WTI Could Hit $115 If Gas Gains Replicate
If the front-month WTI crude oil future matches natural gas’s 100% gain in 2026 to its January peak, it would reach about $115 a barrel -- then what by the midterms? Gas has reversed all of those gains. Spiking crude can be its own worst enemy. Plunging cryptos and surging volatility in precious metals, and energy are trickling into stocks. Full report on the Bloomberg here: https://t.co/JWGsCezSNn {BI COMD} #crudeoil #naturalgas #energy #stockmarket
Brent Surpasses $110 Amid Hormuz Turmoil – Outlook?
Join us today in an X Space for X Subscribers: 🚨Hormuz Chaos: Brent Blasts Past $110 — What's Next for Oil?🚨 Today, Sunday, March 8, 9:00 PM US EST, 8:00 PM US CST No link now. Will open the Space on time.
Middle East Conflict Sends Oil, Gas, Stocks Tumbling
How the US-Israel-Iran War Impacts Oil, Gas, and US Stocks | Anas Alhajj... https://t.co/ZnJKFSYWCr via @YouTube
Energy Chief Says Oil Plentiful; Market Fear Persists
US Secretary of Energy Chris Wright: “… The oil is there […] You’re seeing a little bit of fear premium in the marketplace. But the world is not short of oil today or natural gas…” (Not sure this verbal massaging is...
Iran Keeps Shipping Oil to China Amid Conflict
PHOTO OF THE DAY: China is still getting (some of) its oil. Nine days into the war, Iran continues loading oil supertankers from Kharg Island. Tehran has sent some of them across the Strait of Hormuz into the high seas wihthout any...
Commodities and Critical Materials Lead 2026 Investment Trends
Where are you planning to invest next in 2026? Commodities & critical materials are heating up—gold/silver shining, rare earths & lithium key for energy/AI transition. What's your pick?
Gulf Nations Cut Output to Avoid Irreversible Shutdown
On the oil production shut in: By curbing oil output early, Persian Gulf nations are trying to lengthen the time before they reach full storage. Their plan is to try to keep output low but running — avoiding full shutdowns. The former...
Renewable Forecasts: From 2014 Beginnings to Latest Projections
One of the earliest releases of my Future Smart model projections in 2014 @FSS_Au And one of my latest graphs https://t.co/FcpbPdGunS https://t.co/ABN18ynI9h
Intrepid Potash Moves Utah Brine to Battery-Grade Lithium
Intrepid Potash advances a Utah lithium project to make battery-grade lithium carbonate from brine byproduct. https://www.metalnomist.com/2026/03/intrepid-potash-utah-lithium-project.html
Capstone Strike Slashes Chile Mine Output to 30%
Capstone Mantoverde strike cuts Chile mine output to 30% as Union #2 walks out after failed bargaining. https://www.metalnomist.com/2026/03/capstone-mantoverde-strike-cuts-chile.html
Turning Mine Waste Into Domestic Pig Iron
"Iron is really like oil," says @N_A_Iron Jim Bougalis. The company is advancing an iron ore reclamation project with plans to convert the mine waste into pig iron for the U.S. domestic steel market. Mining Stock Daily talked to Jim at...
Runhe Targets 100k‑ton Rare‑Earth Catalyst Plant in Sichuan
China rare earth catalyst project advances as Runhe plans a 100,000 t/yr rare earth catalyst plant in Sichuan. https://www.metalnomist.com/2026/03/china-rare-earth-catalyst-project-runhe.html
Alberta’s Oil Outpaces Norway’s Fleeting Resource Boom
Cosh, on the Globe Ed Board Norwailing is excellent. I would add to his AB context that Norway too was expecting a very short-lived resource and their production has, indeed, declined from peak. AB is still hitting record production month...
Haul Road Remains Clear Post-Cyclone, No Issues Reported
$MIN Have not heard any issues with the haul road after the recent cyclone. https://t.co/EHEdAQTAzS
Topdrill LinkedIn Comments Spark New BNZ
$BNZ Those comments from the Topdrill LinkedIn posts have not gone unnoticed. i.e., new discovery https://t.co/4XvVAcWiKX
China Doubles Tianyuan TiO₂ Capacity with New Plant
China chlorination titanium dioxide expansion doubles Tianyuan capacity with a new 100,000 t/yr chloride TiO₂ plant. https://www.metalnomist.com/2026/03/china-chlorination-titanium-dioxide.html
Glencore Commits 2,400 T/Yr E‑waste Supply to Metallium Texas
Glencore signs a binding deal to supply 2,400 t/yr of e-waste to Metallium’s Texas plant. https://www.metalnomist.com/2026/03/glencore-metallium-e-waste-recycling.html
Website Maintenance Wipes Key Lithium Report; Open Access Saves It
Web "maintenance" erodes history🤯 Nationally significant report Austrade “The Lithium-Ion Battery Value Chain: New Economy Opportunities for Australia” Dec 2018 no longer on @Austrade's website Safety net: thanks APO open access platform😥 https://t.co/nq6REBQBz7 UPDATES https://t.co/JDl8obDSa5
PDAC Recap: Key Takeaways and Management Interviews
Great to catch up with so many friends this week at PDAC w/ @matt_fernley Check out our latest #RockStockRecqp for our takeaways and a dozen management interviews. 👇👇
Minnesota's Fuel Dollars Exit State, No Local Wells
There is not a single active oil or gas well in Minnesota. Every dime we spend on fuel is money leaving our state.
Policy Choices Cost US Rare Earths Dominance
The backstory on exactly how the US ceded its rare earths/critical minerals dominance is here --> https://t.co/m6IQmzrJHT
China's Anger Grows as Oil Spikes, Summit Uncertain
Grumbling out of China is getting louder as crude pushes higher....... I am leaning now 50/50 that the meeting with XI and Trump even happens now. Hope I am wrong because would like to see it. Time will...
Fed Rate Cuts Ahead Spark Explosive Metals Rally
Metals and miners have recently pulled back as investors suddenly think the Fed won’t be as dovish. Wait until they realize the policymakers are cornered into cutting rates regardless of inflation accelerating, just to keep the government’s debt affordable. That’s an explosive...
Canadian Materials Outperform US Index in Harder Benchmark
four of the industry groups coming from the materials sector... showing all relative to $EWC (why? cause Canada stocks are trending up vs. $SPX - let's use the harder denominator to beat)... lithium $LIT gold miners $GDX rare earth $REMX copper $COPDX...
Cattle Prices Surge Ahead of Other Commodities Amid Inflation
So do the cattle look at the inflationary trade taking place and go higher or do they look at the equities and the consumer being hurt by higher energy products and a slowing economy possibly and come under pressure....
Commodities Undervalued, Yet Crude Drop Could Trigger Market Risk‑Off
Have been saying for a while that commodities have been way under estimating upside potential(ag in particular) what a little wall street money could do to prices. However, if crude causes the equities to crater it can become “risk off”...
US Pushes Formal Venezuelan Critical Minerals Value Chain
US critical minerals talks in Caracas signal a push for a formal Venezuelan mining value chain. https://www.metalnomist.com/2026/03/us-critical-minerals-supply-chain-in.html
China Lithium Prices Plunge Amid Weak EV Demand, War Uncertainty
China lithium prices tumble as weak EV sales, Middle East war cloud demand outlook https://t.co/8TqB23mggy
Coal Demand Splits; Warrior Met Poised for Rebound
Macro: coal demand bifurcates—metallurgical firm, thermal pressured. Key factors: Warrior Met's Q4 strength; Peabody's diversified mix. Risks: regulation, China slowdown. Trade: Buy Warrior Met on pullback. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Strait Closure Ripple Effects Threaten Sulphur, Copper, Global Markets
Further to what we said about the impact that the closing of the Strait of Hormuz has on the sulphur market… and therefore African copper production… Craig Tindale maps out that this is only one small piece of a giant...
China's Lithium Lead Persists, but Supply Share Shrinks
China’s lithium supply dominance is hardly being “locked in.” Over the next decade their #1 position over demand will remain but their control over supply will diminish as assets in North America and non Chinese owned assets in South America...
Lithium Price Swings Are Noise, Not Strategy Guide
All the commentary on daily or even weekly #lithium price changes is more noise than meaningful insight. Oversimplification abounds. Price volatility is the current reality but shouldn’t drive your actions unless you make your living as a trader. In that case...
Gold Prices Still Unmoved Despite Gulf Turmoil
Regardless of how bad things are in the Gulf, the gold price does not appear to reflect it... yet.
Midterm Elections Will Test Q1 Energy Price Surge
Peak Energy Price Inklings in 1Q? Midterms in 4Q a Top Test - The leader of the world's largest energy producer -- and net crude oil and natural gas exporter -- wants lower prices, and elections are in November. The...
Natural Gas Slides Toward $2 Trough After $5 Resistance
$2 Natural Gas Support vs. $5 Resistance - The inability of the front US natural gas future to stay above $5 per million British thermal units may be emphasized by the price just below $3 on March 4 despite a...
Mining Champion Senator Steve Daines Announces Retirement
US Sen Steve Daines to retire. Daines had been one of the biggest advocates in the Senate for boosting domestic mining. (Montana has multiple mining projects.)
Solo Market Update Highlights Thacker Pass Visit Insights
The latest episode is a solo market update including comments on my visit to Thacker Pass https://t.co/qWVTLZDIai
Nanshan Boosts Indonesian Alumina Output to 4 Mt/Yr
Nanshan adds 1mn t/yr in Indonesia, lifting total alumina capacity to 4mn t/yr with new port support. https://www.metalnomist.com/2026/03/nanshan-indonesia-alumina-capacity.html
2024: Nations May Finally Agree on Sea Mining
Can Nations Agree How to Mine the Sea? This Is the Year, the head of the @ISBAHQ says https://t.co/GUdMEqyOoQ
Senator Slotkin Backs Critical Mineral Stockpile for Security
Michigan Senator Elissa Slotkin, a Democrat, says she supports legislation that would create a minerals stockpile
Trump Sends Interior Secretary to Venezuela for Oil Revival
President Trump deployed Interior Secretary Doug Burgum to Venezuela as part of his bid to revive oil & mineral production there. In between conversations with oil and mining executives, Burgum is now meeting w/ interim President Delcy Rodriguez. https://t.co/beZPI3VM4I https://t.co/vc6M08u0pz
Bitcoin's Drop Signals Inevitable Low‑price Commodity Slump
Can we avoid typical low-price cures toward $40 crude, $3.5 corn in 2026? Bitcoin bear market prove otherwise starts at about $74,000 https://t.co/TATxs2Sdkc
Pentagon Urges Miners to Secure Critical Minerals Before Iran Strike
The day before striking Iran, the Pentagon asked U.S. miners to help boost domestic supplies of 13 critical minerals, including nickel, graphite and several rare earths.
PTX Metals Announces Equity Stakes in Green Canada, MAACKK
PTX Metals' $PTX.V $PANXG Equity Holding of Green Canada Corporation and MAACKK Capital Corp. Provide Corporate Updates by @newsfile https://t.co/TvWNa59ED6
Brent Likely to Dip Toward $50 Despite Recent Surge
$50 or $100 Year-End for Brent Crude? It took an unprecedented closure of the Strait of Hormuz to push the front-month Brent crude oil future to extend 2025's high -- now what? December Brent is near $69 and will become front...
Safer Global Outlook Threatens Gold's Recent Surge
A Safer World Could Pressure Stretched Gold - Russia's invasion of Ukraine was a signal to buy gold, and subduing Iran could mark the opposite. Since the "unlimited friendship" between presidents Xi Jinping and Vladimir Putin in 2022, leadership in...
Trump's Hormuz Plan Could Hike India's Energy Costs
Trump’s Hormuz strategy may raise energy costs as India faces fertilizer and LNG supply risks | Mathrubhumi English https://t.co/BTL63LOcou
Parnaiba Basin Holds Rare Earths, Phosphate, Uranium, SGB Finds
Brazil’s SGB reports Piaui assays showing rare earths, phosphate, and uranium in the Parnaiba basin. https://www.metalnomist.com/2026/03/brazil-parnaiba-basin-rare-earths.html
EU Widens ETS Aid, Adds 20 New Sectors
EU expands ETS indirect carbon cost compensation to 20 new sectors and raises coverage for eligible industries. https://www.metalnomist.com/2026/03/eu-ets-state-aid-expansion-widens.html
Kwinana Lithium Refinery Deemed High Health Risk, Controls Tightened
Tianqi and IGO’s Kwinana lithium refinery was a ‘high’ health risk says DWER, with controls now tightened https://t.co/JeO6Zmmi3x
