Ali Haji Says American Tungsten Upsized Bought Deal to $35 Million as Company Targets Production
American Tungsten Corp. announced that its Stifel‑led bought‑deal financing was upsized from $20 million to $35 million, with the book fully subscribed before market open. The company highlighted drilling results showing 17 feet of over 3 oz/ton silver and 1.7% tungsten, and metallurgical tests indicating 220,000 tons of tailings at 0.25% grade ready for early concentrate production. CEO Ali Haji outlined plans to restart tungsten mining at the historic IMA Mine in Idaho, citing high‑grade ore, low‑waste cut‑and‑fill methods, and an upcoming U.S. uplisting. A pre‑FEA, PEA and PFS are slated for the near term.
Ruling Party Proposes Bold Vision to Transform Zimbabwe Into Global Battery Manufacturing Hub
Zimbabwe’s ruling ZANU‑PF party announced a strategic push to transform the country from a raw lithium exporter into a full‑stack battery manufacturing hub. The plan highlights the recent attraction of four of the world’s top six lithium firms and the...
Tom Wood Highlights Trinity One Metals’ Historic Silver-1 Mine in Ecuador at PDAC 2026
Trinity One Metals CEO Tom Wood highlighted the historic Silver‑1 Mine at PDAC 2026, noting it once produced roughly one million ounces of silver per year when prices were only $4. The underground operation boasted an exceptional grade of 927 grams per ton...
Scandium Canada’s Guy Bourassa on How Canada Is Betting on This Critical Mineral
Scandium Canada secured a $6.9 million federal grant under the GPI program to fast‑track its aluminum‑scandium alloy development and bulk sampling for a feasibility study. CEO Guy Bourassa highlighted the project's unique position as North America’s only primary scandium source, aiming...
Call From Red Muqui to Go Beyond Extractivism and the Energy Transition in Peru
Red Muqui, a coalition of 32 Peruvian NGOs, issued a position statement urging the Global North to move beyond the current extractivist energy transition model. The document highlights how the surge in demand for minerals to power renewables deepens ecological...
Antimony Uses, Pricing and Areas Mined in Zimbabwe
Antimony, a strategic mineral, is primarily used in flame retardants, lead‑acid batteries, metal alloys, semiconductors, glass, military applications, and pigments. Global spot prices for 99.85% pure metal sit at $10‑12.5k per tonne, while ingot prices peaked at $40‑60k/tonne in 2024‑25...
Amex Exploration (TSXV:AMX) – High-Grade Quebec Gold Project Targets Q3 2027 Production.
Amex Exploration announced that its high‑grade Quebec gold project is on schedule to commence production in the third quarter of 2027. The development targets an initial output of roughly 120,000 ounces of gold per year, backed by measured and indicated...
Critical Minerals in the US: What’s Happening at Stillwater?
At the PDAC 2026 conference, Stillwater Critical Minerals CEO Michael Rowley outlined a series of initiatives aimed at scaling the company’s flagship Montana project. Glencore reaffirmed its investment, backing a new three‑rig drilling campaign designed to expand the resource base...
Excelsior: Opportunities In Growth-Oriented Silver Producers – Part 16
Excelsior’s latest newsletter spotlights growth‑oriented silver producers amid a surge in silver prices, which have hovered between the low $70s and low $90s per ounce. The metal is now trading at the highest average quarterly price ever recorded, driving heightened...
EY’s Theo Yameogo on Gold, Silver and the Global Critical Minerals Market
At PDAC 2026, EY’s metals leader Theo Yameogo explained that gold’s price is driven more by geopolitical turmoil and deeper mining challenges than by forecasting models. He noted silver’s dual appeal as a safe‑haven and an industrial metal, especially for...
9 Best Aluminum and Aluminum Mining Stocks to Invest In
Aluminum prices surged to a four‑year high of $3,418 per metric ton after Middle East supply shocks, prompting analysts to flag the sector as volatile. A new ranking of nine aluminum and mining stocks, compiled by counting hedge‑fund holdings in...
Rowena Smith and Mark Chalmers Discuss the ASM and Energy Fuels Partnership at PDAC 2026
At PDAC 2026, Australian Strategic Materials (ASM) and Energy Fuels announced a strategic partnership aimed at creating a fully vertically integrated critical‑minerals platform, spanning mining to alloy production. The companies are pursuing Australian FIRB approval and plan a shareholder vote,...
Jason Bagg Highlights Appia Rare Earths & Uranium’s Brazil Drill Results and Multi-Project Portfolio at PDAC 2026
Appia Rare Earths & Uranium Corp. disclosed impressive drill results from its 25%‑owned Brazilian rare‑earth project, where 13 holes returned more than 2.55% total rare‑earth oxides and localized zones above 14%. In Canada, the wholly‑owned Alces Lake monazite deposit is...
Kevin Keough Rebrands Romios Gold Into Oreterra Metals and Targets a BC Gold Discovery at Trek South
Oreterra Metals Corp., formerly Romios Gold, closed a $9.7 million financing round in a single day, far surpassing its original $6 million target. The rapid raise enabled a debt‑free balance sheet and a corporate rebrand that positions the firm around its flagship...
CMAI’s Denis Clement Says Alberta Black Shales Could Supply Critical Minerals for the West
At the PDAC 2026 conference, Critical Minerals Americas CEO Denis Clement announced the relaunch of the SBH Project in northern Alberta, a 466‑sq‑km deposit containing an estimated 35‑50 billion tonnes of mineralized black shale. The company’s NI 43‑101 report values the...
Bobby Stewart Says Geophysx Could Make Jamaica a Source of Copper, Gold and Rare Earths
Geophysx Jamaica has finished a comprehensive island‑wide exploration program, sampling 45,000 rock, soil and stream specimens and flying over 20,000 line‑kilometres of airborne geophysical surveys. The data enabled the company to license anomalous ground and partner with majors such as...
Defense Industrial Base Consortium Issues New Critical Minerals Request for Project Proposals
On February 27, 2026 the Defense Industrial Base Consortium (DIBC) released a new Request for Project Proposals (RPP) focused on thirteen strategic and critical minerals, with Phase 1 submissions due March 20. The solicitation follows Executive Order 14241 and aims to diversify U.S....
Digital Tools Positioned to Improve Planning and Efficiency in Zimbabwe’s Mines, Says Datamine
Datamine says Zimbabwe’s mining sector can gain substantial productivity by adopting digital tools, as many small‑scale operations still rely on paper‑based records. The company highlighted that digital mine planning and geological modelling can optimise extraction and extend mine life. To...
From Toilet Paper to Diesel: Are We Creating the Shortage?
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...
Amid a Defence Boom, Zentek Takes a Fresh Look at Its Hearst-Area Graphite Deposit (Northern Ontario Business – March 10,...
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...
First Nation-Owned Mine in Manitoba Gets Green Light to Begin Production – by Ozten Shebahkeget (CBC News Manitoba – March...
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...
Mine Waste Like Those Found in Sudbury Could Strengthen National Security (Sudbury Star – March 9, 2026)
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....
Coal: Australia and Canada’s Next Middle‑power Energy Play – by Christopher Wright (Lowy Institute – March 11, 2026)
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 Is Racing to Make This Key Battery Ingredient at Home – by Anam Khan (BNN Bloomberg – March 10,...
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...
‘I Couldn’t Breathe’: The Dark Side of Bolivia’s Silver Boom – by Gonzalo Torrico (AFP News/Yahoo News – March 2,...
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...
Why It’s Still Early for Silver
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...
Epithermal Gold-Silver and Porphyry Copper-Gold Potential Confirmed by Geophysical Survey Results at Swan Lake
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...
MacroPass™: Jeff Clark's Latest Gold Mining Stock Pick
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...
District Executes Contract for Airborne MobileMT Survey on Alum Shale Properties in Sweden
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 –Consolidated 2025 Drill Assays W/ Multi-Element Assays Increased Au-Only By 16.5%
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...
Cabral Gold Achieves Major Permitting Milestone with the Granting of the LP for Full Mining License at Cuiu Cuiu Gold...
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...
Jim Atkinson Says Bald Hill Could Be Among the Highest-Grade Antimony Deposits in North America
Antimony Resources Corp. announced that its Bald Hill project in New Brunswick may host some of the highest‑grade antimony deposits in North America, with visible stibnite mineralization and solid grades up to 60% antimony. The company is executing a 10,000‑meter...
RBZ Gold Stockpile Grows 250% as Mineral Royalties and Export Proceeds Boost National Buffers
The Reserve Bank of Zimbabwe (RBZ) boosted its gold holdings by roughly 250%, rising from 1.5 tonnes in April 2024 to 4.03 tonnes by December 2025. This surge helped lift total foreign‑currency reserves from US$276 million to about US$1.2 billion, expanding import‑cover from 0.18 to 1.5 months....
Namib Minerals Delivers on ESG Commitments with Major Community Investments at How Mine
Namib Minerals announced a suite of ESG initiatives at its How Mine operation, including a new school block, staff housing, and healthcare donations to United Bulawayo Hospitals. The projects complement ongoing environmental rehabilitation at the site. These actions are part...
Market Morsel: Making the Most of Wheat Market Volatility
The piece highlights a shift from a tranquil 2025 wheat market to renewed volatility driven by the Middle Eastern conflict. It outlines how weather, geopolitics, trade policy and speculative capital historically cause rapid price swings in grain markets. Seasonal harvest...
Beef Processors Push Hard as Cattle Flow Shifts
Cattle yarding and processing indices rebounded sharply in February 2026 after the typical January lull, but the recovery was uneven across regions. New South Wales, South Australia, Victoria and Tasmania returned to near‑full capacity, while Queensland’s yardings lagged despite a...
Roy Bonnell Says Allied Critical Metals’ Borralha Tungsten Project Shows Billion-Dollar Potential as Western Supply Tightens
Allied Critical Metals released a Preliminary Economic Assessment for its Borralha tungsten project in northern Portugal, estimating an after‑tax NPV of $706.4 million at a $1,500 per metric tonne WO₃ price and $91 million initial capital for an 11‑year mine life. CEO...
The Magnet Bottleneck Nobody’s Talking About (And China Controls 99% of It)
The article highlights a hidden bottleneck in the magnet supply chain: while the United States possesses rare‑earth deposits, it lacks domestic capacity to separate, purify, and produce permanent magnets. China controls roughly 99 % of the downstream magnet processing and manufacturing....
Carla Devlin Cites Sio Silica’s 15-Billion-Tonne Deposit for Defense Technologies While Encouraging Support for Public Petition
Carla Devlin, president of Sio Silica Corp., announced that the company is awaiting an environmental licence from Manitoba’s Environmental Approvals Branch before drilling can begin. The firm boasts a 15‑billion‑tonne high‑purity silica deposit that can be refined to 99.999% purity,...
Zimplats Heads for Government Talks as Unpaid Export Proceeds Surge 158%
Zimplats, Zimbabwe's leading PGM producer, will meet the government to resolve delayed local‑currency payments under the Reserve Bank's 30% export surrender policy. The company's deferred liquidation account swelled 158% to US$78.1 million between June 2025 and December 2025, reflecting export proceeds...
Craig Lindsay Says Resolution Minerals’ Idaho Project Targets Antimony, Gold and Tungsten as U.S. Seeks Domestic Critical Metals Supply
Resolution Minerals Ltd. is concentrating on its 100%-owned Horse Heaven project in Idaho, a 15,000‑acre site that hosts high‑grade antimony, tungsten, gold and silver mineralization. Historic stockpiles show average antimony grades of 40%, far exceeding nearby benchmarks, and the company...
How Nusa Nickel Corp Has Successfully Gained Access to Indonesia’s World-Leading Nickel District
Indonesia supplies about 60‑65% of global nickel, and Nusa Nickel Corp. has become the only North American revenue‑generating nickel operation licensed to trade within the country’s world‑leading district. The company proved its concept in 2025 by selling bulk‑sampled lateritic nickel...
High Court Suspends EMA Stop Order on Arcturus Mine
The Harare High Court temporarily halted the Environmental Management Agency’s stop order against TN Gold’s Arcturus Mine, granting interim relief while the regulator’s appeal proceeds. Justice Maxwell Takuva ruled that shutting down the Ceylone Open Pit could cause water buildup...
Open Forum, Week of March 9
Rare earth shortages, especially yttrium and scandium, are tightening for U.S. aerospace and semiconductor manufacturers as Chinese export controls drive prices up to 69 times higher. China still dominates the global rare‑earth value chain, controlling roughly 70% of mining, over...
How Exposed Is the Australian Sheepmeat Trade to the Conflict in Iran?
Australian sheepmeat exports to the Middle East and North Africa (MENA) represent about $4.3 billion, or 23 % of total export value. Tasmania is the most exposed state, sending roughly 70 % of its sheepmeat to the region, while Victoria and Western Australia...
High Input Costs Don’t Guarantee High Grain Prices
A review of CBOT wheat futures from 1990‑2022 shows that the price at seeding is a weak guide to harvest price, with an average swing of $42 per tonne in either direction. Harvest prices exceeded seeding prices in 20 of...
Canada Must Unleash the Ring of Fire – by Conrad Black (National Post – March 7, 2026)
The Prospector’s and Developers Association of Canada’s annual PDAC conference underscored the Ring of Fire’s strategic value, spotlighting its massive chromium deposit that could satisfy global demand for a century. Ontario Premier Doug Ford is aggressively promoting the northern Ontario region...
NGM’s Real Challenge Might Not Be Newmont
Nevada Gold Mines (NGM), the joint venture of Barrick and Newmont, is embroiled in a corporate dispute after Newmont issued a notice of default over alleged resource diversion to Barrick’s Fourmile project. While both companies assure operational continuity, the broader...
Minerals at War: Strategic Resources and the Foundations of the U.S. Defense Industrial Base – by Gracelin Baskaran and Samantha...
The CSIS paper traces the United States’ century‑long pattern of mobilizing massive state resources—stockpiles, price controls, financing, and foreign procurement—to secure critical minerals during wartime, then dismantling those mechanisms in peacetime. Post‑Cold War drawdowns hollowed out domestic mining, processing, and...
The Hidden Potential of Trump’s Critical Minerals Stockpile – by Rebecca Egan McCarthy (Grist.org – March 5, 2026)
Despite a broader rollback of renewable-friendly policies, the Trump administration has accelerated efforts to build a domestic critical‑minerals stockpile. The move targets metals essential for both advanced military hardware and clean‑energy technologies, aiming to reduce U.S. reliance on China. By...