High Lithium Prices Won’t Rescue Poor Assets
Higher #lithium prices don’t have the power to make low quality lithium assets good investments. Be careful out there. https://t.co/BDwn05D4Fc
Copper Profits Depend on Long‑term Price Strength
Copper is driving miners' profits But exposure is hard to scale unless prices stay high for years Profits are hard to maintain unless supply growth fails Mega-mergers failed because sellers wanted to be paid for the future scarcity now Usual good insights from @ClydeCommods...
Uranium Enrichment Capacity, Not Reactors, Limits Supply
Uranium enrichment is running straight into a hard physical bottleneck Enrichment capacity, not reactors, is the constraint The US is still deeply dependent on Russian enrichment https://t.co/UzZh17Lcy5 #NuclearEnergy #Uranium #EnergySecurity #SupplyChains #EnergyTransition #Geopolitics
Vaca Muerta's Promise Stalls Behind Fiscal and Infrastructure Hurdles
Argentina’s Vaca Muerta looks great on paper, but it’s not the next Permian. Argentina’s fiscal mess, weak infrastructure, & massive capex needs are real barriers. Continental’s hype says as much about a fading Bakken play as it does about Vaca Muerta. https://t.co/SGzycaNHEd #Oil...
EXIM Boosts Mining, Delivering Critical Minerals Nationwide
It was a pleasure and an honor to catch up with the @JJovanovicUSA President and Chairman of the Board of Directors of the @EximBankUS of the United States (EXIM). The support EXIM and this administration shows and extends to...
Optimism Returns as Lithium Prices and ESS Boom Questioned
Sunny & cold in Florida. How high will #lithium price go this cycle was the # 1 question. How real is the ESS boom was #2. Nice to see some optimism after a couple of lean years. https://t.co/KLtvzNOlxk
Q2Metals Teases Maiden Resource at PDAC
Looking forward to catching up with the Rock Star @Q2Metals team next week at #PDAC and talking about all their greatest hits. 👀 maiden resource coming soon... $QTWO.V
Rio Silver Invites Investors to PDAC 2026 Meeting
Rio Silver Inc. $RYO.V $RYOOF Invites Investors to Meet Management at PDAC 2026, the World’s Premier Mining Convention by @GlobeNewswire https://t.co/eUKzVCTQ6h https://t.co/yt5LEIMExi
Japan's New Rare Earth Find Won't Shift Global Supply
Japan has identified a large rare earth deposit of its own, but it's not going to change global supply dynamics. Here's the situation... #rareearths #japan #geopolitics https://t.co/2WX7oeO6Jm
Copper Must Stay Above $6 to Avoid Deflationary Dominoes
Atlas' Burden Shifting to $6 Copper? Bitcoin's Gravity Pull - Copper may need to remain above $6 a pound or else. If the economically and stock-market-sensitive industrial metal follows falling Bitcoin, iron ore, crude oil and Chinese government-bond yields, it...
Copper Above $6 Offers Poor Risk‑Reward for New Longs
A Lot Riding on Copper Remaining Over $6 - Copper, the S&P 500 and US Treasury 30-year yield on the same scale may emphasize the implications of some normal reversion. That the metal hasn't had a year since 2021 without...
Copper Overheated: Price Spike Signals Potential Deflation
Is Copper a Prudent Short? Next to its industrial commodity and inflation companions -- iron ore, Brent crude oil and Chinese Government 10-year Bond yields (CGBs) -- copper might be too hot. From a base of 100, starting with our iron...
US Needs Domestic EV Demand to Counter China’s Rare‑earth Dominance
.@dunne_insights: “China controls roughly 70 percent of rare earth mining and over 90 percent of processing capacity. Without a thriving domestic EV industry creating sustained demand, America lacks the economic incentive to build the…supply chains.” https://t.co/hU5loovdzh
EU Sets Recycled Plastics Targets, Expands to Steel, Aluminium
EU agrees recycled plastics targets for cars, with future recycled steel and aluminium rules under end-of-life vehicles regulation. https://www.metalnomist.com/2026/02/eu-end-of-life-vehicles-regulation-sets.html
Australia Secures Fixed‑Price Power for Tomago Smelter Post‑2028
Australia moves toward a fixed-price power deal to keep Rio Tinto’s Tomago aluminium smelter running after 2028. https://www.metalnomist.com/2026/02/tomago-aluminium-smelter-power-purchase.html
Fortescue Bets on Green Iron Amid
Fortescue’s green iron bet in a €300 per tonne iron world #energysky -- via Renew Economy: https://t.co/o9SQlmpEPc https://t.co/oEuy12U2pf
USCF Launches Iron Ore Index Fund for Futures
New: @USCFInvestments files for a an Iron Ore Index Fund. Will invest in Iron order futures contracts. https://t.co/RHtnD2joQb
SigmaLithium Forecasts 240k‑tonne Annual Output, 520k
.@SigmaLithium providing formal guidance just a few weeks after restarting mining under owner/operator model: ◦12 months annualized forward production: 240,000 tonnes ◦24 months annualized forward production: 520,000 tonnes $SGML 👇
Gold Overvalued? Questioning Its Safe‑Haven Status
Is the store-of-value, gold, too stretched to be considered a safe haven? https://t.co/nC6Jxgznlb #gold #bonds @markets https://t.co/VvCZYA742S
Explosive Silver Junior Rio Silver Under Analyst Spotlight
Rio Silver $RYO.V $RYOOF Don Durrett and John Feneck take a closer look at Rio Silver. Must-watch if you like explosive Silver juniors ... https://t.co/XbSRRs7hRq
Global CO2 Levels Set to Flatten, Then Decline
I expect we will see similar results worldwide soon, country by country. A flattening of CO2, followed by a decline, as renewables replace coal and gas, and EVs displace gasoline/diesel.
Critical One Energy Secures Permit for Antimony‑Gold Project
Critical One Energy @Critical1Energy $CRTL.CA $MMTLF Receives Exploration Permit for Howells Lake Antimony-Gold Project https://t.co/JkBm5YVa24
Analysts Overstate Global Copper Supply by Ignoring Strategic Reserves
I am seeing many market analysts include the accumulated copper stockpiles in the US in their global balance of copper stockpiles and therefore conclude that there are >1 million tonnes of available copper in global stockpiles today. I am not...
Short Bitcoin, Copper, Silver Near 2026 Peaks
Sell the 2026 Open, Buy the Close? Bitcoin, Copper, Silver Tilts - Potentially prudent shorts around $90,000 for Bitcoin, $6 per pound for copper and $100 an ounce for silver could gain traction -- and companions -- when stock...
Gold Volatility Surge Signals Looming Stock Market Reversal
Gold Volatility Could Trickle Up to Stocks - Gold's highest 180-day volatility since 2009, juxtaposed with the lowest for the Nasdaq-100 index (NDX) since 2018, forms a crocodile-jaw pattern ripe to bite. My graphic highlights what might be the top...
Antilles Gold, GeoMinera Begin Cuba Mine, 2026 Commissioning
Antilles Gold and GeoMinera start building Cuba’s Nueva Sabana copper-gold mine, targeting end-2026 commissioning. https://www.metalnomist.com/2026/02/antilles-gold-nueva-sabana-copper-gold.html
China’s 2026 Policy Loosening Boosts Steel, Non‑Ferrous Demand
China signals looser policy and faster green transition for 2026, supporting steel and non-ferrous demand. https://www.metalnomist.com/2026/02/china-2026-economic-policy-direction.html
India Pivots to Brazil with $20B Mining Deal
#IndiaWatch🇮🇳: India just signed a $20B mining and minerals pact with Brazil to secure iron ore and fuel steel expansion. US tariff threats push India away, and it pivots towards the global south. https://t.co/JvDQ3RVGy6
Flying to Florida, Then Nevada for Lithium Americas Visit
Nice day to fly. Florida (BMO) today. Nevada to visit @LithiumAmericas & Thacker Pass later this week. https://t.co/IxPMJX66U7
Iran's Survival Shift Fuels Chaos Amid China Metal Competition
Teheran now believes it's marked for death, writes @ctindale Once survival replaces strategy, restraint evaporates & chaos becomes leverage Anyone who thinks this isn’t about oil—specifically balancing China’s grip on metals—simply isn’t paying attention #Geopolitics #Iran #Deterrence #EnergySecurity #PowerPolitics #Risk #MiddleEast #StrategicStability
Full EV Fleet by 2026 Cuts WA Emissions Over Half
While renewables boom in WA, WA electric vehicle adoption half the global adoption rate of 25% If WA's vehicle fleet was 100% electric in 2026 with renewables penetration at 55%, more than half of WA transport emissions would have been eliminated @RogerCookMLA
Hubei STR to Open 50k‑ton Anode Recycling Plant 2026
Hubei STR will launch a 50,000 t/yr anode recycling plant in March 2026 as China battery scrap rises. https://www.metalnomist.com/2026/02/hubei-str-anode-recycling-plant-will.html
REalloys Secures 5‑Year Rare‑Earth Deal, Boosts Saskatoon Expansion
REalloys signs 5-year SRC deal for NdPr, Dy, Tb and funds Saskatoon capacity expansion. https://www.metalnomist.com/2026/02/realloys-rare-earth-supply-deal-with.html
CEO Warwick Smith Discusses Deal Strategies at American Pacific
Resource Expert Sean Brodrick interviews Deal-maker CEO Warwick Smith of American Pacific Mining Corp $USGDF $USGD.CA https://t.co/9vg3VBGu4A https://t.co/fs6rz3m196
Japan's Deep-Sea Rare Earths: Promise Meets Extraction Hurdle
Japan’s deep-sea rare earth find at Minamitorishima sounds like a game-changer. And on paper, it is. The 50-50 mix of light and heavy rare earths is impressive, especially since heavy elements are the truly scarce ones. The bad news is it’s...
Jan Gas Futures Near $5, Could Slip Below $4.40
January Natural Gas vs. Lower Energy, Rates Goals - The January natural gas future (Jan27) is typically the tip of the price curve and will be tops in relevance around the US midterms, with a potential downward bias. Preexisting trends...
U.S. Produces 300 Mining Engineers vs China’s 3,000
Here’s an important story in the Washington Post, with a link below, about how the United States forgot how to mine anything and what it is costing our nation today. If America wants to reduce its dependence on imports from...
Beyond Bullish Forecasts: Deep Dive with YJ Lee
Episode 229 of the @globallithium podcast with YJ Lee. The bullish forecasts are only a small part of the conversation. @usuallyYJLee https://t.co/Dkg19Dg7Lg
Almonty Raises $112.5M for Global Tungsten Expansion
Almonty seeks $112.5mn to advance Montana tungsten, Portugal Panasqueira expansion, and Korea Sangdong Mo drilling. https://www.metalnomist.com/2026/02/almonty-tungsten-funding-targets-1125mn.html
Gold and Silver Surge Amid Iran Tensions, CNY Break Ends
Gold back over $5100 USD and Silver over $84 USD. We have a potential Iran conflict, and the end of the CNY break next week. https://t.co/Eac6sG80np
Mineral Resources Posts Interim Profit on Onslow Boost, Lithium Rebound
Mineral Resources swings to interim profit on stronger Onslow output, lithium rebound https://t.co/DOTSeLY4pB via @KitcoNewsNOW
Push Renewables, Not Nuclear, for WA’s Future
Let's build WA's future around renewables and green iron, not gullibly back nuclear and last century subs that have already been strategically neutralised by drones Hey @AlboMP - what the hell is wrong with Labor backing nukes?
NovaGold Opts Single‑phase Donlin Build at $5,000 Gold
"We have looked at building [the Donlin project] in phases, but given the current price environment of about $5,000 an ounce, it's our current thinking to build the project in a single build," said @NOVAGOLD 's CEO Greg Lang. ...
Gold Poised for Reversion as Oil Bears Down
Is Gold the Next Big Commodity Trade? Historic Reversion Risks - Geopolitical tensions could add fuel to crude oil's bear market as it approaches good resistance while heightening peak signals in gold's bull market. The metal has reached historic extremes...
Supply Scare Could Deepen Brent’s Bear Market
A Supply Scare Can Add Fuel to Brent Downtrend - What will end crude's downtrend may be a top commodity question of 2026. A supply scare that spikes prices might fuel more of the same -- US-led Western Hemisphere production...
Gold's Parabolic Surge May Be Overheated, Reversion Likely
The Rock May Be Too Hot - Gold vs. Commodities - Inflation is notably absent from gold's parabolic rally, which may suggest a too-hot rock if history is a guide. From a base of 100 in 1964, gold in terms...
Physical Commodities Surge, Challenging Digital Dominance Decade
CLANCs = Copper, Lithium, Aluminum, Nickel, Cobalt. Copper ripped 30% in Jan, then erased ~1/3 — still ~+20% YTD. Secular shortage story → oversupply in days as inventories hit multi-year highs. For decades, digital dominated physical. The physical world is back with a...