
Lindian Resources Secures $100M to Advance Malawi Rare Earths Project
Lindian Resources, an Australian ASX‑listed company, has raised $100 million to fund the first stage of its Kangankunde Rare Earths Project in Malawi. The financing will be used debt‑free, replacing a previously planned $32 million loan, and aims to start production in 2026.
Dateline Resources has dramatically expanded its Music Valley heavy‑rare‑earth project in California by filing 969 additional claims, boosting the footprint by 1,800% to 20,520 acres across 1,026 contiguous claims. The new land package spans roughly nine kilometres of strike on the historic Pinto Gneiss unit, a formation identified for heavy rare‑earth potential over 70 years ago. Airborne magnetics, radiometric surveys and detailed geological mapping are now underway, with surface sampling slated for this month and maiden drilling planned later in the year. The expansion positions Dateline as a leading domestic player in a market dominated by foreign supply.

I'm surprised there aren't more discussions/posts about $BRE. Their projects also show strong uranium potential as a byproduct/co-product—which doesn't get mentioned nearly enough. $BRE Sulista Rare Earth District Grows to 17 km Strike https://t.co/v6qoNJbLvc https://t.co/0mTD70p6wJ
Chinese billionaire Zhang Bo’s net worth has topped $48 billion as aluminum prices surged over 25 % in the past year. Shares of his China Hongqiao Group jumped 585 % since he took control in 2019, making him Asia’s richest metals magnate. The price...

Australia’s diesel imports remain strong, with about 5.8 million tonnes expected by the end of March 2026 – the second‑largest first‑quarter volume on record. Real‑time tanker tracking from LSEG Vessel Explorer captures roughly 90 % of these shipments, confirming that physical supply...
Lynas Rare Earths inks a revamped deal with major Japanese customer at ‘magic’ NdPr floor price https://t.co/RprvAdbu2p
Zentek, a Guelph‑based high‑tech firm, is revisiting its Albany graphite deposit near Hearst to position it as a strategic resource for defence, nuclear and battery markets. The new CEO, Mohammed Jiwan, announced a strategic reset and plans to launch a...
The Minago critical minerals project in Manitoba has secured an amended environmental licence, allowing it to produce up to 10,000 tonnes of material per day. Owned entirely by the Norway House Cree Nation, the rebranded venture targets magnesium and platinum‑group...
Nadia Mykytczuk, director of Laurentian University’s Goodman School of Mines, told Canada’s Standing Committee on National Defence that the country’s abundant mining tailings contain billions of dollars’ worth of critical minerals such as nickel, copper, cobalt and rare earth elements....
Canadian Prime Minister Mark Carney urged Australia to treat Canada as a strategic collaborator rather than a competitor, highlighting the potential of joint action in mining and critical minerals. Together the two middle powers already supply roughly one‑third of the...
Canada’s battery supply chain is hampered by a lack of domestic graphite refining, with 90% of battery‑grade graphite processed in China. Nouveau Monde Graphite (NMG) is launching a Phase‑2 mine and battery material plant in Bécancour, Quebec, backed by federal...
Bolivia’s historic Cerro Rico mine is experiencing a resurgence as silver prices surge to $87 an ounce, prompting a new wave of artisanal miners. Youths like 28‑year‑old Efrain Villaca are drawn by earnings of roughly $1,000 a month, more than twice...
Macro: capital favors copper explorers. Key: Mogotes closed C$23M, CD Capital joined board, cash>debt. Risk: shares look overvalued; Kazakhstan deal may dilute. Take short‑term profits. 📈 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Policymakers and experts convened to examine how critical minerals shape the Brazil‑US economic partnership. Brazil’s abundant rare‑earth and battery‑grade mineral reserves are increasingly vital to the United States’ energy‑transition agenda. The discussion highlighted supply‑chain vulnerabilities, especially reliance on China, and...

The author argues that the silver bull market is still in its early phase, having surged 320% to a January peak and remaining up 206% after the correction. Using the same data‑driven framework applied to gold, the report projects the...

On March 9 2026 XCMG Group delivered the first six XDE260 diesel‑electric mining trucks to Port Hedland, Australia, with another six slated to join the same customer for a 12‑unit fleet. The XDE260 combines a Cummins QSK60 engine with a Wabtec AC...

Arctic Minerals announced that its late‑2025 induced‑polarisation (IP) geophysical survey at the Swan Lake project confirmed a strong positive IP anomaly coincident with a magnetic low, interpreted as the upper portion of a porphyry‑epithermal system. The anomaly sits within a...

Jeff Clark of The Gold Advisor recommends a newly formed gold miner that controls a project with more than 2 million ounces of proven gold in Colombia’s prolific belt. The company, less than two months old, is fully funded, has begun...

Lundin Mining and BHP’s 50‑50 Vicuña joint venture in the Argentina‑Chile border region plans to produce an average of 395,000 tonnes of copper concentrate per year, alongside 711,000 ounces of gold and 22.2 million ounces of silver. The three‑stage development requires...
Kaoko Metals, fresh from a $6.5 million IPO, is gearing up to explore its flagship Chalkos copper‑silver project and the multi‑commodity Karibib deposit in Namibia’s underexplored Kaoko belt. Surface assays at Chalkos have returned extraordinary copper grades up to 69.6% and...
The latest US Natural Gas Balance report shows inventories climbing by 0.5 billion cubic feet per day (Bcf/d) to a total of roughly 2.9 trillion cubic feet (Tcf). Production dipped about 1% as several key processing plants underwent scheduled maintenance, while demand...

The U.S. faces a new oil shock as the Strait of Hormuz closure drives gasoline prices above $3 per gallon, echoing the 1973 embargo. While domestic shale production and higher vehicle fuel economy have reduced the economy’s gasoline intensity, the...
February 2026 saw a split in global ferrous scrap pricing, with Europe and China posting modest gains while the United States and Turkey experienced declines. Turkish HMS 1&2 (80:20) slipped 0.6% to $373.1 per tonne, and U.S. East Coast HMS...

District Metals Corp. has signed a contract with Expert Geophysics Surveys to conduct a helicopter‑borne Mobile Magnetotellurics (MobileMT) survey over its Alum Shale licences in north‑central Sweden. The program will fly roughly 2,253 line kilometres at 400‑metre spacing with 4,000‑metre...

Goliath Resources reported consolidated 2025 drill results from 110 holes at the Surebet Discovery on its Golddigger Property in British Columbia's Golden Triangle. Multi‑element assays showed a 16.5% increase in gold‑only grades compared with previous runs, while also highlighting copper...
Electra, a Colorado clean‑iron startup, secured a $30 million venture‑debt facility from J.P. Morgan to move toward its first commercial plant. The company’s low‑temperature electro‑refining process converts iron ore into 99% pure iron using renewable electricity, eliminating coal and high‑grade ore...

Cabral Gold Inc. announced that Pará’s Environmental Council (COEMA) has issued the Licença Prévia (LP) for a full mining license at the Cuiú Cuiú gold district in Brazil. The LP clears the most time‑intensive stage of Brazil’s permitting process, de‑risking...

Thiess’ 2025 Sustainability Report acknowledges a slower‑than‑expected energy transition and pivots to interim hybrid solutions for its mining fleet. After a 2024 memorandum of understanding with FLANDERS, the companies completed installation planning and risk assessments in 2025 and aim to...

It's a while since the last IEA emergency oil release, so I put together a briefing note on how it works in practice as it follows a strict technical and diplomatic protocol. The below is a (simplified) guide to follow...

The Democratic Republic of Congo’s state‑owned DRC Gold Trading aims to purchase up to 15 metric tons of artisanal gold by 2026, after the government assumed full ownership in 2024. A February agreement gives the Central Bank of Congo priority...

The EU’s Deforestation Regulation (EUDR), set to take effect at the end of 2026, requires companies like IKEA to provide geolocation data proving their timber was not sourced from land deforested after December 2020. Although IKEA already sources nearly 100 % of...
Québec Innovative Materials Corp. completed discovery borehole DDH-26-01 at its West‑Advocate project in Nova Scotia, reaching 711 m depth. Visible gas bubbles and instrument exceedances confirmed a persistent, pressurised hydrogen‑bearing system from roughly 505 m to the bottom of the hole. Diluted...
Lara Exploration Ltd. announced a $33.7 million financing plan to advance its Planalto copper‑gold project in Brazil. The company will conduct a brokered private placement of up to 6.75 million shares at $3 each, targeting roughly $20.25 million, alongside a non‑brokered placement of...

In recent Rock Stock videos I’ve suggested the extremely negative US EV narrative is likely already “priced in” to #lithium equities — leaving room for an upside surprise. Today TD Cowen published a 60+ page note making a similar contrarian case....
G7 head of state and/or government will hold a video call Wednesday to discuss the impact of the Third Gulf War, particularly around the “energy situation” and the Strait of Hormuz. The call is scheduled for 2pm GMT. I doubt this...
Nevada Sunrise Metals resampled four historic 2020 drill holes at the Griffon Gold Mine, confirming gold grades and revealing classic Carlin-type pathfinder elements. The 52‑element geochemical analysis matched Fremont Gold’s original gold assays, showing 1.01 g/t Au over 50.2 m in hole...
Was great to talk Smack with DLE guru Alex Grant @biglithium And to hear how his @magratheametals aims to Make 🇺🇸 Magnesium Great Again. @StandardLithium @Equinor @exxonmobil @VulcanEnergyRes @Lilac_Solutions 👇👇
Pakistan says it has launched a naval operation to protect its “energy lifelines.” In some ways expected: oil importing nations in Asia may step in protecting their own tankers. (Importantly, Pakistan has a defence treaty with Saudi Arabia, and buys...
Standard Uranium reported final assay results from its 2025 surface program on the Rocas Project in Saskatchewan, confirming anomalous uranium mineralization and high‑grade rare earth element (TREO) values up to 9.83%. Grab samples yielded uranium grades as high as 0.409%...
Could China’s rare earth supplies dictate how long US strikes on Iran go on? ..Washington had only two months of rare earths inventory, issue to dominate talks between Trump, Chinese President Xi. No duh. Not "Washington", dozens of US defind companies... https://t.co/NcUbH1CgJX
.@RioTinto gets $1.18 billion funding package for Argentina lithium project from @IFC_org, Australian & Japanese governments https://t.co/W3EpXLYk0I

The Environmental Investigation Agency and PremiCongo released the "Toxic Transition" report accusing CMOC’s Tenke Fungurume Mine in the Democratic Republic of Congo of emitting pollutants that may be harming nearby residents. The study, based on more than 1,200 anonymized medical...
Another 4,500 meters gets added to @AztecMinerals drill program at Tombstone, the campaign now totaling 17,000 meters. A busy start to the year, this is a #gold stock that hasn't left the station yet, down from its Jan high and...
More high-grade hits at @BanyanGold's Airstrip project, with some of them near the conceptual open-pit boundary. As JV puts it, "Translation: more ounces inside the same footprint." This @gold stock is still a Buy, here's why: https://t.co/V90U6UXN5C
Vital Metals released final assay results from its Nechalacho rare‑earth‑niobium project, confirming record‑high total rare‑earth oxide (TREO) grades across six newly identified targets. The standout 1029A target delivered 292,145 ppm TREO, the highest ever recorded at the site, with notable neodymium‑praseodymium...
The Licença Prévia (LP) license for @Cabral_Gold's Cuiú Cuiú #gold district in Brazil has been received, a big deal and signals the train about to leave the station, with a re-rate incoming for the stock. Full details from JV, including...
Oil market isn't going the way Iran hoped. Amazing what the Saudi/UAE pipelines can do, plus the (very clear) threat of SPR release. Plus, oil crisis are defined by price x duration. Without a feared long disruption, investors aren't chasing oil futures...
The Global Reporting Initiative (GRI) launched its first mining‑specific sustainability framework, GRI 14, in January 2026. The standard offers a unified methodology for reporting environmental, social and economic impacts, with material issues identified through stakeholder engagement and data‑driven analysis. In an Energy...

“Precious metals surge as the war ends.” Bizarre, to say the least. Very solid move in miners and Latin American stocks today. Also worth noting: Oil and gas equities remain remarkably resilient despite the volatility in energy prices. None of us own enough hard...
Japan becomes the second country to lock in a NdPr price floor. Countries seem to recognise the issue with rare earths but equity investors seem not to... https://t.co/5GI3bRV7K3

A Reuters‑cited study by WWF and Themis finds that roughly 40% of banks and investors do not screen for illegal mining risks, despite 84% operating in high‑risk sectors such as transport and trade. Illegal mining generates at least $48 billion in...