Today's Mining Pulse
Chinese financing fuels a $98 billion mineral power shift
A wave of $98 billion in Chinese financing and heightened U.S. diplomatic activity has thrust critical minerals into the geopolitical spotlight. Resource‑rich nations such as the DRC, Brazil and Zambia are leveraging their mineral wealth to negotiate better terms and assert greater control over strategic industries.
Also developing:
Bob Moriarty: “End of the American Empire” Will Drive Gold and Silver Higher
Bob Moriarty, founder of 321Gold, warned that a perceived “end of the American empire” could trigger a historic market shift. He cites escalating geopolitical tensions, energy‑price shocks and mounting financial strain as catalysts eroding confidence in fiat systems. In his interview with MINING.COM, Moriarty argues these stresses will push investors toward hard assets, especially gold and silver. The analyst expects a sustained rally in precious metals as safe‑haven demand accelerates.
Marcy Kiesman Highlights Quantum Critical Metals’ Babine South Silver and Mica-Based Gallium Extraction at PDAC 2026
Quantum Critical Metals highlighted its Babine South project at PDAC 2026, noting historic silver production dating back to the 1920s. Recent 2025 surface sampling returned silver grades from 10.9 ppm to 1,150 ppm, with independent re‑assays confirming up to 308 oz/t, alongside notable zinc...
Ontario Announces $10 Million for Junior Exploration Companies
Ontario announced a $10 million grant package for 68 junior exploration companies under the Ontario Junior Exploration Program, supplementing a total $30 million investment in 213 firms. The funding, delivered over the next year, offers grants up to $200,000 for early‑stage activities...
Northwestern Ontario Seeks Second Highway that Could Unlock Mining Riches
Northwestern Ontario’s municipal association is urging the federal government to label Highways 11, 17 and the connecting corridor as strategic infrastructure. The request follows a 2016 Nipigon Bridge failure that exposed the region’s reliance on a single east‑west route for mining exports....
PDAC JV Video: Alkane Plans Merger Cash Flow for More M&A
Alkane Resources, fresh from its August merger with Mandalay Resources, now operates three mines – Tomingley in New South Wales, Costerfield in Victoria and Björkdal in Sweden – and plans to keep output steady while hunting another merger or acquisition...
Tenke Fungurume Mining Rejects Environmental Report Findings
Tenke Fungurume Mining (TFM) rejected the Environmental Investigation Agency’s March 9 report, labeling its conclusions factually inaccurate and based on unsupported assumptions. TFM highlighted its dual monitoring framework—continuous active sensors combined with monthly passive assessments—and asserted that sulfur‑dioxide emissions stayed...
China Issues Advisory as Zimbabwe Restricts Lithium and Raw Mineral Exports
The Chinese embassy in Zimbabwe issued an advisory warning its investors about new government restrictions on raw mineral exports, especially lithium concentrates. Zimbabwe’s policy aims to shift from exporting unprocessed ores to fostering domestic processing, adding value and creating jobs....
Helium-3 From the Moon: New U.S. Department of Energy Contract
Black Moon Energy Corp. has secured a contract with the U.S. Department of Energy’s Isotope Program to supply lunar Helium‑3, marking a pivotal step toward commercializing the isotope. The company plans to scale production within eight years and will conduct...
Churchill Resources Drills 7.25% Antimony over 1.98 Metres at Black Raven Project, Near Southern Shaft Along 800-Metre Strike at Frost...
Churchill Resources announced its 2025 maiden drilling at the Black Raven Project delivered high‑grade antimony intersections, including 7.25% Sb over 1.98 m within an 800 m strike at Frost Cove. A parallel gold‑silver vein returned up to 5.89 g/t AuEq, and a new...
Energean, ExxonMobil, Helleniq Energy Explore Block Offshore Greece
Energean, ExxonMobil and Helleniq Energy have notified Greece’s hydrocarbons agency that they will move to the second phase of exploration in Block 2 of the Ionian Sea, marking the first offshore test drilling in the country in four decades. The joint...
Exxon Consortium for Guyana Floating Production Continues As Planned
Exxon Mobil’s Guyana consortium is close to completing the Errea Wittu FPSO, a floating production, storage and offloading vessel that will add up to 250,000 barrels per day from the Uaru field. The new unit follows the Yellowtail project, which now...
Higher Oil Prices Lead to More USA Production in EIA Forecast
The U.S. Energy Information Administration’s March Short‑Term Energy Outlook raised its 2027 crude oil production forecast by about 0.5 million barrels per day, citing higher West Texas Intermediate prices. The agency now expects average output of 13.61 million bpd in 2026 and...
Energy Market Overestimates Absorption Amid Modest Brent Rise
Fascinating to see where Brent and TTF are trading right now after the last 24 hours of attacks and counter attacks. Brent is up a mere 3%, and TTF is lower than at the peak on Tuesday March 3rd. The...
Lion One Chooses Rapid-Deploy Evaporator to Address Excess Mill Water
Lion One Mining has selected a rapid‑deploy evaporator system to tackle the chronic excess water issue at its processing mill. The modular unit can be installed within weeks, allowing the operation to quickly reduce water discharge without lengthy shutdowns. Early...
Saipem FlatFish Underwater Drone Completes Petrobas Test Campaign
Saipem’s FlatFish underwater drone has successfully completed Functional Acceptance Tests for Petrobras, confirming its autonomous inspection capabilities. The tests, conducted in Saipem’s Trieste facility, demonstrated pipeline, structural, cathodic protection, and wall‑thickness assessments without human control. Petrobras has now approved the...
Super Copper Discovers New High-Grade Copper Zones at Cordillera Cobre Project, Chile
Super Copper Corp. announced Phase 1 exploration results from its Cordillera Cobre Project in Chile, uncovering two previously unknown high‑grade copper zones with surface assays up to 7.13% Cu and 98.7 g/t Ag. Across 102 rock grab samples, 24 exceeded 1% Cu...
Canada and Peru Formalize Critical Minerals Collaboration
Canada and Peru have signed a memorandum of understanding to deepen cooperation on critical minerals and sustainable mining. The agreement, signed in Lima, outlines joint investment in traceability, decarbonisation, regulatory reforms, environmental best practices, and workforce development. It builds on...
Geop
Crude Oil - Imp Update WTI & Brent crude Premium Gap is $17 now Normal Premium $4-5 Means $10-12 additional premium due to Geopolitics We have seen similar trend in Silver before the 20-23% fall came If any positive trigger will...
PFAS Extraction Enables Lithium Recovery From Brine
Can PFAS, "forever chemicals", be extracted and used to retrieve lithium from brine? Check out this latest news release on research from Dr. Tour's lab group: https://t.co/BHcEqONMvG You can read the full journal article in Nature Water here: https://t.co/bLKlLcu9oD To stay up to...
Leviathan Metals Signs Purchase Agreement to Acquire Kalahari Copper Belt Landholding, Botswana
Leviathan Metals Corp. signed a purchase agreement to acquire a 270 km² prospecting licence adjacent to its 100% owned Central Project on Botswana’s Kalahari Copper Belt. The deal adds ten kilometres of the D’Kar‑Ngwako Pan Formation contact, expanding the land package...
Oil $200 Price Unrealistic; Even $150 Doubtful
Of course it's possible that oil goes to $200. But that kind of price level basically assumes a return to full shut down for all oil coming out of the Persian Gulf and a very low price elasticity of demand....
Blue Sky Uranium Launches Hydrogeological Program at Ivana Uranium-Vanadium Deposit, Argentina
Blue Sky Uranium and its JV partner Ivana Minerales have initiated a hydrogeological program at the Ivana uranium‑vanadium deposit in Argentina’s Rio Negro Province. The five‑month study, costing roughly US$400,000, will conduct geophysical surveys, drill water wells, install monitoring piezometers...
Gold Orogen Targets Yukon Follow-Up Work
Gold Orogen Resources outlined a 2026 exploration program that narrows work to five high‑priority drill and sampling targets across its Golden Culvert and WIN projects in Yukon’s southern Tombstone Gold Belt. Historical work has shown extensive gold mineralization, including surface...
Hook Lake Clears Key Step Toward Drilling
Manhattan Gold Corp. announced that its Hook Lake Project in Nunavut has cleared the Nunavut Impact Review Board’s regulatory screening, paving the way for an inaugural drill program slated to start in April. The district‑scale property hosts a high‑grade orogenic...
Minnesota Mining Leak: 400,000 Gallons Escaped Unpermitted
When someone tells you that Minnesota has tough mining standards be sure to share this with them. Of the 11 documented failures that were admitted, the "largest unpermitted release was nearly 400,000 gallons" and it may have reached the Beaver...
Iran Conflict Triggers Gold‑Crude Reversal Signal
Iran War Sparked Gold/Crude Reversion - Significant reversal potential, with a worthy catalyst, may be the takeaway from silver reaching its highest ever vs. copper and crude oil, and from the gold/crude ratio peaking in January. Was the Iran-US conflict...
Scottie Selects Ore Sorting Tech for DSO Mine
Scottie Resource Corp. has chosen Tomra's X‑Ray Transmittance (XRT) ore‑sorting technology for its planned direct‑shipping ore (DSO) gold mine in British Columbia. The feasibility study, targeting mid‑2027 completion, projects an average annual production of 65,400 ounces of gold and an...
2026 Gold and Crude Face Pump‑Then‑Dump Threat
2026 Pump-Then-Dump Risks in Both Gold and Crude - Gold's big green 2026 annual candle to its Jan. 29 high of $5,595 an ounce risks turning red by year-end -- particularly if the Strait of Hormuz is secured -- with...
Minerals Council Warns Against Govt “Sandbagging”
The Minerals Council of South Africa warned the government against "sandbagging" as it revises the Minerals & Petroleum Resources Development Act. Council President Paul Dunne said regulatory uncertainty threatens costly, decade‑long mining projects and could deter debt and equity financing....
Profit‑taking and Portfolio Rotation Curb Gold Amid Risk
One of the most recurrent questions I’m seeing at the moment is – why are #gold prices not going up, when we’re seeing one of the biggest risk events in the last 10 years, and when gold was a major...
Manhattan Mineralization Expands, Drill Results Boost New Scorpio Gold
Mineralization at Manhattan expands for @NewScorpioGold, as Black Mammoth and Reliance both deliver good drill results after pushing 250 meters beyond the Resource. Full details from JV and why this #gold stock is still a Buy: https://t.co/ku2wxPT8QD
Kenorland Minerals and Auranova Resources to Drill South Uchi Project, Ontario
Kenorland Minerals announced Auranova’s approval of a Phase 3 diamond drill program at the South Uchi Project in Ontario’s Red Lake district. The Spring 2026 campaign will drill up to 3,000 metres across six holes to test west‑ and east‑ward extensions of a...
Trump’s Oil Price Stunt Ignores Rising Fuel Costs
COLUMN: Trump has seemingly turned WTI oil into a referendum on his war against Iran: more than $100 👎; less than $100 👍 But WTI isn't what matters for America's Main Street: refined petroleum products do -- and prices are rising...
Oil, Yields, Dollar Surge Squeeze Gold, Silver
Precious Metal Miner Misery #crudeoil $XAUUSD $XAGUSD $GLD $SLV $DXY $GDX I break down how rising oil, yields & a stronger dollar are pressuring gold, silver and miners - while client research shows oil shocks disrupt auto demand & hit platinum and...
KoBold Starts Development of Zambia Copper Project
KoBold Metals, backed by Jeff Bezos and Bill Gates, has begun development of the Mingomba copper project in Zambia, targeting first production in the early 2030s. The mine will require about $2.4 billion in capital and is designed to produce roughly...
US, Allies Push De‑Escalation as Iran Escalates; Hormuz Closed
The US and its allies are making a concerted effort to de-escalate the oil/gas war, having witnessed that Iran was willing -- and able -- to climb the escalation ladder very quickly. To be seen whether Tehran plays ball. Whatever the...
Paydirt Prospector: Early‑Mover Gold‑Copper Play in Proven Belt
An exciting new #gold-#copper stock pick in Paydirt Prospector... They control prime ground in one of the world’s most underexplored but geologically proven mineral belts. Fully funded drill program at multiple projects is planned, a rare early mover: https://t.co/QPHX2HMFrt
Zijin Unit Eyes Tungsten and Uranium Investments
Zijin Mining Group’s Gold Mountains Asset Management, overseeing more than $6 billion, is expanding beyond gold and copper to target strategic metals such as tungsten, uranium and rare earths. The push follows a sharp price surge in tungsten, which has more...
US and Brazil Negotiate Critical Mineral Partnership
US in talks with Brazil on critical minerals, US diplomat says at signing of Goias state deal https://t.co/zjFAOPA2pI
Iran Signals Temporary Halt to Energy Facility Attacks
Put the war-of-wards, and it reads as if the Iranians are on board on a tacit understanding that, for now, there won't be more attacks on energy infraestructure. We shall see if this hold. I would imagine it would do...
Gold Terra Hits High-Grade Gold at Yellorex
Gold Terra Resource Corp. announced high‑grade gold intercepts from the first seven holes of its 2026 winter drill program at the Yellorex zone on the Con Mine Option in Yellowknife. Intersections such as 8.2 g/t Au over 20.35 m and a 20.23 g/t...
Copper Stocks Tumble as Supply Outpaces Demand
i can hear the copper stock investors from here... "but, but, but, there is a shortfall of copper" why are the stocks falling? $COPX $FCX $SCCO answer: more supply than demand... they rallied hard, many were surely late, and now...
Iranian Attack Knocks 17% of QatarEnergy LNG Offline
QatarEnergy CEO says the Iranian attack overnight damaged ~17% of its LNG production capacity, and it would take 3-5 years to repair the damage. https://t.co/LWYkomhG8G
History Repeats as Moonta Mine Sites Shut Down
The National Trust of South Australia has ordered the shutdown of the historic Moonta Cornish copper mining site, including its museum, tourist railway, and miner's cottage. The closure follows accusations of mismanagement at the heritage complex. Stakeholders fear the loss...
Treasury Secretary Hints at Unsanctioning Iranian Oil, Second SPR Release
What US Treasury Secretary Scott Bessent told @FoxBusiness about unsanctioning Iranian barrels -- and a potential 2nd SPR release. (I look forward to see how KSA, UAE, Iraq, Qatar, and Kuwait feel about unsanctioning Iranian oil barrels) https://t.co/buyI81abII
Trolls Panic as Silver Nears Half Its January Peak
Funny reading back through the comments from the trolls now in a panic with Silver almost at 50% of its Jan high What ever happened to the Silver supply shortage and the big premiums in China?
2015 Yuan Devaluation Warns of Gold, Silver Risks
Commodities plunged post China yuan devaluation in 2015. I wonder if there is a signal here for Gold & Silver. China isn’t exporting their refined products to neighbors who are at great risk. China has 3-4 months of reserves itself -...
Rising Oil Prices Pressure Mining Earnings Through 2026
To help mining investors understand the impact of rising oil prices as miners report 2025 results and thinking about 2026 results...
Platinum Now in Intermediate Bear Market; Risk of Full Rout
Platinum has now entered an intermediate bear market The problem with intermediate bear trends is that they can become complete routs https://t.co/MdjgBz11ky
Asia's LNG Shortage Revives Coal as Primary Fuel
MUST READ: Coal remains king — even in 2026. "... Across Asia, a sharp drop in liquefied natural gas supplies is pushing major importers back toward coal, undermining LNG’s long-held role as a stable energy anchor..." https://t.co/MZqvZYa8RD