Battery Metals Op-Ed: The Arctic won’t save the energy transition The North's mineral wealth needs disciplined investment, not just political enthusiasm, to build resilient supply chains. Juan Ignacio Guzmán, GEM Mining Consulting | July 17, 2026 - 8:17 am
Markets Op-Ed: Acid is becoming copper’s new price signal Acid, not copper, may be the market's most important signal as sulphur reshapes concentrate pricing and margins. Juan Ignacio Guzmán, GEM Mining Consulting | June 26, 2026 - 6:50 am
Battery Metals Op-Ed: Lithium’s next demand wave extends beyond EV batteries Emerging technologies could add significant lithium demand by 2050, though EVs remain the dominant growth driver. Juan Ignacio Guzmán, GEM Mining Consulting | June 24, 2026 - 5:28 am
Battery Metals Op-Ed: Lithium’s threat isn’t demand, but pricing Battery substitutes are advancing, but the bigger challenge for producers is slower growth and tighter margins. Juan Ignacio Guzmán, GEM Mining Consulting | June 9, 2026 - 6:58 am
Markets Op-Ed: Copper rally masks smelting power shift Midstream stress deepens as smelters face collapsing fees and rising concentration risk despite strong copper demand outlook. Juan Ignacio Guzmán, GEM Mining Consulting | March 18, 2026 - 7:46 am
Battery Metals Op-Ed: The Arctic won’t save the energy transition The North's mineral wealth needs disciplined investment, not just political enthusiasm, to build resilient supply chains. Juan Ignacio Guzmán, GEM Mining Consulting | July 17, 2026 - 8:17 am
Markets Op-Ed: Acid is becoming copper’s new price signal Acid, not copper, may be the market's most important signal as sulphur reshapes concentrate pricing and margins. Juan Ignacio Guzmán, GEM Mining Consulting | June 26, 2026 - 6:50 am
Battery Metals Op-Ed: Lithium’s next demand wave extends beyond EV batteries Emerging technologies could add significant lithium demand by 2050, though EVs remain the dominant growth driver. Juan Ignacio Guzmán, GEM Mining Consulting | June 24, 2026 - 5:28 am
Battery Metals Op-Ed: Lithium’s threat isn’t demand, but pricing Battery substitutes are advancing, but the bigger challenge for producers is slower growth and tighter margins. Juan Ignacio Guzmán, GEM Mining Consulting | June 9, 2026 - 6:58 am
Markets Op-Ed: Copper rally masks smelting power shift Midstream stress deepens as smelters face collapsing fees and rising concentration risk despite strong copper demand outlook. Juan Ignacio Guzmán, GEM Mining Consulting | March 18, 2026 - 7:46 am
Gold juniors trading at ‘80% off’ as mining takeover wave looms, says Michael Gentile October 19, 2026
