Copper Price Forecast at $5.75 in H2 2026: RBC
RBC Capital Markets mining analyst Sam Kittindon outlined a bullish outlook for copper, projecting prices at $5.75 per pound in the second half of 2026 and edging higher to $6.00 in 2027. The forecast hinges on persistent supply constraints, lingering shutdowns from 2025, and the geopolitical backdrop of the Persian Gulf conflict, which could influence investor sentiment toward hard assets. Kittindon emphasized that global copper supply is lagging demand, with mine closures and limited new capacity keeping inventories tight. A less‑discussed risk is the reliance of the African copper belt on sulfur sourced from the Middle East; any prolonged disruption could further tighten production and bolster prices. Despite a weaker global growth outlook from the IMF, demand fundamentals remain solid, supporting the price trajectory. Specific company examples were highlighted: Hudbay’s dual exposure to gold and its upcoming Arizona “Copper World” project, Capstone’s recovery from Chilean operational setbacks, and First Quantum’s tentative restart of its Panama mine following government approval to process existing stockpiles. These firms are positioned to benefit from the anticipated price environment. For investors, the analysis signals that copper’s near‑record levels may be sustainable, driven by supply‑side pressures and geopolitical factors. Allocation to miners with strong cash flow, diversified metal exposure, and projects poised to ramp up production could offer outsized returns as the market tightens.
Aluminum Buffeted by Tariffs and Geopolitics | Presented by CME Group
Early April sees 3‑month aluminum at $3,460 per metric ton, a 47% year‑over‑year rise and the highest levels since the early‑2022 spike. Prices broke $3,000 earlier this year, peaked near $3,500 in late January‑early February, and have remained elevated despite...
Chancery’s New Cariboo Gold Royalty In Context
Chancery Mining announced a new life‑of‑mine (LOM) royalty on the Cariboo Gold project, owned by veteran placer miner Lester Sorenson. The 6% royalty carries no price floor, cap, or step‑down, and is priced at $0 per ounce, giving Chancery direct...
Dr. Stephen Leeb: The Return of Gold, Death of the Petro-Dollar & Critical Mineral Shortages
Dr. Stephen Leeb, economist and founder of Leap Capital Management, argues that the world is witnessing a fundamental transition: gold is re‑emerging as a monetary anchor, the petro‑dollar regime is eroding, and shortages of critical minerals such as helium are...
Gold Hits Extend Strike at Terrain’s Lightning Prospect
Terrain Minerals Ltd announced fresh high‑grade gold drilling results from its Lightning prospect at the 100%‑owned Smokebush project in Western Australia. Assays confirmed continuous mineralisation along strike and at depth, expanding the known size of the system. The data underpin...
49 Metals — Drilling Underway at Flagship Nevada Gold Project
49 Metals completed a $45 million IPO and has launched its first drilling campaign at the Gold Mountain project in Nevada’s prolific Walker Lane trend. The program focuses on high‑grade epithermal gold systems while also scouting for larger, bulk‑tonnage discoveries. Backed...
How the Uranium Market Really Works & Why It’s Still Bullish | Per Jander
The video features Per Jander, director of nuclear fuel at WMC, explaining why the uranium market remains fundamentally bullish despite recent geopolitical turbulence. He frames the discussion around the annual industry conference in Monaco and outlines how supply‑demand fundamentals drive...
Purepoint Uranium Expands Nova Discovery at Dorado Project with Strong Winter Drill Results
Purepoint Uranium Group reported robust winter drilling results that expand the Nova uranium discovery at its Dorado joint‑venture with IsoEnergy. The announcement follows last year’s initial hit of more than 8% uranium in two to three drill holes, which prompted...
G Mining (TSX:GMIN) - G2 Acquisition Builds Tier-1 Gold Hub with 500koz Pa Potential
G Mining Ventures announced the acquisition of adjacent Guyana neighbor G2 Goldfields, effectively merging two deposits that sit on the same mineralized ore body. The deal creates a contiguous, Tier‑1 gold hub anchored by the Oko West project, which is...
Can India Quit Coal? | FT #shorts
The short video titled “Can India quit coal?” frames coal as the backbone of India’s economy and daily life, from street‑level workers to industrial producers, while questioning its sustainability. It stresses that coal fuels the majority of India’s power generation, that...
Chancery Royalty Gets Set for US$7,000 Gold
Chancery Royalty announced the acquisition of two additional gold royalties – one in the Caribou district and another in Central Asia – bringing its portfolio to six assets and increasing projected 2027 gold‑equivalent production by at least 25%. The Caribou royalty,...
First Development Resources: Gold Targets Advance at Selta Project
First Development Resources provided an update on its Selby project, focusing on the GAIP (gradient array induced polarization) survey at the Lando West gold target. The survey, layered atop historic aeromagnetic, radiometric and geochemical data, aims to pinpoint structures likely...
What's the Deal with Deep-Sea Mining?
The video examines the growing push to mine polymetallic nodules from the Pacific seabed, framing the activity as a climate‑friendly source of copper, nickel, manganese and cobalt needed for batteries, solar panels and other green technologies. Proponents argue the minerals are...
Copper Futures Hit a 1.5-month High Amid Low Miner Production. 4/13/26
Copper futures surged past the $6 per pound mark on April 13, climbing more than 2% to a one‑and‑½‑month high. The rally is driven by historically low miner production and dwindling global inventories, tightening supply and prompting a shift from...
Rick Rule: The Gold Math Wall Street Gets WRONG #Gold #Mining #Stocks
Rick Rule argues that Wall Street’s gold‑mining models dramatically misprice the sector. He compares a realistic gold price of $5,000 per ounce to the $3,500 benchmark used by analysts, while noting median all‑in sustaining costs of $2,000, meaning operating expenses...
