China Charts Seabed, Japan Rushes for Rare Earths
The next frontier: China maps seabed resources as Japan races to tap rare earths https://t.co/icXHshD4pa
Idaho Antimony Plant Boosts U.S. Defense Supply Chain
USAC and Americas plan an Idaho antimony processing plant to strengthen North American supply and defense access. https://www.metalnomist.com/2026/04/us-antimony-processing-plant-in-idaho.html
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
Adelayde Plans Next Phase for Quebec Gold Project
Adelayde Exploration $ADDY $SPMTF Formulating Plans for the Next Phase of Work on the Perron-East Gold Project in Quebec by @newsfile https://t.co/QsOx27YLqu https://t.co/3ddyAxLpV5
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...
Copper Prices Overextended; Must Revisit 5‑Year Mean
Copper Peak Inklings? Stretched From 5-Year Mean Copper faces up-too-much risks near the start of 2Q. If the metal doesn't revisit its five-year moving average at $10,253 a ton, it would be the first year since 2021. Copper dropped 14% in...
FE Mottram Expands Titanium Scrap Capacity in Estonia
FE Mottram is adding roasters, crushers, and backup furnace capacity to strengthen titanium scrap processing in Estonia. https://www.metalnomist.com/2026/04/fe-mottram-ferro-titanium-expansion.html
Near‑surface Oxide Delivers Low‑cost, High‑margin Cash Flow
Near-surface oxide in a proven district means low strip ratios, simple open-pit mining, and low-capex heap leaching often delivering some of the lowest AISC in the industry. Bulk tonnage with silver credits can generate strong margins and quicker cash flow...
Eramet's Nickel Quota Slashed 70%, Threatening Indonesian Supply
Eramet’s Weda Bay Nickel received a 70pc lower 2026 quota, raising new concerns over Indonesian ore supply. https://www.metalnomist.com/2026/04/eramet-weda-bay-nickel-quota-cut-raises.html
Helium Stocks Poised for Takeover Bid Amid IPO Un
Helium equities looking for a bid for sure. If North America helium doesn’t public this cycle got to wonder.
Iran Can Hold Hormuz Longer; US Strikes Won’t Spark Crisis
Seven weeks later, many taboos broken: 1) Iran can’t block the Strait of Hormuz. Yes, it can, and for far longer than the oil market thought it would be possible. 2) If the US attacks, an energy crisis follows. Sure, gasoline...
Hidden Defects in Chalcopyrite Promise Cleaner Copper Extraction
Chalcopyrite, the primary source of copper, contains hidden atomic defects and trace elements that could enable cleaner, more efficient copper extraction, supporting the growing demand for sustainable energy technologies. materialsinnovation
Canada’s Helium Shortage Threatens Hospitals and Tech
Helium Is More Than Balloons. It’s A Crisis Canada Can't Ignore "Unlike oil or gas, there is no substitute for helium. You can’t switch fuels or scale alternatives. When helium is in short supply, critical systems slow down or stop. Hospitals...
Helium Startups Face Five Key Challenges Amid Middle East Crisis
Top 5 issues for helium startups in Middle East crisis ⚾️Reduced production capacity ⚾️Increased costs ⚾️Strategic adjustments ⚾️Partnerships and logistics ⚾️Leverage government support
Hanzhong Zinc Adds 30 T/Yr Indium, Bol
Hanzhong Zinc commissioned new 30 t/yr indium capacity, strengthening China’s by-product metals supply chain. https://www.metalnomist.com/2026/04/hanzhong-zinc-indium-capacity-expansion.html
Exxon Holds Near‑Monopoly on Ultra‑Pure Helium for Chipmakers
Chip Makers Need Ultra-Pure Helium and Exxon Is Nearly the Sole Source of Six Nines Purity https://t.co/zcuJfHv9fX
Sinopec to Source Russian Oil Directly After US Waiver
Translation: With President Trump Waver, SINOPEC can but the Russian oil "DIRECTLY" without STS or intermediaries. Sinopec buys Russian oil to replace Mideast supply after US waiver, sources say
Gold Miners Lead Early Bull Cycle Awareness Phase
Gold miners are leading the market once again. Since January 2025, their performance has far outpaced every other sector. This could mark one of the most important comebacks in mining history. So where are we in the bull cycle? I would argue we are...
Iran Reverts to State-Controlled Oil Export Model
⚾️I have no idea about the implications... but one thing is clear, they know things that we don't. ⚾️Please share your thought if you are familiar with these issues. 🛟Iran ends intermediary oil sales, returns to state-controlled export model...
Bloom Energy's Oracle Deal Spurs Scandium Boom
Congratulations to Bloom Energy $BE on their deal with Oracle The koala is absolutely thrilled to see the demand growth trajectory for bloom boxes inflect higher and higher 4kg per 100kw scandium density (Gemini screenshot below) is ~40 tonnes per GW Let’s...
Robots Become Modern Miners, Extracting Gold From E-Waste
California was started by gold miners who dug gold out of the ground. Today I met Sina who is digging gold out of old electronics with robots. Video will be up tomorrow. Turns out there is a lot of gold (and...
New Lithium Finds Slash Battery Costs, Accelerate 100% Renewable Shift
With the discovery of 30% more world lithium resources in one year, battery-electric vehicle and stationary battery storage prices should continue to drop rapidly, facilitating world electrification and the inevitable transition to 100% WindWaterSolar across all energy sectors.
IMF Adds Olive Oil to Its Commodity Basket.
I just realized the IMF has expanded the basket of commodities it tracks, adding olive oil (among others). I think my job is done here.
Iran Conflict Fuels Massive Commodity Price Surges
Since the start of the Iran war... Sulfur: +67% Jet Fuel: +66% Urea: +51% Diesel: +50% Heating Oil: +40% WTI Crude Oil: +37% European Natural Gas: +34% Gasoline: +32% Fertilizer: +31% Brent Crude Oil: +31% Coal: +14% Palm Oil: +10% Iron Ore: +7% Rice: +4% S&P 500: +1% $VIX: -8%
World Lithium Reserves Surge, Fueling Full EV Transition
New data: no shortage of lithium in the world for a 100% WWS transition. @USGS says known world lithium resources increased by 30% in one year, from 115.1 in 2024 to 150 million tons in 2025. That is enough for 19 billion...
Yttrium Prices Surge 140‑Fold Amid China Restrictions
ICYMI Rare earth yttrium hits new high, up 140-fold in 1 year on China curbs Crazy https://t.co/IlKp0JP6Ny via @NikkeiAsia
Tiger Gold Doubles Down at Ceibal, Strong Buy
New pick @tigergoldcorp doubles down at Ceibal, with 2 rigs targeting a large-scale #gold system inside the broader 20k-meter program across the Quinchía project in Colombia’s Mid-Cauca belt. The corridor is already showing scale. Stock is a Strong Buy: https://t.co/znPTsmgY4L
Phase II Drills Confirm 1.9 Km Silver‑Gold Vein
Phase II drills at @Pacifica_Silver's Claudia project confirm the vein now stretches 1.9km—14 of 16 holes intersect #silver-#gold mineralization. See JVs Dig the Definition & his important statement after the map. Stock still in Buy range, won't be forever https://t.co/CDliwrkZwb
European Gas Prices Plunge to 7‑Week Low Amid Oversupply
CHART OF THE DAY: European natural gas benchmark prices (TTF) fall to 7-week low. Current prices are about the same as in late-January, when I don’t remember anyone in Brussels (or Frankfurt) talking about a crisis and/or inflation problem. LNG market...
Heliostar Metals Targets 2027 Feasibility, 2028 Production
Expect lots of drill news from @HeliostarMetals says CEO Charles Funk. The company's Ana Paula has an upcoming feasibility study planned for 2027. Production is set for the second half of 2028. $HSTR https://t.co/gt1keXCkBg
CGNT Hits High‑grade Copper; PEA Imminent Amid Demand Surge
$CGNT.v MD-060: 68m @ 0.97% CuEq inside 371m @ 0.53% CuEq. Higher grades at southern margin (141m @ 0.71% CuEq). Copper ~$6/lb on AI/electrification demand + supply deficits. 3 rigs drilling toward PEA. @Cu_Giant should attract some attention.
China Halts Exports From Plastic Trinkets to Missile Magnets
Bessent: “China is stopping exports of various products” Products like “plastic trinkets”, or products like “the rare earth magnets we need to rebuild our missile stockpiles to continue our war v. Iran”? 🤔
Andina Copper Shows Early Upside with 232m 0.68% Cu Hit
$ANDC.V just hit 232m @ 0.68% Cu + 75ppm Mo + 2g/t Ag from 38m. Part of 486m @ 0.42% Cu. Footprint now ≥950m x 525m and open in all directions. 2nd rig mobilizing. Near-surface Cu-Mo porphyry with consistent hits = classic...
European Gas Hits Lowest Since War Began
European natural gas prices are heading toward their lowest settlement since the war started (Feb 28), currently trading at €43 per MWh (that's ~$15 per mBtu). The European gas benchmark TTF is now **lower** than it was in late January...
Buy a Tranche of This Undervalued Gold‑copper Stock Now
New ALERT in Paydirt Prospector: "Buy A Tranche of This Stock Today." This rebranded #gold-#copper company began trading today. It comes out of the gate with a large resource and a stock that’s deeply undervalued and on its way to getting repriced. https://t.co/4rKkyD4Wxt
From Earth to $2 Million: Inside Gold Bar Creation
How is a $2 MILLION gold bar made? ー At the Karlawinda Gold Mine in Western Australia, gold goes from raw earth to a multi-million-dollar asset through an incredible process. ー It's not every day you get to hold a few million dollars in...
US Must Build Talent and IP, Not Just Fill Gaps
Why the US may need more than just fixing gaps to rival China on rare earths Yup, some have been saying this for some time, despite all the happy talk... Personnel and IP.... https://t.co/ehnvjtwql4
