Mining Insights, Trends & Investment Strategies

She Had the Economic Case for Years. She Says That Was Not Why She Broke.

October 03, 2026

In 2018 she told a Calgary room that Alberta could leave and would not. The switch she describes came later, and it did not come from the ledger. ...Read More

The Only Useful Answer at Beaver Creek Was What They Would Stop Spending.

October 03, 2026

Gold's last bust took the junior index down far harder than the metal. Marketing is the easy cut. The drill is the tell. ...Read More

Glencore's $5 Billion Trading Year Sits Above the Band It Just Set.

October 03, 2026

The best result since the 2022 record is still a spike. The number they are willing to live with starts the year after. ...Read More

Both Bids Arrived While the Corner Office Was Empty.

October 03, 2026

Half the Gold Fields synergy is a tax reset any buyer could claim. The Lynas deal was signed while the real chief executive search was on ice. ...Read More

Sam Cooper's War Stops Short of Shooting. The Story Does Not.

October 02, 2026

He will call it war. He will not call it troops. He will call a prime minister captured, and he will not call him an enemy of the country. ...Read More

Miners Are Opening the Cupboard. They Are Not Opening Their Wallet for You.

October 02, 2026

Neil Adshead heard the same plan all morning in Colorado Springs. Grow from the rocks on the shelf. Do not expect that plan to include buying yours. ...Read More

China Is Not Counting Anglo Teck's Share. It Wants the Concentrate.

October 02, 2026

The combined company is too small for a classic antitrust breakup. China's smelters are short of feed, so the approval stamp is being used as a supply treaty. ...Read More

Trump Says Inflation Will Pay the Debt. The Bond Math Says Not Yet.

October 02, 2026

Financial repression works only when the government borrows below the inflation rate. The United States is borrowing above it. A speech does not flip the sign. ...Read More

The Midterm Map Flipped. The Portfolio Event Is Still the Pump.

October 02, 2026

The House can touch the money for the Iran war. The Senate, even at 62 percent, cannot override a veto. December 11 matters more than the sweep graphic. ...Read More

Silver Could Be Near a Turning Point. 5 Silver Mining Stocks to Watch

October 02, 2026

Half the January peak is not a bargain by itself. At $60, low-cost silver mines still have a business. High-cost mines have a hope. ...Read More

Gold Miner M&A Is Heating Up. 5 Gold Stocks to Watch

October 02, 2026

The bids are real. The payment is usually paper. A bigger miner is not a bigger claim on gold unless ounces per share go up. ...Read More

Eric Sprott Adds to His Goldgroup Mining Stake. What Does His Latest Investment Mean for Gold Investors?

October 02, 2026

He wrote a cheque of about US$3.6 million. A much larger placement cut his percent of the company, and the famous name did not stop the dilution. ...Read More

Gold Could Face More Short-Term Pressure, Says HSBC. Should Investors Buy Gold Stocks on the Dip?

October 02, 2026

The yearly average barely moved. The pressure HSBC names, higher rates and higher oil, can make miners poorer even if the year still looks strong. ...Read More

Bank of America Warns Gold Could Fall Below $4,000 in Q4. Should Investors Buy Gold Stocks on a Dip?

October 02, 2026

The bank's risk case is cheaper gold caused by expensive oil. That kind of sale can make mines poorer, not cheaper. ...Read More

The $40 Billion Is Not the Supply. The Qualified Pound Is.

October 02, 2026

Rearmament wants the metal now. Refining is a 2030 story. Investors who buy the announcement are buying the wait. ...Read More

Leo's Belo Sun Crusade: The Yacht-Chartering, Jet-Flying, Dark-Money-Backed Hypocrisy File

October 02, 2026

The caption says irrevocable harm. The deed says not on Indigenous land. The yacht says the sermon is a costume. ...Read More

A Tanker Is Burning in a Headline. The Carrier Is Still Weeks Away.

October 02, 2026

Fear crosses a strait in an hour. A carrier takes until November. The war sold as one night is now a calendar. ...Read More

Almonty Is Shipping Tungsten. A Junior With Old Holes Is a Different Bet.

October 01, 2026

A permitted mine with a buyer is tungsten exposure. An old grade in the Northwest Territories is high risk, high potential reward. ...Read More

The Tech Money Is Coming Into Mining. It Still Has Not Reached the Rock.

October 01, 2026

Silicon Valley is funding faster drills. Generalists just wrote Silver Tiger a huge check. Neither replaces a deposit, and the venture market is still waiting for the rest of the money. ...Read More

Silver's $120 Rally Was Driven by Real Demand, Morgan Stanley Says. Could Silver Stocks Have More Upside?

October 01, 2026

She said the run was physical demand, and that it overshot. This year's industrial use is weaker. Silver stocks do not inherit a target she never gave. ...Read More

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