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Frontier Lithium; down, down, down — but not out!
In these three charts from Benchmark Mineral Intelligence, the rate of EV sales growth is slowing, but units are forecast to climb a robust +18.7%/yr. from 2024-30. In addition, notice that the average Li-ion battery size is increasing (estimated +38% … Continued
![Thesis Gold bonanza drill results, on track for strong [new] PEA](https://epsteinresearch.com/wp-content/uploads/2025/02/Screen-Shot-2024-01-23-at-10.06.44-AM-1-846x400.png)
Thesis Gold bonanza drill results, on track for strong [new] PEA
All dollar amounts US$, unless indicated otherwise… Will gold have another strong year? It was up +13% in 2023, but that barely beats annual mining inflation these days. Every January analysts come out with predictions, yet they’re typically up/down 5%-10%. … Continued
Highway 50 Gold, elephant hunting in Nevada
We’re in the midst of an epic precious metals bull market. No one can say for sure if we’re in the early, middle or late stages. My bet is we’re not in the... Read more
Lithium Ionic tables strong BFS, market yawns…
Few metals & mining sub-sectors are as out favor as lithium (“Li“), the polar opposite of #silver & #gold. The top quartile of gold juniors I’m tracking is up an average of roughly... Read more