Mining Insights, Trends & Investment Strategies

The Junior-Miner Tax Graphic Is Mostly Real. The Hype Still Needs a Referee

September 17, 2026

Finance Canada did move Canadian Development Expenses from a 30% declining write-off to a 100% first-year deduction. Credit that. Then separate a tax timing gift from a mine ...Read More

The Country Ottawa Describes Is Not the One Voters Live In

September 17, 2026

Kris Sims told Jim Czech and Ian Burns that the "never had it so good" line is a job-protection story. The ledger is food banks, fuel, mortgages, a missing U.S. deal, and a resource sector that private money no longer trusts. ...Read More

Putin Says Western Globalists Thought They Sat on Olympus

September 17, 2026

His case is that post-Cold War elites believed they could not fail, pressed Russia, and helped set the Ukraine fire. The war is messy. The speech is a blame map. Report the map. Do not bless it. ...Read More

Ross Beaty's Rule Is Older Than the Bull Market

September 16, 2026

On Money of Mine, the builder of Pan American Silver, the Lumina copper group, and Equinox Gold walked through 41 years of public markets. The useful part is not the legend. It is the method and the warning. ...Read More

Robert Eckford Says Gold Could Keep Running for Another 5 Years. What's Driving the Bull Case?

September 16, 2026

The Rua Gold chief is not stamping a dollar target on the metal. He is arguing that deficits, official buying, and a long construction clock still point the same way. Read the conflict next to the forecast. ...Read More

Global Gold ETFs See $1.6 Billion Inflow in One Week, Says WGC. What's Driving Demand?

September 16, 2026

A strong week of gold ETF inflows sits on top of August's second-largest monthly haul on record. Western funds came back. Official buyers never really left. ...Read More

Ole Hansen Says Gold Could Hit $6,000 in 2027. What's Driving the Forecast?

September 16, 2026

The Saxo commodity chief is not calling a straight line. He is saying January's record near $5,600 can be seen again and $6,000 in 2027 is not a fantasy if the structural bid holds. ...Read More

Jan van Eck Challenges the Inflation Gold Narrative. What Investors Should Watch

September 16, 2026

The VanEck chief said U.S. inflation is not the engine. That does not kill the gold bull market. It changes which prints you should actually read. ...Read More

Frank Giustra at Arlington Rapallo: Gold, Copper, and the Wars That Link Them

September 16, 2026

Simon Catt's Arlington Rapallo gathering put a mining financier and a crisis-group director on the same tape. Giustra's argument was simple. The conflicts and the metals are no longer separate files. ...Read More

The Bond Supertanker Is Turning. Gold Has to Live With Whatever Comes Next.

September 16, 2026

Either the 10-year walks toward 6%, or a crowded short gets run. Both paths can hit mining stocks. Only one path is kind to the metal. ...Read More

The Fed Is Poised to Hike. The Dots Matter More Than the Move.

September 16, 2026

An 85% hike call is not the story. The story is whether Kevin Warsh uses the dots to tell you the next two are coming and whether gold, miners, and copper can live with a 5% Treasury. ...Read More

U.S. Invests Billions in Critical Minerals, but China Still Dominates. Could Supply Chains Be at a Turning Point?

September 16, 2026

Project Vault, equity cheques, and allied offtakes are real. So is an IEA path that still leaves China with about 70% of rare-earth refining in 2035. Money is not a separator. ...Read More

Saudi Arabia Unveils 110 Million-Tonne Rare Earth and Uranium Find. Could It Reshape Critical Mineral Supply?

September 16, 2026

The number is ore in the ground at Jabal Sayid, not 110 million tonnes of finished magnets or yellowcake. Prince Abdulaziz said it in Vienna. Mines, mills, and export licences still have to exist. ...Read More

Copper Holds Near $14,000 as New Deliveries Ease Supply Fears. Can the Rally Continue?

September 16, 2026

Monday's warehouse inflow was the largest in almost four weeks. Three-month metal flipped to a premium over cash. That is relief, not a new mine. ...Read More

JPMorgan Says Gold Miners Still Have Room to Run. Which Stocks Should Investors Research?

September 16, 2026

The bank's new dashboard covers more than 20 names, five regions, and about $700 billion of market value. The message is value after a rally not a shopping list and not a promise. ...Read More

UK Tokenized Gold Rules Could Be Coming. Could the FCA Unlock a New Gold Investment Market?

September 15, 2026

The watchdog opened a Call for Input on 14 September 2026. It may write guidance, ask the Treasury for a fund-rule carve-out, or build a bespoke regime. None of that is a product you can buy tomorrow. ...Read More

Vox Royalty Adds Three Australian Mining Royalties for $6 Million. What Does It Mean for Investors?

September 15, 2026

White Dam is producing. Kalman sits next to a plant. Sylvania is 1,700 square kilometres beside Capricorn's Karlawinda. Six million dollars bought a barbell, not a sure cheque. ...Read More

Jeff Currie Sees Treasury Buybacks as Bullish for Gold. Could Prices Rally Further?

September 15, 2026

Currie calls the Treasury's long-bond purchases financial repression. The metal already ran to $4,600 on the first announcement. The 10-year is back at 5%. The next move is a fight between that coupon and that thesis. ...Read More

Gold Faces a 5% Treasury Yield Test. Can Debasement Demand Keep the Rally Alive?

September 15, 2026

The benchmark U.S. note yielded 5.04% before the Fed. Gold is no longer at $4,600. The question is whether official buying and fiscal fear still bid the metal when cash finally pays again. ...Read More

Ron Paul Says Investors Should Own Gold, Not the Government. Is Gold Ownership Becoming More Important?

September 15, 2026

The former congressman told Kitco he will not sell his metal. His son walked Fort Knox and said the bars are there. The fight that remains is the ledger $42.22 on the books, thousands at the market, and who actually holds title. ...Read More

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