Kaiser Builds $45.6M War Chest on Steady Vic,Tassie Gold Output
Kaiser Reef closed its March quarter with a cash balance of A$45.6 million (about $30 million USD) and total gold output of 5,534 ounces. Production was driven by the Henty mine in Tasmania, which delivered 5,188 ounces of gold and 4,810 ounces of silver, while the Maldon project in Victoria added 346 ounces of gold. The company also trimmed its gold loan by 312 ounces, cutting A$2.2 million ($1.45 million USD) of debt and cleared its hedge program, leaving it fully exposed to the current gold price rally. Management highlighted the fully funded balance sheet and the doubled processing capacity at Maldon as catalysts for continued growth.
The Commodities Feed: Oil Supported by Ongoing Supply Risks
Oil prices extended gains for a second day as Saudi Arabia’s crude‑export capacity fell roughly 600,000 barrels per day after attacks on its energy infrastructure and a strike on the East‑West pipeline cut another 700,000 barrels. Brent hovered around $96...
Zenith Pushes Queensland Gold System Beyond 700m Depth
Zenith Minerals announced that deep diamond drilling at its Red Mountain gold project in Queensland has extended mineralisation beyond 700 m vertical depth, with the deepest hole reaching 758 m. The two latest holes delivered a combined 500 m of intercepts averaging 0.28 g/t...
What Is 1 of the Best Industrial Stocks to Own for the Next 10 Years?
Cameco (CCJ) produced 164 million pounds of uranium in 2025, representing 15% of global output, and posted $3.48 billion in revenue with earnings per share jumping 237% to $1.35. The firm benefits from a low‑debt balance sheet, a 16.9% net profit margin...
Jobs for the Dutts: Former Opposition Leader Gets Queensland Investment Corporation Board Role
Former opposition leader Peter Dutton and ex‑minister Michael Choi have been appointed to the board of Queensland Investment Corporation (QIC). The LNP government says the moves will sharpen focus on critical minerals and defence sector investments. QIC, with about AU$127 billion...
Donald Trump Guts Public Health Protection to Bolster Big Coal
The Trump administration announced a proposal to dismantle federal coal‑ash pollution standards that the EPA first established in 2014 and strengthened in 2024. The rollback would remove limits on mercury, cadmium, chromium and arsenic leaching from ash ponds, exposing communities...
Black Rock Paves Path to Rapid Construction at Green Graphite Trove
Black Rock Mining is nearing completion of its early‑works program at the Mahenge graphite project in Tanzania, despite an unusually wet season that delayed earthworks. The company has finished access‑road upgrades, plant‑site earthworks and a corridor survey for a 220kV...
Monsters of Rock: Can EVs Keep the Weekend Alive?
Australian EV sales surged to a record 14.6% of new car registrations in March, driven by fuel price spikes of about AU$2.53‑3.13 per litre (≈US$1.67‑2.07). The Federal Chamber of Automotive Industries reported 15,839 battery‑electric vehicles sold, raising questions about reaching...
Tivan Hits High-Grade Copper and Gold at Baucau and Ossu Projects in Timor-Leste
Tivan (ASX:TVN) announced high‑grade copper, gold and cobalt from surface rock‑chip sampling at its Ossu and Baucau projects in Timor‑Leste. Ossu yielded up to 17.4% copper, 38.1 g/t gold and 0.45% cobalt, while Baucau returned up to 0.76% copper and 9.3 g/t...
Australia’s Bellevue Gold Achieves 90% Renewable Energy at Off-Grid Mine in March
Bellevue Gold announced that its off‑grid mine ran on 90% renewable energy in March, cutting diesel to just 1.3% of total project costs. The hybrid power plant—27 MW solar, 24 MW wind and a 15 MW/30 MWh battery—enabled the company to claim net‑zero Scope 1‑2...
Fortescue Steps up Its War on Diesel
Fortescue Metals Group announced an accelerated rollout of a fully integrated green energy grid to power its Pilbara mining assets, aiming to eliminate diesel use. The initiative, part of its Real Zero carbon‑neutral strategy, will combine solar, wind, battery storage...
Invictus Energy Finalises Key EIA Renewal Paving Way for Musuma-1 and Mukuyu Programs
Invictus Energy (ASX:IVZ) secured a renewal of its Environmental Impact Assessment for the Cabora Bassa project through March 2027, clearing a key permitting hurdle. The company also expects to sign a Petroleum Production Sharing Agreement in April, creating a transparent fiscal framework...
SLB OneSubsea Lands Gulf of Mexico Subsea Boosting Deal
SLB OneSubsea, a joint venture of SLB, Aker Solutions and Subsea7, secured a contract from Beacon Offshore to supply a high‑pressure, high‑temperature (HPHT) multiphase boosting system for the Shenandoah field in the Gulf of Mexico. The system is engineered to...
Alkane Boosts Cash on Back of Strong Tomingley Performance
Alkane Resources posted a robust March 2026 quarter, producing 45,776 oz gold‑equivalent and lifting cash and bullion by roughly $86 million USD to end the period with about $239 million USD. The Tomingley mine contributed 21,652 oz Au, accounting for nearly half of total output,...
Benz Expands Hurricane Camp with New High-Grade Gold Corridor
Benz Mining announced that maiden drilling at its Western Australian Hurricane Camp has identified a new high‑grade gold corridor extending roughly 1 km. The drill program returned several notable intercepts, including 11 m at 6.4 g/t Au and 2 m at 19.1 g/t Au, confirming...
Resolution Minerals Models Large Antimony-Silver Vein System Across Antimony Ridge
Resolution Minerals used three‑dimensional modelling to delineate more than 100 high‑grade antimony‑silver veins across 30 vein swarms within a 1,000 m × 700 m corridor at Antimony Ridge, Idaho. The veins reach up to 100 m strike length and 1 m true thickness, averaging 39% antimony,...
Venezuelan Lawmakers Approve Sweeping Mining Bill to Entice Wary Foreign Investors
Venezuelan lawmakers approved a comprehensive mining reform bill aimed at attracting foreign investors to a sector long plagued by criminal exploitation and state seizures. The legislation categorizes mining operations into small, medium and large scales, introduces independent arbitration, and bans...
Deep-Sea Mining Rules Stall Despite Mounting Urgency
Commercial deep‑sea mining is poised to begin, but the International Seabed Authority (ISA) still lacks a finalized mining code to govern extraction. ISA Secretary‑General Leticia Carvalho urged completion of the rules by year‑end, yet the March meeting ended without a...
Standard Chartered: Oil Price Correction Is Likely Overdone
Standard Chartered warns that the recent oil‑price correction may be too deep, noting Brent crude at $95.57/bbl and WTI at $96.99/bbl after the steepest drop since the Iran war began. The bank’s Q2 forecast still targets Brent around $98 and...
Fortescue Accelerates ‘World’s First’ Green Grid
Fortescue Metals Group is fast‑tracking what it calls the world’s first fully integrated industrial green grid in Western Australia’s Pilbara region. The off‑grid high‑voltage network will combine roughly 1.2 GW of solar, over 600 MW of wind and 4–5 GWh of battery storage...
Historical Drill Results Reveal World-Class Scale of Mont Royal’s Ashram Rare Earth Asset
Mont Royal (ASX: MRZ) has highlighted the massive scale of its newly acquired Ashram rare‑earth deposit in northern Quebec, citing a historic 392.8‑metre drill intercept grading 2.12% REO. The legacy data also includes multiple high‑grade zones, such as 45 m at...
Shale Play Pushes Argentina Oil Output To All-Time High
Argentina’s oil output surged to 847,000 barrels per day, a 16% year‑over‑year rise driven by the Vaca Muerta shale play. Production in the Neuquén Basin jumped 30%, positioning the country as Latin America’s fourth‑largest oil producer. The government targets 1 million barrels...
Is the Keystone XL Pipeline Back?
The Bridger Pipeline Expansion proposes a 647‑mile, 36‑inch crude line from the Canadian border through Montana into Wyoming, echoing the route of the defunct Keystone XL. The project would initially move 550,000 barrels per day, with the potential to double capacity...
Europe’s Gas Market Faces a Brutal Storage Refill Season
Europe’s gas market has cooled from March’s three‑year highs, but analysts warn the relief is fleeting. Storage levels sit at just 29% of capacity, well below the 35% benchmark from a year ago, leaving the continent exposed as it races...
Coal Mine Gets Two Year Extension to Keep Supplying State’s Oldest Coal Generator
The NSW Independent Planning Commission approved a two‑year extension for the underground Chain Valley and Mannering coal mines, keeping them operational until the end of 2029 to supply Vales Point Power Station, the state’s oldest coal generator. The extension avoids...
Iron Bear Clears the Run for Namesake Project with Environmental and Community Baseline Studies Signed Off
Iron Bear Resources has finished baseline environmental and community studies for its Iron Bear project in the Labrador Trough, establishing the data foundation for a forthcoming pre‑feasibility study. The work, carried out by Sikumiut, Transfert Environnement et Société and GHD,...
Mining Boom Just Getting Started, Says Lion Selection Group’s Hedley Widdup
Lion Selection Group’s managing director Hedley Widdup says the mining rally that began in April 2024 is only at its early stage, with the ASX Resources Index up roughly 70% and capital flowing back into junior explorers. Since 2022 the...
Stephen Gorenstein: Why War Hasn’t Shifted Fundie’s View on Gold and Critical Minerals
Stephen Gorenstein of the SGH Ari Fund says the Iran war and a hawkish Fed chair nomination have rattled gold prices, but his long‑term thesis on gold and critical minerals stays intact. The fund posted a 95.4% gain in calendar...
The Struggle to Diversify Rare Earth Supply Chains
Demand for rare earth magnets has doubled since 2015, and the International Energy Agency projects a 30% increase by 2030. China now controls roughly 60% of mined production, over 90% of refining, and 95% of permanent‑magnet output, creating a single‑source...
Mariana Minerals and Pronto Announce Partnership to Automate Mining Truck Ops at Copper One
Mariana Minerals is integrating Pronto's autonomous haulage system into its MineOS platform at Copper One, the company’s Utah copper mine and refinery. The partnership follows Pronto’s recent acquisition by Atoms, a physical‑AI firm founded by Travis Kalanick. By feeding real‑time...
Intrepid Potash Sells South Ranch for $70M
Intrepid Potash Inc. announced that its New Mexico subsidiary has signed a $70 million Asset Purchase Agreement with HydroSource Logistics to sell the majority of the Intrepid South Ranch. The deal transfers roughly 21,793 acres of fee land, 27,858 acres of...
Soma Gold Submits Permit Application for Nechí Project
Soma Gold Corp has filed a PTO (Permiso de Trabajo de Obra) mining permit for its Nechí underground project in Bolívar, Colombia. The Nechí deposit is slated to deliver 250 metric tons per day of ore to the El Bagre...
Egypt Agrees to Buy Full Output From Cyprus’ Aphrodite Gas Field
Egyptian Natural Gas Holding Co. signed a preliminary agreement to purchase the entire output of Cyprus' Aphrodite offshore gas field once it begins production around 2031. The deal includes a framework to build an offshore transmission system operated by a...
Tin Surge Helps Alphamin to Record Earnings but Fuel Hike Looms
Alphamin posted record earnings for the March quarter, driven by a 30% quarter‑on‑quarter rise in tin prices that lifted EBITDA 48% to $158 million and generated $128 million of cash. All‑in sustaining costs climbed 7% to $17,968 per ton due to higher...
Aluminum Stocks Extend Breakouts Amid Iran War. Alcoa Earnings Due.
Aluminum stocks surged as Iranian missile strikes forced key Middle‑East smelters offline, tightening global supply. JPMorgan projects prices climbing toward $4,000 per ton, fueling earnings optimism for producers such as Alcoa, Kaiser Aluminum, and Indian heavyweights Hindalco and Vedanta. Alcoa’s...
Argentina Approves Milei’s Bill that Eases Protections for Glaciers Despite Environmental Backlash
Argentina’s Congress approved President Javier Milei’s bill loosening glacier protections to enable mining investments. The legislation passed 137‑111‑3 and could unlock more than $30 billion over the next decade, primarily for copper, gold and silver projects. Protection is now limited to glaciers...
Solaris Secures EIA Technical Approval and Further Strengthens the Balance Sheet
Solaris Resources announced that the Environmental Impact Assessment for its Warintza copper‑porphyry project in Ecuador has received technical approval, a key permitting milestone that markedly de‑risks the development. The approval unlocks the second $50 million tranche of a $200 million financing agreement...
Pacgold Delivers First Gold Production at White Dam
Pacgold Ltd announced maiden gold production at its White Dam project, recovering roughly 2 kg (60 oz) of calcined gold in the first 14 days after a plant recommissioning. The re‑crushing circuit is now processing about 1,500 tons of ore per day, with...
US Lithium Miner to Go Public Following $571M SPAC Deal
Australian miner Jindalee Lithium is creating US Elemental through a $571 million SPAC merger with Constellation Acquisition Corp. I, rolling over its 100% stake in HiTech Minerals. The new Nasdaq‑listed entity (ticker ULIT) will control the McDermitt lithium deposit—21.5 million tonnes of...
Iran Energy Shock Tests Limits of Trump’s Vision of US Energy Dominance
President Trump claims U.S. energy dominance despite Iran’s Strait of Hormuz blockade, yet gasoline prices surged to over $4 per gallon, costing households $8.4 billion in a month. The United States, while a net exporter, still imports roughly 6 million barrels of...
How the Global Energy Crisis Is Shaking Canada From Coast to Coast — and Could Leave a Lasting Legacy
The Iran‑Israel conflict has choked the Strait of Hormuz, driving global oil prices above $90 a barrel and prompting Canadian firms to scramble for supply. Irving Oil secured regulator approval to use a foreign tanker to import up to 680,000...
Terex Delivers a New High-Capacity Sand Washing Solution in a Compact Footprint
Terex Washing Systems unveiled the FM 300 Compact, a sand‑washing plant capable of delivering up to 300 tonnes per hour of dewatered sand from a single modular chassis. The machine fits within a 10.13 m × 5.36 m × 8.69 m footprint, integrating a collection tank, rubber‑lined hydrocyclones, a high‑frequency...
Argentina Passes Bill to Expand Glacial Mining
Argentina’s lower house approved a reform bill that overturns the 2010 Glacier Law, allowing mining in glacial and permafrost zones of the Andes. The Chamber of Deputies voted 137‑111 with three abstentions after a 12‑hour debate, following Senate approval in...
Rockland Resources Completes Expanded 5,300-Metre Drill Program at Cole Gold Mines Project, Red Lake, Ontario
Rockland Resources completed a 5,300‑metre diamond drill campaign at its 100%‑owned Cole Gold Mines project in Ontario, drilling 19 holes and intersecting visible gold across multiple depths. The program expanded from an initial 3,000‑metre plan to test the rheological contact...
DRC Quota Extension Eases Cobalt Supply Concerns, but Market Reaction Muted
The Democratic Republic of Congo extended its cobalt export quota deadline by an additional 30 days, moving the Q4 2025 cutoff to the end of Q1 2026. CMOC, the world’s largest cobalt producer, said the extension will let it ship its full...
Philippi-Hagenbuch Upgrades Truck Bodies with 500 Tuf Floors for Enhanced Durability
Philippi-Hagenbuch announced that all its custom HiVol® haul‑truck bodies will now feature floors made from SSAB Hardox 500 Tuf steel. The 500 Tuf alloy, with a Brinell hardness of 500, is designed to resist abrasion and impact, extending floor service life up to...
NioCorp Lines up Traxys as Potential Buyer for Elk Creek’s Planned Output
NioCorp Developments has entered a non‑binding agreement with commodity trader Traxys to serve as the exclusive offtake and marketing partner for the remaining output of its Elk Creek critical‑minerals project in Nebraska for an initial ten‑year term. The deal adds...
Iron Ore Slips on Signs of BHP-China Thaw
Iron ore prices fell to a one‑month low after Bloomberg reported that BHP’s incoming CEO, Brandon Craig, visited Beijing. The visit sparked speculation that the long‑running pricing dispute between BHP and China Mineral Resources Group (CMRG) may be easing. Futures...
G Mining to Buy G2 Goldfields for $2.2B in Guyana Play
Canadian miner G Mining Ventures announced a C$3 billion all‑share acquisition of rival G2 Goldfields, creating a combined Oko district in Guyana. The deal offers G2 shareholders 0.212 G Mining shares per G2 share, a 72% premium, and adds a new...
West Point Gold Drilling at Sheep Trail, Gold Chain Project, Arizona
West Point Gold Corp announced initial drill results from the Sheep Trail target at its Gold Chain Project in Arizona, intersecting shallow gold mineralization with intervals up to 32 metres grading around 1‑2 g/t Au. The strike length exceeds one kilometre, suggesting...