Mining Insights, Trends & Investment Strategies

Gold Dips Are Buying Opportunities Amid Global Tensions - OCBC

April 15, 2026

OCBC Bank Strategists Sim Moh Siong and Christopher Wong Highlight Unresolved Geopolitical Risks and Persistent Central Bank Demand as Key Supports, Urging Investors to View Recent Gold Price Dips and Pullbacks as Strategic Accumulation Opportunities with Bullish Daily Momentum Intact ...Read More

Fertilizer Crisis Worse Than Goldman Forecasted: How Canadian Listed Mining Companies Can Help Solve the Shortage and Profit

April 15, 2026

Goldman Sachs Revises Upward Its Assessment of Fertilizer Market Disruption as Urea Prices Rise Significantly and Supply Chains Tighten; Canadian Producers with Stable North American Feedstock and Infrastructure Are Positioned to Ramp Output and Capture Higher Realized Prices in a geopolitically strained 2026 environment. ...Read More

Gold Rises as Weakening Dollar Boosts Precious Metals Demand

April 14, 2026

With the U.S. Dollar Index (DXY) easing to around 98.10-98.13 on April 14, 2026, gold prices climbed toward $4,800-$4,840 per ounce as a softer dollar enhanced affordability for international buyers and reinforced safe-haven flows amid persistent Middle East uncertainties and fiscal policy debates. ...Read More

Gold and Silver Rally Faces Near-Term Risk as Bearish Signals Build - Heraeus

April 14, 2026

Heraeus Precious Metals Analysts Highlight Bearish Engulfing Patterns on Gold and Silver Monthly Charts in March 2026, Signaling Potential Consolidation or Correction Lasting Up to Six Months Before Any Bull Market Resumption Amid Ongoing Central Bank Buying ...Read More

Gold's Safe-Haven Status Is Under Threat, Warns Brookings' Brooks

April 14, 2026

Robin J. Brooks, Senior Fellow at the Brookings Institution, Argues the 2025 "Debasement Trade" Rally Has Temporarily Turned Gold Pro-Cyclical, Amplifying Sell-Offs and Compromising Its Traditional Role as a Precious Metals Safe Haven But Is This Shift Permanent? ...Read More

Eric Sprott Invested $7.73 Million in HYMC Shares - Bullish Signal?

April 14, 2026

Billionaire Eric Sprott's Latest $7.73 Million Open-Market Purchase of HYMC Shares on April 9, 2026, Underscores Confidence in Hycroft Mining's Massive Nevada Gold-Silver Resource and Debt-Free Balance Sheet as Exploration Accelerates ...Read More

Rare Earth Stocks to Watch After China's 45% Price Increase

April 14, 2026

China's 45% Rare Earth Concentrate Price Surge Signals Tightening Supply and Geopolitical Risks, Spotlighting Western Rare Earth Mining Stocks Poised for Growth in the Critical Minerals Supply Chain ...Read More

Trump's Global Energy Consolidation: If the U.S. Controls Oil Supply and Shuts Down 50% of China's Imports, What It Means for Canadian Oil and the Broader Natural Resource Industry

April 14, 2026

A Hypothetical U.S.-Led Energy Realignment Could Reshape Canadian Oil Exports, Pricing Power, and Critical Minerals Demand for Years to Come ...Read More

M&A Trends in Junior Mining 2026 - How Retail Investors Can Profit From Takeovers

April 14, 2026

Junior mining M&A activity is accelerating in 2026 as majors seek to replenish reserves, secure critical minerals, and capitalize on rising metal prices. Retail investors who understand what makes a junior miner a takeover target can position for acquisition premiums and significant returns. ...Read More

Speculating on Gold Juniors in 2026 - Catalysts, Valuations, and Risk Management for Retail Investors

April 13, 2026

Junior gold stocks offer some of the highest asymmetric upside in the mining sector, but success in 2026 requires a disciplined approach to valuation, catalyst identification, and risk management. Here is a practical guide for retail investors seeking the best junior gold stocks for speculation. ...Read More

State Street Sees Gold Surging Above $5,000 Despite Near-Term Volatility

April 13, 2026

Despite gold's sharp March 2026 correction one of the worst monthly drops since the 2008 Lehman crisis State Street Investment Management remains strongly bullish, forecasting a path for gold to push above $5,000/oz by year-end 2026 even with ongoing near-term headwinds from elevated oil prices and interest rate expectations. ...Read More

Rick Rule's 2026 Outlook on Natural Resource Stocks - Where He Sees the Biggest Opportunities

April 13, 2026

Legendary natural resource investor Rick Rule remains highly constructive on the commodity supercycle in 2026, highlighting uranium, copper, selective gold and silver equities, and energy as the areas with the strongest multi-year potential for Canadian and global investors. ...Read More

"Gold Is Not a Very Good Hedge" Says JP Morgan's Hui - What This Means for Gold and Canadian Mining Stocks in 2026

April 13, 2026

JP Morgan Asset Management's Tai Hui challenges gold's traditional role as a hedge, calling it primarily an investment asset. Here's why his April 2026 comments matter for gold inflation hedge debates, safe-haven demand, and Canadian gold mining stocks. ...Read More

What the Coming Week Holds for Metals and Mining Stocks: Hormuz Uncertainty, Oil Volatility, and Safe-Haven Flows

April 12, 2026

The UAE Oil Minister's warning that the world "can't allow" the closure of the Strait of Hormuz, combined with tanker U-turns and the U.S. emerging as the reliable energy supplier, sets the stage for headline-driven volatility in oil, gold, silver, copper, and uranium this week with direct implications for mining costs and stock performance. ...Read More

Commodities Will Be The Biggest Trade Of The Next Five Years - Michael Hartnett's Bold Call and What It Means for Canadian Mining Stocks

April 12, 2026

Bank of America CIO Michael Hartnett declares commodities will dominate the second half of the 2020s as globalization gives way to nationalism, fiscal excess drives inflation hedging, and nations scramble for chips, rare earths, minerals, and oil to win the AI and energy wars. Canada's vast, stable-jurisdiction resources position its mining sector as a prime beneficiary. ...Read More

ETF Flows Reveal the Real Story: Mining Investors Still Up Big While Speculators Whacked - What the Latest Data Means for Canadian Mining Stocks

April 12, 2026

While gold and silver suffered sharp corrections amid ceasefire optimism in the Iran conflict, ETF flow data shows long-term investors have largely stayed positioned, with many still up substantially over six months. This divergence highlights resilience in quality Canadian mining stocks despite short-term volatility. ...Read More

Base Metals Outperform Over Past Month: Aluminum and Iron Ore Lead While Precious Metals Struggle - Implications for Canadian Mining Stocks

April 12, 2026

Base metals have shown relative strength over the past month, led by aluminum (+10.4%) and iron ore (+9.0%), while precious metals suffered double-digit losses. This divergence highlights supply-chain dynamics from the Iran conflict and creates both cost pressures and selective opportunities for Canadian copper, nickel, and other base metals producers. ...Read More

Safe-Haven Demand Returns: How the Iran Conflict and Ceasefire Uncertainty Are Supporting Gold and Canadian Mining Stocks

April 12, 2026

Gold has stabilized and shown signs of rebounding after its worst monthly performance since 2008, as ceasefire uncertainty in the Iran conflict keeps geopolitical risk premium elevated and reinforces gold's role as a safe-haven asset. ...Read More

"This Is the Worst Energy Crisis of Our Lifetimes" - Eric Nuttall's Warning and What It Means for Mining AISC Worldwide

April 11, 2026

Eric Nuttall, lead portfolio manager at Ninepoint Energy Strategies, has described the current situation as "the worst energy crisis of our lifetimes." The effective closure of the Strait of Hormuz and massive supply destruction from the Iran conflict will keep oil and diesel prices elevated for months ...Read More

Oil Prices Going Forward: How the Current Energy Shock Will Drive Mining AISC Higher in 2026 and Beyond

April 11, 2026

Chris Martenson warns that the Iran conflict has triggered a structural oil supply shock with lasting consequences. Higher diesel and energy costs will push All-In Sustaining Costs (AISC) higher for Canadian miners, creating a clear bifurcation between resilient, low-cost operators and those facing margin compression. ...Read More

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