Retail diesel prices in British Columbia have reached $2.79 per litre in early April 2026 a record high driven by global oil volatility from the Iran conflict plus layered Canadian taxes. For the mining sector, where diesel accounts for 15-25% of all-in sustaining costs, this tax burden is directly eroding margins, delaying projects, and undermining Canada's competitiveness as a resource superpower. ...Read More
US data-center build-out is being strangled by shortages of electrical equipment transformers, switchgear, and batteries with ~80% imported, predominantly from China. Canada's vast copper, nickel, cobalt, lithium, and rare-earth resources position it as the logical, secure supplier to help America reshore critical supply chains in 2026 and beyond. ...Read More
Beneath Poland's surface lies one of Europe's most significant untapped reservoirs of copper and silver metals essential for the energy transition and modern technology with KGHM Polska Mied? S.A. leading the charge as the world's second-largest silver producer and a major copper supplier, positioning Poland as a strategic player in global critical minerals supply. ...Read More
Silver's structural supply deficit, explosive industrial demand from solar and EVs, and its dual role as both an industrial metal and monetary asset point to a multi-year bull market here are five bold but data-driven predictions for silver prices through 2035 and what they mean for investors. ...Read More
With silver trading near $74 per ounce after a volatile March 2026 correction, the structural supply deficit, surging industrial demand, and inflation-hedge role point to higher prices over the medium term here's how disciplined investors can build a silver position without chasing short-term headlines or trying to time the market. ...Read More
JPMorgan's Natasha Kaneva warns that the Iran war has triggered the largest oil supply shock in history, with global inventories on track to hit the operational minimum of ~842 million barrels by late April or early May 2026 creating sustained high diesel costs that will pressure mining margins and drive capital rotation toward resilient Canadian gold, uranium, and Tier-1 critical-minerals assets. ...Read More
Eric Nuttall calls the current Iran-driven supply shock "the worst energy crisis of our lifetimes" a multi-month disruption that will keep oil and diesel prices elevated, raise mining costs, and drive capital rotation toward resilient, low-cost Canadian gold, uranium, and Tier-1 critical-minerals assets. ...Read More
Former BlackRock portfolio manager Ed Dowd warns that the $1.7 trillion private credit market is cracking, triggering a 40-50% equity correction and the final phase of the debt supercycle positioning gold as the ultimate safe-haven and Canadian gold miners as the clear long-term winners. ...Read More
With the Iran conflict driving energy security concerns and nuclear power gaining momentum from data centers and reactor restarts, uranium equities are showing renewed strength but is the sector still a compelling buy in April 2026, or has the rally already priced in the upside? ...Read More
Jefferies analysts expect uranium equities to reverse recent underperformance and deliver stronger returns through the rest of 2026, citing seasonal factors, tightening supply, rising nuclear demand from data centers and energy security, and a constructive long-term outlook for the sector. ...Read More
President Trump's 2025-2026 executive orders and policy directives have accelerated permitting, reopened federal lands, and prioritized domestic critical minerals production, with Alaska emerging as a major beneficiary through projects like the Ambler Road and expanded leasing in the National Petroleum Reserve potentially reshaping US mining investment flows in 2026. ...Read More
Quebec has fallen out of the global top 10 on the Fraser Institute's 2025 Annual Survey of Mining Companies (released February 26, 2026), dropping from 8th place in 2024 to 11th on the Investment Attractiveness Index, driven by increased policy uncertainty, longer permitting timelines, and heightened regulatory complexity that have eroded investor confidence despite the province's world-class geology. ...Read More
Saskatchewan's Athabasca Basin consistently ranks among the world's most attractive uranium jurisdictions in the Fraser Institute survey, combining the highest-grade deposits on Earth, stable policy, world-class infrastructure, and strong government support making it a premier destination for uranium investors in 2026 and beyond. ...Read More
Tucker Carlson interprets Trump's April 1, 2026 Oval Office address as the beginning of America's strategic retreat from endless overseas wars and a decisive pivot toward securing food, water, and energy from the Western Hemisphere with Canada positioned as the key resource ally that could face intense US pressure to accelerate mining development and align critical-minerals policy with American interests. ...Read More
For the second consecutive year, Nevada tops the Fraser Institute's 2025 Annual Survey of Mining Companies (released February 26, 2026) on the Investment Attractiveness Index, outperforming all other jurisdictions thanks to world-class geology, stable policy, and infrastructure advantages that continue to attract global gold investors in 2026. ...Read More
The Fraser Institute's 2025 Annual Survey of Mining Companies (released February 26, 2026) ranks 68 jurisdictions worldwide. Nevada remains the world's most attractive jurisdiction for gold investors, followed closely by Canadian provinces Ontario and Saskatchewan, highlighting stable policy, strong mineral potential, and infrastructure as key advantages in a competitive global landscape. ...Read More
The Fraser Institute's 2025 Annual Survey of Mining Companies (released February 26, 2026) ranks 68 jurisdictions worldwide on policy and geologic attractiveness. Nevada tops the global Investment Attractiveness Index for the second consecutive year, with Canadian provinces Ontario and Saskatchewan claiming second and third place a strong showing for Canada in an increasingly competitive global landscape. ...Read More
Gold drops more than 3.5% and silver falls over 7% in thin overnight trading on ceasefire optimism from Trump's address, but contradictory Iranian statements and ongoing military activity suggest the fragile "peace" narrative could crack, setting the stage for a sharp rebound when New York opens on April 2. ...Read More
Contradictory headlines from Trump's planned "winding down" address and Iranian denials continue to whipsaw oil, gold, and mining stocks, with fighting still intensifying on the ground creating sustained volatility that Canadian miners must navigate through Q2 2026. ...Read More
With the Democratic Republic of Congo supplying ~75% of global cobalt and Chinese firms dominating refining, the US-backed Virtus Minerals acquisition of Chemaf for $30 million plus a $720 million investment commitment marks a strategic breakthrough to redirect output toward American and allied buyers, reshaping critical mineral supply chains in 2026. ...Read More