Mining Insights, Trends & Investment Strategies

Cobalt Market Outlook 2026: Key Drivers and Risks

May 05, 2026

Cobalt prices remain firm in 2026 amid DRC export quotas and resilient LCO battery demand, but geopolitical risks in the cobalt supply chain create volatility. Global cobalt supply constraints versus rising demand from EVs and defense sectors point to a structurally tight market here's what investors need to know. ...Read More

Gold Declines on Risk-On Equity Rally Despite Strong Q1 Results - Opportunity for Canadian Gold Mining Stocks in 2026

May 05, 2026

Gold fell -1.6% to US$4,645/oz in the week ended May 4, 2026, as a powerful risk-on surge in equities overshadowed geopolitical risks, but robust Q1 results from major Canadian-linked gold producers signal underlying strength for the sector. ...Read More

Top Gold Mining Stocks to Buy in 2026 for Long-Term Growth

May 04, 2026

Gold price forecast 2026 points to sustained upside from central bank buying, geopolitical risk, and inflation hedge gold demand. Here are the best gold mining stocks to buy 2026 for investors seeking best gold stocks for long term growth in a volatile but structurally bullish environment. ...Read More

Major Risks to Gold Price in 2026: Could Bullion Face a Major Pullback?

May 04, 2026

Oil price surge from Middle East tensions and the Strait of Hormuz crisis is reigniting inflation fears and pushing bond yields higher, creating significant gold downside risks in 2026. Is a deeper gold price correction ahead, or does this represent a temporary headwind for gold safe haven demand? ...Read More

Gold Price Forecast for Short Term (May 2026) - 3 Gold Stocks Positioned for a Breakout

May 04, 2026

Gold price prediction for May 2026 points to near-term volatility from dollar strength, rate fears, and geopolitical risk gold, but technical support levels suggest a potential breakout setup here are 3 gold stocks to watch for investors weighing buy gold or gold stocks in a gold investment strategy 2026. ...Read More

Gold Falls as Oil Surge From Hormuz Crisis Fuels Rate Fears - Investment Opportunity?

May 04, 2026

Oil prices spike on Middle East tensions and Hormuz disruptions push gold under pressure, but analysts see a potential gold buy the dip setup for long-term investors seeking gold safe haven investment in 2026. ...Read More

Real Estate Bubble Collapse in Canada: Will It Drag Down Mining Stocks or Create a Historic Opportunity for the Natural Resource Sector?

May 04, 2026

With mortgage resets spiking payments by $1,500-$2,500/month for many homeowners, private debt at 216% of GDP, and productivity in freefall, Canada faces a potential 2026-2027 economic winter. Yet the resource and mining sector long suppressed by policy could emerge as a relative bright spot amid the debris. ...Read More

Chris Vermeulen Bullish on Gold to $8,000+ and Silver to $200 Long-Term - But Warns of Roller-Coaster Ride and Possible Market Top for Precious Metals Miners

May 04, 2026

In a wide-ranging Top of Mine interview, TheTechnicalTraders.com CEO Chris Vermeulen explains why he focuses on price and trend over headlines, remains long-term bullish on precious metals, and sees a potential final equity rally before a broader reset creating both risks and opportunities for Canadian mining stocks. ...Read More

Mining Labour Shortage Canada 2026: How BC Construction Layoffs Can Fill High-Paying Mining Jobs in Critical Minerals Boom

May 03, 2026

From Hard Hats to Hard Rock: Canada's Mining Labour Shortage 2026 Creates a Once-in-a-Generation Opportunity to Redeploy Skilled Construction Workers into High-Paying BC Mining Jobs and Critical Minerals Careers ...Read More

Is Glencore the Most Influential Player in Global Metals Markets and Canadian Mining? A Deep Analysis of Its Power, Key Individuals, and the Broader Story

May 03, 2026

As the world's largest independent commodity trader and a top producer of copper, zinc, cobalt, nickel, and other critical metals, Glencore wields unmatched end-to-end influence over supply, pricing, and logistics. ...Read More

IceCap's Richard Diaz Exposes Canada's "Fantasy" Deficit Projections and Misdiagnosed Sovereign Wealth Fund - What This Means for the Economy and Mining Sector

May 03, 2026

In the April 28, 2026 Spring Economic Update, Ottawa claimed fiscal improvement driven by oil windfalls, yet analyst Richard Diaz argues the numbers rely on unrealistic productivity assumptions, pension accounting tricks, and continued deficit spending. With a proposed "Canadian Strong Fund" that is actually debt-financed, Canada risks deepening its productivity crisis, soaring debt servicing costs, and capital flight. ...Read More

Trump's World Redistricting: How the Collapse of the UK "Special Relationship," City of London Influence, and OPEC Petrodollar System Affects Canada and Its Mining Sector

May 03, 2026

As Trump-Putin alignment signals the end of the post-1949 transatlantic order, the UAE's exit from OPEC cracks the 1971 Kissinger-British Empire financial architecture, and the new US Office of Strategic Capital revives American System production credit, Canada a Commonwealth nation and major critical minerals exporter faces profound shifts in capital flows, energy pricing, and friend-shoring opportunities for its TSX-listed mining companies. ...Read More

Loonie Hour Hosts Rip Canada's Proposed "Sovereign Wealth Fund" as Debt-Financed Illusion "Clearly Not a Sovereign Wealth Fund at All"

May 03, 2026

In Episode 239 of The Loonie Hour, hosts Rich, Keith, and Steve deliver a sharp critique of the federal government's "Canada Strong Fund" proposal, arguing it misuses the sovereign wealth fund label while highlighting risks of political interference, crony capitalism, and further debt accumulation. The episode also covers the spring economic update, housing market overexposure, Bank of Canada policy, and positive energy sector signals. ...Read More

Ivanhoe Mines (TSX: IVN): Valuation Analysis After Share Price Weakness

May 03, 2026

Ivanhoe Mines (TSX: IVN) shares have weakened amid broader mining sector pressures and analyst target adjustments, yet the company's tier-one assets, robust 2026 production ramp-up, and exposure to global copper demand position it as a compelling long-term opportunity in undervalued mining stocks. ...Read More

Ivanhoe Mines Achieves Three Development Milestones at Platreef including Shaft #3

May 03, 2026

Ivanhoe Mines has achieved three major development milestones at its Platreef project in South Africa, including the successful delivery and opening of Shaft #3. These advancements relieve pressure on Shaft 1, enable Phase 2 concentrator startup, and accelerate the project toward full production capacity. ...Read More

Ivanhoe Mines to Release Q1 Financial Results on May 6 & Host Investor Call on May 7

May 03, 2026

Ivanhoe Mines (TSX: IVN) will publish its Q1 2026 financial results after market close on Tuesday, May 6, 2026, followed by a live investor conference call and webcast on Wednesday, May 7, 2026. With record copper production momentum at Kamoa-Kakula and strong global copper market outlook, the upcoming Ivanhoe Mines earnings report is expected to be closely watched by investors. ...Read More

Ivanhoe Electric Santa Cruz Project to Boost U.S. Energy Security - Robert Friedland

May 03, 2026

Ivanhoe Electric's advanced Santa Cruz Copper Project in Arizona is positioned to deliver domestic refined copper cathode starting in 2028, supporting American supply chain independence, energy transition metals demand, and national security. Executive Chairman Robert Friedland has emphasized its strategic importance in recent high-level discussions. ...Read More

Robert Friedland's Biggest Mining Bets

May 02, 2026

From the Voisey's Bay discovery to building Ivanhoe Mines into a copper powerhouse and pioneering pulse-power innovations through iPulse, Robert Friedland has repeatedly identified transformative opportunities in mining and technology. His latest insights on the copper supercycle and energy solutions offer timeless lessons for investors navigating copper investment opportunities. ...Read More

Who Is Robert Friedland? The Billionaire Behind Ivanhoe Mines

May 02, 2026

From a hippie-turned-geologist who discovered one of the greatest nickel deposits of the 20th century to the billionaire driving Ivanhoe Mines' world-class copper projects, Robert Friedland has shaped the modern mining industry. In a recent speech, he laid out a bold roadmap for the critical minerals supercycle and the technologies needed to meet it. ...Read More

Zambia vs Chile: Which Country Will Lead the Next Copper Cycle?

May 02, 2026

Chile remains the world's largest copper producer, but Zambia is rapidly expanding with record 2025 output and ambitious targets to triple production by 2031. A head-to-head look at geology, policy, operators, costs, and risks to determine who is best placed to lead the next copper cycle. ...Read More

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