US Funding Accelerates Domestic Heavy‑Rare‑Earth Magnet Supply Chain
USA Rare Earth funding could speed up a US mine-to-magnet supply chain for heavy rare earths and domestic magnets. https://www.metalnomist.com/2026/03/usa-rare-earth-funding-could-accelerate.html
Indonesia's 2026 Nickel Quotas Tighten Feedstock, Not Oversupply
Indonesia nickel ore quotas may tighten feedstock supply in 2026 without solving oversupply in downstream nickel products. https://www.metalnomist.com/2026/03/indonesia-nickel-ore-quotas-risk.html
Five Tankers Load, Dozens Still Queuing in Red
While 5 oil tankers are loading at Once in the two Saudi ports on the Red Sea, count the tankers that are waiting to load (In red)
Silver Poised for Short‑term Bounce, Bull Market Ended
$Silver - Made a multi week low at the yearly pivot at 61. I expect a multi week bounce into late April/early May. The bounce could get to as high as the 1st yearly resistance at 94. The bull market...
Saudi East-West Pipeline Hits Full 7 Million‑Barrel Capacity
Very early on the war I wrote about SaudiArabia’s crucial East-West oil pipeline (see 👇). Now, the conduit has reached its nameplate capacity of 7 million b/d, wit exports from the Saudi Red Sea coast to global markets >5 million...
Mining Metal Supply Crisis Needs More Than Prices
I’m sure higher energy prices, higher interest rates, and ongoing wars will go a long way in solving the problem of getting mines to produce the metals we desperately need. The world still underestimates the scale of the problem: A lack of...
Bosai's Indonesia Smelter Signals China's Overseas Capacity Surge
Bosai plans an Indonesia aluminium smelting project in East Java, highlighting China’s accelerating overseas capacity strategy. https://www.metalnomist.com/2026/03/bosai-indonesia-aluminium-smelting.html
China Opens Nickel, Lithium Futures to Foreign Investors
China will open nickel and lithium futures to foreign investors, aiming to strengthen global metals pricing power. https://www.metalnomist.com/2026/03/china-nickel-and-lithium-futures.html
Thailand Secures Safe Strait of Hormuz Passage for Tankers
Thailand has reached a deal with Iran to allow Thai tankers through the Strait of Hormuz. “An agreement has been reached to allow Thai oil tankers to transit safely through the Strait of Hormuz," Thai Prime Minister Anutin Charnvirakul said...
Supply Disruptions Reshape Oil, Gas Amid U.S.-Iran Tensions
PODCAST: What’s next for oil, natural gas and the U.S.-Iran war? A great pleasure to join a special edition of the #ColumbiaEnergyExchange podcast with host @JasonBordoff to discuss how supply disruptions are reverberating across the industry. 🎧Listen now: https://t.co/Nfa3nQ6UWm
Brent to Rise $10‑15 Post‑Hormuz, If No Recession
♦️It’s important to remember where we stood in early February compared to now. ♦️Here’s why: 🔹Before the Hormuz crisis, the expectation was for Brent crude to remain range-bound in the $60s, with only occasional spikes. 🔹Once the dust settles — a couple...
Trump Postpones Iran Strike; Hormuz Tension Rattles Oil Markets
Trump delays Iran attacks to 6 April, but Strait of Hormuz risk keeps oil and supply chains on edge. https://www.metalnomist.com/2026/03/trump-delays-iran-attacks-as-strait-of.html
Fatal Accident Halts Hengjaya Mine, Threatens Indonesia Nickel Supply
Nickel Industries suspended Hengjaya mine operations after a fatal incident, raising new risks for Indonesia nickel supply. https://www.metalnomist.com/2026/03/nickel-industries-hengjaya-mine.html
Gulf Aluminum Plants Supply 9% Globally, Tightening Markets
The facilities in Saudi Arabia, Bahrain, Qatar, the UAE, and Oman account for roughly 9% of global primary aluminum. This is going to tighten supply for many key global industries like construction, vehicles, and aerospace. #aluminum #iranwar #geopolitics https://t.co/qO2ERCGHMN
AI Boosts Mining Safety with Real‑Time Situational Awareness
LoopX: #AI-Powered Situational Awareness for Safer Mining Operations via @WevolverApp #EmergingTech #Technology #Innovation #Tech https://t.co/kRmRKzfu84
LNG, VG, NEXT Surge After Australian LNG Outage
Looks like $LNG, $VG, and $NEXT are going higher and higher after the loss of Australian LNG. https://t.co/aF1BJEMbd2
Helium and Sulfur Shortages Threaten Mining and EVs
We are just weeks from major disruptions to mining, EVs, and all such things due to Helium and Sulfur shortages It is not the end of the world, but it will likely end the business cycle unless solved within 7-10 days...
PTX Metals Secures Ontario Funding, Boosting Mining Momentum
PTX Metals $PTX.V $PANXF Welcomes Ontario Support Through OJEP Funding, Highlights Growing Momentum in Province's Mining Sector https://t.co/o77K62JCAB https://t.co/eIJTMgva5h
Soybean $12 Barrier Demands $100+ Oil, Crop Shortfalls
Soybean's $12 Ceiling Alongside $120 Crude Oil - It may take some combination of WTI crude oil staying above $100 a barrel, a poor Brazilian crop and a Corn Belt drought for soybeans to stay above $12 a bushel. Alongside...
Grain Producers Hedge as Futures Signal Mild Profitability
March Selling When They're Yelling in Grains - A takeaway from the March 24-25 Bloomberg Farm, Food & Fuel Summit in Kansas City was that many Corn Belt grain producers used recent price increases to hedge. Corn and soybean futures...
Helium Shortage Threatens Semiconductor Production, Says CEO
NEW ODD LOTSL The helium shortage @tracyalloway and I talk to Nicholas Snyder, CEO of North Americah Helium about a commodity with a surprising number of industrial applications, including and especially the semiconductor industry https://t.co/QjwqFhMsdO
Iran’s Gas Attacks Threaten Persian Gulf Aluminum Production
Aluminum production in the Persian Gulf is going bye-bye. As Iran ramps up strikes on gas fields, pipelines, and power plants, the countries that depend upon cheap natural gas will no longer be able to run their smelters. Full Newsletter: https://t.co/HA7AqLgHqP...
JSW Cuts Costs, Risks by Owning Coal Transport Tracks
Owning the tracks means JSW no longer has to rely on third-party infrastructure for coal evacuation, significantly reducing logistical risks and operational costs.
Saudi Crude Exports Surge From Western Ports
A Picture Worth a Thousand Words: Saudi Crude Exports from Western Ports Continue to Rise https://t.co/fSDuoL9nVW
Pirate Gold Drills Crippleback, Likened to Valentine Deposit
@PirateGoldCorp has drills turning at its Crippleback project, which the company says shares similarities with Equinox Gold's Valentine deposit. Executive Chairman and CEO @DRLaviolette outlined the plan Crippleback and Moosehead projectS. https://t.co/V1brZ5wmlQ $YARR https://t.co/Er2A7VrCPU
Aramco Redirects 4 M Bpd, Fastest Global Mitigation
Striking image: dozens of empty tankers queued up at Saudi Arabia’s Red Sea ports, ready to load oil. @saudi_aramco has diverted approximately 4 million barrels per day from its eastern fields to the west. Their rapid and massive response stands...
China's 3M Strategy Secures EV Battery Dominance
China's CATL owns over 38% of the global EV battery market, generating over $10 BILLION in PROFIT last year. China's DOMINANCE is built on decades of strategic investment in what I call the "3Ms": Mining, Metallurgy, & Materials Science. CHINA HOLDS ALL...
ERG Commits $1 Bn to Boost Kazakhstan Strategic Metals
ERG will invest $1bn in Kazakhstan to expand strategic metals, gallium, HBI, and core metallurgy assets. https://www.metalnomist.com/2026/03/erg-kazakh-mining-investment-signals.html
Tight Copper, Aluminium Supply Set to Boost Prices Through 2026
ING expects tight copper and aluminium supply to support prices into 2026 amid tariffs, weak mine output, and power constraints. https://www.metalnomist.com/2026/03/tight-copper-and-aluminium-supply-keeps.html
Iran Ships 1.5M Barrels Daily, Prices Surge
four weeks in, iran continues to export oil through the strait of hormuz. 1.5 million barrels a day, at significantly higher prices than before the war.
Miners Tumble as Market Senses Looming Global Financial Crisis
Max pain for Miners today & they are trading like the market FINALLY is beginning to realize a MAJOR global financial crisis is coming: First Majestic (AG) -7% Hycroft -10% Hecla -6% SantaCruz Silver -10% Southern Silver -14% Trump's comments this morning seemed to finally...
U.S. Gas Prices Plunge: Permian Negative
While the world panics about the loss of Qatari LNG, your reminder that nat gas prices in the Permian (Waha hub) had been negative for 35 consecutive trading days — and counting. And that Henry Hub is at ~$3 per...
Rio Tinto, Australia Pledge $2B for Renewable‑powered Boyne Smelter
Storage-firmed renewables: Rio Tinto and Australian governments commit AU$2 billion to future-proof Boyne smelter #energysky -- via Energy Storage News: https://t.co/FjGb9Wzr6q
War Prolongs Oil Price Surge Despite SPR Release
With Brent crude around $109, following the decision to release 400 million barrels from the SPR, along with waivers for Russian, Iranian, and Venezuelan oil entering the market, the path is clear: The longer the war drags on, the higher...
Treasury Claims Ample Oil, IEA Taps Strategic Reserves
“The oil market is well-supplied” — US Treasury Secretary Scott Bessent. (… that’s quite a statement after the International Energy Agency had to make the largest ever use of his member’s strategic petroleum reserves…)
Let Competition Buy Magnets, Not Government-Chosen Champions
Libertarian think tank analyst on Trump Admin’s equity investments in critical mineral supply chain: “If Washington wants more domestic rare-earth magnet capacity, why not just buy the magnets? Clearly, regulatory obstacles exist, but letting firms compete rather than try to...
US‑Canada Crude Surplus Fuels Dec26 WTI Spike
Growing US, Canada Crude and Fuel Surplus - When the December 2026 (Dec26) WTI crude future started trading in 2017, the US and Canada had a supply-demand deficit near 1 million barrels a day (MMb/d). Now it's a roughly 7 MMb/d...
Copper Miners and Prices Dip, Bottom Forming?
Copper Miners $COPX vs Price of Copper $COPPER. Down today but looks like it's hammering out a bottom. https://t.co/CCHLPeGBwv
Export Sales Far Exceed USDA Weekly Targets
Pretty solid export sales #corn 47.9 mb. Needed each week to meet current USDA projections 23.2 mb. #Soybean export sales 24.6. Needed each week to meet current USDA projections 8.3 mb.
Energy Security, Geopolitics, and Critical Minerals Spotlighted
Thanks to @CarlosEPascual and @CERAWeek for a great event to discuss today's energy security, geopolitical, and critical mineral challenges. #ceraweek https://t.co/fu565AXjTT
EU Clinches Australian Mineral
Yesterday, the EU struck a trade deal with Australia to secure access to critical minerals, like lithium and aluminum. According to the NYT, US tariffs pushed the deal forward. TRUMP’S TARIFFS = CREATING AMERICAN ENEMIES = PIVOT AWAY FROM UNCLE SAM. https://t.co/Suer5RGrQO
U.S. Diesel and Jet Fuel Stocks Near Record Lows
Will U.S. diesel and jet fuel inventories decline to historic lows? US Weekly Oil Data: US Inventories, Exports, Imports, and Refinery Utilization (12 Charts). Link: https://t.co/9fNzVH20GN
Stranded LNG Cargoes Lose Gas Through Boil‑off Evaporation
@grok There are about 20 LNG cargoes stranded in the Gulf because of the Hormuz crisis, explain to my followers how they lose LNG due to evaporation.
China Prepares for Imminent Hormuz Strait Closure
I said last June-July: China got the message, Hormuz Strait will be closed, and started preparing for it. Read details below.
EV Demand Will Outpace Mineral Constraints as Supply Improves
If you're running Indonesia or Nepal and BYD is offering you 100,000 EVs, you're going to buy 100,000 EVs. The critical minerals concentration argument is real. But solar panels today use one-tenth the silver they did ten years ago. The EV...
China Rolls Out AI Electric Mining Trucks, Automating Industry
China Deploys #AI-Powered Electric Mining Trucks, Driving Heavy Industry Toward Full #Automation by @IntEngineering #SelfDrivingCars #AutonomousVehicles #ArtificialIntelligence #Automation #Automotive #Transport https://t.co/IEENy7uDyD
Hormuz Crisis Threatens Europe, Fuels US Inventory Uncertainty
🚨Hormuz Crisis goes global: Europe is heading for energy shortages, massive price spikes, and deeper reliance on Russian energy. 🚨What is next for US commercial crude inventories after the SPR release? Daily Energy Report https://t.co/W33F3aHN9V
Oman/Dubai Crude Plunges $45, Defying Brent Rally
CHART OF THE DAY: The idea was that Brent/WTI was going to catch up higher towards where Oman/Dubai crude was trading (>$150 a barrel) Instead, we are witnessing Oman/Dubai crude plunging >$45 a barrel in a single day to ~$110 a...
Gold and Miners Face Upside Gaps to Fill
"There are a couple gaps on the upside that need to be filled... that might have been a decent low for a period of time here in gold and the gold miners." 🎙️@GuyAdami | $GLD $GDX https://t.co/ZVXyArkxOD
Royal Road Drills Gold‑copper‑silver Project in Colombia
@RYR_RoyalRoad is drilling at its Güíntar-Aleman-Margaritas gold-copper-silver project in Antioquia Province, Colombia. Tim Coughlin spoke to Mining Stock Daily this week. https://t.co/WkV56EiiWe https://t.co/oyKbSYxeEN
