World May Have Reached Peak Oil This Spring
Oddly enough, depending on how you measure February/March, the world may have just hit peak oil
Trump‑Japan Pact Targets Deep‑sea Rare‑earth Supply
Fact Sheet: President Donald J. Trump Strengthens U.S.-Japan Alliance for the Benefit of All Americans Under a new Memorandum of Cooperation, the two nations will accelerate joint research and development and industry cooperation on commercially-viable development of deep-sea critical minerals...
MP Materials Spotlighted on 60 Minutes Sunday
on $MP MP Materials Mountain Pass rare earth mine and processing facility will be featured on 60 minutes this Sunday. https://t.co/fMqakwaDvz preview video of MP CEO James Litinsky https://t.co/9Q7tyfTTw5
Boxer Won't Reach Gulf Until Mid‑April, Oil Delay
Assuming the USS Boxer is heading to the Middle East, and considering that she only left San Diego two days ago, she won't be near the Persian Gulf until mid-April. If the reinforcements are intended to reopen the Strait of...
China's Silver Purchases Hit Record February High
China pulls Silver from global markets to meet surging demand; The world's biggest buyer pulled in over 790 tons in the first two months, including nearly 470 tons in February, the highest ever for that month.
Sea‑based Oil Reserves Dwindling, Iran Holds One‑third
This is a very important story: “…The amount of oil stored at sea — a vital buffer for markets — is running down fast…” About 1/3 of what’s left is Iranian. https://t.co/zS7v0338Ay
China’s Booming Silver Demand Drives 8‑year Import Surge
China’s ravenous appetite for silver lifted overseas purchases to an eight-year high at the start of 2026, as importers fed a surge in industrial and investment demand. https://t.co/mlxOgJfWC9
AI Accelerates Weeks‑Long Tasks to Seconds, Madison Advances
"AI will do a tremendous amount of work in seconds that would take you weeks to accomplish," said @AmerPacMine 's Eric Saderholm. The company is advancing its Madison project. $USGDF https://t.co/qCMh4iFwIs https://t.co/4qJ55D1R0B
Energy Crisis Persists Beyond Iran War Resolution
The global energy crisis will drag on even if the Iran war ends tomorrow: Energy Outlook Advisors https://t.co/xPMnRiP3fO
Iran's Oil Revenue Resilient Despite Kharg Threat
The regime has spent years building alternative ways to export its crude, said Anas Alhajji, a global energy markets expert. There is evidence that the regime is beginning to use them. He said there is a false impression in the media...
Copper Prices Slip as Inventories Surge, Contango Widens
Copper eases as LME and SHFE inventories surge, widening contango and cooling near-term demand. https://www.metalnomist.com/2026/03/copper-prices-soften-as-inventories.html
Japan, Australia, Brazil Team Up for De‑China Rare Earths
“Japan’s bid to build a “de-Chinafied” rare earth supply system – with Australia and Brazil on-board” https://t.co/LpDn23sEHq
Atlantic Lithium Marks Watershed Moment Amid Spodumene Demand
Big news @AtlanticLithium Congrats Keith Muller, Amanda Harsas, Neil Herbert and the rest of team on what is indeed a watershed moment for the company and Ghana. Considering recent Core Lithium financing, $PLS/Canmax off-take and many other indicators of the strong...
QatarEnergy Details Overnight Damage to GTL Plant
Qatar state-owned LNG giant QatarEnergy has published a statement detailing the overnight damage, providing more granularity (particularly around the damage of the GTL plant). https://t.co/MMZHWkvGoQ
Silver's Historic Selloff Defies Strong Fundamentals
The selloff in silver over the past 15 days has been one of the most extreme moves we’ve seen in history. Only two other episodes are comparable: One marked a major peak, the other a major bottom. Personally, I have never seen a...
PTX Metals Finds Cheap Copper‑Platinum, Drilling at W2
PTX Metals $PTX.V $PANXF Someone got some nice cheapies today and price is threatening to make a hammer. Drills turning at W2. Over $35M spent by Inco and Aurora ... over 2.5B lbs Cu Equivalent including 2M oz...
Heliostar Metals Poised for Massive 2026 Growth
From scrap heaps to cash flow—that’s how JV describes @HeliostarMetals 2025 results. 2026 will be MUCH bigger, plus $27M is earmarked for exploration. See "What the market hasn't figured out" and why this #gold stock is a Buy: https://t.co/UN3Gky1oUZ
Multi‑horizon Drill Results Reveal Consistent Silver‑gold Base Mix
New drill results from @princesilverco at Pioche and a pattern is now starting to show: multiple horizons, consistent widths and a mix of #silver, #gold and base metals all showing up together. 2 drill rigs turning in the 9k meter...
Manhattan Mineralization Expands, Drill Results Boost New Scorpio Gold
Mineralization at Manhattan expands for @NewScorpioGold, as Black Mammoth and Reliance both deliver good drill results after pushing 250 meters beyond the Resource. Full details from JV and why this #gold stock is still a Buy: https://t.co/ku2wxPT8QD
Trump’s Oil Price Stunt Ignores Rising Fuel Costs
COLUMN: Trump has seemingly turned WTI oil into a referendum on his war against Iran: more than $100 👎; less than $100 👍 But WTI isn't what matters for America's Main Street: refined petroleum products do -- and prices are rising...
Oil, Yields, Dollar Surge Squeeze Gold, Silver
Precious Metal Miner Misery #crudeoil $XAUUSD $XAGUSD $GLD $SLV $DXY $GDX I break down how rising oil, yields & a stronger dollar are pressuring gold, silver and miners - while client research shows oil shocks disrupt auto demand & hit platinum and...
US, Allies Push De‑Escalation as Iran Escalates; Hormuz Closed
The US and its allies are making a concerted effort to de-escalate the oil/gas war, having witnessed that Iran was willing -- and able -- to climb the escalation ladder very quickly. To be seen whether Tehran plays ball. Whatever the...
Energy Market Overestimates Absorption Amid Modest Brent Rise
Fascinating to see where Brent and TTF are trading right now after the last 24 hours of attacks and counter attacks. Brent is up a mere 3%, and TTF is lower than at the peak on Tuesday March 3rd. The...
Paydirt Prospector: Early‑Mover Gold‑Copper Play in Proven Belt
An exciting new #gold-#copper stock pick in Paydirt Prospector... They control prime ground in one of the world’s most underexplored but geologically proven mineral belts. Fully funded drill program at multiple projects is planned, a rare early mover: https://t.co/QPHX2HMFrt
US and Brazil Negotiate Critical Mineral Partnership
US in talks with Brazil on critical minerals, US diplomat says at signing of Goias state deal https://t.co/zjFAOPA2pI
Geop
Crude Oil - Imp Update WTI & Brent crude Premium Gap is $17 now Normal Premium $4-5 Means $10-12 additional premium due to Geopolitics We have seen similar trend in Silver before the 20-23% fall came If any positive trigger will...
Iran Signals Temporary Halt to Energy Facility Attacks
Put the war-of-wards, and it reads as if the Iranians are on board on a tacit understanding that, for now, there won't be more attacks on energy infraestructure. We shall see if this hold. I would imagine it would do...
Copper Stocks Tumble as Supply Outpaces Demand
i can hear the copper stock investors from here... "but, but, but, there is a shortfall of copper" why are the stocks falling? $COPX $FCX $SCCO answer: more supply than demand... they rallied hard, many were surely late, and now...
Iranian Attack Knocks 17% of QatarEnergy LNG Offline
QatarEnergy CEO says the Iranian attack overnight damaged ~17% of its LNG production capacity, and it would take 3-5 years to repair the damage. https://t.co/LWYkomhG8G
PFAS Extraction Enables Lithium Recovery From Brine
Can PFAS, "forever chemicals", be extracted and used to retrieve lithium from brine? Check out this latest news release on research from Dr. Tour's lab group: https://t.co/BHcEqONMvG You can read the full journal article in Nature Water here: https://t.co/bLKlLcu9oD To stay up to...
Treasury Secretary Hints at Unsanctioning Iranian Oil, Second SPR Release
What US Treasury Secretary Scott Bessent told @FoxBusiness about unsanctioning Iranian barrels -- and a potential 2nd SPR release. (I look forward to see how KSA, UAE, Iraq, Qatar, and Kuwait feel about unsanctioning Iranian oil barrels) https://t.co/buyI81abII
Oil $200 Price Unrealistic; Even $150 Doubtful
Of course it's possible that oil goes to $200. But that kind of price level basically assumes a return to full shut down for all oil coming out of the Persian Gulf and a very low price elasticity of demand....
Trolls Panic as Silver Nears Half Its January Peak
Funny reading back through the comments from the trolls now in a panic with Silver almost at 50% of its Jan high What ever happened to the Silver supply shortage and the big premiums in China?
2015 Yuan Devaluation Warns of Gold, Silver Risks
Commodities plunged post China yuan devaluation in 2015. I wonder if there is a signal here for Gold & Silver. China isn’t exporting their refined products to neighbors who are at great risk. China has 3-4 months of reserves itself -...
Rising Oil Prices Pressure Mining Earnings Through 2026
To help mining investors understand the impact of rising oil prices as miners report 2025 results and thinking about 2026 results...
Platinum Now in Intermediate Bear Market; Risk of Full Rout
Platinum has now entered an intermediate bear market The problem with intermediate bear trends is that they can become complete routs https://t.co/MdjgBz11ky
Minnesota Mining Leak: 400,000 Gallons Escaped Unpermitted
When someone tells you that Minnesota has tough mining standards be sure to share this with them. Of the 11 documented failures that were admitted, the "largest unpermitted release was nearly 400,000 gallons" and it may have reached the Beaver...
Iran Conflict Triggers Gold‑Crude Reversal Signal
Iran War Sparked Gold/Crude Reversion - Significant reversal potential, with a worthy catalyst, may be the takeaway from silver reaching its highest ever vs. copper and crude oil, and from the gold/crude ratio peaking in January. Was the Iran-US conflict...
2026 Gold and Crude Face Pump‑Then‑Dump Threat
2026 Pump-Then-Dump Risks in Both Gold and Crude - Gold's big green 2026 annual candle to its Jan. 29 high of $5,595 an ounce risks turning red by year-end -- particularly if the Strait of Hormuz is secured -- with...
Profit‑taking and Portfolio Rotation Curb Gold Amid Risk
One of the most recurrent questions I’m seeing at the moment is – why are #gold prices not going up, when we’re seeing one of the biggest risk events in the last 10 years, and when gold was a major...
Asia's LNG Shortage Revives Coal as Primary Fuel
MUST READ: Coal remains king — even in 2026. "... Across Asia, a sharp drop in liquefied natural gas supplies is pushing major importers back toward coal, undermining LNG’s long-held role as a stable energy anchor..." https://t.co/MZqvZYa8RD
EVs Shave 1.5 Mbpd Off Global Oil Demand
World 1.5MBPD displaced by EVs in 2024 China in 2025 Oil market not about the 100 mbpd we use, but the 1-2 mbpd YOY change Oil markets break on variations > 1-2MBPD China's vehicle fleet electrification has just removed 250ML/day of China's demand...
North Sea Dated Surges Past $112 Amid Supply Shock
North Sea Dated jumps above $112/bl as Europe absorbs delayed supply shocks from the Mideast war. https://www.metalnomist.com/2026/03/north-sea-dated-benchmark-hits-highest.html
Critical Metals Secures Saudi Rare Earth Plant with Defense Backing
Critical Metals plans a Saudi rare earth facility backed by Tanbreez offtake and US defense demand. https://www.metalnomist.com/2026/03/critical-metals-saudi-rare-earth.html
Saudi Crude Loadings Persist Despite Red Sea Attack Rumors
Lots of chatter in the oil market about whether a Saudi refinery in the Red Sea was attacked or not. One thing, however, appears clear: crude loadings at Yanbu and Al Muajjiz continue as normal, with 4 tankers getting their...
McEwen Copper Targets $300M IPO for Argentina Project
McEwen Copper $MUX plans $300M IPO to finance Argentina project, executive says 📈📈https://t.co/fhxIiLErgw via @KitcoNewsNOW
Critical One Energy Hosts Live Webinar on Phase I Drilling
Critical One Energy $CRTL.CA $MMTLF Announces Live Investor Webinar on Howells Lake Phase I Drill Program and Grants Stock Options by @newsfile https://t.co/f2LDachxvT
Oil Firms Will Weigh Prices Before Ramping Output
Oil companies going to make reasoned judgements about prices before boosting production a ton
WestwardGold Confirms System After 7,000m
Markets are drifting. Gold and silver too. Fed noise. What matters more: @WestwardGold just wrapped 7,000+ meters at Toiyabe Hills and confirmed the system. Now they’re chasing the sweeter zones. JV dives in — plus we included a site visit clip: https://t.co/Pn3csAb89P...
Gold Miners Near Support; Trendline Break Signals End
Miners $GDXJ vs Gold $GLD. Very close to support. Interestingly, only 1 of the last 5 corrections even reached the trendline. The end may be nigh. https://t.co/oK6drb2TpF