Ahead of the Herd

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Hundreds of top-notch, thoroughly-researched articles on commodities and junior resource companies

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Dwindling Strategic Petroleum Reserve – AOTH
Sep 30, 2026 · original
The U.S. Strategic Petroleum Reserve (SPR), the world’s largest supply of emergency crude oil, was established primarily to reduce the impact of disruptions in supplies of petroleum products and to carry out United States’ obligations under the international Energy Program. The federally owned oil stocks are stored in huge underground salt caverns at four sites along the coastline of the Gulf of Mexico. The size of the SPR (authorized storage capacity of 714 million barrels) makes it a significant deterrent to oil import cutoffs and a key tool in foreign policy. ( U.S. Department of Energy ) Importance of inventories The importance of oil inventories came to the fore soon after the United States and Israel launched their war against Iran at the end of February. It was thanks to these inventories that the world avoided a sharp and painful spike in oil prices. The OECD agreed a controlled
Mining’s Shift
Sep 29, 2026 · original
Ahead of the Herd AI & Infrastructure Demand Drivers: Rapid expansion of AI data centers, power grids, robotics, and clean energy tech is creating an unprecedented demand shock for critical minerals like copper, lithium, and cobalt. Watch Video
Consumers gaslit by inflation gauges that always alter reality to favor the issuer – Richard Mills
Sep 29, 2026 · original
“Milton Friedman famously said: “Inflation is always and everywhere a monetary phenomenon, in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output. Of course, we all know the driver of the quantity of money is government spending priorities, and recently the government has been spending a lot. Milton Friedman: It is always and everywhere, a monetary phenomenon. It’s always and everywhere, a result of too much money, of a more rapid increase in the quantity of money than an output. Moreover, in the modern era, the important next step is to recognize that today, governments control the quantity of money. So that as a result, inflation in the United States is made in Washington and nowhere else. Friedman: If you listen to people in Washington and talk, they will tell you that inflation is produced by greedy businessmen or it’s produc
The District Scale Shift
Sep 28, 2026 · original
Ahead of the Herd The era of treating a single mine as an isolated asset is ending. Major and mid-tier mining companies are moving toward a “hub-and-spoke” model—locking up entire geological corridors across 50-to-100-kilometer radiuses. This allows them to use one central processing facility to process ore from multiple surrounding satellite deposits, heavily insulating them against commodity price volatility. Watch Video
Flattening of the curve predicts economic downturn in mid ‘27 – Richard Mills
Sep 28, 2026 · original
“The bond market is on the brink of signaling that a series of Federal Reserve interest-rate hikes will start shifting the narrative toward the risk that the US economy stalls out. The extra yield investors demand to hold 10-year Treasuries over two-year notes shrank to as little as 17 basis points last week, the slimmest gap since early 2025. This so-called flattening of the curve increases the possibility that the 10-year will soon yield less than shorter maturities, a closely watched phenomenon known as a curve inversion. An inverted curve historically has offered a powerful signal: It has preceded each of the last eight recessions going back to the 1960s, although its predictive power proved faulty earlier this decade. It’s essentially bond investors’ way of showing they see the Fed pushing rates high enough to stymie the economy as it seeks to tame inflation.” Bloomberg “Bond yields
Engineering Cost Study Validates Commercial-Scale U.S. HPMSM Capital Cost and Establishes EMM Capital Cost for Electric Metals’ North Star Manganese Project
Sep 27, 2026 · original
The more detailed FEL-1 Costing Study validates the PEA capital cost estimate for the 200,000 tpy HPMSM chemical plant and further supports the PEA economic analysis. Electric Metals’ North Star Manganese Project would represent North America’s only fully integrated, U.S.-based, ore-to-high-purity manganese chemicals supply chain, serving critical U.S. defense and industrial markets. The Study also estimated the cost of adding a 10,000 tpy EMM plant at the same facility. (A further assessment of an EMM plant will require an independent analysis, which has not been completed.) Wilmington, Delaware, September 23, 2026 : Electric Metals (USA) Limited ( TSXV: EML ; OTCQB: EMUS ) (the “ Company ” or “ Electric Metals “) is pleased to announce the positive results of a Front-End Loading 1 (“FEL-1”), Class 5 Costing Study (the “Study”) for the planned Gulf Coast processing facility of the Compa
Torr Metals: Drilling advances within Bertha North Cu-Au porphyry system toward interpreted source intrusion – Richard Mills
Sep 26, 2026 · original
Torr Metals (TSXV:TMET) in June 2026 embarked on a 6,000-meter Phase II drill program at the Bertha North target, part of the 332 km² Kolos Copper-Gold Project in southern British Columbia. Phase II drilling is progressively defining Bertha North as a large copper-gold porphyry-style hydrothermal system, with drilling confirming copper-bearing breccias, mineralized structures and, importantly, a pyrite-chalcopyrite-bearing intrusive phase in Hole 26-KO-04 (Figure 1, Figure 2). Integration with geophysics and surface geochemistry has provided increasingly focused vectors toward a priority target immediately south of current drilling (Figure 3, Figure 4). Here, strong copper-in-soil anomalism and mineralized structural corridors converge with overlapping magnetic, resistive and chargeable signatures above a deep resistivity feature extending beyond 1,000m vertical depth (Figure 2), interpr
White Gold Project’s PEA highlights 41% IRR with 1.5-year payback – Richard Mills
Sep 26, 2026 · original
White Gold’s (TSXV:WGO, OTCQX:WHGOF, FRA:29W) namesake project in Canada’s Yukon Territory has reached the next stage of development, with the release and filing of the Preliminary Economic Assessment (PEA). Toronto-based White Gold said the maiden PEA outlines a 9.4-year, 12,000 tonne-per-day open-pit operation producing an average of 188,000 ounces of gold per year at a USD$3,600/oz gold price. The White Gold Project has an after-tax 41% Internal Rate of Return (IRR) with a payback of 1.5 years, which are outstanding economics. Within a PEA, Internal Rate of Return and payback period are core financial metrics used to measure how fast and efficiently a mine will make money. IRR is the annualized percentage yield (growth rate) that a project is expected to generate over its life. Target benchmarks for mining: Elite/High Return: Above 30% to 40% (often needed in higher-risk political jur
Dow-to-Gold ratio and gold’s repricing – AOTH
Sep 25, 2026 · original
Ratio of the Dow Jones Industrial Average to the price of gold The Dow-to-Gold ratio measures how many ounces of gold it takes to buy one “share” of the Dow Jones Industrial Average. In 2011 it took 6 ounces of gold to buy the Dow. It now takes 12 ounces of gold to buy the Dow. Because the ratio doubled, the Dow became twice as valuable relative to gold. This means the Dow significantly outperformed gold over this time period. In 2011, both the stock market and gold experienced major milestones, but the Dow Jones Industrial Average has significantly outpaced gold since then. During the peak of the 2011 commodities boom (around August/September 2011), the Dow Jones was trading around 11,500 while gold hit a then-historic high of roughly $1,900 per ounce, briefly bringing the ratio down close to 6. Price Comparison: 2011 vs. Today Asset Late Summer 2011 Price Price Today (Sept 24, 2026) Ab
Storm discovers VMS system at Gold Standard; stock reacts – Richard Mills
Sep 25, 2026 · original
It only took Storm Exploration (TSXV:STRM) five holes to prove its working thesis that volcanogenic massive sulfides (VMS) are present at its Gold Standard Project 60 km north of Fort Frances, Ontario. Storm’s Sept. 23 news release highlights 1,000 meters in five holes drilled so far at Gold Standard. 1,500 meters in 10 holes are planned. Storm starts drilling massive VMS target at Gold Standard, Ontario — Richard Mills Drilling spans 1.9 km of the VMS target’s 7-km strike length. All holes have intersected disseminated and/or semi-massive to massive sulfide mineralization. The presence of chalcopyrite (a copper sulfide mineral) and sphalerite (a zinc sulfide mineral) has been confirmed in all holes. “This is an important exploration milestone,” Storm’s President and CEO Bruce Counts said. “Storm has identified a new VMS occurrence with confirmed critical minerals and significant size po

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