Let Competition Buy Magnets, Not Government-Chosen Champions
Libertarian think tank analyst on Trump Admin’s equity investments in critical mineral supply chain: “If Washington wants more domestic rare-earth magnet capacity, why not just buy the magnets? Clearly, regulatory obstacles exist, but letting firms compete rather than try to pick “champions” would be the preferable market approach.”
US‑Canada Crude Surplus Fuels Dec26 WTI Spike
Growing US, Canada Crude and Fuel Surplus - When the December 2026 (Dec26) WTI crude future started trading in 2017, the US and Canada had a supply-demand deficit near 1 million barrels a day (MMb/d). Now it's a roughly 7 MMb/d...
Copper Miners and Prices Dip, Bottom Forming?
Copper Miners $COPX vs Price of Copper $COPPER. Down today but looks like it's hammering out a bottom. https://t.co/CCHLPeGBwv
Export Sales Far Exceed USDA Weekly Targets
Pretty solid export sales #corn 47.9 mb. Needed each week to meet current USDA projections 23.2 mb. #Soybean export sales 24.6. Needed each week to meet current USDA projections 8.3 mb.
Energy Security, Geopolitics, and Critical Minerals Spotlighted
Thanks to @CarlosEPascual and @CERAWeek for a great event to discuss today's energy security, geopolitical, and critical mineral challenges. #ceraweek https://t.co/fu565AXjTT
EU Clinches Australian Mineral
Yesterday, the EU struck a trade deal with Australia to secure access to critical minerals, like lithium and aluminum. According to the NYT, US tariffs pushed the deal forward. TRUMP’S TARIFFS = CREATING AMERICAN ENEMIES = PIVOT AWAY FROM UNCLE SAM. https://t.co/Suer5RGrQO
U.S. Diesel and Jet Fuel Stocks Near Record Lows
Will U.S. diesel and jet fuel inventories decline to historic lows? US Weekly Oil Data: US Inventories, Exports, Imports, and Refinery Utilization (12 Charts). Link: https://t.co/9fNzVH20GN
Stranded LNG Cargoes Lose Gas Through Boil‑off Evaporation
@grok There are about 20 LNG cargoes stranded in the Gulf because of the Hormuz crisis, explain to my followers how they lose LNG due to evaporation.
China Prepares for Imminent Hormuz Strait Closure
I said last June-July: China got the message, Hormuz Strait will be closed, and started preparing for it. Read details below.
EV Demand Will Outpace Mineral Constraints as Supply Improves
If you're running Indonesia or Nepal and BYD is offering you 100,000 EVs, you're going to buy 100,000 EVs. The critical minerals concentration argument is real. But solar panels today use one-tenth the silver they did ten years ago. The EV...
China Rolls Out AI Electric Mining Trucks, Automating Industry
China Deploys #AI-Powered Electric Mining Trucks, Driving Heavy Industry Toward Full #Automation by @IntEngineering #SelfDrivingCars #AutonomousVehicles #ArtificialIntelligence #Automation #Automotive #Transport https://t.co/IEENy7uDyD
Hormuz Crisis Threatens Europe, Fuels US Inventory Uncertainty
🚨Hormuz Crisis goes global: Europe is heading for energy shortages, massive price spikes, and deeper reliance on Russian energy. 🚨What is next for US commercial crude inventories after the SPR release? Daily Energy Report https://t.co/W33F3aHN9V
Oman/Dubai Crude Plunges $45, Defying Brent Rally
CHART OF THE DAY: The idea was that Brent/WTI was going to catch up higher towards where Oman/Dubai crude was trading (>$150 a barrel) Instead, we are witnessing Oman/Dubai crude plunging >$45 a barrel in a single day to ~$110 a...
Gold and Miners Face Upside Gaps to Fill
"There are a couple gaps on the upside that need to be filled... that might have been a decent low for a period of time here in gold and the gold miners." 🎙️@GuyAdami | $GLD $GDX https://t.co/ZVXyArkxOD
Royal Road Drills Gold‑copper‑silver Project in Colombia
@RYR_RoyalRoad is drilling at its Güíntar-Aleman-Margaritas gold-copper-silver project in Antioquia Province, Colombia. Tim Coughlin spoke to Mining Stock Daily this week. https://t.co/WkV56EiiWe https://t.co/oyKbSYxeEN
Copper Slumps, Gold Soars: Recession vs Fear
Copper down 10% this month. Gold at $4,550+. Same planet. Completely different signals. One screams recession. One screams fear. $CPER $GLD https://t.co/kChEJn36lH
Trump’s Oil Moves Undone by Zelensky’s Strikes
🛑So let me get this straight: President Trump waived sanctions on Russian oil at sea and released millions of barrels from the SPR to bring oil prices down. Then Zelensky struck Russian oil ports and terminals, tightening oil supply and pushing...
Margin Call Crushed Hunt Brothers' Silver Corner
On this day, March 25, 1980 the Hunt brothers received a massive margin call that helped trigger one of the biggest commodity crashes in history. Texas billionaires Nelson Bunker Hunt and William Herbert Hunt had cornered nearly one third of the...
US Stockpiles Keep $5 Corn From Surpassing 2022 Peak
$5 Corn May Mark a 2026 Peak Alongside $120 Crude - The December corn future (Dec26) stretch to $4.99 a bushel around the onset of the Iran war on March 9 may have peak inklings akin to Dec22's $7.66 apex...
China Lithium Prices Surge, Inventories Decline, 3× June Lows
While most eyes are focused on hydrocarbons in the Middle East, keep an eye on #Lithium in China as well... Some data providers flagged a weekly reduction in inventories, and prices have bounced over the past few days. We seem...
Oil and Gas: Backbone of Modern Manufacturing Economy
Many people don't understand how important oil and gas are to the wider manufacturing economy...
Sparkies Vote Strike at BHP Pilbara, Risk Union Wave
Sparkies vote to strike at BHP’s Pilbara mines in ‘dangerous’ move that could ignite mass union onslaught https://t.co/e5jqcNDvKE
SLN Secures Funding, Yet New Caledonia Nickel Remains Risky
SLN stabilised with fresh funding, but New Caledonia nickel supply still faces deep structural risks. https://www.metalnomist.com/2026/03/new-caledonia-nickel-supply-gains-time.html
Weak Refining Economics Heighten Strategic Pressure on US Smelters
US copper smelters face rising strategic pressure as weak refining economics reshape the copper supply chain. https://www.metalnomist.com/2026/03/us-copper-smelters-face-strategic.html
OPEC+ March Crude Supply Hits 2020 Low
OPEC+ crude supply in March will be the lowest since the major production cuts during COVID lockdown in 2020.
Trump‑Iran Talks Spark Hormuz Oil Fears, Lift Prices
Trump Iran talks revived Strait of Hormuz oil flow fears and pushed global energy prices higher. https://www.metalnomist.com/2026/03/trump-iran-talks-put-strait-of-hormuz.html
Saudi Red Sea Exports Avert Major Hormuz Oil Disruption
Saudi oil exports from its Western ports on the Red Sea represented the most immediate and largest mitigation of the Hormuz crisis. Logically, any oil transported via pipelines from east to west and loaded at the Red Sea ports must be...
European Majors Eye US Gas as Future Energy
"Historically, European companies’ attempts to enter the US shale sector have been largely unsuccessful. The question is whether this time will be any different. What is clear, however, is that this move reflects a growing realization—even among European majors—that natural...
Hormuz Crisis Opens Historic Window for Canadian Oil
🇨🇦The ongoing Hormuz crisis presents a historic opportunity for Canada’s oil and LNG industries. 🇨🇦This is the moment. If we miss it, there may not be another. 👇👇👇 Daily Energy Report Link: https://t.co/9c26JYBjru
Kazakhstan's Export Surge Signals Shifts for OPEC+
Kazakhstan's oil exports recovered: What are the implications for OPEC+ and the oil market? (SEE CHART) DAILY ENERGY REPORT https://t.co/3Iw9dtfnRU
White House Wins Jawboning, yet Oil Prices Defy Expectations
The White House is (truly) winning the oil jawboning battle against Tehran — still to be seen if Trump would win the physical oil market war. But to see Brent trading at sub-$100 a barrel (and WTI below $90) after...
U.S. Poised to Export Lithium, Power Future Batteries
#RockStockChannel just published its first ever 1-on-1 interview with @LithiumAmericas CEO Jon Evans. For the first 7 years of my now ~18-year lithium journey, the only project I promoted was what I’ve titled this video America’s Lithium. Lithium Americas. Like Mountain Pass...
Aluminum Prices Surge 12‑40% Amid US‑Israel Conflict
As a result of the US-Israeli war in Iran, ALUMINUM prices are UP 12-40% THROUGHOUT THE WORLD. The world’s biggest carmakers are reportedly “panic buying.” CARMAKERS SHOULD SEND A BILL FOR DAMAGES TO TRUMP & NETANYAHU. https://t.co/yRInvBpEdm
CRU Overh
No doubt this is a significant asset but when will #CRU learn how to calculate LCE from spod in a realistic manner and stop over hyping supply that has been all talk for over a decade. https://t.co/e1b41gYPD2
Speed and Security Don't Justify Government Equity Stakes
"Rare Earths, Vulcan, and Government Equity Stakes" https://t.co/O8xyNepv2V via @CatoInstitute @DeHavenTad "The case for speed is not a case for ownership—and the case for national security is not a case for normalizing a model in which politically favored firms receive...
Adelayde Targets Critical Tungsten, Lithium Near Sisson Project
Adelayde Exploration Inc $ADDY.CA $SPMTF Involved in early-stage exploration for critical minerals, including antimony, tungsten, and lithium in Canada and the US. Involved in the Sisson North Tungsten Project in New Brunswick, directly bordering Northcliff Resources Ltd.'s Sisson project.
Sulphur Prices Surge 40% Amid Existing Deficit
Sulphur prices now up 40% since before the Iran War Unlike oil, the sulphur market was already in severe deficit https://t.co/gMiE3tcho5
Silver Stabilizes Above $70 per Ounce
Silver prices find new floor around $70 an ounce #energysky -- via pv magazine usa: https://t.co/uxezjzwLQq
Oil Prices Fueled More by Conflict Expectations Than Supply
The oil price is a combination of two things: (i) a physical shortage of oil in the here and now; and (ii) expectations for how long this conflict lasts. The latter channel is by far the more important one in...
Iran Blocks Strait, Traps 25 Million Barrels of Iraqi Oil
About 25 million barrels of Iraqi Basrah crude are trapped on tankers in the Gulf. Iran claims control of the passage — so why is it blocking Iraq’s oil? Does Iran want the Iraqi government to go bancrupt? العراق: نحو...
Bargain Hunters May Drive Silver Rally Before Month‑end
Will bargain buyers come into silver before month end? Last April we saw similar correction before silver went for $100 run. https://t.co/8s8UPSrWxJ
African Metal Bans Threaten Chinese Battery Supply Investments
African export restrictions on battery metals are a blow to Chinese companies that have spent billions of dollars developing mines there to dominate supplies https://t.co/yoI9r6fpaN
Jogmec Invests C$6M for 10% Stake in Manitoba Copper Venture
Jogmec joins Manitoba copper exploration with Hudbay and Marubeni, funding C$6mn for a 10% option. https://www.metalnomist.com/2026/03/jogmec-manitoba-copper-exploration.html
Fuel Shortages Stem From Hoarding, Not Just Demand
Hoarding creates the fuel supply problem All "servos out of petrol stories" ought be accompanied by specific mention of which fuel - otherwise they're just click-bait What aren't more stories reporting and shaming the hoarders? https://t.co/2PxaL3xXgP
Australia’s Lithium Overlooked Even by Geosciences Australia
Why isn't lithium from Australia front page news? Geosciences Australia doesn't think it is, either
Teck Reaches Upper 2025 Copper Guidance Despite Tailings Limits
Teck hits the top end of 2025 copper guidance as Quebrada Blanca tailings constraints remain. https://www.metalnomist.com/2026/03/teck-hits-top-end-2025-copper-guidance.html
Cyclone Narelle Threatens Australia's Energy and Mining Sectors
Narelle, a cyclone that menaced Australia’s northeast coast last week, now threatens to disrupt energy and mining operations in the country’s west https://t.co/lW7pIQXkcI
Mysterious VLCC Transits Strait of Hormuz with 2M Barrels
A VLCC laden with 2 million barrels of Basrah crude successfully transited the Strait of Hormuz. How? We still don’t know. All we know is AIS signal off when it crossed. https://t.co/MAsl9PyQhK
Third Manipulation Spike Pushes Brent to $104
Now, after the third incident of price manipulation, oil prices are rising again. Bent is about $104/b.
China Slashes Hi‑Tech Metal Shipments to Japan, Boosts Magnet Exports
China cuts some hi-tech metals sent to Japan – but magnet exports rise. Why? https://t.co/7TeFEq0KsX