Mining & Resources

  • Blue Moon Metals Secures North America’s Top Germanium District

    Blue Moon Metals Secures North America’s Top Germanium District

    Blue Moon just secured what could be the most important germanium and gallium district in North America Most people have never heard of germanium or gallium. That is about to change. These two metals sit at the heart of semiconductors, defence electronics, solar panels, and fibre optic networks. They are on the US Geological Survey’s…

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  • Which Energy Companies Win When Hormuz Shuts Down

    Which Energy Companies Win When Hormuz Shuts Down

    Executive Summary The US Department of Defense is the single largest institutional consumer of petroleum on earth, responsible for 93% of all US government fuel consumption. In peacetime, the DoD consumes approximately 4.6 billion gallons of fuel annually, an average of 12.6 million gallons per day. Jet fuel, specifically JP-8, accounts for more than 50%…

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  • From Ore to Rebar: Metal Logic Secures Site for Integrated Green Steel Production

    From Ore to Rebar: Metal Logic Secures Site for Integrated Green Steel Production

    Metal Logic Secures Pilbara Site to Industrialize Modular Clean Steel Smelting On March 13, 2026, low-carbon steel platform Metal Logic announced the acquisition of 1,000 hectares of tenements in the Pilbara region of Western Australia. This strategic location, situated within 20 kilometers of major rail corridors operated by BHP, Roy Hill, and Fortescue, serves as…

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  • The Embargoed Arsenal: Why China’s Mineral Ban is the Ultimate Weapon in the Gulf

    The Embargoed Arsenal: Why China’s Mineral Ban is the Ultimate Weapon in the Gulf

    Executive Summary The United States entered Operation Epic Fury in a state of documented mineral dependency that did not begin with the Iran conflict and will not end when it does. According to the US Geological Survey Mineral Commodity Summaries 2025, the US is 80% import-dependent for rare earth compounds and metals, with 56% of…

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  • Six Vulnerabilities That Could Determine the Outcome of the US-Iran Conflict

    Six Vulnerabilities That Could Determine the Outcome of the US-Iran Conflict

    Executive Summary The United States launched Operation Epic Fury on February 28, 2026. In the first 36 hours, US and Israeli forces fired more than 3,000 precision-guided munitions and interceptors. Iran responded with approximately 400 ballistic missiles and over 800 drones in the first two days. The exchange immediately raised a question that has become…

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  • The Human and Financial Cost of the Concordia Security Incident at Vizsla Silver

    The Human and Financial Cost of the Concordia Security Incident at Vizsla Silver

    Vizsla Silver Corp. issued a somber operational update on March 5, 2026, confirming that the death toll from a January security incident at its Panuco project has risen to seven. The company reported that two additional families have now received official confirmation that their loved ones are deceased. The tragedy stems from a late-January abduction…

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  • Blue Moon Metals Advances Brownfield Polymetallic Portfolio with New Capital

    Blue Moon Metals Advances Brownfield Polymetallic Portfolio with New Capital

    In the capital intensive world of underground mining, the relationship between a resource company and its contractor is usually strictly transactional. The company pays for the development and the contractor provides the equipment and labor. However, a different model is emerging at the Nussir copper-gold-silver project in Norway. Blue Moon Metals Inc. | confirmed that…

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  • Jaguar Uranium Hits Key Milestone with Guanaco Environmental Permit

    Jaguar Uranium Hits Key Milestone with Guanaco Environmental Permit

    The global energy scramble just found a new gear in South America. On March 2, 2026, Toronto-based Jaguar Uranium Corp. announced it received its Environmental Impact Assessment (EIA) permit for the Laguna Salada project in Chubut, Argentina—well ahead of schedule. I’m looking at the macro board, and the timing is surgical. While the Strait of…

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  • Blue Moon Metals Acquires Apex Mine to Secure US Germanium and Gallium

    Blue Moon Metals Acquires Apex Mine to Secure US Germanium and Gallium

    Toronto-based Blue Moon Metals | just closed a deal that effectively redraws the map for North American critical mineral supply. By acquiring the past-producing Apex Mine in Utah from a subsidiary of Teck Resources, Blue Moon isn’t just buying a hole in the ground. They’re buying the cornerstone of a domestic “Hub and Spoke” network…

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  • High-Grade Discovery: Contango Ore Intersects 294 g/t Gold at Lucky Shot

    High-Grade Discovery: Contango Ore Intersects 294 g/t Gold at Lucky Shot

    Contango Ore just dropped the first batch of assay results from its underground drilling at the Lucky Shot Project. The numbers are aggressive. I’m looking at one specific intercept—60.22 g/t gold over 5.92 meters. That includes a staggering 294.77 g/t gold over 1.16 meters. These results aren’t just high-grade; they’re structural game-changers. The KM Vein:…

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