Complicated more expensive extraction of metals from increasingly harder to find, lower grade ore bodies in almost inaccessible and hostile parts of the world is going to affect our lifestyles. What changes are we going to have to make as nature dictates lifestyles and aspirations?
Carbon is the stuff of life. It is the foundation, the chemical basis, of every living thing on Earth. Yet because of its pervasive familiarity we all take it for granted. As investors we might want to rethink that.
Our agriculture system is concentrated on producing a very few staple crops; there is a very serious lack of crop diversity. If we get hit by an unusually bad harvest in a particular region, or a severe weather phenomenon strikes, food supplies can get totally out of control.
Without critical materials many technologies, products, gadgets and toys, would not exist. The US used to be the world’s leader in development and production of high-tech magnets, it can be again, but not without required rare earth oxides.
The government of Greenland recognizes the future of the country lies in the development of its mineral resources and public pressure is increasing for better schools, health care and retirement plans.
The fact is, that today, we're one poor harvest, one Black Swan event away from a food supply catastrophe and a repeat of the food shortages that caused the Arab Spring. These facts should be on everyone's radar screen.
Since the Federal Reserve's creation in 1913 the dollar has lost more than 96% of its value. The greatest achievement of the Fed has been to transform America from being the world's foremost creditor nation to the world's largest debtor nation.
It's hard to invest in a prospector. Fortunately, if you want to invest in a potential discovery or the building of something of value there are quality junior companies to choose from and opportunities to back excellent management teams.