
Mike Ralston, CEO, Blencowe Resources Provides an Insight Into the Funding Situation for Orom-Cross
Mike Ralston, chief executive of Blencowe Resources, addressed the current financing landscape for the Orom‑Cross graphite project, emphasizing that securing a funding solution is the next critical milestone. He noted that while the broader market is preoccupied with macro‑economic headlines, interest in critical minerals—particularly graphite—remains robust, with multiple parties expressing preliminary enthusiasm. The CEO underscored that any substantial capital injection will be contingent on rigorous due‑diligence. He explained that investors will not commit large sums without a thorough vetting process, and Blencowe is actively engaging with potential partners to satisfy those requirements. Despite external distractions, the company is progressing through the necessary steps to align with the right financiers. Ralston highlighted the competitive environment, stating, “There’s a lot of interest… we have to make sure we find the right parties and do the necessary due diligence.” This candid remark reflects both the optimism surrounding the project’s strategic value and the disciplined approach the firm is taking to avoid premature commitments. The implication for stakeholders is clear: once the due‑diligence phase concludes, Orom‑Cross could attract the capital needed to advance development, potentially positioning Blencowe as a key player in the burgeoning graphite market and meeting rising demand from battery manufacturers.

Could Middle East Conflict Break Energy Supply Chains? With Matthew Fitzsimmons
The podcast examines how the escalating Middle East conflict is reshaping the oil‑field services and equipment sector. With the Strait of Hormuz effectively shut and Qatar’s offshore rigs idled, the region’s drilling activity is projected to fall 15‑20% in 2026,...

Lafleur Minerals (CSE:LFLR) - Beacon Mill Restart Powers Abitibi Hub Strategy
Lafleur Minerals (CSE:LFLR) announced that its Beacon Mill in the Abitibi region is halfway through recommissioning after a care‑and‑maintenance period. The mill will initially operate at roughly 750 tonnes per day, with short‑term upgrades planned to lift capacity to about...

COPPER Boom Incoming: 'Very Strong' Future Amid Global Demand Surge
The interview with Ian Graham, CEO of AOKO Resources, centers on the surging copper market and the company’s flagship Santo Tomas project in northwestern Mexico. Current copper prices hover around $6 per pound, and analysts, including UBS, project prices could climb...

The COB: Safe-Haven Slide
Australia’s share market slipped about 0.4% near the close as miners and gold stocks led declines while energy names rallied. Oil surged above $100 a barrel—up roughly 40% in a month due to Middle East tensions and a drone attack...

Japan Mines Pacific Seabed to Loosen China's Grip on Rare Earths | FT #shorts
Japan announced an ambitious deep‑sea mining program to extract rare‑earth elements from the Pacific seabed, aiming to blunt Beijing’s stranglehold on critical minerals. The initiative centers on the Minami Torihama deposit discovered in 2011, located about 1,900 km southeast of Tokyo within...

Will Putin Benefit From the Iran War? | BBC Newscast
The BBC’s Newscast examines the ripple effects of the escalating conflict between the United States and Iran, highlighted by a recent U.S. strike on a small island that hosts a critical Iranian oil terminal. It also explores how both nations...

Gas Prices & Airfare Spike as Iran War Drags On
The segment focuses on the sharp rise in gasoline and airfare as the Iran‑Israel conflict drags on, highlighting how geopolitical tension in the Strait of Hormuz is feeding into U.S. fuel markets. The host and analyst discuss the speed at...

US Targets Kharg Island and Iran Threatens US-Linked Oil Facilities | BBC News
US President Donald Trump announced that American forces have completely destroyed military targets on Iran’s key oil hub, Kharg Island, and called on the United Kingdom and other partners to dispatch naval vessels to secure the Strait of Hormuz. Tehran...

Can You Actually Make Money Cleaning Up Old Mines? | Sasquatch Resources CEO Interview
The interview spotlights Sasquatch Resources’ niche strategy of acquiring historic, non‑operational mines on Vancouver Island and repurposing their waste rock piles into a source of recoverable metals. The company’s flagship project, the Mount Siker property, hosts roughly 300,000 tons of sulfide‑bearing...

How Big Is the Energy Shock From the Iran War?
The video examines the magnitude of the energy supply shock triggered by the Iran‑Israel conflict, focusing on the closure of the Strait of Hormuz and Qatar’s decision to halt liquefied natural gas production. Analysts note that the strait blockage eliminates roughly...

Rainbow Rare Earths, Pan African Resources, Rome Resources, Great Southern Copper, ACG Metals
Proactive Investors highlighted a slate of resource‑sector moves, from rare‑earth extraction in Brazil to gold, copper and critical‑metal projects across Australia, Canada, Chile and Turkey. Rainbow Rare Earths plans to produce rare earths from fertilizer waste at its Uberaba project by...

Copper: Steady Demand, Dwindling Supply
The video examines copper’s long‑term fundamentals, emphasizing that demand remains steady while supply has been eroding for two decades. The presenter, referencing a past talk at Rick Rules, frames the metal as a compelling investment amid a tightening market. Data from...

COPPER Next Up to SHOCK the Market - 'Serious' Deficit as Demand Skyrockets
The video centers on a bullish outlook for copper, featuring an interview with Ian Harris, CEO of Copper Giant, who warns of a looming supply‑demand deficit as demand from AI data centers, electric vehicles and broader electrification accelerates. Harris argues...

US Issues License Authorizing Sale of Some Russian Oil
The United States announced a second temporary waiver permitting the purchase of Russian crude that has already been loaded onto vessels and exported before the policy change. This follows an earlier sanction relief that specifically allowed India to buy Russian...

IRENA Insights - Next-Generation EV Batteries: Innovation, Materials and Supply Chain Resilience
IRENA's latest webinar highlighted the rapid growth of electric‑vehicle (EV) battery demand and its implications for critical material supply chains. The organization’s 2024 report projects a five‑fold increase in battery production by 2030, requiring roughly 4,300 GWh of capacity to meet...

The Quiet Crisis Facing Junior Mining Companies | PDAC 2026 Part 3/3
At PDAC 2026, Resource Talks turned its lens on the often‑overlooked service providers that keep junior mining projects moving – drilling firms, camp operators, helicopter outfits and data‑platform companies. The episode uncovers a quiet crisis: while rigs are plentiful,...

LIVE: US-Israel War with Iran | BBC News
Crude oil prices have climbed back above $100 a barrel as supply worries intensify amid the expanding US‑Israel conflict with Iran. The confrontation has spilled into the Strait of Hormuz, where vessels have come under fire, heightening fears of disrupted...

Rome Resources: New Brunswick Transaction Details
Rome Resources outlined the financial mechanics of its new New Brunswick acquisition, emphasizing that the current 0.55‑pound Canadian dollar exchange rate creates a notably cheap entry point for the UK‑based firm. The company highlighted that the existing owner will retain...

Oil Surges as Iran Steps up Attacks on Ships, Ports
Oil prices surged after Iran intensified attacks on maritime traffic in the Persian Gulf, striking three foreign vessels overnight. The incidents underscore escalating tensions around the Strait of Hormuz, a chokepoint that handles roughly a fifth of global oil shipments....

This Commodity Cycle Will Be Bigger than 2002 to 2007
The speaker argues that the current commodity bull market is poised to outstrip the 2002‑2007 rally, driven by long‑term structural forces rather than short‑term hype. He notes that the post‑2008 era saw an 18‑year hiatus in new project financing—a period...

SILVER Rally of 'BIBLICAL Proportions' Ahead, Shorts 'Fighting a Losing Battle': Ed Steer
Ed Steer warns that bullion banks’ massive short positions in silver are nearing a breaking point, citing unprecedented delivery spikes on COMEX, LBMA and Shanghai exchanges. He argues that the concentrated shorts will be forced to cover, sparking a rally...

Northstar Gold Confirms High-Grade VMS System at Cam Copper Mine
Northstar Gold Corp completed a seven‑hole, 1,204‑metre drill program at its Cam Copper Mine to define Zone 2, confirming a high‑grade polymetallic VMS system. The campaign produced a standout intercept of 3.05% copper, 5.9 g/t gold, 22.9 g/t silver and 0.45% molybdenum over...

Why It Might Be Time to Rewrite the Rules of the Economy
The Great Simplification podcast’s Reality Roundtable 22 argues that the West’s reliance on imported rare‑earth minerals and AI‑driven supply chains threatens its strategic autonomy. Michael Every and Craig Tindale contend that current economic frameworks are outdated for a world where...

Brent Crude Oil Almost $100 a Barrel, as Three More Cargo Ships Attacked in the Gulf | BBC News
Oil markets surged as Brent crude briefly topped $100 a barrel after three cargo vessels were struck in the Gulf, pushing prices up more than 9% before settling near $97.90. The attacks heightened concerns over shipping security in the Strait...

Rome Resources: Upcoming Newsflow, Including Drilling
Rome Resources announced the acquisition of a sizable tract in New Brunswick, an area historically noted for tin mineralization but largely untouched in recent decades. Historic grab samples from the parcel have returned tin grades near 1.4%, and the company’s...

D3 Energy's Unique Regenerating Helium and Uranium Gas System in South Africa Explained
D3 Energy Ltd CEO David Casey outlined a strategy to grow helium and natural‑gas reserves in South Africa. The company is also courting a partner for its South Australia project to diversify assets. With drilling already underway and an offtake...

ACG Metals Says 'Business as Usual' At Gediktepe, on Time and on Budget, Despite Macro Volatility
ACG Metals reported that its Gediktepe project in western Turkey is proceeding on schedule and within budget despite heightened geopolitical volatility. Construction milestones include the arrival of the final major mill equipment and ongoing installation of structural steel, flotation cells...

Why Is Uranium Supply so Bottlenecked?
The video examines why uranium supply remains tightly constrained, highlighting bottlenecks across the entire value chain—from mine extraction to conversion and enrichment. It underscores recent U.S. policy moves, particularly the newly announced Project Vault, which seeks to revive domestic production,...

Quantum Helium: Significance of Latest Assignment at Sagebrush and Next Steps
Quantum Helium said the Bureau of Indian Affairs has approved its assignments and an IMGA for the Kotti Wash and Sagebrush projects, marking a key regulatory milestone. The company now needs to register as an operator with Colorado Energy and...

IEA Recommends Record 400M Barrel Oil Release Amid Iran War | AJ #shorts
The International Energy Agency announced a historic emergency release of 400 million barrels of crude, the largest drawdown of strategic reserves ever undertaken. The decision follows the effective shutdown of the Strait of Hormuz amid heightened hostilities between Iran and Israel,...

Olive Resource Capital Fund Posts Strong 2026 Returns Despite Geopolitical Uncertainty
Olive Resource Capital’s 2026 fund is up roughly 25% year‑to‑date after delivering a stellar 160% return in 2025, driven largely by precious‑metal positions. Recent exits—including Hudbay’s all‑stock acquisition of Arizona Sonoran and a 4‑times payoff on Sailfish Royalties—validated the fund’s...

What Is Quantum Helium's Plan in Run up to the Upcoming Testing?
Quantum Helium’s upcoming test hinges on logistical coordination and a single regulatory step. The company has already locked down contracts with all essential vendors—rig operators, cementing crews, well‑line teams, and testing personnel—ensuring that the physical resources are ready for deployment. The...

An Overview of Tamar Minerals’ Wheal Vor Project
Tamar Minerals presented an overview of its Wheal Vor tin project in Cornwall, once one of the world’s premier 19th‑century tin mines. The historic operation extracted roughly 80,000 tonnes of black tin before ceasing in 1890 after a dispute over...

Yardeni Says Gold Could Hit $6,000 an Ounce by End of Year
The video centers on veteran market strategist Ed Yardeni’s bold forecast that gold could climb to $6,000 an ounce by the end of 2026, with a longer‑term target of $10,000 by decade’s end. He frames the metal as both a...

The Iran War Just Started - And Gold Investors Need to Hear This
The video examines how the newly‑escalated conflict in Iran – described as the start of a third Gulf War – could reshape precious‑metal markets, especially gold, for investors. Vince Lansancy cites a statistical study of the past 20 years of wars,...

Rome Resources Acquires New Canadian Ground
Rome Resources has acquired a sizable exploration land package in New Brunswick targeting a tin–tungsten–indium system adjacent to the legacy Mount Pleasant trend. The deal is low-cost to Rome, structured largely in shares with a small cash component and a...

Mining Matters: This Commodity Cycle Will Be Bigger than 2002-2007
Veteran miner Mark Thompson argues the current commodities bull cycle could exceed the 2002–2007 boom, driven by 18 years of underinvestment in exploration and project development since the 2008 crash, rising demand from electrification and data centers, and geopolitics around...

Equity Metals Hits High-Grade Gold at Arlington, Continues to De-Risk Silver Queen
Equity Metals (TSXV:EQTY) is accelerating its exploration program as gold and silver prices hit historic highs. A recent 3,000‑meter drill campaign at the Arlington project uncovered high‑grade gold veins, bolstering the company’s resource outlook. Simultaneously, the firm is de‑risking its...

You're (Probably) Buying the Wrong Junior Mining Stocks
The video tackles a common pitfall in resource investing: buying junior mining stocks based on headline‑grabbing economic studies that often turn out to be more fantasy than fact. Host Antonio brings on Jordan, a former travel‑vlogger turned independent mining analyst,...

Blencowe's World-Class Graphite Project. Low Cost. Perfect Timing.
Blencowe’s latest video spotlights its world‑class graphite project, emphasizing the massive scale, exceptional purity, and low‑cost structure of the Oramcross deposit. The company asserts that only a small fraction of the resource has been drilled, underscoring a substantial upside as...

Steadright Critical Minerals: Accelerating Pure-Play Assets in Morocco
Steadright Critical Minerals (CSE: SM) is advancing a four-asset, pure-play critical-minerals portfolio in Morocco, with two licensed projects and two nearing permits that management says could start generating cash as soon as June or July. Key targets include the 192...

Gold Under Pressure - Full Episode Recap | Gold Rush | Discovery
The episode recaps a critical juncture for the Gold Rush crew as they grapple with dwindling gold yields and mounting operational costs. Parker Schnabel’s operation is two‑thirds through the season, having banked $23 million, but faces a $1 million‑a‑week burn rate and...

Blencowe's 66% Resource Growth with Further Upside Ahead
The video announces a 66% increase in Blencowe's J‑resource, adding 17 million tonnes to the previously reported 26 million, bringing the total to 43 million tonnes. The upgrade comes from assay results of last year’s drilling; the beehive target remains pending,...

Mogotes Metals (TSXV:MOG) - Drilling Filo Del Sol Trend - Results in May & June
Mogotes Metals is executing a 6,000‑8,000 metre drill program on its Filo Sur project in Argentina, with 3,000 metres already completed. The summer campaign is funded by a C$20 million budget drawn from a C$55 million treasury backed by CD Capital and the Braun...

Chesapeake Gold (TSXV:CKG) - Met Results To Unlock Massive Precious Metal Project
Chesapeake Gold Corp. is advancing the Metates deposit in Mexico, one of the world’s largest undeveloped precious‑metal resources, using a proprietary oxidative leach technology that overcomes a four‑decade metallurgical barrier. The deposit contains over 500 million ounces of silver and 19 million...

Cobra Resources (LSE:COBR) - Discovers High-Grade Copper & Gold over 74m
Cobra Resources announced early drilling results from its Manahill Copper Project in South Australia, revealing wide, high‑grade copper intersections. Two holes returned 74 m grading just over 1 % Cu with ~0.25 g/t Au and 84 m of copper mineralisation, interpreted as roughly 70 m...

Visionary Copper & Gold (TSXV:VCG) - 2026 Resource Growth & Confidence Plan at Point Leamington
Visionary Copper & Gold (TSXV:VCG) announced significant expansion at its Point Leamington VMS deposit in Newfoundland. Early Phase 1 drilling uncovered a new footwall copper zone, dubbed Kraken, delivering a 76‑metre interval at 0.45 % Cu and a 23‑metre interval at 1.5 %...

Geiger Energy (TSXV:BEEP) - Targets District-Scale Uranium Discovery in Canada's Thelon Basin
Geiger Energy is targeting district‑scale uranium discovery in Canada’s underexplored Thelon Basin, leveraging a $7 million treasury across its Aberdeen and Hook projects. The company, formed after a merger backed by the Ore Group, will begin a 10,000‑plus‑meter drilling campaign at...

General Update From Blencowe
Blencowe completed a 7,000-meter drill program in the latter half of last year, yielding two new discoveries—Ian and Beehive—with assay results for the Ian deposit now released. The company has incorporated the Ian results into a resource upgrade for the...