Rising U.S. Treasury yields and a firmer dollar are putting strong downward pressure on gold and silver in late March 2026, with the 10-year yield climbing toward 4.45% and real rates remaining elevated yet structural demand from central banks and long-term investors keeps the long-term bull case intact. ...Read More
Gold has dropped 19% from its January 2026 peak near $5,608, but WisdomTree's Nitesh Shah calls the sell-off a major buying opportunity as real rates collapse, central banks keep buying, and the dollar faces a confidence crisis setting the stage for the next leg of the gold rally. ...Read More
Nineteen years after drafting began, Nunavut's massive land use plan the largest in the world remains unsigned as of March 2026, while over 1.5 million hectares of mineral claims have already been staked. Once signed, the plan could dramatically alter the status of existing claims, especially those in proposed protected or limited-use zones. ...Read More
Nineteen years after work began, Nunavut's comprehensive land use plan intended to guide development while protecting Inuit rights and the environment remains unsigned, allowing continued mineral staking under the free-entry system while critical minerals exploration accelerates across the territory. ...Read More
While Edward Dowd warns of a 40-50% market crash and demand destruction for industrial metals, Robert Friedland one of the most successful mining entrepreneurs of the past 40 years sees an unprecedented structural copper deficit driven by AI data centers, EVs, and the energy transition that will overwhelm any near-term recession, creating one of the greatest opportunities in mining history. ...Read More
Edward Dowd warns that the U.S. is already in recession with structural cracks in housing, private credit, and the AI bubble predating the Iran war. He forecasts a 40-50% equity crash and sees any relief rally from ceasefire hopes as the final exit before the real downturn a scenario that would create clear winners and losers across metals and mining. ...Read More
As the Iran conflict drives diesel prices above $5 per gallon for nine straight days and Asian crude benchmarks briefly hit record highs above $170 per barrel, the energy crisis is separating the winners from the losers in mining hedged and electrified producers are holding firm while fuel-intensive open-pit battery metals operations face severe margin pressure. ...Read More
Diesel prices remain above $5 per gallon for nine straight days while Asian benchmark crudes briefly spiked above $170 per barrel amid the Iran conflict, pushing mining fuel costs sharply higher and pressuring battery metals mining stocks yet creating a potential dip buying opportunity for quality operators with hedging and electrification strategies. ...Read More
Diesel prices have remained above $5 per gallon for nine straight days while Asian benchmark crudes briefly spiked above $170 per barrel amid the Iran conflict, delivering a direct and severe cost shock to lithium, nickel, copper and other battery metals mining operations that rely heavily on diesel for haulage, drilling and power generation. ...Read More
Diesel prices remain above $5 per gallon for nine straight days while Asian crude benchmarks briefly hit record highs above $170 per barrel amid the Iran conflict pushing up mining fuel costs and pressuring stock prices, yet creating a potential dip buying opportunity for quality operators with hedging and electrification strategies. ...Read More
With Asian oil prices spiking to record levels and refined diesel remaining above $5 per gallon for nine straight days, the ongoing Iran conflict is pushing mining fuel costs sharply higher directly increasing AISC and squeezing margins across open-pit and remote operations. ...Read More
From the 2020 pandemic low to the explosive demand surge driven by electric vehicles, renewable energy, AI data centers, and grid modernization, the 2020s critical minerals supercycle is reshaping global mining with lithium, copper, nickel, rare earths, and uranium at the center of the most significant commodity shift since the 2000s China boom. ...Read More
Fueled by China's explosive industrialization and urbanization, the 2002-2011 commodities supercycle sent iron ore, copper, coal, and other metals to unprecedented heights, creating legendary fortunes for mining giants like BHP, Rio Tinto, and Vale while delivering spectacular gains and painful busts for junior mining stocks. Here's what actually happened, why it ended, and the critical lessons for today's 2026 critical minerals cycle. ...Read More
From James Marshall's accidental find at Sutter's Mill in January 1848 to the explosive arrival of the Forty-Niners and the birth of San Francisco, the California Gold Rush transformed a remote territory into a global mining powerhouse and delivered America's first mining stock mania, complete with booms, busts, and lasting lessons for today's junior miners. ...Read More
As of March 2026, the Critical Minerals Infrastructure Fund (CMIF) has committed up to $421.9 million across 38 projects to support clean energy and transportation infrastructure for lithium, copper, nickel, rare earths and other critical minerals here's who is receiving funding and how the program is advancing Canada's critical minerals strategy. ...Read More
The Critical Minerals Infrastructure Fund (CMIF) offers up to $1.5 billion through 2030 for clean energy and transportation infrastructure that unlocks lithium, copper, nickel, rare earths and other critical minerals projects across Canada here's exactly how the program works, who can apply, current status as of March 2026, and details on the 38 projects already supported with up to $421.9 million in funding. ...Read More
Canada's Critical Minerals Infrastructure Fund (CMIF) continues to deliver up to $1.5 billion through 2030 for clean energy and transportation infrastructure supporting lithium, copper, nickel, rare earths, uranium and other critical minerals here's the complete 2026 eligibility, application status, approved projects and investor guide. ...Read More
Oil prices plunge over 13% on US ceasefire proposal and backchannel diplomacy, delivering immediate fuel-cost relief to gold miners while persistent geopolitical risks support safe haven demand gold setting the stage for margin expansion in a still-bullish 2026 environment. ...Read More
Oil prices collapse 13% on Trump's stand-down announcement and ceasefire talks with Iran, delivering immediate fuel-cost relief to gold miners while geopolitical risks keep the long-term gold bull market intact creating a rare double tailwind for producers with strong hedging and electrification programs. ...Read More
With Tether's US$100 million strategic investment and the world's first royalty dividend payable in Tether Gold (XAUT) tokens, Elemental Royalty is redefining valuation multiples and growth potential in a sector long dominated by traditional cash-flow royalty giants like Franco-Nevada and Wheaton Precious Metals. ...Read More