IMFA to Become India's Top Ferro‑chrome Producer
IMFA plans to raise ferro-chrome capacity to 534,000 t/yr, making it India’s largest producer. https://www.metalnomist.com/2026/04/imfa-ferro-chrome-expansion-will.html
MBMA Hits 2025 Nickel Ore Target, Boosting Indonesia's Downstream Chain
MBMA met its 2025 nickel ore target as stronger mining output supported Indonesia’s expanding downstream nickel chain. https://www.metalnomist.com/2026/04/merdeka-nickel-ore-production-hits.html
Oil Bulls Overlook Looming Recession Risk
Clearly, the oil bulls are ignoring the elephant in the room: the “R” word. https://t.co/VbwK4xjBeZ
US Industry Relies on Natural Gas, Now 20% Cheaper
For the most part, the US industrial segment runs on natural gas, not oil. And US natural gas prices have dropped by 20% since March 1st.
Anglo Cuts 2026 Copper Outlook Amid Lower Collahuasi Grades
Anglo cut 2026 copper guidance as lower ore grades at Collahuasi weaken Chilean production expectations. https://www.metalnomist.com/2026/04/anglo-2026-copper-guidance-falls-as.html
Global Oil Trade Hits Record Amid Saudi Disruptions
🇺🇸US crude oil exports to increase to highest on record 🇮🇳India's Imports from Russia are Near Record High 🇸🇦Saudi Arabia's damaged oil facilities: What is the impact? Daily Energy Report https://t.co/pyGKWXbmpg
Platinum Surges 7%—Could Breach $2,300, Eye $3k
Platinum $PLAT. Monthly. +7.2%. Inflation returns ... and it begs the question: 'Will Platinum take out $2,300/oz resistance and head back higher toward $3K?" https://t.co/Oi2arghgMa
China Stops Sulfur Exports, Contradicts Global Good Claims
china halting sulfur exports? but i was told they would willingly provide global public goods 😂😂 https://t.co/h4gJRvtg3m
Silver Miners Poised to Outpace Upcoming Price Rally
Silver Miners $SILJ vs Price of Silver $SLV. Are Silver stocks coiling ahead of their next advance? https://t.co/euKkgG5sKP
Deep Dive Into Rio Silver's Pure-Play Potential
Don Durrett & John Feneck Take a Closer Look at Rio Silver’s $RYO.V | $RYOOF Pure-Play Silver Story (Check it out at 10 min mark, RYO CEO Chris Verrico) https://t.co/z8B41tz2dy
Horm
VIDEO COLUMN (2): The Hormuz question. What's happening in the world's most important oil and LNG chokepoint? Let me explain the situation in the strait, and how its shipping lines (and status) are changing, perhaps for ever. @Opinion #Hormuz #IranWar ...
Lithium Corp Rebounds Off Support, Signaling Sector Lift
Lithium Corp $LTUM +11%. Big picture: retraced to support and starting to reverse. Elevator going up? Lithium, Graphite, REEs, Neodymium, Fluorspar ... https://t.co/5lg7wi0KvS
2026 European Gas Shock Pales Beside 2022 Crisis
CHART OF THE DAY: The European natural gas crisis of 2022 vs the 2026 (so far) mini-shock. The chart starts in July (both for 2021 and 2025) and tracks prices over 2022 and YTD 2026. Of course, full caveat: the Persian...
Uranium Stock Shows Strong Cup‑Handle Breakout, Awaiting Peace‑Talk Fallout
$UUUU Daily. Strong open for uranium/rare earths play with massive "handle" on cup & handle pattern which may as well be the Big Dipper. Could get traction next week if peace talks fall apart. https://t.co/SWvjRhH1Of
OPEC+ Supply Chains Crippled, US Fuels Global Allies
So, the oil and gas infrastructure of major OPEC+ producers in the Gulf and Russia is being blocked, disrupted, and damaged... While China is forced to halt exports of petroleum products, and the US is supplying fuel to satellite countries like...
AMLM Poised for Rebound as Technicals Cool
Disseminated on Behalf of American Lithium Minerals Inc $AMLM $AMLM has been actively announcing acquisitions to build a diversified portfolio (Lithium, REE, Gold, Silver, Copper) in mining-friendly areas. It's also mentioned interest in real-world asset (RWA) tokenization for its projects (gold,...
Coal Miner Secures 6% Debt, yet Equity Multiples Stagnant
And just like that as we enter the final year of the price contingent window...we see the debt termed out another ~5 years Obviously coal price dependent but the Koala definitely feels like it doesn't own enough Whitehaven $WHC.AX Take a bow...
Russian Tanker Heads to Iran as Only Regional Oil Exporter
A Russian VLCC crossed the Strait of Hormuz heading to Kharg Island to load Iranian oil. Here you have a war against Iran and Iran is currently the only country in the region actively exporting oil on a daily basis —...
European Gas and Power Prices Slide to One-Month Lows
European wholesale natural gas (TTF) and power prices (Germany) are heading toward a 1-month low. The German 1-year forward electricity contract is now at the same level it was back in November. Meanwhile, TTF gas is at the level it...
EU and US Near Deal to Counter Chinese Mineral Dominance
EU and US near critical minerals deal to combat Chinese control https://t.co/9Sfd9SN3G1 via @AlbertoNardelli @JoeDeaux https://t.co/t2pPn5nVtw
Australian Miner Proves Renewables Boost Profit and Planet
No "net zero" fluff: Giant Australian mining group proving that Real Zero is better for planet and profits >24-hour renewables operations by 2027 >100% fossil-fuel-free mining by 2030 >1.2GW solar + 600MW wind + 5GWh BESS >Electrified rail & 800+ haul trucks >$100m saved/ year If...
Brazil to Attract $21.3 Bn in Critical Minerals by 2030
Brazil critical minerals investment is projected to reach $21.3bn by 2030, led by copper, nickel, and rare earths. https://www.metalnomist.com/2026/04/brazil-critical-minerals-investment.html
China's Sulphuric Acid Export Ban Boosts Copper Prices
Chinese authorities have announced that China will not be allowed to export sulphuric acid from next month, with the only exception being electronic‑grade sulphuric acid. This means that neither smelter acid nor sulphur‑based acid can be exported will be able...
Serra Verde Secures $565M US‑Backed Funding for Brazil Rare‑Earth Expansion
Serra Verde secured $565mn in US-backed finance to expand Brazil’s rare earth production and strengthen diversified supply. https://www.metalnomist.com/2026/04/serra-verde-rare-earth-financing.html
Renewables Shift, Not Eliminate, Energy Risk
Renewables don’t solve oil shocks, says @JasonBordoff They rewire the dependencies. Less oil means more minerals—and supply chains that run through China. And the economy's heavy lifting—mining & global transport—runs on fossil fuels not electricity You don't escape energy risk
LNG Rerouted to Brazil as Highest Bidder Wins
LNG is going to the highest bidder. This carrier is diverted form Europe to Brazil Map form @Kpler
Saudi Arabia Holds 31 Million Barrels on Western Coast
As of today, Saudi Arabia has 31 mb of crude in storage on its Western cost. (Kpler data)
Klip's Pre-Deal Share Sale Raises Placement Closure Doubts
“Months of negotiations…” Mr Klip sold shares on market less than a week before signing the deal for TNR Gold $TNR.V and Altius $ALS.TO Look, we can laugh about the buyback talk, anticipating first royalty revenue in weeks, etc when you are...
Peak Oil Makes Conflict Over Cheap Fuel Inevitable
It is not good to have your cities built around a substance that is dependent on the Middle East not having wars Global oil has peaked. Now all we can do is fight over less and less available cheap oil, and...
Trump Repeatedly Pledges Uninterrupted U.S. Oil Flow
🗓️ Trump on April 9th: "... Very soon, crude will beging moving..." 🗓️ Trump on March 3rd: "... No matter what, the United States will ensure the free flow of energy..."
Physical Brent Market Stays Robust; Prompt Oil Premiums Soar
The physical Brent market remains very, very strong, even if Dated Brent has come off from its all-time high reached on Tuesday (down around $15). Physical premia for prompt oil (or as my colleague @AlaricN calls it: “ASAP barrels”) are...
Attacks Shut Down Key Saudi Energy Facilities, One Killed
🟥🟥🟥Official Source at the Ministry of Energy: Operational Activities Halted at Several Energy Facilities in the Kingdom due to Recent Attacks https://t.co/YhaVlatjkT Riyadh, April 9, 2026, SPA -- An official source at the Ministry of Energy stated that important energy facilities in...
Cameco Poised to Break $120 Resistance Amid Quiet Uranium Sector
$CCJ Daily. Uranium miners been quiet but Cameco shaping up nicely. Trying to break higher from falling channel pattern. Watch back over $120 long to confirm https://t.co/lnHsjzIHhu
From California Mill Idea to $1B Blue Moon Surge
Seeing Blue Moon $BMM $MOON.V flirt with a C$1 billion market cap, the Koala again looks at the US listed tungsten comps and chuckles... What started as a "well, what if we bought this instead of trying to permit a mill...
US Natural Gas Prices Drop to 18‑Month Low
In the middle of what some have described as the worst energy crisis ever (worst than 1973+1979+2022 combined), let me tell you that US natural gas prices are falling toward a 18-month low of $2.6 per mBtu. (And yes, North...
Japan's Oil Outlook Improves, but SPR Usage Persists
Japan updates on its oil situation (And it looks better that I had expected; but note that the country is signalling continues use of its SPR)
Massive Untapped Copper Resource Highlights Decade‑Long Deficit
The #copper deficit is, in my view, one of the most underpriced macro stories of the decade. Our portfolio company @SuperCopperCo has just defined a kilometre-scale copper target: 800m of strike, ~400m wide, ~400m deep - and open in all directions. Historical...
Mexico's Climate‑scientist President Backs Controversial Shale Gas
Mexico President Claudia Sheinbaum, a climate scientist by training, makes a policy U-turn, now backing the development of shale gas deposits in her country (which means fracking, even if she avoided using that word — a taboo in Mexico —...
Omai Poised for G2‑scale Valuation After Deal Alignment
A deal that always made operational/synergistic sense finally had the numbers align Logical flow forward of funds here will be Omai $OMG.V If G2 goes for ~C$2.6 billion with <4 million ounces in resources, have to think Omai has clear line...
ASAP Oil Prices Surge to Record Highs
Very good short note from my colleague @alexlongley1 about why the price of what he rightly calls "ASAP" oil barrels is going throughout the roof https://t.co/6dpWmdpJlG
UAE Oil Chief Calls Hormuz Closure “Control, Not Passage”
UAE senior oil official Sultan Al Jaber denounces the Strait of Hormuz remains closed. “Access is being restricted, conditioned and controlled,” “Conditional passage is not passage. It is control by another name,” he says. https://t.co/TFczKBO4kk
Ceasefire Holds, Yet Hormuz Shipping Remains Stalled
The good news: attacks have come down markedly (ex Lebanon), and the fragile ceasefire seems to be holding. The bad news: so far, almost no movement of ships in-and-out of the Strait of Hormuz. Several Chinese oil tankers have pre-positioned to...
Macquarie Boosts 2026 Nickel Forecast Amid Tight Indonesian Supply
Macquarie raised its 2026 nickel forecast as Indonesia ore tightness and slower supply growth tighten market balance. https://www.metalnomist.com/2026/04/macquarie-nickel-price-outlook-turns.html
ANM Clears Sigma Lithium Waste, Legal Doubts Linger
Brazil’s ANM cleared Sigma Lithium’s waste piles, but legal uncertainty still hangs over the mine. https://www.metalnomist.com/2026/04/sigma-lithium-waste-piles-cleared-by.html
American Pacific Mining Owns High‑Grade Copper‑Gold Madison Mine
PDAC 2026: American Pacific Mining CEO Warwick Smith $USGD.CA $USGDF Am Pacific is the 100%-owner of The High Grade Copper-Gold Madison Mine in Montana https://t.co/ijKPf7hggs https://t.co/sZmKJ0sWvK
US Crude Inventories Plunge, Prices Set to Surge
The US API Weekly Crude Oil Stock just released at 3.72 M, DECREASING significantly from 10.26M the month prior. With the supply cutting off, it’s not a surprise that we are draining down reserves. When you reach the bottom of the tank,...
Lula: Brazil’s Rare Earth Wealth to Power Economy
Brazilian President Lula says the country’s rare earth deposits (which are vast) should boost the entire country’s economy
Fortescue's New Electric Excavator Cuts Million Litres Diesel
Fortescue adds another electric excavator, says it saving a million litres of diesel per unit #energysky -- via Renew Economy: https://t.co/xspHZsss42 https://t.co/ugpv8KEX0P
Aluminum Producers Raise US Surcharge Amid War‑
World's dumbest tariff strikes again: "Top Aluminum Makers Hike US Surcharge as War Disrupts Supply" https://t.co/RhlIuA1Ll5 https://t.co/Xc1FLheuKV
Walking a 13,500‑ton Machine Saves Years of Work
Meet Bagger 288, the world’s largest mobile machine, alongside its sibling Bagger 293. — The bucket wheel excavator moves overburden at a coal mine in western Germany for power, using 18 spinning buckets. Each can hold 6.6 cubic meters (8.6 CY)...
