Mining Stock Daily

Jim Bianco of Bianco Research returns to Mining Stock Daily for a wide-ranging macro discussion covering the evolving Strait of Hormuz crisis, oil inventories, inflation, interest rates, and the future direction of Federal Reserve policy. The conversation explores why financial markets remain remarkably calm despite tightening physical oil markets, whether rising yields reflect a stronger economy or persistent inflation, and why Jim believes investors should pay close attention to the changing dynamics inside the Federal Reserve under its new leadership. Trevor and Jim also debate the AI investment boom, the sustainability of massive capital spending on data centers, passive investing, and whether today's market resembles the early innings of the internet revolution or the peak of a speculative bubble. The episode concludes with a look back at the Mar-a-Lago Accord thesis discussed a year ago, examining which ideas have materialized, what remains ahead, and how shifting policy priorities could reshape markets over the coming years. From energy and geopolitics to AI, bonds, and monetary policy, this is a timely conversation connecting many of the biggest themes driving markets today.______Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠______This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠⁠

In this Mining Stock Daily interview, Liberty Gold CEO Jon Gilligan breaks down Black Pine's growing oxide gold resource, now at 4.88 million indicated ounces, and the project's low-cost, high-leverage economics heading into a Q4 2026 Feasibility Study. He addresses the gap between the PFS base case and headline gold-price scenarios, the company's cost structure and capital needs, and what's left to prove before a 2028 construction decision.

Pirate Gold CEO Denis Laviolette told Mining Stock Daily that the Moby Dick assay results represent a genuine grassroots discovery at Crippleback. With a barge already on Crippleback Lake targeting shallower horizons, additional holes in the lab, and targets across the Valentine Lake and North Arm faults still to come, Laviolette described Crippleback as an all-you-can-eat buffet of mineralization with significant news flow ahead.

Yukon Metals CEO Jim Coates outlines the company's summer exploration plans across its Yukon copper-gold portfolio, including a 5,000-metre drill campaign split between the AZ and Birch projects. At AZ, Yukon is following up on potassic alteration, porphyry-style geochemistry, and IP results from last season. At Birch, drilling will test a 700-metre skarn system while geophysics investigates a possible porphyry source area marked by molybdenum, tellurium, and potassium-thorium indicators. Coates also discusses the company's recent $13 million financing and a very active Yukon exploration season.

The US government has signed a $725 million conditional loan commitment with Energy Fuels to boost domestic processing of rare earth elements. K2 Gold has drilled extensive disseminated mineralization and gold-silver epithermal quartz veins at the Si2 Gold Project in Nevada's Walker Lane Trend. New drill results from Heliostar Metals, STLLR Gold and RUA Gold. This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠⁠⁠

Island Passage Exploration is a private company conducting the first sustained mineral exploration in Bougainville since a 1970s moratorium, working alongside customary landowner partner Isina Resource Holdings on the 250 km² EL02 license just nine kilometres from the historic Panguna copper-gold mine. CEO Donald McInnes spoke to Mining Stock Daily. McInnes discusses the company's progress toward its first drill program, including the emerging Bara-Tangka porphyry copper-gold target.

Meridian Mining CEO Gilbert Clark returns to Mining Stock Daily to provide an update on the company's rapidly advancing Cabaçal  Belt projects in Brazil, highlighted by a new discovery of stacked VMS mineralization at the Santa Helena Project. Gilbert discusses why the latest drill results could materially expand Santa Helena into a second development hub, while also providing updates on the Cabaçal  Definitive Feasibility Study, permitting progress, and ongoing project financing efforts. The conversation also explores Meridian's aggressive regional exploration strategy, the potential for additional discoveries across the belt, and how the company is positioning itself to become Brazil's next mid-tier copper-gold producer.

There is a full round of new drill results out today. We report the latest from Meridian Mining, Kenorland Minerals, and Banyan Gold. District Metals has received a drill permit for the Österkälen Mineral License. Collective Mining gives an update on its Adit construction. Kingfisher returns to HWY37. This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠⁠⁠

Brixton Metals continues to build momentum on multiple fronts, with another round of high-grade silver drill results from the Langis Project in Ontario while kicking off its 2026 exploration season at the flagship Thorn Project in British Columbia. CEO Gary Thompson joins Mining Stock Daily to discuss the evolving geological model at Langis, progress toward a maiden resource, the potential value of historic silver tailings, and why this year's drilling program is the largest ever undertaken on the property. The conversation also shifts to Thorn, where Brixton is targeting new copper-gold discoveries while advancing several established zones toward future resource estimates, highlighting the company's balanced strategy of discovery and project de-risking across its portfolio.

We have new drill results out this morning from Hercules Metals, Newcore Gold, Brixton Metals, and Regency Silver. Vizsla Silver has awarded the equipment supply agreement for the Panuco silver-gold project. K2 Gold has mobilized a drill rig to the Dragonfly Target at its 100%-owned Mojave Project. Fortune Bay and Manhattan Uranium Discovery have commenced drilling at the Murmac Uranium Project.This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠⁠⁠

Scorpio Gold CEO Zayn Kalyan discusses the company's latest drilling at the Manhattan Gold District in Nevada, where three drills are active across Goldwedge, Black Mammoth, and the Zanzibar Trend. Kalyan says recent work is advancing the company's goal of growing the current 740,000-ounce resource toward two million ounces by year-end. The key development is broader mineralization in volcanic tuffs along the Manhattan Caldera margin, opening a potentially larger bulk-tonnage opportunity comparable in style to Round Mountain. An updated resource is targeted for late 2026 or early 2027.

Great Pacific Gold CEO Greg McCunn and VP Exploration Callum Spink provide an update from the Wild Dog Project in Papua New Guinea, where two drills are active across the fifteen-kilometer corridor. At Kasie Ridge, the first-ever hole cut a broad alteration package with argillic, propylitic, phyllic, silica, breccia, anhydrite, and pyrite indicators consistent with a large hydrothermal system. Meanwhile, Kavasuki drilling continues to test high-grade, open-pittable mineralization along strike and at depth. The company is planning broader main-zone drilling through 2026 and resource-focused work in 2027.

Abitibi Metals continues to strengthen its position in Quebec's Selbaie Camp after securing a path to 100% ownership of the B26 Deposit and establishing a broader district-scale consolidation strategy around one of Canada's historic polymetallic mining camps. CEO Jon Deluce joins Mining Stock Daily to discuss the significance of the transaction with SOQUEM, the company's growing partnership with Discovery Silver, and how a strong treasury is enabling both aggressive drilling and long-term development planning. The conversation also covers recent drill results, the potential for continued resource growth at B26, and why Abitibi believes the combination of scale, infrastructure, and district-wide consolidation could ultimately support the creation of a world-class copper-gold development platform.

Surge Copper has released the pre-feasibility study for its Berg copper-molybdenum-silver-gold project in British Columbia. Montage Gold has grown the higher-grade satellite resources at its Koné project in Côte d'Ivoire to 1.7 million ounces. We have new drill results from AbraSilver, Spanish Mountain, and Great Pacific Gold. Triple Flag Precious Metals has acquired a gold stream on the Ravenswood Gold Mine.This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠⁠

Cam Currie of CG Wealth Managment and Head of Currie Metals and Mining Group returns to Mining Stock Daily for a wide-ranging discussion on the recent volatility across precious metals, mining equities, and global markets. Despite the sharp pullback in gold and silver, Cam explains why he sees the current environment as an opportunity rather than a warning sign, pointing to historically low valuations among producers, growing scarcity of development-stage assets, and continued central bank demand for gold. The conversation explores inflation risks, rising global debt burdens, energy market disruptions, and the long-term implications of higher interest rates on financial markets. Cam also shares his views on M&A activity, the next phase of the gold bull market, and why he believes North American investors have yet to fully appreciate the strategic importance of gold as a reserve asset. From developer valuations and takeover candidates to macro risks and resource sector opportunities, this episode offers a timely look at where experienced capital allocators are finding value today.______Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠______This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠

Blackrock Silver's updated preliminary economic assessment, which was released in March, for the Tonopah West project in Nevada outlines a US$437 million after-tax NPV and 28% IRR over an 11.2-year mine life, anchored by a 90% increase in indicated resources. CEO Andrew Pollard spoke to Mining Stock Daily. The conversation covers the trade-offs between the 2024 and 2026 studies, the two-thirds inferred mine plan, permitting and water questions ahead of a targeted H2-2027 underground development decision, and the 17,000-metre expansion drill program now underway.

Mithril Silver and Gold continues advancing its district-scale Copalquin Project in Mexico with ongoing drilling, a growing geological understanding of the system, and an updated resource estimate expected in the coming weeks. CEO John Skeet joins Mining Stock Daily to discuss recent high-grade gold and silver results from Target 1, the evolution of the company's geological model, and why Copalquin is increasingly being viewed as a large epithermal district rather than a collection of individual targets. The conversation also covers the next phase of drilling, exploration plans across multiple target areas, and how Mithril intends to unlock the deeper structures that may be driving mineralization across the broader project.

Craig Hemke of TF Metals Report returns to Mining Stock Daily for a candid discussion on the recent selloff in precious metals, rising market volatility, and the macro forces driving investor sentiment. The conversation explores the growing influence of real interest rates, inflation concerns, central bank gold buying, and the challenges facing the Federal Reserve as new leadership prepares for its first major policy decision. Craig also shares his outlook on gold, mining equities, government debt, geopolitical tensions, and why he believes the long-term case for precious metals remains firmly intact despite today's uncertainty.

There are new tensions flaring in the Middle East while PIMCO is warning this morning that the credit loss cycle is upon us. We have corporate updates from Brixton Metals, Barksdale Resources, Energy Fuels, Helius Minerals, Alaska Silver and Elemental Royalty to report today. GoldMining has released its PEA for the São Jorge Gold Project.This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠

Storm Exploration has commenced exploration work on its 100% owned Gold Standard Project located 60km north of Fort Frances in Northwestern Ontario, Canada. President and CEO Bruce Counts told Mining Stock Daily that the exploration program will focus on the extensive volcanogenic massive sulphide target recently identified on the property. The two-phase program begins with ground geophysics, soil sampling and geological mapping over the 5-kilometre-long conductivity anomaly, followed by up to 3,000 metres of drilling expected to begin in July.

San Lorenzo Gold continues emerging as one of the more exciting exploration stories in Chile after delivering multiple strong drill results from both the Cerro Blanco and Arco de Oro targets at its Salvadora Project in the Atacama region. CEO Al Kroontje joins Mining Stock Daily to discuss the evolution of the project from a grassroots exploration concept into what the company now believes could become a district-scale gold-copper discovery within Chile's prolific mega-porphyry belt. The conversation covers the growing geological understanding of the system, the role geophysics has played in vectoring successful drill targets, and why the company believes multiple large-scale mineralized centers may still remain largely untested across the broader property package.

Mithril Silver and Gold has released new drill results from Target 1 at the Copalquin gold-silver project in Durango, Mexico. New drill results are also out from Camino Minerals, Ero Copper and NorthIsle Copper and Gold. Hemlo Mining to be updated to the TSX next week.This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠

White Gold Corp. will be releasing a maiden preliminary economic assessment for its flagship White Gold Project in the Yukon. CEO David D'Onofrio spoke to Mining Stock Daily. The company's flagship project holds abut 3 million ounces of gold across four near-surface deposits. D'Onofrio said the company is running the largest diamond drill program in its history backed by strategic partner Agnico Eagle, and is advancing a spin-out of its critical mineral properties into a dedicated standalone vehicle for shareholders.

We report new drill results from Arras Minerals, Scorpio Gold, Cambria Gold, Osisko Metals and Orosur Mining. Trilogy Metals has announced the commencement of its 2026 summer field program at the Upper Kobuk Mineral Projects in northwestern Alaska. Eldorado Gold has announced the production of first copper concentrate at the McIlvenna Bay Project. ______Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠______This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠

Alaska Silver is preparing for a major 2026 exploration season at the Illinois Creek Project in western Alaska with two drill rigs mobilizing for a 6,000 meter program focused on expanding the Waterpump Creek resource and advancing the newly discovered Silver Sage target. CEO Kit Marrs joins Mining Stock Daily to discuss the company's strategy for growing mineralization both north and south of Water Pump Creek, the geological significance of Silver Sage, and why the broader Illinois Creek district continues demonstrating large-scale carbonate replacement deposit potential. The conversation also covers ongoing metallurgical work, gallium recovery opportunities tied to critical minerals demand, and how Alaska Silver is positioning the project for long-term development through environmental studies, permitting work, and future infrastructure planning.

Bonterra Resources Chairman Cesar Gonzalez discusses new deep drilling from the Barry deposit, where five kilometre-scale holes all intersected mineralization between roughly 750 and 850 metres, supporting the company's down-dip model within the Urban-Barry camp. Gonzalez also updates the Goldfields earn-in, the recent Windfall Impact Benefit Agreement, and how Barry and Gladiator could fit into a broader regional mining complex. The conversation also covers Bonterra's 10,000-to-12,000 metre Desmaraisville program, the ongoing CEO search, and upcoming summer catalysts.

Scorpio Gold has released its best hole to date at the Goldwedge target in the Manhattan District Project in Nevada. Revival Gold has agreed to acquire 278 hectares of surface land immediately adjacent to its Mercur Gold Project. McEwen Mining has released a Pre-Feasibility Study for the Grey Fox deposit. Zacatecas Silver has entered into a definitive option agreement with Heliostar Metals to acquire a multi-asset exploration portfolio. ______Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠______This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠

This week's long-form episode of Mining Stock Daily features two wide-ranging macro conversations focused on market volatility, AI-driven speculation, commodities, and the growing disconnect between financial markets and economic reality. First, Hedge Fund Telemetry's Thomas Thornton discusses the dangerous concentration inside AI and semiconductor trades, the leverage building across global markets, why he is becoming constructive on gold again, and the key credit spread signals he believes investors should be watching closely. In the second segment, private investor Rob Sinn joins Trevor Hall to discuss the ongoing Strait of Hormuz disruption, portfolio positioning in junior mining equities, copper supply constraints, the fading momentum in cryptocurrencies, and why exploration season could still deliver major opportunities for resource investors despite broader market uncertainty.______Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠______This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠

Headwater Gold is a junior explorer focused on high-grade gold in the western United States, with six projects currently funded by major mining partners including Newmont, OceanaGold, and Centerra Gold. President and CEO Caleb Stroup spoke to Mining Stock Daily. Stroup discussed the appointment of Joshua Carron as VP Exploration, who brings direct experience from AngloGold Ashanti's Arthur epithermal discovery in Nevada. Stroup outlined an active exploration pipeline including freshly commenced drilling at Jake Creek with OceanaGold.

We have new drill results from Onyx Gold, Gladiator Metals and Bonterra Resources this morning. New drill programs are kicking off form Fortune Bay and Alaska Silver. Silver X Mining has acquired a 100% interest in the Ccasahuasi Gold Property in Peru.This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠⁠⁠

Private investor and Substack author Sultan Ameerali joins Mining Stock Daily for a wide-ranging discussion on how geopolitical risks, oil markets, AI infrastructure demand, and monetary policy are reshaping the investment landscape for mining equities. The conversation explores why Sultan remains constructive on gold, copper, and select long-duration resource assets despite growing concerns surrounding the Strait of Hormuz, energy prices, and broader market volatility. From sulfuric acid shortages and copper supply constraints to AI-driven commodity demand and the long-term implications of de-dollarization, this episode connects macro uncertainty directly to how investors can “bulletproof” their mining portfolios for the years ahead.

American Tungsten is positioning itself as the only near-term tungsten producer based in the U.S. CEO Ali Haji spoke to Mining Stock Daily. The company is targeting tailings reprocessing from its IMA Mine by year-end of 2026. Commercial production is slated for 2027. The company is reprocessing high-grade historical tailings containing roughly 258,000 to 271,000 tonnes at an average grade of 0.15% WO₃, with silver credits adding to the economics.

DPM Metals has announced a discovery of high-grade porphyry copper-gold mineralization adjacent to its Chelopech mine in Bulgaria. We report new drill results from Awalé Resources, Selkirk Copper, and Canterra Minerals. We also have the latest corporate updates for Koryx Copper, American Pacific Mioning and Apex Critical Metals. This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠⁠

District Metals has released a standout preliminary economic assessment for the Viken Deposit in Sweden, outlining a multi-metal project with robust economics driven by uranium, vanadium, potash, and critical minerals. CEO Garrett Ainsworth discusses the headline numbers, including a nearly $3 billion after-tax NPV, negative uranium production costs due to byproduct credits, and why the PEA only contemplates mining roughly 3% of the total resource base. The conversation also explores Sweden's evolving permitting framework, the growing strategic demand for vanadium and uranium, and how District plans to continue advancing Viken through additional drilling, environmental work, and economic impact studies aimed at strengthening local and national support for the project.

Newcore Gold has completed a heavily oversubscribed $15 million bought deal financing and immediately expanded its already aggressive drill program at the Enchi Gold Project in Ghana from 60,000 to 80,000 meters. CEO Luke Alexander joins Mining Stock Daily to discuss the strong institutional demand behind the financing, the company's continued exploration success across multiple targets, and why deeper drilling beneath Enchi's shallow resource could significantly expand the scale of the project. The conversation also covers the upcoming pre-feasibility study, new discovery potential across the district-scale land package, and why Newcore believes Enchi still remains largely underexplored despite its rapidly growing resource base.

Integra Resources continues advancing and de-risking its DeLamar Gold Project in Idaho after officially entering the federal NEPA permitting process under the FAST-41 framework. CEO George Salamis joins Mining Stock Daily to discuss the significance of the notice of intent, the expected 15-month permitting timeline, and how years of engineering, stakeholder engagement, and environmental planning have positioned Delamar for this next major milestone. The conversation also covers Integra's appointment of Ausenco to lead detailed engineering, the company's strategy for future project financing, and how ongoing cash flow generation from Florida Canyon could help support DeLamar's development path. George also provides insight into the company's long-term partnership with the Shoshone-Paiute Tribe, the evolving valuation disconnect in the market, and why Integra believes the next 18 months could be transformational for the company.

We have a lot of new drill results out this morning. MSD covers the latest from Cabral Gold, Q2 Metals, GreenLight Metals and Scorpio Gold today. Central Asia Metals has announced a proposed all-share acquisition of Cygnus Metals valued at approximately A$232 million. Newcore Gold has increased its 2026 drill program at the Enchi Gold Project in Ghana to 80,000 metres. Integra Resources has appointed Ausenco Engineering USA South as lead partner for detailed engineering at the DeLamar Gold-Silver Project.This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠

Radisson Mining continues expanding the scale and continuity of high-grade mineralization at its O'Brien Gold Project in Quebec with new drill results filling in a previously untested gap between Trend 1 and Trend 2. CEO Matt Manson joins Mining Stock Daily to explain why the latest intercepts could materially reshape the geological understanding of the deposit, how the company is successfully extending mineralization to greater depths, and why the O'Brien system may still be far larger than currently defined. The conversation also covers Radisson's recently completed $25 million financing, the company's aggressive 140,000 meter drill program, and the growing strategic discussion around future mine development scenarios as the project continues to scale.

Magna Mining continues building momentum in Sudbury after delivering a strong first quarter marked by expanding cash margins, improving underground development rates, and growing optionality across its portfolio of copper, nickel, and precious metals assets. Senior Vice President Greg Hoffman joins Mining Stock Daily to discuss the operational turnaround at McCreedy West, the potential restart of nickel-rich zones as prices strengthen, and how the company is preparing for major catalysts ahead at both Levack and Crean Hill. The conversation also explores the rapid pace of underground development, ongoing drilling success, and why Magna believes its multi-asset growth strategy could transform the company over the next 18 months.

Tocvan Ventures' Chris Gordon joins MSD to update exploration and development work at the Gran Pilar gold-silver project in Sonora, Mexico. The company is 6,000 meters into a planned 20,000-meter drill program and has identified new mineralized zones away from the main deposit, including El Mesquite and other South Block targets. Tocvan is also advancing its pilot mine, with infrastructure underway, processing equipment expected soon, and first processing targeted for October. Gordon says upcoming catalysts include drilling, pilot production, permitting, and a maiden resource estimate.

Origen Resources signed a letter of intent to acquire an additional prospective rare earth element project in Brazil. CEO Garry Schellenberg spoke to Mining Stock Daily regarding the 33,000-hectare acquisition, which positions the company as a major stakeholder in an emerging district-scale rare earth belt.

IAMGOLD has published a consolidated mineral resource estimate for its Côté Gold mine in Ontario. New drill results out from Brixton Metals and Radisson Mining. American Pacific have commenced drilling in Montana. Aldebaran announces its spin-out arrangement of Centauri Metals. ______Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠______This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠

Tracy Shuchart joins Mining Stock Daily for a wide-ranging macro conversation covering oil markets, inflation risks, metals, AI infrastructure demand, and the growing disconnect between financial markets and physical commodity realities. The discussion dives into why Tracy remains bullish on copper, silver, and hard assets as data center buildouts accelerate global demand for energy and raw materials while supply chains continue to tighten. Tracy also explains why she believes markets are underestimating the long-term impact of Strait of Hormuz disruptions, higher energy prices, and resource nationalism across key producing countries. From computing power futures and AI speculation to gold, miners, and the physical constraints behind the digital economy, this episode connects the dots across some of the biggest macro themes driving markets today.______Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠______This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠

SAGA Metals is a North American mining company focused on the exploration and discovery of critical minerals. Mining Stock Daily spoke to CEO Michael Stier. The company's flagship Radar Ti-V-Fe Project comprises of 24,175 hectares and entirely encloses the Dykes River intrusive complex, mapped at 160 km² on the surface near Cartwright, Labrador. This week the company reported assays from Radar. Commenting on the results, Michael Garagan, CGO & Director of SAGA Metals, said that the assay results from drill holes R-0036 to R-0038 continue to demonstrate excellent grade continuity across broad zones of oxide mineralization at Trapper South.

In 2025 Fortune Bay released an updated preliminary economic assessment for its Goldfields Gold Project in northern Saskatchewan that showed a C$301M initial capex, delivering a C$610M after-tax NPV and 44% IRR at US$2,600/oz gold. Today, gold prices are nearly double that, and for every US$100/oz change in the gold price, Fortune Bay says it adds $61M in after-tax NPV. CEO Dale Verran talked to Mining Stock Daily about the company's progress on advancing its pre-feasibility work. The interview covered the key work programs underway including geotechnical, waste rock, and metallurgical studies, a potential concentrate production scenario that could meaningfully reduce capex, and recent exploration results at the Box deposit and Golden Pond target that suggest the resource base has room to grow.

Ian Wagner speaks with Tudor Gold President and CEO Joe Ovsenek about the company's summer drill program at Treaty Creek in British Columbia's Golden Triangle. Ovsenek outlines plans to drill 15,000 to 20,000 meters, with early focus on the CBS and Perfect Storm zones as Tudor looks to define another resource beyond the large Gold Storm deposit. He also discusses the pending underground exploration permit, a summer PEA targeting 200,000 to 300,000 ounces of annual gold production, Seabridge discussions, and efforts to consolidate full project ownership. 

MSD's Ian Wagner speaks with Jonathan Egilo of Axo Metals about the company's shift from copper exploration toward near-term gold development in Mexico. Egilo details Axo's acquisition of the San Antonio gold project, a partly built heap-leach asset with a 1.1-million-ounce resource and a high-grade oxide starter pit. He also discusses the La Huerta copper project, ongoing drilling, permitting work, and the company's build-to-operate strategy as Axo looks to advance San Antonio toward production and cash flow.

MSD's Ian Wagner speaks with Latin Metals CEO Keith Henderson at Deutsche Gold Messe in Frankfurt. Henderson outlines the company's prospect-generator model, which prioritizes asset-level dilution over shareholder dilution by bringing in partners to fund high-risk exploration. Latin Metals is focused on Argentina and Peru, with projects spanning copper, gold and broader base-metal opportunities. Henderson highlights the company's 500,000-hectare sediment-hosted copper play in Argentina and the Organullo porphyry project, where Moxico is funding major drilling and studies. Latin Metals trades as LMS on the TSX-V and LMSQF on the OTCQB.

Minera Alamos has announced a positive pre-feasibility study for the Copperstone Gold Project. Magna Mining has reported Q1 2026 operating and financial results from the McCreedy West mine. Paramount Gold Nevada has released an updated feasibility study for the Grassy Mountain Gold Project. Exploration updates from Scorpio Gold, Andina Copper, Tocvan Ventures and American Pacific Mining. This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠

Minera Alamos has released a standout pre-feasibility study for its Copperstone Gold Project in Arizona, highlighting triple-digit IRRs, rapid payback, and a fast-tracked path toward production. CEO Darren Blasutti and COO Darren Koenigen join Mining Stock Daily to explain how the company plans to leverage existing infrastructure, underground development, and strong free cash flow from Pan to build Copperstone with minimal dilution while targeting significant production growth over the next several years. The conversation also explores the company's broader transformation into Mining Americas, including the strategy to rapidly advance Copperstone, Gold Rock, and eventually Cerro de Oro into a growing multi-asset North American gold platform.

MSD's Ian Wagner speaks with Sean Howarth of Excellon Resources at Deutsche Goldmesse in Frankfurt. Howarth outlines Excellon's renewed focus on Peru, where the company is advancing the past-producing Mallay silver mine toward restart while drilling to extend resources and test parallel zones. He also discusses the nearby Tres Cerros target, an undrilled gold-silver opportunity, along with Excellon's Kilgore gold project in Idaho and German silver assets. The strategy centers on near-term cash flow, resource growth, and silver leverage. Excellon trades on the TSX-V under EXN.