4 Commodity Shares To Watch In 2025 – ONGold Sources

The constructive developments for commodities are prone to proceed in 2025. With escalating conflicts and instability in a number of areas, we discover an inventory of potential junior commodity firms specializing in protected jurisdictions.

Volt Lithium

Volt Lithium VLTLF is a Canadian junior useful resource firm targeted on advancing expertise for lithium extraction from oilfield brine. The corporate goals to be the primary industrial producer of brine-based lithium, as its proprietary direct lithium extraction expertise permits it to realize all-in manufacturing prices of lower than $2,900 per ton. Lithium costs have been hovering round $10,000 per ton, even after collapsing from 2022 highs of over $80,000.

Beneath the management of seasoned entrepreneur Alex Wylie, the agency established a check facility within the Permian Basin in Texas. The subsequent milestone is scheduled over the following few weeks, when the agency plans to fee the next-generation subject unit, able to processing 10,000 barrels of oilfield brine per day. The inventory is up 38.64% year-to-date.

Northern Superior

Northern Superior NSUPF is a junior gold agency targeted on initiatives in Quebec and Ontario. The agency focuses on growing the Chibougamau mining district, the place it owns 4 websites with over 3 million gold ounces. Because of their bodily proximity, these sources may assist a single operational design and feed a single mill.

CEO Simon Marcotte commented for Benzinga, saying that “the Chibougamau Gold Camp is drawing rising consideration, together with recognition from Nationwide Financial institution, Quebec’s largest financial institution and IAMGOLD’s lead underwriter, which has recognized the camp as the following stage of development for IAMGOLD.” Marcotte expects that the constructive M&A pattern within the sector will proceed in 2025, with a concentrate on top-tier jurisdictions like Quebec.

The agency additionally spun off its Ontario belongings as ONGold Sources ONGRF, the place it holds 62% stake, with Agnico Eagle Mines AEM, the third largest world gold producer, owing 15%. Northern Superior inventory has risen round 2.1% year-to-date.

Sierra Madre Gold And Silver

Sierra Madre Gold and Silver SMDRF is a mineral exploration firm targeted on initiatives in Canada and Mexico. Its flagship challenge is Guitarra silver-gold mine close to Toluca, Mexico. As an underground operation, this challenge is protected from a possible ban on open-pit mining, which has been debated within the nation.

The challenge’s complete useful resource estimate is 200,000 ounces of gold and over 33 million ounces of silver. The testing actions have already generated over $2.5 million in revenues, and a full industrial mining announcement is anticipated instantly. The inventory has returned 27% year-to-date.

Friedman Industries

Friedman Industries FRD is a longtime home metal producer. Over the past 5 many years, the corporate has change into a notable operator within the North and South Central US. As Donald Trump’s second mandate begins on January 20, the home metal sector would be the focus of his “America First “insurance policies, which, within the first mandate, included a 25% tariff on metal imports. Trump’s stance in opposition to the Nippon Metal takeover of US Metal was a uncommon occasion the place his opinion aligned with President Joe Biden and Vice President Kamala Harris.

Friedman Industries has an uncommon possession construction with excessive hedge fund possession at 11.7%. Insider possession can be notable (4.8%), and insiders have been completely shopping for in 2024. The inventory has been flat year-to-date, rising 0.7%.

Learn Subsequent: Why Trump’s Return To Workplace May Drive Gold Demand In 2025

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