As Brent crude rallies sharply on ongoing Middle East tensions and Strait of Hormuz disruptions, gold is struggling in a choppy range, posting outflows and broken correlations. With the Fed still in focus on potential rate hikes, here's what's driving gold lower and what investors should watch in 2026. ...Read More
In the late 1970s and early 1980s, Toronto turned its back on a prospect near the Trans-Canada Highway. Vancouver didn't. Through persistence, bold geology, and VSE financing, Don MacKinnon, John Larch, David Bell, and Murray Pezim created the Hemlo Gold Camp a landmark moment for junior mining exploration in Canada. ...Read More
OPECxit: The UAE's departure from the cartel adds a new layer of medium-term supply risk to global oil markets. While Hormuz disruptions dominate near-term prices, analysts warn of lower Brent prices and potential relief for mining operating costs once Gulf exports normalize. ...Read More
New analysis shows only 17% of gold bars at Fort Knox meet modern LBMA good-delivery standards. With the US holding its reserves at a statutory $42.22/oz and no full audit in decades, global central banks are increasingly demanding high-purity physical gold a tailwind for Canadian gold mining companies on the TSX and TSXV. ...Read More
Deutsche Bank's two-month snapshot since February 28, 2026 shows a classic oil shock with surprising divergences: energy dominates while precious metals sell off sharply. Here's what this asset rotation means for Canadian gold, silver, copper, and critical minerals miners on the TSX, TSXV, and CSE. ...Read More
In his June 29, 2023 CEO.ca CrashLabs interview, veteran resource investor Dave Lotan explained exactly how to make money in junior mining stocks. Three years later, with the sector showing renewed life, his insights on networks, capital recycling, discovery leverage, and cycle management remain essential reading for anyone interested in junior mining stocks, small cap mining stocks, and undervalued mining stocks. ...Read More
Dave Lotan has long argued that Bitcoin behaves more like a high-beta venture stock than a true store of value. In his June 29, 2023 CEO.ca CrashLabs interview, he clearly states he owns no crypto and explains why gold is his preferred long-term currency hedge. Three years later, with gold at record highs, his analysis remains highly relevant. ...Read More
Three years after Dave Lotan's wide-ranging June 29, 2023 interview on CEO.ca CrashLabs, gold has surged to record levels near $4,800-$4,900 per ounce. His insights on nuclear energy transition, the limits of extreme ESG policies, Canada's massive carbon sink, and the coming electrification of the global economy help explain why gold continues to perform well as an inflation hedge and safe-haven asset in 2026. ...Read More
For more than two decades, Dave Lotan has viewed gold as the ultimate currency hedge and safe haven asset in an era of fiat currency risks and monetary expansion. In his June 29, 2023 CEO.ca CrashLabs interview, he laid out the case for staying bullish on gold. Three years later, with gold trading at record highs and central bank gold buying accelerating, his thesis is more relevant than ever. ...Read More
Looking back at Dave Lotan's June 29, 2023 interview on CEO.ca CrashLabs, the veteran investor described the junior mining sector as a classic "stock pickers' market." With gold juniors having risen dramatically since then, his call has proven remarkably accurate. Here's what Lotan meant, why the environment favored active stock picking, and how investors can apply this strategy in 2026. ...Read More
Looking back at Dave Lotan's June 29, 2023 interview on CEO.ca CrashLabs Episode #16, when gold traded around $2,000 per ounce, his message was clear: gold is the last great currency hedge you can use at scale. In 2026, with gold at record highs and ongoing fiat currency risks, Lotan's analysis on why investors buy gold during inflation and gold as the best currency hedge is more timely than ever.D ...Read More
Despite AI's massive electricity and hardware buildout pushing semis to new highs, silver remains stuck in a broad wedge with dormant speculative positioning and negative ETF flows. The Market Ear notes that AI is a strong marginal buyer of silver that "doesn't care about price," creating a widening gap that may soon close. Here's what this means for silver investors and Canadian silver mining stocks. ...Read More
Veteran resource investor Dave Lotan's 2023 comments on Aurion Resources and the Central Lapland Greenstone Belt in Finland proved prescient. Agnico Eagle's recent consolidation of Rupert Resources and Aurion Resources in April 2026 has created a dominant position in one of Europe's most prospective gold districts. Here's what this means for the gold mining industry and Canadian investors. ...Read More
In February 2026, Rio Tinto and Glencore abandoned advanced merger talks that would have created the world's largest mining company. Disagreements over valuation, governance, and Glencore's coal assets proved insurmountable. Drawing on recent videos featuring Gary Nagle and Ivan Glasenberg, here's what really happened, why the deal failed, and how Glencore may pivot in a world reshaped by the Iran war and surging copper demand. ...Read More
Dave Lotan, a veteran resource stock trader, emphasized that when Glencore appears in a deal or project, investors should take notice. Combined with former Glencore CEO Ivan Glasenberg's timeless views on commodity cycles and value creation, this "smart money" signal offers powerful guidance for Canadian mining investors navigating today's geopolitical and energy market turmoil. ...Read More
From the landmark acquisition of Teck's steelmaking coal business to a new copper joint venture with Vale in Sudbury and operational restructuring in Ontario, Glencore is significantly expanding its presence in Canadian mining. Here's what this means for the industry, mining M&A trends 2026, and Canadian mining investors. ...Read More
In July 2024, Glencore completed the acquisition of Teck Resources' entire steelmaking coal business (Elk Valley Resources) for approximately US$7.3 billion in cash. This major mining merger and acquisition allowed Teck to become a pure-play critical minerals company while giving Glencore control of one of the world's premier high-quality metallurgical coal operations. ...Read More
In September 2025, Teck Resources and Anglo American announced a merger of equals to create Anglo Teck. With shareholder and Canadian regulatory approval secured, and final approvals expected from China and South Korea by early 2027, the deal is on track to close. Here's what the merger means for the combined company, the broader mining industry, and Canadian mining investors. ...Read More
Steve Saretsky on The Loonie Hour highlights a clear productivity boom in America powered by AI technology, reducing the need for labour while boosting efficiency. For Canadian miners, this creates both challenges (higher relative costs) and opportunities (stronger US demand for metals and energy). Here's the detailed outlook for TSX mining stocks. ...Read More
In a recent LinkedIn analysis by Bruno Barde (April 2026), Agnico Eagle's strategy of taking minority stakes in carefully selected juniors is highlighted as a masterclass in building long-term optionality. Rather than chasing headlines or high-risk exploration, Agnico is positioning itself to control future production through smart, de-risked acquisitions. Here's what this means for the broader gold mining M&A trend and Canadian investors. ...Read More