About
What this site is, and what it isn't
Commodities Unfiltered is an independent research desk covering gold, silver, uranium, copper, platinum-group metals and rare earths. We read the filings so you don't have to, and we show our work.
Why we started
Most of what gets written about metals online comes from people who sell metals. Bullion dealers run blogs. Newsletters exist to move a product, or a stock, or a subscription. The actual information, what a mining company told its shareholders last Tuesday, sits in a 40-page transcript that almost nobody reads.
We read it. Then we write up what it says, what it doesn't say, and what the exchange data shows underneath. That's the whole idea.
The site started in mid-2026, in the middle of the sharpest correction these markets had seen in years. Gold had come off a peak near $5,600. Silver had halved. Uranium equities were down hard while the term price hit an 18-year high. It was a good moment to start reading primary documents, because the secondary coverage was mostly noise.
Who's behind it
A small desk, not a newsroom. Articles are researched from the underlying documents and written and checked by a person. We use software to help gather and organise source material (transcripts, filings, price histories), but the reading, the judgement and the final word are human. Pieces run under the desk byline rather than individual names, because the sourcing is the point, not the personality.
We're based in North Carolina and we don't work for, consult for, or hold positions in any company we cover. If that ever changes, it'll be at the top of the article, not buried at the bottom.
How we source
In order of how much we trust them:
- Primary documents. Earnings-call transcripts, quarterly reports and MD&As, SEC and SEDAR filings, technical reports, reserve statements, and central-bank, government and exchange data. If we quote a number, this is where it came from.
- Named people, on the record. Operators, engineers and analysts, quoted with their name, role, the venue and the date. If they have a position, we say so in the same paragraph.
- Trade press. Useful for context, always named as trade press, never as a primary source.
- Industry bodies. Cited with their funding disclosed, because a council paid for by producers will have a view.
What we don't use: dealer blogs, promotional newsletters, anonymous forum posts, or any analysis that ends with a buy button. See the editorial standards for the full list of rules we hold ourselves to.
The four things we promise
- Every number links out. Click it and you land on the filing, transcript or dataset it came from.
- Quotes are dated and attributed. Name, role, where they said it, when.
- We grade the bear case too. Every piece has a section that argues against its own thesis.
- Corrections are visible. Fixed in place, with a dated note. Never quietly.
How this site makes money
Right now, it doesn't. There are no ads, no sponsors, no paid tier and no affiliate links anywhere on the site. We're building the archive first.
What we're not
We're not financial advisers and nothing here is investment advice. We publish research and commentary. Commodities and mining stocks are volatile enough to lose you everything, so read the terms, do your own work, and talk to someone licensed before you act on anything.
Get in touch
Spotted a wrong figure? Work at a mine or a smelter and think we've got something backwards? Use the contact form. Corrections with a source document attached get read first.