Crude Stocks Rise, Distillate Levels Near Critical
🎯EIA: US commercial crude inventories increased by 6.2 mb to 449.3mb. Watch distillate inventories as they might decline to critical levels.
BHP's New CEO Prioritizes Americas for Mining Growth
BHP's newly appointed CEO says to focus on Americas in new age for mining https://t.co/ibNBZswIkV
BCOM Nears Key Resistance, Mirrors 2008 Surge
Peak Inklings: $120 Crude, $6 Copper, $5 Corn, $7 Natural Gas - Up almost 25% in 2026 to March 17, the Bloomberg Commodity Index Total Return (BCOM) is showing its diversification attributes. Will autocorrelation be avoided this time? In 2008,...
US Abundance Could Cap 2026 Corn at $5, Crude at $120
$5 Corn May Mark a 2026 Peak Alongside $120 Crude - The December corn future (Dec26) stretch to almost $4.99 a bushel around the onset of the Iran war on March 9 may have peak inklings akin to Dec22's $7.66...
US Supply Surge Could Pull WTI Back to $53
What Stops WTI Crude From Reverting Toward $53? The December WTI crude oil future (Dec26), which becomes front-month just before the midterms, was at roughly $76 a barrel on March 17 and may revert toward $53. Before the closing of the...
Natural Gas Likely to Stabilize Around $3‑$5
Natural Gas $3 or $5 Near Year-End? Risks Appear to Lean Lower - The second consecutive colder-than-normal winter pushed the front US natural gas future to a high of $7.83 per MMBtus in January, and the price near $3 on...
Iran Claims US‑Israeli Strikes Target South Pars Gas Field
Iran said US and Israeli airstrikes hit its giant South Pars natural gas field and associated infrastructure, according to state television. Petrochemical facilities in nearby Asaluyeh also came under attack, it added.
Gulf States Seek to Neutralize Iran After strikesGulf States Seek to Neutral
Battered by Iranian strikes and the disruption of the Strait of Hormuz, the U.A.E. and some fellow Gulf states now want the regime to be neutered, if not dismantled, once the conflict ends https://t.co/u1v454vp6D
Core Lithium Secures $300M to Revive Finniss Mine
Shuttered lithium mine could be switched on in six months as Core Lithium pools $300m for Finniss restart https://t.co/6aEBlvjAoE
Energy Prices High, yet Far Below 2022 War Spikes
Energy prices in perspective Oil price currently ~$100/barrel - but well under price in 2022-23 when Russia invaded Ukraine Coal price also up bigly ~$130/ton - but also not as bigly as the insane 2022-23 price in Russian war on Ukraine (price down...
Rosatom Shifts Hafnium Exports From Europe to Asia
MOSCOW, March 17 (Reuters) - Russia's state nuclear company Rosatom, the country's sole producer of hafnium used in high-tech industries, said on Tuesday it had redirected its supplies of the metal from European to Asian markets.
Libya's Biggest Oil Field Shuts, Pipeline Fire Deepens Supply Shock
Libya’s largest oil field is going offline. Sharara exports halted after a pipeline fire—full shutdown within hours. Another supply hit in an already fragile system. #Oil #EnergyMarkets #Libya #SupplyShock
Middle East Conflict Fuels South African Petrol Shortage Fears
South Africa: Middle East conflict sparks fears of fuel rationing and petrol shortages in South Africa https://t.co/FvxkRqShtg
U.S. Pressures Kurdistan to Resume Limited Oil Flow
Iraqi Kurdistan authorities have come under strong U.S. pressure to get this done. Not a lot of oil (~300,000 b/d) but it’s better than nothing.
Chinese Aluminum Gains as Middle East Raw Material Routes Shift
"Chinese aluminum producers are set to benefit from a rerouting of raw materials away from the Middle East." https://t.co/1y03SlyLey https://t.co/vALp8dzRls
West's Final Aluminum Smelter Demolition Ends Historic Industry
"The West's last aluminum smelter is coming down, taking a way of life with it" https://t.co/lMTBTxsTWc https://t.co/9NccDrPbTA
Taylor Project Uncovers District-Scale Antimony, Cutting China Dependence
District-scale antimony mineralization has been identified at @A2GoldCorp's Taylor project, very compelling since historical production grades ranged from 39%-76%! Could be even more significant since it’s a critical mineral and largely sourced from China: https://t.co/Qmpk7PAMID
WEX Exploration’s Dual Projects Push Stock Back Into Buy Zone
2 projects, 2 timelines for @WEXExploration. Doby George prepares for permitting and is already fully funded, Gravel Creek gears up to drill in early May, which could double the Resource. Both growth and development, this #gold stock is back in...
Heliostar Metals Pit Extends 200m, Drill Program Expands
The pit at @HeliostarMetals San Agustin project gets extended by >200 meters, from some wide bulk tonnage results today. Drill program increased to 15k-18m, 2nd rig now turning. Core #gold stock for me, way overweight, still a Buy: https://t.co/xlfZ9rXOlq
Andina Copper Secures Gold‑Rich Porphy
$ANDC.V @AndinaCopper 126m of 0.46% Cu + 0.53 g/t Au from 529m at Piuquenes East New gold-rich porphyry confirmed. Cashed up post-$27.5M raise Big scale potential in San Juan.
Iran Keeps Shipping Oil, China Still Receives It
PHOTO(S) OF THE DAY: China is still getting (some of) its oil — and Iran its getting (some of) its money. Three weeks into the war, Iran continues loading oil supertankers from Kharg Island. (No damage visible at this resolution) Photo @CopernicusEU...
20-Year Government-Leased Sierra Leone Land Rich in Gold, Diamonds
Hello Chris Fralic, I hope you’re doing well. I’m reaching out to present a valuable investment opportunity in the mining sector. I currently have access to a 5,000-acre parcel of land in Sierra Leone, officially leased by the government for a...
Commodities Surge as Mining Gains S&P Spotlight
"Mining today represents just 1% of the S&P 500." — @robert_ivanhoe, remarks in the Oval Office #NotSustainable. Tomasz Nadrowski’s new book Mineral War and @ctindale's viral Return of Matter thesis frame the challenge: stateless (financial) capitalism vs. state (material) capitalism. China has mastered the industrial middle - Processing. Refining. Smelting....
Rua Gold Discovers 1.4 Mt High‑grade Deposit
RUA GOLD $rua.to High-grade gold-antimony explorer in NZ's historic Reefton Goldfield just hit 1.4m @ 29.1 g/t AuEq + strike/depth extensions. Well-funded, 19k m program & PEA targeted 2026. @RuaGold
Brent's 120‑to‑40 Cycle May Be Ending
Brent Crude's Pattern: $120 Highs Lead to $40 Lows - Brent crude price surges to $120 a barrel have been resolved near $40 for about two decades. Has that pattern changed? This key macroeconomic question of 2026 may be guided...
War’s End Won’t Instantly Revive Commodity Output
I think the most dangerous thing that I see in markets currently is this assumption that, as soon as the war ends, commodity production will just switch back on again. It won’t. It can’t. Commodity production is not like a manufacturing...
Vale Gains 2026 Indonesian Nickel Permit, Restarts Sulawesi Operations
Vale secures 2026 RKAB approval in Indonesia and moves to restart nickel mining and construction in Sulawesi. https://www.metalnomist.com/2026/03/vale-secures-2026-nickel-mining-quotas.html
Heritage Mining Finds Third Visible Gold, Extends Drill
Heritage Mining $HML.CA Confirms the Third Visible Gold Occurrence in Core and Extends Drill Hole to Length ~150m at Melba Project by @thenewswire https://t.co/dPJNMZ96K3 https://t.co/YsgwaMDu0F
Tesla Launches Texas Lithium Refinery for Battery‑grade Hydroxide
Tesla begins operations at its Texas lithium refinery near Corpus Christi to produce battery-grade lithium hydroxide. https://www.metalnomist.com/2026/03/tesla-texas-lithium-refinery-starts.html
Qatar Emerges as Key Helium Supplier Amid Mineral Boom
As the everything critical minerals bubble continues to rock. Qatar as the second most important source of helium moves up the list. https://t.co/cri7gKi7xp
Energy Fuels Expands Utah Mill for Low-Cost NdPr
Energy Fuels targets low-cost NdPr at Utah’s White Mesa Mill with a 6,000t/yr expansion plan. https://www.metalnomist.com/2026/03/utah-low-cost-ree-producer-plans-could.html
Massive Saudi Arab Light Tanker Flotilla Heads to Asia
LINK: https://t.co/Iz3LToWVCF A flotilla of Oil Tankers Carrying Saudi Arab Light Crude to Asia Map form @Kpler
AmeriPacMine Launches 3D Survey, Revealing Hidden Depths
Mngt at @AmerPacMine kicks off a property-wide 3D geophysical survey at its Madison #Copper-#Gold project in Montana, the goal to see what’s hiding 1–2 kms below ground. As JC says akin to giving a geologist X-ray glasses before sending drill...
Pacifica Silver Expands Claudia Drilling to 20km, Adds VP‑Ex
Management @Pacifica_Silver is stepping on the gas, expanding the Phase II drill campaign at Claudia from 12,000m to 20,000m. Only 10% of 30 kms of known veins have been drilled. Plus, a new VP-Ex gets added to this already strong...
Rare Unsanctioned Russian LNG Heads to Southeast Asia
This is a rare Russian LNG shipment going through the Red Sea to Southeast Asia. Why is it rare? Because neither the LNG nor the carrier is sanctioned, and most likely it is not going to China. All previous...
Silver's Breakout Signals Buying Chance as Miners Plunge
Silver just made a massive breakout, and the next explosive move could start any day. If you’ve been waiting for a “better entry,” this is the moment the market often doesn’t give you one. Meanwhile, gold & silver mining stocks (GDX...
32% Oil Supply Lost; Rerouting Covers Only Fraction
💥 We lost about 32% of world traded crude oil supplies. 💥 Rerouting and SPR may cover up to 40% of it AT BEST. Anyone who thinks the rest of the oil industry can stretch its production to cover the GAP knows...
Data Centers Demand Massive Copper; Mining Must Scale Up
Data centers are already here, and they’re here to stay. They’re only going to get bigger, use vastly more power, and require millions of tonnes of copper at a scale we simply do not have the capacity to mine yet… We...
China’s Sodium‑Ion Drive Signals Mineral Dominance Contraction
One interesting topic that needs more work: China's push on sodium-ion batteries and whether this is actually more innovation or their acceptance of contraction on their critical minerals dominance (it's more the latter, but anyone can debate me after they've...
War’s End Won’t End Oil Crisis, LNG Recovery Lags
Ending the war does not mean ending the crisis. We have countries that literally shut down production because their storage is full. To bring back that oil to a pre-crisis level takes time. For [liquified natural gas] in particular, it takes a very...
Trump’s $50 Oil Goal Risks Global Recession
President Trump will get his $50 oil price wish before the elections— but only after triggering a global recession. Or: End the war this week and keep flooding the market with SPR releases in the coming months.
Mocoa Infill Drilling Beats 1.1B‑ton Resource Model
Copper Giant $CGNT.v strong infill results at Mocoa porphyry in colombia 257m @ 0.63% CuEq incl. 191m @ 0.72% CuEq from hole MD-057. Beats current 1.1B t inferred resource model. Higher grades at depth along southern margin. @Cu_Giant
Will 2026’s Commodity Volatility Spill Into Stocks?
Can we get through 2026 with crude and gold volatility not trickling up to stocks? https://t.co/owCVec57DY
Treasury Secretary Confirms No US Intervention in Oil Derivatives
US Treasury Secretary Scott Bessent says the US government has NOT intervened in the oil derivatives market
Perth Mint's Silver Supply Stuck at 1oz Coins
Not much progress at Perth Mint on silver, I see. Only 1oz bullion coins available. https://t.co/5dJdMKZcbF
India Buys Pricey Russian Oil Legally, Boosting Putin
Somewhere in the Kremlin, Vladimir Putin is rubbing his hands. India is paying ~$99 a barrel for Russian crude Urals (including shipping costs). And since the US eased its sanctions on Russian crude, it's all legal.
Gold-to-Crude Ratio Hits Record, Signals Potential Peak
Historic Gold Stretch vs. Crude May Signal Peak - "Unsustainably high" describes the 79 barrels of WTI crude oil equal to an ounce of gold at the end of February. Only the collapse to negative crude prices in April 2020...
Hormuz Closure Won’t Cripple Uranium Supply, Says Analyst
Lots of commentators are suggesting the Strait of Hormuz closure will disrupt uranium supply. I think they’re wrong. Their logic seems simple and obvious: most uranium mining relies on sulphuric acid, a large share of global sulphur exports pass through the...
Iran Attacks Fujairah, Spares Saudi Pipeline Bypass
Iran has started a new phase of its oil war: Tehran is clearly going after the Strait of Hormuz bypass route, with Fujairah (UAE) coming under attack. But so far, the Saudi pipeline bypass hasn't been attacked (and neither the Yemeni...
India's Energy Security Threatened by Iran War
Iran War Energy Crisis: How Long Will India Stay Exposed to Global Insta... https://t.co/JcyDp1BD9k via @YouTube