving in opposite directions. China’s US Treasury holdings rise, peak above $1 trillion, then retreat to $682.6 billion. Gold reserves do the reverse. They

12/07/2026

Latest·Macro Fundamental·Ratio Charts

Argenta Silver, Frank Giustra’s Giant Play: 49Moz Resource with 100x Upside Potential

In this deep dive series, we discuss Argenta Silver Corp. (TSXV: AGAG), a stock that owns the high-grade El Quevar silver project in Argentina with 49.4Moz silver at 482 g/t Ag. Backed

11/07/2026

Deep Dive Series·Latest

Mining Margins Hit 31%. No Other Challenger, Here Is Why It Matters

This chart is not just comparing profit margins. It is showing where the money is being made. At the top, the mining industry stands out with a median profit margin of 31

08/07/2026

Latest·Macro Fundamental·Ratio Charts

This Tiny Commodity Market May Carry Big Strategic Power

This chart is basically tungsten walking into the room, clearing its throat, and reminding the commodity market that it is not just some obscure metal hiding in the periodic table. In the

30/06/2026

Latest·Macro Fundamental·Ratio Charts

Andean Silver: The $406M Company Sitting on Chilean High Grade Silver Fortune

In this deep dive series, we discuss Andean Silver Limited (ASX: ASL) controls the Cerro Bayo Silver-Gold Project in Chile with an impressive 111Moz AgEq resource at 353 g/t AgEq. This past-producing

29/06/2026

Deep Dive Series·Latest

Undervalued USA Uranium Giant: 15 Past-Producing Mines, $12M Cash, Drill Catalysts in 2026

Discover Manhattan Uranium Discovery Corp (TSXV: MANU), the newly consolidated North American uranium powerhouse with 15 past-producing mines, ~9.7M lbs historical U3O8 resources, and high-grade Athabasca Basin exposure at Murmac & Strike.

26/06/2026

Deep Dive Series·Latest

Past Supercycles Lasted 14 to 22 Years. This One Is Only 6

This chart is basically the commodity market’s history book in one clean picture. It shows past supercycles lasting 18, 22, 17, and 14 years, while the current cycle from 2020 to today

24/06/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

Alkane Resources, 3-Mine Gold & Antimony Producer Emerges After Mandalay Merger

In this deep dive series, we examine Alkane Resources (ASX: ALK / TSX: ALK), which has transformed into a cash-generating multi-mine gold and antimony producer following the 2025 Mandalay merger. With operations

22/06/2026

Deep Dive Series·Latest

Silver Tiger Metals: Permitted Mine + $304M Underground PEA, Low AISC, First Pour 2027

Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice. The views expressed are based on publicly available

20/06/2026

Deep Dive·Latest

Silver Storm Mining, 34 Million Oz Produced, Now Targeting Q2 2026 Restart

Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice. The views expressed are based on publicly available

20/06/2026

Deep Dive·Latest

commodities - Page 3