DRC Copper Climbs 10%, Cobalt Shipments Plunge
DRC copper output rose 10pc in 2025 as major mines expanded, while cobalt shipments plunged under export controls. https://www.metalnomist.com/2026/04/drc-copper-output-growth-accelerates-as.html
Inflation Stems From Tight Supply, Capex Still Low
This chart gets to the heart of today’s inflation problem: Constrained supply. The only real solution starts with a surge in capital investment from commodity producers. With capex still near cycle lows, there’s little chance of meaningful new supply hitting the market...
Australian Mining Teeters on Collapse From Diesel Shortages
The Australian mining industry is now on the verge of collapse due to diesel shortages. One of the country’s last two refineries is in flames, and the fuel supply chain that powers every drill, truck, and haul is about to snap. This...
Koch Backs PMET Resources, Signaling Major Growth Potential
Seeing Koch get involved with PMET Resources $PMET.TO $PMT.AX brings a smile to the koala's face A ringing endorsement from one of the most advanced chemicals & refining companies in the world embracing a world class resource in North America Let's see...
Iranian Oil Return Could Shift Energy Markets Soon
If the US and Iran reach a deal — a big if — it’s fair to assume Tehran gets sanctions relief. If that includes oil sales — another big, although likely, if — then in a few months the energy...
China Cuts African Tariffs, Contrasting US Stance on Rare Earths
China removing tariffs from Africa imports. The opposite of the US. And the rare earths?
Discover Your Battery’s End‑of‑Life Value
What will your batteries be worth at end of life? Workshop: The Battery Value Equation London, 2 June https://t.co/uP8lIQAT77
European Physical Oil Market Shows Tentative Easing, Brent Below $120
Tentative signs -- with a lot of emphasis on tentative-- of easing in the European physical oil market. Dated Brent is falling below $120, and lots of offer today on the key trading window (compared to overwhelming bids in...
Aztec Minerals Strikes 2,676 G/T Silver, Still Undervalued
A juicy 2,676 gram-meter #silver hit for @AztecMinerals in another step-out hole at Tombstone, the footprint continuing to grow. As JV says from the tour last week, consensus from every analyst was “this stock is deeply undervalued." Buy window still...
CATL Must Acquire Ganf
Desperate times call for desperate measures. @catl_official should buy @GanfengOfficial & or #Tianqi. Even with 100% of both, they would still need more #lithium. https://t.co/NBTEIaIRFs
US Oil Production Hits Record High Amid Hormuz Blockade
CHART OF THE DAY: The barrel of last resort. US total crude oil and refined petroleum products have surged to an all-time high of >12.7 million b/d. (And further highs are likely over the next few weeks as everyone turns...
Brazil Conditions Rare Earth Deal Amid US‑China Competition
China and the US want rare earths. Brazil will share – on one condition Move comes as Washington locks US$565 million deal with Brazil’s only operating rare earth mine https://t.co/iQo2RjLACX via @scmpnews
Greenland Resources Valued at $2.5‑3B
At the current Molybdenum prices, Greenland Resources' $MOLY NPV sits around here (~$2.5-3.0bn) 👇 Market cap of $170m. https://t.co/q78aNaCpRO
January Gas Expected Below $4.40 in Q4
January Gas: Above $5.40 or Below $4.40 in 4Q? A year ago, the January 2027 natural gas future was roughly the same as the $4.60 per MMBtu on April 14, indicating the price to expect in 4Q. A move below the...
Senate Republicans Threaten Boundary Waters with Foreign Mining
It sounds like the Republicans in the Senate are going to try to sell out the Boundary Waters Canoe Area Wilderness to a foreign mining company today. The BWCA is a million acres of designated Wilderness in northern Minnesota with...
