Missile Performance Relies on Critical Scandium Supply
Missiles like the Tomahawk—and the advanced defenses against them—consume vast quantities of critical minerals far beyond just copper. These systems increasingly depend on scandium-aluminum alloys to reduce weight, extend range, and enhance payload performance under extreme conditions. That’s exactly why these are designated ‘critical raw materials’—national security hinges on secure, diversified supplies of scandium, rare earths, tungsten, gallium, and more. I’m backing @surisemetals to help delivery the solution: innovative, responsible sourcing to meet this growing demand.
2026 Geopolitical Turmoil Drives Global Oil Price Swings
The geopolitical rollercoaster that is 2026 continues and is impacting global oil prices. #canada🇨🇦 #canada #trade #energy
Oil Plunges $30 on Trump’s Iran War Comment
The oil market thinks Trump just TACO’d (I’m less convinced, but let’s see) A $30 price swing in a day, helped by expectations of a big strategic oil stock release. Such larks. Oil tumbles to $90 as Trump says Iran war...
Controlled Thermal Resources to Go Public via $4.7B SPAC
California lithium developer Controlled Thermal Resources to go public in $4.7 billion SPAC deal https://t.co/Y9xV4yNqPd
A2 Gold Expands with 117 Km² District-Scale Acquisition
Sometimes the best way to grow a mining company is simple: buy more rocks. That's exactly what @A2GoldCorp has done, adding a 117 km² district-scale land package to its NV #gold portfolio. Lots of detail from JV in this one,...
Trump’s Rare‑Earth Bank Leaves China Dependence Unchanged
The Bank Trump Is Relying On for Rare-Earth Minerals Impact so far on dependence on China? Zero.... https://t.co/Ux4lLRcEqv via @NYTimes
Iran Conflict Could Halt Grain Surplus Recovery
Commodity Price Pumps and Iran vs. Russia's Ukraine Invasion - The US exports about 25% of its grain production, and prices have been declining on the back of the 2022 spikes, which incentivized more supply -- notably from Brazil. Russia's...
Hormuz Closure Threatens India's Energy Supply
A 33 km waterway which is 3000 km away from you can decide how much you must pay for petrol, cylinder etc. A 33 km waterway between Iran–Oman called the Strait of Hormuz. 20% of global crude oil passes through this route,...
Middle East Turmoil Could Boost Non‑oil Metal Markets
Some thoughts on the metals and materials that can benefit from disruption in the Middle East that people may be forgetting while they focus on oil and gas... #lithium #rareearths #graphite #anode #antimony #tungsten #aluminium https://t.co/JJ1BwOvjEs https://t.co/4YTMyZtDdI
Fortescue Ramps up Electrification, Spending $1 B Yearly
Fortescue has officially hit the accelerator on its plan to purge diesel from its operations, reaching a massive one billion dollar annual spending rate on electrification. https://t.co/NNU6MWp1YM
Iran Uses Partial Pipeline Bypass to Pressure Trump Economically
COLUMN: Iran’s strategy is by now clear: Impose an intolerable economic cost on President Trump. One of the last lines of defence is a couple of oil pipelines offerign a partial (**emphasis on partial**) bypass of the Strait of Hormuz. Link: https://t.co/tXkHzUOiYy...
IEA Emergency Oil Releases Have Surged, 2022 Tops History
History of IEA collective oil emergecy stockpiles releases (and size; note the size was volume offered): 1991: First Gulf War (~75 million) 2005: Hurricanes Katrina and Rita (~60 million) 2011: Libya civil war (~60 million) 2022: Russia-Ukraine (~180 million in two tranches)
G7 Ministers Call Emergency Meeting, Consider Oil Reserve Release
G7 finance ministers to hold emergency conference call at 12.30pm London time to discuss the impact of the US- -Iran war, Paris said in a statement. According to the Financial Times, several G7 nations favour a release of their Strategic Petroleum...
Strait Closures Trigger Sulfur Shortages, Slowing Nickel and Copper Output
The longer the Straits are closed, the more we will see unexpected chokepoints emerge. Case in point: nickel refiners in Indonesia and copper miners in Africa might have to slow production for want of sulphur
Trump Says $100 Oil Is Temporary, Will Fall Post‑Iran Threat
Trump on oil prices above $100 a barrel: “Short term oil prices, which will drop rapidly when the destruction of the Iran nuclear threat is over, is a small price to pay.” https://t.co/jdsCvB0BtP
WTI Could Hit $115 If Gas Gains Replicate
If the front-month WTI crude oil future matches natural gas’s 100% gain in 2026 to its January peak, it would reach about $115 a barrel -- then what by the midterms? Gas has reversed all of those gains. Spiking crude can be...
Brent Surpasses $110 Amid Hormuz Turmoil – Outlook?
Join us today in an X Space for X Subscribers: 🚨Hormuz Chaos: Brent Blasts Past $110 — What's Next for Oil?🚨 Today, Sunday, March 8, 9:00 PM US EST, 8:00 PM US CST No link now. Will open the Space on time.
Middle East Conflict Sends Oil, Gas, Stocks Tumbling
How the US-Israel-Iran War Impacts Oil, Gas, and US Stocks | Anas Alhajj... https://t.co/ZnJKFSYWCr via @YouTube
Energy Chief Says Oil Plentiful; Market Fear Persists
US Secretary of Energy Chris Wright: “… The oil is there […] You’re seeing a little bit of fear premium in the marketplace. But the world is not short of oil today or natural gas…” (Not sure this verbal massaging is...
Iran Keeps Shipping Oil to China Amid Conflict
PHOTO OF THE DAY: China is still getting (some of) its oil. Nine days into the war, Iran continues loading oil supertankers from Kharg Island. Tehran has sent some of them across the Strait of Hormuz into the high seas wihthout any...
Commodities and Critical Materials Lead 2026 Investment Trends
Where are you planning to invest next in 2026? Commodities & critical materials are heating up—gold/silver shining, rare earths & lithium key for energy/AI transition. What's your pick?
Gulf Nations Cut Output to Avoid Irreversible Shutdown
On the oil production shut in: By curbing oil output early, Persian Gulf nations are trying to lengthen the time before they reach full storage. Their plan is to try to keep output low but running — avoiding full shutdowns. The former...
Renewable Forecasts: From 2014 Beginnings to Latest Projections
One of the earliest releases of my Future Smart model projections in 2014 @FSS_Au And one of my latest graphs https://t.co/FcpbPdGunS https://t.co/ABN18ynI9h
Intrepid Potash Moves Utah Brine to Battery-Grade Lithium
Intrepid Potash advances a Utah lithium project to make battery-grade lithium carbonate from brine byproduct. https://www.metalnomist.com/2026/03/intrepid-potash-utah-lithium-project.html
Capstone Strike Slashes Chile Mine Output to 30%
Capstone Mantoverde strike cuts Chile mine output to 30% as Union #2 walks out after failed bargaining. https://www.metalnomist.com/2026/03/capstone-mantoverde-strike-cuts-chile.html
Turning Mine Waste Into Domestic Pig Iron
"Iron is really like oil," says @N_A_Iron Jim Bougalis. The company is advancing an iron ore reclamation project with plans to convert the mine waste into pig iron for the U.S. domestic steel market. Mining Stock Daily talked to Jim at...
Runhe Targets 100k‑ton Rare‑Earth Catalyst Plant in Sichuan
China rare earth catalyst project advances as Runhe plans a 100,000 t/yr rare earth catalyst plant in Sichuan. https://www.metalnomist.com/2026/03/china-rare-earth-catalyst-project-runhe.html
Alberta’s Oil Outpaces Norway’s Fleeting Resource Boom
Cosh, on the Globe Ed Board Norwailing is excellent. I would add to his AB context that Norway too was expecting a very short-lived resource and their production has, indeed, declined from peak. AB is still hitting record production month...
Haul Road Remains Clear Post-Cyclone, No Issues Reported
$MIN Have not heard any issues with the haul road after the recent cyclone. https://t.co/EHEdAQTAzS
Topdrill LinkedIn Comments Spark New BNZ
$BNZ Those comments from the Topdrill LinkedIn posts have not gone unnoticed. i.e., new discovery https://t.co/4XvVAcWiKX
China Doubles Tianyuan TiO₂ Capacity with New Plant
China chlorination titanium dioxide expansion doubles Tianyuan capacity with a new 100,000 t/yr chloride TiO₂ plant. https://www.metalnomist.com/2026/03/china-chlorination-titanium-dioxide.html
Glencore Commits 2,400 T/Yr E‑waste Supply to Metallium Texas
Glencore signs a binding deal to supply 2,400 t/yr of e-waste to Metallium’s Texas plant. https://www.metalnomist.com/2026/03/glencore-metallium-e-waste-recycling.html
Website Maintenance Wipes Key Lithium Report; Open Access Saves It
Web "maintenance" erodes history🤯 Nationally significant report Austrade “The Lithium-Ion Battery Value Chain: New Economy Opportunities for Australia” Dec 2018 no longer on @Austrade's website Safety net: thanks APO open access platform😥 https://t.co/nq6REBQBz7 UPDATES https://t.co/JDl8obDSa5
PDAC Recap: Key Takeaways and Management Interviews
Great to catch up with so many friends this week at PDAC w/ @matt_fernley Check out our latest #RockStockRecqp for our takeaways and a dozen management interviews. 👇👇
Minnesota's Fuel Dollars Exit State, No Local Wells
There is not a single active oil or gas well in Minnesota. Every dime we spend on fuel is money leaving our state.
Policy Choices Cost US Rare Earths Dominance
The backstory on exactly how the US ceded its rare earths/critical minerals dominance is here --> https://t.co/m6IQmzrJHT
China's Anger Grows as Oil Spikes, Summit Uncertain
Grumbling out of China is getting louder as crude pushes higher....... I am leaning now 50/50 that the meeting with XI and Trump even happens now. Hope I am wrong because would like to see it. Time will...
Fed Rate Cuts Ahead Spark Explosive Metals Rally
Metals and miners have recently pulled back as investors suddenly think the Fed won’t be as dovish. Wait until they realize the policymakers are cornered into cutting rates regardless of inflation accelerating, just to keep the government’s debt affordable. That’s an explosive...
Canadian Materials Outperform US Index in Harder Benchmark
four of the industry groups coming from the materials sector... showing all relative to $EWC (why? cause Canada stocks are trending up vs. $SPX - let's use the harder denominator to beat)... lithium $LIT gold miners $GDX rare earth $REMX copper $COPDX...
Cattle Prices Surge Ahead of Other Commodities Amid Inflation
So do the cattle look at the inflationary trade taking place and go higher or do they look at the equities and the consumer being hurt by higher energy products and a slowing economy possibly and come under pressure....
Commodities Undervalued, Yet Crude Drop Could Trigger Market Risk‑Off
Have been saying for a while that commodities have been way under estimating upside potential(ag in particular) what a little wall street money could do to prices. However, if crude causes the equities to crater it can become “risk off”...
US Pushes Formal Venezuelan Critical Minerals Value Chain
US critical minerals talks in Caracas signal a push for a formal Venezuelan mining value chain. https://www.metalnomist.com/2026/03/us-critical-minerals-supply-chain-in.html
China Lithium Prices Plunge Amid Weak EV Demand, War Uncertainty
China lithium prices tumble as weak EV sales, Middle East war cloud demand outlook https://t.co/8TqB23mggy
Coal Demand Splits; Warrior Met Poised for Rebound
Macro: coal demand bifurcates—metallurgical firm, thermal pressured. Key factors: Warrior Met's Q4 strength; Peabody's diversified mix. Risks: regulation, China slowdown. Trade: Buy Warrior Met on pullback. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Strait Closure Ripple Effects Threaten Sulphur, Copper, Global Markets
Further to what we said about the impact that the closing of the Strait of Hormuz has on the sulphur market… and therefore African copper production… Craig Tindale maps out that this is only one small piece of a giant...
China's Lithium Lead Persists, but Supply Share Shrinks
China’s lithium supply dominance is hardly being “locked in.” Over the next decade their #1 position over demand will remain but their control over supply will diminish as assets in North America and non Chinese owned assets in South America...
Lithium Price Swings Are Noise, Not Strategy Guide
All the commentary on daily or even weekly #lithium price changes is more noise than meaningful insight. Oversimplification abounds. Price volatility is the current reality but shouldn’t drive your actions unless you make your living as a trader. In that case...
Gold Prices Still Unmoved Despite Gulf Turmoil
Regardless of how bad things are in the Gulf, the gold price does not appear to reflect it... yet.
Midterm Elections Will Test Q1 Energy Price Surge
Peak Energy Price Inklings in 1Q? Midterms in 4Q a Top Test - The leader of the world's largest energy producer -- and net crude oil and natural gas exporter -- wants lower prices, and elections are in November. The...
Natural Gas Slides Toward $2 Trough After $5 Resistance
$2 Natural Gas Support vs. $5 Resistance - The inability of the front US natural gas future to stay above $5 per million British thermal units may be emphasized by the price just below $3 on March 4 despite a...