Mining Insights, Trends & Investment Strategies

Ed Dowd Warns of $250 Oil and 11% Inflation in Worst-Case 2026 Scenario: Positioning Strategies for Canadian Mining Investors

May 29, 2026

As geopolitical risks in the Middle East threaten massive oil supply disruptions, economist and former BlackRock portfolio manager Ed Dowd warns of extreme energy-driven inflation and recessionary forces in 2026. For TSX, TSXV, and CSE mining investors, this scenario creates powerful tailwinds for gold, uranium, and North American critical minerals plays. ...Read More

Why Saskatchewan's Uranium Boom Could Reshape Global Supply

May 29, 2026

With two major new mines advancing, record-high grade resources in the Athabasca Basin, and a structural global uranium supply deficit exacerbated by surging nuclear energy demand, Saskatchewan is poised to reclaim its position as a cornerstone of Western uranium supply and reshape global market dynamics.Why Saskatchewan's Uranium Boom Could Reshape Global Supply ...Read More

RBC Warns of Imminent Oil Supply Shock: How Mining Investors Should Position Amid Iran Headlines, Inventory Draws, and Summer Tightness

May 29, 2026

As fleeting "peace deal" headlines mask the reality of eroding global oil inventories and a potential hard landing later this summer, Canadian mining investors face rising energy costs alongside renewed geopolitical tailwinds for precious metals and critical minerals.RBC's Cautionary Outlook and Positioning Framework for TSX/TSXV/CSE Mining Investors ...Read More

The Lundin Legacy: From Adolph's Bold Vision to Third-Generation Copper Leadership - How One Family Built a Multi-Decade Resource Empire on "No Guts, No Glory"

May 29, 2026

Spanning oil, gold, copper, and diamonds across continents, the Lundin family has built one of resource investing's most enduring success stories through calculated risk, loyal teams, and a commitment to developing world-class assets while creating lasting value for host nations and shareholders alike. ...Read More

Kevin McLean's Masterclass: 30 Years of Hard-Won Wisdom on Mining Stock Investing, Valuation Kinetics, Risk Management & the 2026 Gold Bull Market

May 29, 2026

With over 30 years managing resource funds, 13 Lipper Awards, and a career forged through nuclear engineering discipline and brutal market lessons, Kevin McLean shares his complete playbook for navigating the treacherous yet rewarding world of precious metals and mining equities. ...Read More

Supreme Court of Canada Decision Strengthens Private Property Rights: Major Implications for Mining Tenure Security in BC and Beyond

May 29, 2026

In a significant boost for private property rights, the Supreme Court of Canada declined to hear an appeal that sought to assert Aboriginal title over privately owned industrial land in New Brunswick. The decision provides important precedent and greater certainty for resource companies operating across Canada, especially in British Columbia. ...Read More

Canada Must Secure a US Trade Deal: TSX, TSXV & CSE Mining Companies Are Key to North American Supply Chain Security

May 29, 2026

As political tensions rise highlighted by Alberta separation talks and shifting rhetoric from Ottawa a pragmatic US-Canada economic reset is essential. Canadian mining companies listed on the TSX, TSXV and CSE are strategic assets in this relationship, supplying the critical minerals America needs for defense, technology, and energy independence. ...Read More

Rick Rule: Gold Dip is a Buying Opportunity, M&A Wave Building, and US Policy Tailwinds for Miners

May 29, 2026

In his latest Kitco interview, Rick Rule views gold's dip as a long-term accumulation opportunity, anticipates lower rates and higher gold prices, highlights US government support for domestic mining, and forecasts increased M&A activity that could benefit quality Canadian-listed developers and producers. ...Read More

Trump Treasury Push for $250 Bill with Presidential Portrait Sparks Currency Debate: Implications for Gold, the Dollar, and Canadian Miners

May 29, 2026

As US Treasury appointees advance plans for a controversial new $250 bill featuring President Trump, the move highlights shifting attitudes toward currency symbolism and monetary policy potentially reinforcing gold's appeal as a hedge and supporting Canadian precious metals producers amid ongoing dollar and inflation uncertainty. ...Read More

Geopolitical 'Peace Roulette' Sends Oil Volatile, Boosts Precious Metals as Canadian Miners Eye Gains

May 29, 2026

Headline-driven US-Iran talks trigger sharp oil swings and dollar weakness, lifting gold and silver as Canadian gold and silver miners capitalize on safe-haven demand. ...Read More

Rick Rule Says Gold Could Double From Here - What Investors Need to Know

May 29, 2026

Legendary resource investor Rick Rule sees substantial upside for gold prices driven by inflation, debt dynamics, and central bank buying offering leveraged opportunities for Canadian gold mining stocks and TSX gold stocks in what could be a multi-year bull market. ...Read More

UBS Revises Gold Forecast for 2026: Temporary Setback or Bigger Trend?

May 29, 2026

UBS maintains a constructive long-term view on gold despite near-term caution in its revised 2026 forecast, highlighting persistent central bank demand and structural drivers while acknowledging volatility risks creating selective opportunities for investors in top gold stocks for 2026 and TSX gold stocks. ...Read More

China Extends Gold Buying Streak: What It Means for Gold Investors

May 28, 2026

As China central bank gold buying accelerates reserve diversification and geopolitical hedging, gold investors face a structurally supportive environment with potential tailwinds for Canadian gold mining stocks and TSX gold stocks amid rising central bank gold demand worldwide. ...Read More

Bank of America Sees Silver Reaching $100 This Year - But Warns the Rally May Fade

May 28, 2026

Bank of America's bullish silver price prediction of $100 faces headwinds from potential profit-taking and economic slowdowns, even as structural supply deficits and surging industrial demand for silver support a multi-year bull case for precious metals investors. ...Read More

Veteran Investors See $10,000 Gold by 2030 - But Say Silver's Biggest Gains May Be Over

May 28, 2026

As monetary uncertainty, central bank buying, and geopolitical risks support a multi-year gold bull market, one experienced voice sees $10,000 gold by 2030 yet argues silver's explosive upside phase is maturing, shifting focus to selective opportunities in gold and silver mining stocks. ...Read More

Gold Hits Two-Month Low as Inflation Concerns Return

May 28, 2026

As hotter-than-expected inflation data pushes yields higher and the dollar strengthens, gold prices decline toward key support levels creating potential volatility but also attractive entry points for Canadian gold stocks and junior miners positioned for the next leg higher in 2026. ...Read More

Gold Pulls Back Near 2026 Lows While Canadian Copper, Zinc & Tungsten Developers Surge on the TSXV - Northisle, Fireweed & Blue Moon Lead Strong Gains

May 28, 2026

Despite gold's near-term weakness, select Canadian base metals developers are outperforming on robust commodity prices and advancing projects, highlighting resilience and opportunity across the TSXV mining sector. ...Read More

Rick Rule and Andy Schectman: Why Trust, Transparency, and Education Remain the Bedrock of Successful Precious Metals Investing

May 28, 2026

Two titans of the natural resources world Rick Rule and Andy Schectman share hard-earned wisdom on why education, integrity, and patience remain the cornerstones of successful precious metals and mining investment in an increasingly complex market. ...Read More

The Giants Beneath Our Feet: Why the World's Largest Mines Matter and Why Exploration Must Never Stop

May 28, 2026

From Grasberg's staggering gold and copper riches to Escondida's dominance in the copper heartland, the planet's mega-mines power modern civilization yet their finite nature underscores a fundamental truth: without relentless exploration and responsible development, tomorrow's supply chains face serious risk. Canada, with its world-class geology and expertise, is uniquely positioned to help lead the next generation of discovery. ...Read More

Is Ivanhoe Mines (TSX:IVN) a Good Long-Term Copper Stock to Invest In?

May 28, 2026

With Kamoa-Kakula ramping toward elite production status and global copper markets facing a structural shortage, Ivanhoe Mines offers leveraged exposure to one of the strongest secular themes in mining but execution risks and capital intensity mean it's not without challenges for long-term holders. ...Read More

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