Final PDAC2026 MiningComAU Interviews Spotlight Three CEOs
Last day of @miningcomau interviews at #PDAC2026. Starting on the left and going clockwise: Jacob Deysel at @Critica_CRI, Koby Kushner at Athena Gold, Sean Delaney at @OlympioMetals. $CRI.AX, $ATHA, $OLY.AX https://t.co/2x1NtYYprp
Brent Oil Slides, Yet Likely Peaks Before Midterms
December 2026 Brent crude oil is down on the day. It will near top step by the Midterms. Higher or lower by then? My bias is lower https://t.co/bu6WD5MAw6
Soybean Price Below 11.64 May Signal Downside
Upper Keltner for #soybeans right here at 11.64. Close below that would probably allow for a little more follow through to the downside. Feels like we are moving more to risk off VS buy everything because oils inflationary....
Earthwise Plans 1,000‑Meter Drill at Talon Zone
Earthwise Minerals $WISE.CA Announces Planning Underway for 1,000 Meter Drill Program at Talon Zone, Iron Range Gold Project https://t.co/BKWeB5WLuf https://t.co/B9Lz7SNNOh
Province to Complete Ring of Fire Road Five Years Early
Province says it will finish Ring of Fire road 5 years ahead of schedule https://t.co/g4P6P6VEgs $PTX.V $RYO.V
China's Mineral Dominance Exposes Western Strategic Failure
China won the mineral war. Two new books show how the West let it happen Read more here: https://t.co/9ofBAHFGLx https://t.co/Qa5SYQX6Dg
Low Equity Volatility Could Push Silver Below $100
Silver's $100 Ceiling May Be Solidifying - A key risk for silver and most risk assets may be the spike in precious-metals volatility and plunging crypto prices spilling over into equities. My graphic highlights why we view a rebound in equity...
CES Data Reveals True Battery Lifecycle Impacts
Looking forward to speaking at @_InterBattery in Seoul next week 🇰🇷. Will present CES data on the real lifecycle of batteries🔋♻️– and what it means for carbon footprint, residual value, and the future supply of recycled materials. Reach out if attending and...
Lithium Royalty Secures 1.5% Goulamina Spodumene Stake
Lithium Royalty Corp buys a 1.5% Goulamina lithium royalty in Mali, gaining long-dated spodumene exposure. https://www.metalnomist.com/2026/03/goulamina-lithium-royalty-deal.html
IRS Adds Backup Reporting for CCS Credits Pending EPA System
IRS and Treasury set backup reporting for CCS tax credits if EPA electronic reporting is not ready by June 2026. https://www.metalnomist.com/2026/03/carbon-capture-tax-credit-guidance-sets.html
EU Mulls Aluminium Scrap Export Caps Amid Rising Shipments
EU consults on aluminium scrap export limits as shipments rise and secondary producers face margin pressure. https://www.metalnomist.com/2026/03/eu-aluminium-scrap-export-restriction.html
SQM's Price Signals Lagging 2026 LCE Production Growth
SQM’s quarterly price results remain a bellweather of the market price trend. The big question is how much higher will this quarter be? SQM’s 2026 LCE production won’t come close to the market growth for the year. Let...
Mali Gold Mine Promises $1.3B NPV Amid Rising Risks
$ROS.V PEA on Kandiolé in Mali: 13yr mine, 835koz Au, ~94% recovery, AISC ~$1,200 early years. $5,400/oz? → ~$1.29B NPV Mali risks real, but Mexico's cartel violence + royalty hikes making headlines in 2026 too? @GoldRoscan
AI May Draw Talent to Mining, Not Replace Jobs
Q&A: #Artificialintelligence could attract new #talent to #mining rather than replace #Jobs – @geologic_ai #CEO | S&P Global Market Intelligence https://t.co/btVF3UiT1h
Belmont Resources Adds International Critical‑Minerals Expert to Board
Belmont Resources $BEA.V $BELMF Strengthens Board with Appointment of Dr. Thomas Unterweissacher, International Critical-Minerals Specialist @thenewswire https://t.co/Wk3e9RIv3O https://t.co/MDKBlZQayv
PDAC 2026 Features Multiple Mining Company Interviews
Lots of @miningcomau interviews at #PDAC2026, going top left clockwise: Joe David at @ElementosTin, Michael Stier at @sagametals, Jason Weber at Silver North, Robert Eckford at @ruagold, Jason McBride at @q2metals https://t.co/zqdUE4fQPj
Support Montana's Palladium Mine for Economy and Security
US Senator Steve Daines on Montana palladium mine, in the wake of US tariffs on Russian supplies of the metal used to make semiconductors and other materials:
Congo's Top Minerals Stuck in Political Quagmire
Several of Congo's most-prized mineral assets sit in politically fraught zones or carry permitting disputes, making quick, reliable mining deals unlikely
Hormuz Shutdown Spikes Sulphur, Hikes African Copper Leaching Costs
The cost of leaching copper oxide ore in the Central African Copperbelt is about to get even more expensive. In the past few days a number of Middle Eastern Oil refineries have been attacked / closed. In addition, exports through...
Greenland, Canada Commit to Critical Minerals Partnership
Greenland and Canada have signed a "Joint Declaration of Intent" regarding critical minerals collaboration: https://t.co/EAtofUEQ0x
Nevada Sunrise Secures Griffin Gold, Expands Nevada Lithium Portfolio
Nevada Sunrise Metals $NEV.V $NVSGF 🧐Acquired the Griffin Gold project which produced 62,000 oz gold in 1998-1999. Assaying core cuttings from 2000 RC drilling for antimony & other metals. Strategic Nevada lithium landholder with three 100%-owned projects –...
Critical One Energy Reclaims Full Control of Namibia Assets
Critical One Energy @Critical1Energy $CRTL.CA $MMTLF Regains Full Control of Uranium and Copper Assets in Namibia, Africa by @newsfile https://t.co/YGdKDhloWd
Japan Poised to Rejoin US‑Canada Lithium Battery Alliance
Happy Monday & March. #Lithium is back. One of my hopes is Japan makes a comeback in lithium-ion battery working with the U.S. & Canada. https://t.co/xcJ04Pczo1
Early Investor Spotlights Cactus Mine Before Management
One of the first investors long before current management team even heard of cactus mine. My newsletter subs knew before day 1! @ArizonaSonoran https://t.co/8TjtUzluWj
Cerro Caliche Offers Safe, High‑return Gold Investment
Cerro Caliche stands in stark contrast to Vizsla’s Panuco tragedy. Located in a stable, established mining district near operating mines Cucurpe has seen no reported cartel incidents disrupting ops. Safer jurisdiction profile than Sinaloa hotspots. @SonoroGold $sgo.v
Talon Takes Over Lundin’s Michigan Eagle Mine, Humboldt Mill
Talon acquires Lundin’s US Ni, Cu subsidiary, taking Eagle Mine and Humboldt Mill in Michigan. https://www.metalnomist.com/2026/03/talon-acquires-lundins-us-ni-cu.html
EGA Expands Hanover Facility, Doubling Scrap Processing by 2028
EGA expands Leichtmetall in Hanover, boosting sorting and melting capacity for post-consumer scrap by 2028. https://www.metalnomist.com/2026/03/ega-leichtmetall-recycling-expansion.html
Aussie Gold Miners Gain $7B After US‑Israel Strikes
Top ten Aussie gold miners add approximately $7b of value after US-Israel missile strikes on Iran https://t.co/MIKqSU1r1w
Trimet Adds Scrap Hall, Boosts Aluminium Recycling by 16,000 T/Yr
Trimet expands Essen with a new scrap hall, lifting Trimet aluminium recycling capacity by about 16,000 t/yr. https://www.metalnomist.com/2026/03/trimet-aluminium-recycling-capacity.html
Quick Iran Conflict Could Cap Gold and Oil Gains
US-Israel Invasion of Iran May Cap Crude and Gold - Gold and crude oil may show signs of peaking if the conflict is quick and infrastructure isn't impaired. Both were up about 20% in 2026 before Feb. 28. If typical swift...
UK Court Blocks Appeal, Trafigura Pursues $700M Recovery
Trafigura nickel fraud case advances as UK court blocks appeal and Trafigura seeks $700mn recovery. https://www.metalnomist.com/2026/03/trafigura-nickel-fraud-case-trader-to.html
Copper Shortage Imminent: Prices Set to Hit $15k
https://t.co/U4SkF1hAbc @UBS boosting its copper price target is just the latest confirmation of what we’ve been warning about for years: the world is flying head-first into a structural copper shortage. A projected $15,000/tonne copper price by 2027… and a half-million-tonne supply deficit...
West's Import Dependence Stems From Financial‑First Economy
Visionary investor @ctindale takes on THE big question: How did America and the West become so dependent on imports for almost everything we use? Tindale says the Western focus on the financial economy over the material economy has led to a...
Iran’s Oil, Gas, Power Sectors Summarized in One File
💥Here is a comprehensive but condensed file on energy sources in Iran, covering its oil, gas, and power sectors, including several charts. Click the link, then switch the language in your browser.👇
Q2Metals Hits All‑time High in Lithium Exploration
Check out our latest #RockStockRecap + update with the lithium industry’s most exciting spodumene exploration story @Q2Metals which closed yesterday at an all-time high. $QTWO.V 👇👇
Recapping a Coast‑to‑Coast Lithium Tour in Podcast
Sun coming up on a redeye home from Reno after a long #lithium week stretching from meetings with investors & producers in south Florida to northern Nevada to see Thacker Pass. Will do a solo podcast to recap what I...
Poland Cuts Copper Tax, KGHM Eyes 2026 Output Boost
Poland’s KGHM targets higher copper output in 2026 as Poland cuts its copper extraction tax from January. https://www.metalnomist.com/2026/02/polands-kghm-targets-higher-copper.html
Record US Crude Exports Threaten Brent Price Rally
Is Crude Oil Becoming a Rally to Sell? US crude and liquid fuel net exports approaching 4 million barrels a day in 2026 -- the highest ever -- may be a primary price-pressure factor for oil. My graphic shows an annual...
Lithium Demand Rebounds 25% as Low‑cost Supply Tightens Price Gap
Lithium bottom: demand +25% as EV/ESS rebound; SQM+Codelco JV raises low-cost supply, tightens cost curve; prices ≈70% below 2022 — overweight low-cost lithium producers. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
US‑Iran Tensions Heighten Rare Earth Supply Scrutiny
The potential U.S. conflict with Iran will create an interesting dilemma regarding weapons re-arming and supply chains. Rare earth elements will come under even greater scrutiny, especially given the already strained trade relationship with China.
EU Targets Pre‑consumer Scrap in CBAM to Stop Evasion
EU proposes CBAM treatment for pre-consumer aluminium and steel scrap to curb circumvention and boost traceability. https://www.metalnomist.com/2026/02/eu-cbam-pre-consumer-scrap-proposal.html
Team Advances America’s Lithium Resurgence at Thacker Pass
A very interesting day at Thacker Pass. A great team building America’s return to #lithium respectability. @LithiumAmericas $LAC https://t.co/Nl37fx3jlX
U.S. Critical Mineral Imports Surge, Few Nations Dominate
America’s net import reliance for critical minerals in 2025, along with the primary countries supplying them between 2021 and 2024 https://t.co/89QwEHKe16 via @visualcap
Hidden Market Volatility May Surface via Crypto, Bonds, Metals
Stock market volatility is still buried. Falling cryptos, T-bond yields and spiking precious metals volatility may trickle down. https://t.co/SeGPI6EvAe
Glencore Secures $115M Cobalt Deal with Weisfisch
ICYMI: Glencore to buy almost $115 million of cobalt from industry veteran Weisfisch, sources say https://t.co/mu9OLpnjiO
GKN Scraps Magnet Factory, Europe Rare Earths Setback
Exclusive: GKN cancels plans for magnet factory in setback for Europe's rare earths plans https://t.co/KLadnSKxvw
Lithium May Mirror Silver's March‑April Surge?
Is Lithium about to pull 'a Silver' in March and April? $ALB $SQM $LIT $LAC https://t.co/Db55dIPSLT
Canada's Red Tape Stalls Projects for Decades
Canada Is Being Destroyed By Bureaucracy & Over Regulation It takes an average of 19 years to get an approval to build a new Mine Australia's shipping Liquid Natural Gas to Canada's East Coast: Canada has 300 years of Gas Reserves Let's look...
Adelayde Hires Geologists for Sisson North Tungsten Study
Adelayde Exploration $ADDY.CA $SPMTF Engages Geologic Firm for Work Program on the Sisson North Tungsten Project Directly Bordering Northcliff Resources Ltd. by @newsfile https://t.co/ZGqKQPGqqU
Metals May Lift Commodities, Yet Risks Favor Decline
Deflation May Reign If Metals Meet High-Price Cure - That orange juice and cocoa were the worst-performing commodities in 2025, after being among the best in 2024, may foreshadow metals in 2026. In the history of the Bloomberg Commodity Spot...
