China & Russia: Is Kazakhstan Playing Both Sides? | Mapped Out
Kazakhstan finds itself wedged between two superpowers, Russia and China, and is turning that geographic squeeze into a strategic advantage. While Moscow remains its largest trade partner and security guarantor, Beijing is pouring billions of dollars into Belt‑and‑Road infrastructure that fuels the Middle Corridor to Europe. The country’s rich deposits of oil, gas, uranium and critical minerals make it an attractive hub for both powers. By pursuing a multivector foreign policy, Kazakhstan seeks to reap economic benefits without becoming overly dependent on either neighbor.
$80 Million in Partner Funding, But How Much Upside Do Shareholders Keep? | Latin Metals Interview
Latin Metals (TSXV: LMS) has shifted focus to Argentina where partner-funded programs are accelerating exploration: Dora Gold completed an 1,850m, 18-hole diamond drill campaign at the Sarabio project with assays showing narrow high‑grade gold and silver shoots, while Anglo returned...
Gracelin Baskaran on the Race for Minerals
Gracelin Baskaran, a mining economist, explains that the transition to clean‑energy vehicles dramatically raises demand for critical minerals – an electric car uses roughly 210 kg versus 32 kg for a conventional internal‑combustion model. She outlines how this surge has turned minerals...
CoTec CEO Julian Treger Highlights Lac Jeannine Growth and Resource Recovery Strategy
CoTec CEO Julian Treger outlined the company’s latest milestones, focusing on the Lac Jeannine project’s upgraded economics and a broader resource‑recovery strategy that includes magnet recycling and a new copper joint venture in the Democratic Republic of Congo. Treger said CoTec holds...
Acceleration Towards Deglobalisation Reshapes Metal Supply-Demand Security
The episode of The Compass focuses on how accelerating de‑globalisation is reshaping the security of metal supply‑demand fundamentals. Derek McFersonen and Sam PZ argue that traditional reliance on overseas producers is eroding, prompting a strategic rethink for miners and investors. They...
Blencowe Boosts Orom-Cross with Updated DFS
Blencowe Resources announced an updated definitive feasibility study for its Orum‑Cross graphite project in Uganda, highlighting markedly stronger economics and a clear path to production. The revised model shows a 15% rise in net present value to $1.24 billion and a free‑cash‑flow...
5E Advanced Materials $FEAM CEO Paul Weibel on Boron Mining, Off-Take Agreements and 2026 Catalysts
5E Advanced Materials (FEAM) is developing a high‑grade boron mine in California with all major permits in place and a one‑ton‑per‑day demonstration plant producing boric acid and gypsum. Management has completed a PFS, identified lithium chloride byproduct potential, and signed...
Hawsons Iron - New Study Increases Flagship Project NPV to A$1.87bn
Hawsons Iron announced a revised pre‑feasibility study that lifts the net present value of its flagship iron ore project to A$1.87 billion. The uplift stems from a waste‑handling optimisation that swaps a 90‑million‑ton‑per‑year trucking fleet for an electrically powered conveying and...
Botala Energy Hits Major Gas Milestone at Serowe
Botala Energy announced that its flagship pilot well at the Serowe (Sarawi) field has been fully stimulated and reached a total depth of 449 meters, intersecting the modeled coal seams. The achievement marks a critical step toward proving commercial viability for...
Copper Futures Reversed Early Losses to Hit Multi-Week High. 5/28/26
July copper futures erased early declines to finish at their highest level since May 14, after slipping to a four‑session low of $6.2420 per pound. The rally saw prices climb to $6.4320, a 1.45% gain, leaving the contract up 1.32% at...
Arizona Gold & Silver Advances Philadelphia Project with Strong Drilling Momentum
Arizona Gold & Silver’s CEO Mike Stark highlighted the company’s aggressive advance at the Philadelphia project, emphasizing a solid 2‑3‑year cash runway and a near‑final Sorensen transaction awaiting TSX clearance. The update underscored the firm’s ability to sustain drilling programs...
Can Asian Governments Weather the Fuel Shock?
Rising global oil prices and disruptions to supplies via the Strait of Hormuz have triggered a wave of fuel-price protests across Asia and are straining governments’ finances and energy systems. Several countries face sharply higher diesel and petrol costs, power...
Why the U.S. Needs an Africa Strategy, With Michelle Gavin | The President’s Inbox
The President’s Inbox episode argues that the United States must craft a coherent Africa strategy rather than treating the continent as a peripheral development zone. Host Jim Lindsay and CFR senior fellow Michelle Gavin contend that outdated, dismissive policies jeopardize...
'Major Risk' Ahead For Markets But THESE Mining Stocks Will Outperform: Mining Stock Monkey
Jordan of Mining Stock Monkey tells Commodity Culture he remains cautious on gold and silver in the near term, viewing the current 10+-year bull market as mature and vulnerable to extended consolidation or sharp corrections. He prefers targeting junior and...
Eopolitics of Mineral Supply Chains for Transportation
The MIT Mobility Forum session examined how the electrification of transportation hinges on a handful of critical minerals—lithium, cobalt, nickel, neodymium, dysprosium and others—most of which are mined, processed, or refined in China. Speakers highlighted that China controls roughly 60%...