Mining & Resources
Critical Minerals Weekly: Washington Acts While China Tightens Supply Chains
Copper held above $5.94 per pound on Monday, up 27.8% from this time last year and up 6.4% in just the past month. Gold sat near $4,600 per ounce, down roughly 12% since the Middle East conflict began in late February but structurally supported by central bank buying. Cobalt traded flat at $56,290 per metric…
Nevada King Just Doubled Its Drill Program After Finding 20.8 g/t Gold at Surface
Nevada’s Battle Mountain trend has produced some of the largest gold deposits in North America. Nevada King (TSXV: NKG | OTCQB: NKGFF) is drilling to find out how large Atlanta might become. The company doubled its Phase 4 drill program on April 28, 2026, from 20,000 meters to 40,000 meters of reverse circulation drilling across…
The First Domestic NMC811 Supply Chain for US Defense Is Being Built in Tennessee
American military drones are currently powered by batteries built with Chinese materials. That is the problem Section 842 of the FY2026 National Defense Authorization Act was written to fix. Starting when the provision takes effect, the Department of Defense will be prohibited from procuring batteries from foreign entities of concern. The FCC moved first, banning…
Century Lithium’s Process Design Just Became One of the Most Important in the Industry
Sulfuric acid prices have risen 600% in under two years in the United States. Most lithium projects use sulfuric acid. Century Lithium does not. Century Lithium (TSXV: LCE | OTCQX: CYDVF) announced on April 23, 2026 that its Lithium Extraction Demonstration Plant is being relocated to Tonopah, Nevada, with commissioning targeted for the second half…
Why the Arctic Project in Alaska Is the Critical Minerals Story Nobody Is Watching Yet
Northwestern Alaska has one of the richest undeveloped copper districts on earth. It has also been one of the most difficult to reach. Both of those facts are about to change. Trilogy Metals (NYSE American: TMQ | TSX: TMQ) announced on April 21, 2026 that Ambler Metals, its 50/50 joint venture with South32, has submitted…
How the World’s Most Profitable Silver Miner Just Strengthened Its Position Further
Banks wanted to lend Silvercorp twice as much as it asked for. That is a specific kind of signal. Oversubscription in debt financing tells you something that the borrower cannot say about itself. Silvercorp Metals (TSX: SVM | NYSE American: SVM) set out to raise RMB 1 billion in syndicated term loan facilities. The banks…
Greenland Has the Palladium. Iceland Has the Power. Here’s How They Connect.
One of the world’s largest undeveloped palladium deposits is in Greenland. The plan is to process it in Iceland. Here’s why that makes sense. The Skaergaard project sits in East Greenland. 25.4 million ounces of palladium equivalent. 23.5 million ounces of gold equivalent. An in-situ resource value estimated at approximately $68 billion based on February…
Blue Moon Hits 1.75% Copper at Over a Kilometer Deep — And the Zone Is Still Open
A European copper mine just proved its high-grade zone continues 200 meters further than anyone had drilled before. At over a kilometer deep. Most mines have a known edge. A boundary where the resource model stops and the geological question begins. Beyond that boundary, the deposit might continue. It might not. You drill to find…
Locksley Starts Drilling California’s Most Strategically Located REE Prospect
Mountain Pass is not subtle geography for a rare earth explorer. MP Materials’ Mountain Pass mine in California is the only significant rare earth producer in the western hemisphere. The United States imports roughly 70% of its rare earth elements from China. The gap between those two facts is one of the most strategically uncomfortable…
Mayfair Gold Just Bought 65% More Land in the World’s Most Prolific Gold Belt
Mayfair Gold Corp. (TSXV: MFG | NYSE American: MINE) has agreed to acquire three exploration properties from Plato Gold Corp. for C$2.5 million cash. The Guibord, Marriott, and Holloway properties all sit in proximity to Mayfair’s flagship Fenn-Gib Gold Project east of Timmins, Ontario, and all three overlay the Porcupine-Destor Fault Zone, the same regional…
