Lithium Argentina Boosts Resources 42% to 28.1 Mt LCE
Listen to episode 231 of the podcast with @Lithium_ARG VP Tom Benson if you want more details on this announcement. @tomvolcano
U.S. to Release 172 M Barrels Over 120 Days
U.S. details its participation in the IEA coordinated SPR release. Washington will release 172 million barrels over a 120 day period, equal to a flow of ~1.4 million barrels per day.
Aris Mining Beats Guidance, Targets 500k+ Oz
Aris @ArisMining 256k oz Au, beat guidance. 2026: 300-350k oz, path to 500k+ oz/yr run-rate,cheap vs peers in $5k+ gold. Mid-tier re-rating. $aris.to
Few Mines Can Spike Insurance Premiums
Is it capable of “masse mining”? Does it even need to be if just a few mines can make insurance premiums skyrocket?
US Iran Ops Reveal Global Economy’s Fragile Bottlenecks
3 terrifying reasons the US military operations in Iran expose the fragility of global economics. Mainstream theory assumes a world of abundance and perfect competition. The reality is that our global supply chains rely on massive physical bottlenecks. From the single...
Trump Confirms US Join IEA Oil Release, Plans SPR Refill
President Trump has formally confirmed the US is participating in the IEA emergency oil stock release. “We’ll do that and then we’ll fill it up,” Trump said referring to the Strategic Petroleum Reserve. “Right now, we’ll reduce it a little...
Geologist Uncovers 24 New Eastside Claims, Boosting Gold Buy
The Eastside project for @A2GoldCorp gets 24 new claims, after a keen-eyed geologist spotted a few curious anomalies and realized the claim boundary was drawn a little too tight. See the map, what happens next, and why this #gold stock is...
Chile's Right‑Wing Turn Signals Lithium, Copper Market Shift
Big implications for #lithium and #copper markets... Chile is a major global producer of both #criticalminerals.
Cruz Battery Metals Gains on 4M Share Bid, Resource Awaited
Cruz Battery Metals $CRUZ.CA $BKTPF Successful retest. Notable large bid support of 4M shares at 2.5c. Due to release their maiden resource soon. In Nevada lithium JV with Sienna $SIEN.V and Adelayde $ADDY.CA. Mystery box- what will billion-dollar multinational...
Saudi's Strategic Oil Storage Shields Global Supply
◾️Saudi Arabia deserves more recognition for its prudent, forward-thinking approach—strategically prepositioning oil in storage facilities around the world to hedge against potential supply disruptions. ◾️What @AlexLawler100 missed in this story is going back to previous reports to see that...
Japan's 80 Million‑Barrel Release Beats IEA's Forecast
Rather than the IEA's own 400 million barrels, the most important number right now is Japan's announcement that's releasing from Monday (March 16th) ~80 million barrels from its reserve. Those are actual flow barrels that will hit the market immediately...
War on Iran Threatens Global Resources and AI Economy
Sulfur and Helium and Fuel and Fertilizer and Food … needed for the GCC & World… held hostage from Trump-Netanyahu’s war on Iran. Collateral damage: AI ecosystem of Investments, US hegemony and lives.
WTI Crude Likely Slides Below $57.42 by 2026
A Down 2026 for WTI Crude Oil Is Under $57.42; What Stops It? The world's largest energy producer and net exporter's attack on Iran and the closure of the Strait of Hormuz provided strong reasons to pump crude oil prices...
Energy Index Surge Threatened by Falling US‑Canada Demand
Collapsing US, Canada Demand vs. Supply and Energy - The Bloomberg Energy Spot Index (BCOMENSP) has had an exceptional year in 2026, gaining about 30% to March 10. Is it sustainable? My graphic shows top reasons why the 1Q pump...
Reserve Composition Outweighs Sheer Size, IEA Shows
More on the IEA reserves: US has only crude Japan has a mix of crude and products Europe has mostly products The mix of the release is as important as the size of the release
Countries Urge China to Curb Oil Reserve Purchases
Also, as the IEA releases, member countries are reaching out to China to make sure it doesn't use the opportunity to buy more barrels for its own reserve (as it did in 2022). (...the IEA-Chinese coordinate was last done in 2011...
IEA Release: Watch Daily Flow, Not Total Barrels
When the IEA release is announced, my focus won't be on the headline number (say 300-400m barrels). Ignore that number. The key is the flow, in BARRELS PER DAY, the IEA promises FOR THE FIRST 20-30 DAYS of the stockdraw, and...
Brazil, Saudi Arabia Team Up on Critical Minerals Mapping
Brazil and Saudi Arabia launch a critical minerals working group and seek Saudi funding for Brazil mapping. https://www.metalnomist.com/2026/03/brazil-saudi-arabia-to-cooperate-for.html
Rio Tinto Secures Australian Taxpayer Loan, Threatening WA Lithium
Rio Tinto gets Australian taxpayer loan for Argentinian project that is part of the threat to WA lithium https://t.co/oQ2vC7FYXl
Lilac, Traxys Lock 10‑year, 5,000
Lilac and Traxys sign a 10-year offtake for 5,000 t/y Utah lithium carbonate starting in 2027. https://www.metalnomist.com/2026/03/lilac-traxys-lithium-offtake-secures.html
BRE’s Expanding Rare‑earth Strike Hides Untapped Uranium Potential
I'm surprised there aren't more discussions/posts about $BRE. Their projects also show strong uranium potential as a byproduct/co-product—which doesn't get mentioned nearly enough. $BRE Sulista Rare Earth District Grows to 17 km Strike https://t.co/v6qoNJbLvc https://t.co/0mTD70p6wJ
Lynas Secures Japanese Deal at Magic NdPr Floor
Lynas Rare Earths inks a revamped deal with major Japanese customer at ‘magic’ NdPr floor price https://t.co/RprvAdbu2p
G7 Leaders Convene Video Call on Gulf War Energy Crisis
G7 head of state and/or government will hold a video call Wednesday to discuss the impact of the Third Gulf War, particularly around the “energy situation” and the Strait of Hormuz. The call is scheduled for 2pm GMT. I doubt this...
Alex Grant Pushes US Magnesium Revival with MagraThea Metals
Was great to talk Smack with DLE guru Alex Grant @biglithium And to hear how his @magratheametals aims to Make 🇺🇸 Magnesium Great Again. @StandardLithium @Equinor @exxonmobil @VulcanEnergyRes @Lilac_Solutions 👇👇
Copper Explorers Attract Capital; Short‑Term Profit Opportunity
Macro: capital favors copper explorers. Key: Mogotes closed C$23M, CD Capital joined board, cash>debt. Risk: shares look overvalued; Kazakhstan deal may dilute. Take short‑term profits. 📈 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Pakistan Deploys Navy to Guard Oil Lifelines Amid Saudi Ties
Pakistan says it has launched a naval operation to protect its “energy lifelines.” In some ways expected: oil importing nations in Asia may step in protecting their own tankers. (Importantly, Pakistan has a defence treaty with Saudi Arabia, and buys...
China’s Rare Earths May Shorten US Iran Strikes
Could China’s rare earth supplies dictate how long US strikes on Iran go on? ..Washington had only two months of rare earths inventory, issue to dominate talks between Trump, Chinese President Xi. No duh. Not "Washington", dozens of US defind companies... https://t.co/NcUbH1CgJX
Rio Tinto Secures $1.18B Funding for Argentine Lithium
.@RioTinto gets $1.18 billion funding package for Argentina lithium project from @IFC_org, Australian & Japanese governments https://t.co/W3EpXLYk0I
Aztec Minerals Expands Drilling to 17,000 M, Stock Attractive
Another 4,500 meters gets added to @AztecMinerals drill program at Tombstone, the campaign now totaling 17,000 meters. A busy start to the year, this is a #gold stock that hasn't left the station yet, down from its Jan high and...
BanyanGold's Airstrip Yields More Ounces Within Same Footprint
More high-grade hits at @BanyanGold's Airstrip project, with some of them near the conceptual open-pit boundary. As JV puts it, "Translation: more ounces inside the same footprint." This @gold stock is still a Buy, here's why: https://t.co/V90U6UXN5C
Cabral Gold Secures Licença Prévia, Stock Set for Re‑Rating
The Licença Prévia (LP) license for @Cabral_Gold's Cuiú Cuiú #gold district in Brazil has been received, a big deal and signals the train about to leave the station, with a re-rate incoming for the stock. Full details from JV, including...
Supply Strength Keeps Oil Prices Low, Diminishing Hedge Demand
Oil market isn't going the way Iran hoped. Amazing what the Saudi/UAE pipelines can do, plus the (very clear) threat of SPR release. Plus, oil crisis are defined by price x duration. Without a feared long disruption, investors aren't chasing oil futures...
Hard Assets Rally as War Ends, Metals Lead
“Precious metals surge as the war ends.” Bizarre, to say the least. Very solid move in miners and Latin American stocks today. Also worth noting: Oil and gas equities remain remarkably resilient despite the volatility in energy prices. None of us own enough hard...
How IEA Emergency Oil Releases Actually Work
It's a while since the last IEA emergency oil release, so I put together a briefing note on how it works in practice as it follows a strict technical and diplomatic protocol. The below is a (simplified) guide to follow...
Japan Sets NdPr Price Floor, Investors Remain Unmoved
Japan becomes the second country to lock in a NdPr price floor. Countries seem to recognise the issue with rare earths but equity investors seem not to... https://t.co/5GI3bRV7K3
US EV Demand Surge Could Boost Lithium Stocks
In recent Rock Stock videos I’ve suggested the extremely negative US EV narrative is likely already “priced in” to #lithium equities — leaving room for an upside surprise. Today TD Cowen published a 60+ page note making a similar contrarian case....
Industrial Capacity, Not Politics, Drives EV and Security Future
@ctindale is spot on. Political will cannot summon industrial reality. EVs & electrification demand a massive new material order: mines, refineries, grids, copper at scale, that takes decades to build, spanning across election cycles. Intention without capacity is illusion. The...
Iran Mirrors China's Rare‑Earth Economic Escalation Power
remember when the world saw that China had economic escalation dominance over Trump in the rare earths saga last fall? apparently Iran does too
China’s Integrated Strategy Beats Fragmented Western Approach
🎯“China treats electricity, critical minerals, manufacturing, defence and infrastructure as one strategic system. Credit, permitting, refining, fabrication and demand scale together. Western systems fragment the same problem across central banks, markets, regulators and election cycles, assuming price signals will coordinate what...
Bypasses and SPR only Buy Time; only Hormuz Reopening Solves
Oil bypass pipelines buy time, but don't solve the problem. SPR/IEA release would buy more time, but doesn't solve either. Ultimately, only one thing solves the problem: re-open the Strait of Hormuz. But rather than hitting the wall this...
Middle East Strikes and Oil Surge Amplify Global Risks
As strikes shake the Middle East and oil prices soar, what are the global ramifications of the US and Israel’s conflict with Iran? 🎥 Tune in LIVE as @TimOBrien discusses with @JavierBlas and @MarcChampion1 Tuesday, March 10 @ 8:30 am EDT...
Eight Experts Analyze Today’s Oil Market Landscape
8 experts express their views about current oil market conditions. 👇👇👇👇 click on the link, then change the language in your browser.
December Crude and Corn Futures Poised Below $55, $4.60
Massive Short Cleansing or New Bull Market? Crude May Follow Gas - The invisible hand can be quite efficient in autocorrelated commodities, and crude oil and corn producers may have just received a chance to hedge and bring on more...
Copper Emerges as Critical Mineral Driving Global Growth
It was a pleasure to talk about ‘The Dawn of the Age of Copper’ at the U.S. Capital Access Forum in Singapore. It’s never easy to follow a keynote from @DonaldJTrumpJr, but copper is always a show-stopper… Many thanks to Hall...
December Corn Caps Near $5 Amid Rising Stocks
Did December Corn Peak Near $5? Corn's $5-a-bushel ceiling may have solidified due to the Iran war. When December corn (Dec26) began trading in 2022 at about the same price as on March 9 near $4.85 a bushel, US ending stocks...
Export Routes Matter More than Production Amid US‑Iran War
As the US-Iran war goes on, focus on oil flow and not on oil production: What matters now is exports ex Strait of Hormuz, not well head output in KSA, UAE, Iraq, Qatar and Iraq. Yes, later is deteriorating, but former...
East-West Pipeline: Aramco's Final Buffer Against Hormuz
The comments from Saudi Aramco CEO Amin Nasser on the East-West pipeline, the last (and only partial) line of defence of the oil market against the Strait of Hormuz disruption (other than a SPR release) For background, my @Opinion column from...
Aramco Nears Full East-West Pipeline Capacity, Boosting Red Sea Exports
Saudi Aramco says it expect to reach full capacity at its East-West pipeline to the Red Seat in next couple of days as oil tankers arrive to load. That’s ~7m b/d (or ~6m b/d above pre-war levels already exported via...
G7 Energy Ministers to Discuss Oil, LNG Amid SPR Debate
G7 energy ministers are scheduled to hold a video call (involving the IEA too) today to discuss the oil and LNG markets. Yesterday, G7 finance ministers flagged a potential use of the oil SPR. Japan and several other north East...
2026 Energy Crisis Spurs Shift to Solar and EVs
Oil shocks and crashes: Where are we headed with the 2026 crisis? #oil #solar #EVs https://t.co/YJR9ZPQIRR https://t.co/TQRdwm55nX