The Honourable Floyd Green Calls on Investors to “Think Critical Minerals. Think Jamaica.”
Jamaican Minister of Agriculture, Fisheries and Mining Floyd Green told investors at PDAC 2026 that the island is expanding beyond its historic bauxite and aluminum sector to attract gold, copper and critical‑mineral projects. He highlighted partnerships such as Barrick Gold’s collaboration with local data firm Geophysx and a $75 million copper exploration venture with Freeport. Green emphasized that exploration datasets are publicly available through the Commissioner of Mines, underscoring a government‑led facilitation model. He also pointed to more than 140 million tonnes of red‑mud tailings that contain a roughly 50/50 split of heavy and light rare‑earth elements, inviting new investment.
Gold ETF Outflows Hit Record in March as Asian Buying Offsets Western Selling
Gold-backed exchange‑traded funds recorded a historic $11.8 bn outflow in March, equivalent to roughly 85 tonnes of physical gold, as North American investors fled the market. The sell‑off ended nine months of net inflows, with SPDR Gold Shares shedding $8.4 bn and...
US–Iran Conflict Exposes Zimbabwe’s Export Vulnerability
Zimbabwe’s export profile is heavily skewed toward the United Arab Emirates, with 51.6% of merchandise exports—valued at $969.4 million in February—passing through Dubai. The ongoing US‑Iran war has disrupted Gulf shipping lanes and airspace, raising freight costs and threatening gold shipments...
Coal Exports Fetch US$16.5 Million in February as Zimbabwe Eyes Upstream Value Addition
Zimbabwe’s coal exports generated US$16.5 million in February 2026, representing just 1.7 percent of the country’s US$969.4 million total merchandise exports. While gold, tobacco and platinum‑group metals dominate the export basket, coal is primarily consumed domestically for power generation at the Hwange Thermal...
Gold Exports Fetch US$278.5 Million in February as Deliveries Surge
Zimbabwe’s gold export earnings jumped to US$278.5 million in February 2026, a 138% increase over the same month a year earlier. The surge was driven by a sharp rise in deliveries from the artisanal and small‑scale mining (ASM) sector, which supplied...
Australia Must Lean Into Fossil Fuel Production
Judith Sloan, writing in The Australian, urges the government to dismantle long‑standing barriers to domestic fossil‑fuel development. She argues the bipartisan "war" on fossil fuels has persisted for nearly two decades, driven by a flawed belief that the net‑zero transition...
Weekly Notes (4/8/2026)
Hycroft Mining disclosed a 53 million‑tonne resource grading 304 g/t gold, plus a 1.3 g/t gold intercept at its Vortex project. First Majestic Silver announced a restart of the Jerrit Canyon mine slated for the second half of 2027, with a feasibility study...
THE $3,250 MARGIN: How Gold Miners Are Quietly Executing the Best Financial Quarter on Record & Why the Market's Geopolitical...
Gold miners are set to deliver their most profitable quarter ever in Q1 2026, with an average realized price of $4,950 per ounce—$825 above the previous quarter and a 74% year‑over‑year jump. After all‑in sustaining costs (AISC) of roughly $1,700 per...
9 Best Gold Mining Companies to Buy With High Upside Potential
Gold prices surged to a record $5,580 per ounce in January, propelling the GDX gold ETF up 30% before a 13% one‑day sell‑off and a $12.8 billion outflow in March. Market volatility, a stronger US dollar and waning rate‑cut hopes have...
(K2 Gold) Mojave Project: On the Doorstep of Drilling
K2 Gold announced that its Mojave project in Nevada is ready to move into the drilling phase after three and a half years of permitting and surface work. The company reports high‑grade gold mineralization at surface and a district‑scale exploration...
Red Canyon Resources – Financing Closed & 2026 Exploration Strategy Across Copper Project Portfolio
Red Canyon Resources closed a $2.5 million financing round, with Tech Resources maintaining a 9.9% stake. The company announced a May drill program at the Inzana Project targeting the Camp Target, where shallow drilling found copper‑gold mineralization. It also highlighted continued...
The Fight Over ‘Critical Minerals,’ Explained
Critical minerals such as copper, lithium, nickel, cobalt and rare earths are essential for electric vehicles, solar panels and wind turbines, and demand is projected to double by 2030. The United States, fearing China’s dominance in refining, launched Project Vault,...
The Pentagon Attempts to Crack China's Rare Earths Monopoly
The Pentagon is launching a coordinated effort to reduce U.S. reliance on China’s near‑monopoly over rare earth element (REE) refining. By channeling funding into domestic mining projects like California’s Mountain Pass and partnering with private firms, the defense department aims...
Truth (and Metals) Collapse in War: Ecclestone Warns of Dollar Erosion, Gold’s Failure, and a Broken Market Playbook
Hallgarten’s monthly resources review, authored by Christopher Ecclestone, warns that war has shattered the traditional safe‑haven narrative. Gold plunged about $1,000 per ounce and mining equities lost 30‑40%, while even copper slipped. The report links the price turmoil to a...
InvestorTalk Alert: Peter Clausi to Host Mark Wall of American Rare Earths Limited on Thursday, April 9, 2026, at 9:00...
InvestorNews will host an InvestorTalk on April 9, 2026 at 9 AM EST featuring Mark Wall, President and CEO of American Rare Earths Limited. The discussion will spotlight the company’s flagship Halleck Creek Project in Wyoming, where a Whole‑of‑Property Development Assessment (WPDA) is slated...
CATL Taps Zijin Founder for Mining Expansion
Chinese EV‑battery leader CATL appointed former Zijin Mining founder Chen Jinghe as a senior adviser to its mining arm, aiming to deepen control over lithium, nickel, cobalt and other critical resources. Chen, a geologist who grew Zijin into a $120 billion...
The Roadmap For Silver
Silver has entered the early phase of a secular bull market after breaking a multi‑decade cup‑and‑handle pattern in November. The breakout pushed the metal above its historic $50 resistance, which now serves as a solid support floor. Analysts project a...
Zimbabwe Lost US$400 Million in Unreported Caesium, Tantalum From Lithium Exports, NUST Lecturer Reveals
A National University of Science and Technology lecturer calculated that Zimbabwe lost roughly US$400 million in unreported caesium and tantalum embedded in 1.52 million tonnes of lithium concentrate exported before the raw‑mineral export ban took effect. The analysis estimates about 8,500 tonnes of...
MIPF Chief to Showcase Zimbabwe’s Miners Welfare Model at Ghana Conference
The Mining Industry Pension Fund (MIPF) chief executive, Anymore Taruvinga, will speak at Ghana’s Mining Health, Safety and Environmental (MHSS) Series 2026 to showcase Zimbabwe’s miners‑welfare model. Zimbabwe’s fund provides a dedicated post‑employment safety net for miners, a feature absent from...
How Mine Targets 36% Throughput Surge as Expansion Stays on Track
How Mine, the flagship asset of Nasdaq‑listed Namib Minerals, is on track to boost its milling capacity by 36%, raising throughput from 40,500 to 55,000 tonnes per month by late 2026. The 2025 fiscal year saw production dip to roughly...
Muriel Mine’s Dump Retreatment Drives Output 425% as Exploration Extends Life of Mine
Pan African’s Muriel Mine has boosted gold output from 3,600 ounces in 2023 to 15,000 ounces in 2024 and projects 20,000 ounces in 2025, driven entirely by a hydrosluicing dump‑retreatment operation. Cash costs have remained near US$1,000 per ounce despite...
DON'T PANIC, POSITION: Gold Miners Are Generating Historic Cash Flows Despite the Energy Shock and Why the Market's Fear of...
Gold miners are posting historic free cash flow despite a recent oil price surge from $70 to $110 per barrel and diesel costs doubling since February. A BMO study shows a $10 oil move raises mining costs by less than...
Sudbury’s Mining Sector Drives Call for New Funding Model: Mayor – Take Our Poll – by Mary Katherine Keown (Sudbury...
Mayor Paul Lefebvre urged Ontario and the federal government to label Greater Sudbury a special economic zone, citing its role as a critical‑mineral powerhouse. He highlighted that Sudbury produces and refines nickel, copper and other strategic metals that feed Canadian...
North America’s First Lithium Hydroxide Plant Goes Live In Texas, Reducing Reliance On China – by Bethany Blankley (Dallas Express...
Tesla’s North American lithium‑hydroxide refinery in Robstown, Texas began full‑scale operations in January 2026, marking the continent’s first battery‑grade plant of its kind. The project, broken ground in May 2023 by Governor Greg Abbott, Elon Musk and state officials, aims...
Paraíba Tourmaline: The Gemstone Outpacing Gold and Inflation – by Adam Edwards (Financial Times – January 22, 2026)
Paraíba tourmaline, one of the planet’s rarest gemstones, has seen prices surge more than 15 times faster than gold, propelled by luxury fashion demand, pandemic‑induced supply shocks, and regional instability. A Mozambican mine that supplies the stone was crippled by...
Clarity Before Commitment: Why Capital Is Failing the Resource Equation
The article argues that trillions of dollars of capital are being deployed under outdated assumptions about global supply chains, ignoring a growing capacity gap in physical resources. A shift from cost‑efficiency to resilience has left mining, energy and critical‑mineral supply...
Digging Deep: Mining Giant BHP’s New Jansen Potash Mine in Saskatchewan Is a Test Case for Canada in How to...
Australian mining giant BHP is investing $18 billion to build the Jansen potash mine in Saskatchewan, a 1,000‑metre deep underground operation that will run for a century. The project will ship product via a 2,000‑km rail corridor to a British Columbia...
Vale Base Metals Bets on Sudbury and Existing Mines to Drive Copper Output – by Staff (Northern Ontario Business –...
Vale Base Metals announced at its Toronto Investor Day that it will double copper production to 700,000 tons annually by 2035, relying on existing operations rather than acquisitions. The Sudbury basin in Ontario is central to this plan, with cost‑cutting and...
The California Lake Billed as the ‘Saudi Arabia of Lithium’ – by Soumya Karlamangla (New York Times – April 6,...
Governor Gavin Newsom called the Salton Sea “the Saudi Arabia of lithium,” citing an estimated $500 billion lithium reserve beneath the lake. The resource could spark a mining boom, delivering jobs and tax revenue to the struggling Imperial County. However, the...
From Endowment to Dependence: Why Canada Still Ships Its Future Offshore – by Sander Grieve and Andrew Disipio (Canadian Mining...
Canada sits atop a broad endowment of critical minerals, covering all 34 items on the federal list and ranking among the top five global producers for ten of them. While the government has introduced the Critical Minerals Exploration Tax Credit...
Rio Tinto’s Matt Holcz Is on a $20b, Two-Decade Mine Opening Treadmill – by Mark Wembridge (Australian Financial Review –...
Rio Tinto’s head of iron ore, Matt Holcz, is steering a $20 billion, two‑decade development plan for the Simandou high‑grade mine in Guinea while still overseeing the Pilbara operation that produces roughly 330 million tonnes of iron ore each year. The Simandou project, slated...
Are Gold & Silver Now "On Sale"? | Andy Schectman
Precious‑metals analyst Andy Schectman says gold and silver are effectively on sale after steep price corrections, even amid the ongoing Middle‑East conflict. COMEX data show record physical deliveries in March—over 1.45 million ounces of gold and 4.66 million ounces of silver—indicating robust...
InvestorTalk Alert: Jack Lifton to Host Mark Tory of Defense Metals Corp. On Wednesday, April 8, 2026, at 4:05 PM...
InvestorNews.com will host an InvestorTalk on April 8, 2026, featuring Defense Metals Corp. President and CEO Mark Tory. Defense Metals, which develops the Wicheeda rare‑earth project in British Columbia, recently received conditional approval for up to C$1.88 million (≈$1.4 million USD) to fund power‑line...
InvestorTalk Alert: Stephen Gray From Fox Tungsten Ltd. To Host on Wednesday, April 8, 2026, at 9:00 AM EST
InvestorNews announced an InvestorTalk on April 8, 2026 featuring Stephen Gray, CEO of Fox Tungsten Ltd. The company recently completed a C$11.1 million (~US$8.2 million) bought‑deal private placement led by Stifel Nicolaus Canada and PowerOne Capital Markets. Proceeds will fund an expanded 2026 drill program...
THE PRE-POSITIONING IMPERATIVE FOR THE EVENTUAL IRAN WAR CEASE-FIRE: Why the Inevitable Repricing of Oil and the U.S. Dollar Lower...
The United States has given Iran a Tuesday night deadline to reopen the Strait of Hormuz, prompting intense diplomatic efforts for a 45‑day cease‑fire. Analysts expect the cease‑fire to lift the oil supply shock, triggering a rapid drop in crude...
Middle East Crisis Is Repricing Uranium From Canada’s Athabasca
Rising oil prices above $100 per barrel have widened the cost gap between fossil‑fuel generation and nuclear power, with oil‑fired electricity costing roughly $185/MWh versus $4.6/MWh for uranium‑based fuel. Even cheap North American natural gas at $3.80/MMBtu translates to about...
South Africa: Kholo Capital and Tensai Private Equity Back Isambane Mining MBO
Kholo Capital’s Mezzanine Debt Fund I and Tensai Private Equity are providing R275 million (≈ $16.4 million) in mezzanine financing to back a management buy‑out of Isambane Mining, a mid‑tier South African mining contractor. The package is split with R200 million (≈ $11.9 million) from Kholo...
Caledonia Mining Strengthens Blanket Mine Outlook with Deep Drilling Success
Caledonia Mining Corp announced that its deep‑level drilling program at Zimbabwe’s Blanket Mine has confirmed the continuity of the main ore bodies and identified the new BLK7 high‑grade zone. The 10,312 metres of drilling, completed through December 2025, showed grades and...
Gold Buying Prices in Zimbabwe per Gram/ Ounce, 7 April 2026
Fidelity Gold Refinery (FGR) released its official gold buying prices for Zimbabwe on 7 April 2026, covering a range of purity grades from 75 % to 90 %+ and a fire‑assay cash rate for larger lots. Prices span $132.21 to $139.56 per gram, equivalent...
Zimbabwe Diamonds Take Dubai by Storm as 500,000 Carats Draw Global Buyers
Zimbabwe’s diamond sector reclaimed global attention after a 500,000‑carat showcase in Dubai sparked strong international demand. The state‑run ZCDC appointed Dubai‑based Trans Atlantic Gem Sales as its second tender house, joining Taurum Group while reserving 10% of output for local...
Middle Eastern Crisis – Live Updates – WC 6th April 2026
Episode 3’s latest live feed shows Australian landed urea prices soaring to A$1,445‑A$1,495 per tonne (approximately $950‑$990 USD), surpassing the peak levels seen during the first year of Russia’s invasion of Ukraine. Diesel imports are on track to outpace last year,...
Grains Remain on the Uncertainty Roundabout
Global grain markets have softened as improved U.S. rainfall forecasts eased bullish sentiment on winter wheat, while USDA reports only 35 % of the crop in good-to-excellent condition, below expectations. Funds have rapidly unwound long positions built on weather risk, pushing...
Wagyu Price Update for 2025
Australian Wagyu prices continued their gradual recovery in Q4 2025, with every genetic category posting higher averages than the previous quarter. F1 cattle rose to $1,797 per head, while Full‑blood Wagyu reached $4,418 per head, still well below the 2021‑22 peak...
FROM OIL SHOCKS TO SOLAR BOOMS: The Push for Energy Security Drives Greater Solar Adoption, Strait of Hormuz Chaos Accelerates...
The latest Middle East flare‑up, especially threats to the Strait of Hormuz, is reigniting concerns over oil supply reliability. Governments and investors are accelerating domestic solar projects as a hedge against future fossil‑fuel disruptions. Because photovoltaic panels are the single...
BREAKING: Trump Administration to Open New Mexico’s Most Protected River to Foreign Mining Company
The Trump administration issued a Federal Register notice cancelling a 20‑year withdrawal that had protected 163,483 acres (255 sq mi) of the Upper Pecos River watershed in northern New Mexico. The cancellation reopens the area to hard‑rock mining, oil, gas and geothermal...
How Rare Earth Elements Power Modern Electric Lawn Equipment: From Motors to Manufacturing
Electric lawn tools have shifted from noisy gas engines to quiet, battery‑powered devices thanks to rare‑earth permanent magnets and phosphor‑based displays. Neodymium‑praseodymium (NdFeB) magnets provide high torque in compact motors, while dysprosium and terbium preserve magnetic strength at high temperatures....
Spartan Metals Secures the Largest U.S. Tungsten Resource as Supply Pressures Mount
Spartan Metals Corp. announced the acquisition of the Victorio project, now the largest tungsten resource in the United States. The bimetallic deposit also contains molybdenum, which could enhance project economics. With no primary U.S. tungsten production since 2015, the move...
Critical Minerals Institute Unveils 2026 Watchlist: Rhenium (Re) and Indium (In) Added, Tungsten (W) Elevated to Top 5 as Supply...
The Critical Minerals Institute released its 2026 Critical Minerals Watchlist, adding rhenium (Re) and indium (In) and promoting tungsten (W) into the Top 5 strategic tier while demoting cobalt (Co). The update underscores a refined definition of criticality that hinges on...
Great Recession 2.0? | Michael Pento
Money manager Michael Pento warns that the U.S. economy is confronting a "triad of bubbles" in credit, real estate and equities, amplified by a sharp oil price rally to roughly $100‑$110 per barrel amid the Iran conflict. His proprietary 20‑indicator...
Will a B.C. Copper Smelter Make Economic Sense? – by Daisy Xiong (Business In Vancouver – April 1, 2026)
The federal and British Columbia governments are studying a proposed copper smelter and refinery on the West Coast to capture more value from the province’s copper output. BC produces roughly half of Canada’s copper but currently lacks any domestic processing...
