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John Miniotis, President and CEO of AbraSilver Resource Corp (TSX: ABRA) (OTCQX: ABBRF), joins us to review the latest batch of drill assays announced December 10th, returning the broadest gold mineralization intercepted to date, from the ongoing Phase V exploration program. These holes were testing for the potential of porphyry mineralization at dept at the Oculto East area of their wholly-owned Diablillos property in Salta Province, Argentina. John reviews the three latest drill holes from the ongoing Phase V exploration program and that hole # DDH 25-085 at Oculto East intersected a broad 274.0 metre ("m") interval grading 0.60 g/t gold, including a higher-grade 23.0m grading 2.83 g/t gold, together with copper and molybdenum mineralization at depth. This is the deepest drill hole completed to date at Oculto, and it successfully tested a major structural-intrusive corridor extending beneath Oculto East, intersecting pervasive silicification, brecciation, and advanced argillic-silicic alteration interpreted to be related to a larger intrusive at depth. The deeper copper-molybdenum-gold mineralization is characteristic of fertile porphyry environments, and the alteration encountered is consistent with the upper portions of a significant intrusive center of well-developed porphyry systems. These features reinforces the scale, strength, and multi-phase nature of the Diablillos mineralizing system, and clear geological evidence of a vertically extensive system. These results highlight substantial additional exploration potential across the property, which will be followed up on in a Phase 6 drill program. Drilling continues to extend oxide-hosted gold mineralization well beyond the current conceptual open pit, and this deeper drilling provides further support for a significant porphyry system underlying Oculto. The Phase V drill program remains on track for completion before year-end. To date, 60 holes have been drilled as part of the program and the final six holes will be completed before year-end. John reminds listeners that a deep drill hole was recently completed at the Cerro Viejo porphyry target, located approximately 4 kilometres northeast of Oculto, and assay results are expected shortly. The Company plans to commence a Phase VI drill program totaling approximately 15,000 metres in January 2026, focusing on Mineral Resource expansion, select deeper porphyry-related targets, and continued step-outs across the Oculto-JAC mineralized cluster. Further details will be provided early in the New Year. An updated Mineral Resource estimate, incorporating all Phase V drilling, remains scheduled for H1/2026. This estimate will be used for an updated Mineral Reserve and mine plan that will underpin the ongoing Definitive Feasibility Study (DFS) that will be completed in the same time frame. These workstreams are all happening in tandem with work towards permits which are expected to be received around that same time next year. Execution on these key catalysts will be the trigger for a construction decision next year. Wrapping up John reiterates why the limited RIGI laws are so economically advantageous to the Company, relaxing currency controls, reducing export duties to 0% over a couple years, and reducing taxation over a 30 year period. We also review the positive business and permitting tailwinds in place in Argentina as a jurisdiction for mining. If you have any follow up questions for John regarding at AbraSilver, then please email them into us at Fleck@kereport.com at Shad@kereport.com . In full disclosure, Shad is a shareholder of AbraSilver Resource Corp at the time of this recording and may choose to buy or sell more shares at any time. Click here to visit the AbraSilver website and read over the most recent news releases. For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
In this episode of Fresh Thinking by Snowden Optiro, Tarrant Elkington (General Manager, Snowden Optiro) is joined by Joseph A. Dos Santos (Joe) (Dos Santos International, Marietta, Georgia) to explore high-angle conveying and the sandwich conveyor. They break down how sandwich conveyors "hug" the material between two belts to move bulk solids up steep inclines, where conventional conveying or trucking can become impractical. The discussion covers how this technology is applied in mining, what it can handle, and what to consider when comparing high-angle conveying against other haulage and lifting options. Key moments 00:01:05 – What is a sandwich conveyor? 00:02:27 – How sandwich conveyors handle extreme angles (including the "hugging" mechanism). 00:09:09 – Where high-angle conveying fits compared with truck haulage and other systems. 00:21:17 – Real-world scale example: vertical lift, capacity, and what that looks like in practice. 00:40:24 – "Mining on Mars" and why high-angle conveying comes up in off-world concepts. If you enjoyed this episode, please subscribe for more mining-focused technical discussions across the mine value chain. If you would like to contact Tarrant or Joe: contact@snowdenoptiro.com Listen on the go: Fresh Thinking by Snowden Optiro is available on all major podcast platforms.
Trevor interviews Zach Flood, CEO of Kenorland Minerals, about the company's recent exploration updates and projects. They discuss the flagship Frotet project, the South Uchi project, and the Western Wabagoon and Flora projects, highlighting the ongoing exploration efforts and the anticipation of assay results. Zach emphasizes the company's disciplined approach to project evaluation and the focus on early-stage exploration, expressing confidence in the potential for new discoveries.
Aftermath Silver CEO Ralph Rushton joined Steve Darling from Proactive to release an updated Mineral Resource Estimate (MRE) for its Berenguela project in southern Peru, confirming and significantly expanding upon its previous 2023 Mineral Resources. The new estimate is based on the most comprehensive geological model of the Berenguela deposit compiled to date, materially enhancing the overall understanding of the scale, structure, and metal distribution of the deposit. Notably, approximately 90% of the company's recent 2024/2025 drilling program was conducted within the boundaries of the historic resource, allowing for meaningful resource upgrades rather than purely exploratory growth. The recent infill drilling campaign successfully converted a substantial portion of the resource from the Inferred category to the higher-confidence Measured and Indicated (M&I) category. As a result, combined M&I resources increased by 11.37 million tonnes, or 28.3%, bringing the total to 51.55 million tonnes. This upgrade materially strengthens the project's development profile by reducing geological risk and improving the reliability of future mine planning and economic studies. Contained metal within the M&I category has also increased significantly compared with the 2023 Mineral Resource Estimate. Silver resources rose by 21.3 million ounces, a 21% increase, bringing total M&I silver to 122.5 million ounces, with an additional 22.0 million ounces remaining in the Inferred category. Manganese M&I resources increased to 2.93 million tonnes, with a further 0.47 million tonnes classified as Inferred. Copper M&I resources climbed to 717.1 million pounds, supported by 118.4 million pounds of Inferred copper, while zinc M&I resources reached 372.4 million pounds, along with 80 million pounds in the Inferred category. The upgrade from Inferred to M&I resulted in a corresponding decrease of 7.96 million tonnes in the total Inferred resource inventory, reflecting the improved confidence in the geological model and data density across the deposit. The updated MRE is underpinned by a robust geological database that incorporates results from 439 drill holes. This includes 82 diamond drill holes totaling 5,329 metres completed by Aftermath during the 2024/2025 drilling campaign. In total, 44,842 metres of drilling have now been completed at Berenguela, comprising 20,346 metres of diamond drilling and 24,496 metres of reverse circulation (RC) drilling. The previous resource estimate, documented in the NI 43-101 technical report titled “Berenguela Mineral Resource Estimate NI 43-101 Aftermath Silver Ltd., Province of Lampa, Department of Puno, Peru,” was prepared by AMC Mining Consultants (Canada) Ltd. and carried an effective date of March 30, 2023. The new estimate builds directly on this foundation with significantly higher data density and geological confidence. #proactiveinvestors #aftermathsilverltd #tsxv #aag #otcqx #aagff #mining #SilverMining, #BerenguelaProject, #Mining #Silver #Copper #Manganese #Peru #DrillingResults #BatteryMetals #ResourceModel #Investing
Last week, Magna Mining published the results for the mineral resource estimate for its Levack Mine, which contians copper, gold, platinum, palladium, silver and nickel. Greg Huffman joins us to discuss the results and helps break down the current numbers which are now at 6.1 million tonnes in the Indicated category at 3.5% copper equivalent ("CuEq"), comprised of 1.1% Cu, 1.4% Ni, 0.6 grams per tonne (g/t) Pt, 0.7 g/t Pd, 0.1 g/t Au, and 2.0 g/t Ag, as well as 5.2 million tonnes in the Inferred category at 3.6% CuEq (1.2% Cu, 1.4% Ni, 0.6 g/t Pt, 0.8 g/t Pd, 0.2 g/t Au, 2.1 g/t Ag).
In this episode of the Fresh Thinking Podcast, Principal Consultant Matt Walker (now Senior Resource Geologist with Genesis Minerals) sat down with Snowden Optiro's Executive Consultant Ian Glacken to explore the value of mentoring in geoscience. Ian reflects on the mentors who shaped his long career, the soft and technical skills geologists need today, and his advice for those aspiring to move into resource geology. Whether you're early in your career or guiding the next generation, this conversation offers practical insights, lessons learned, and industry wisdom. Key Timestamps 1:00 – Ian's early mentors and their influence 5:31 – The importance of soft skills in geology 7:38 – What makes an effective mentor 8:03 – Advice for aspiring resource geologists 10:43 – Essential skills for modern resource geology If you would like to contact Ian: contact@snowdenoptiro.com
The ASX200 slipped just over 0.1 % as about 40 % of stocks fell. CBA dropped about 3 % after a 6.5 % plunge yesterday and tech fell 3.3 %. Mineral Resources surged over 9 % on a US$765 m POSCO lithium deal, while Liontown rose 6 % and Life360 was the worst performer. Markets watch October jobs data, the next RBA meeting, ANZ’s ex‑dividend and US oil inventories, with oil at US$61 a barrel. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
In this episode of Fresh Thinking, Tarrant Elkington (Snowden Optiro General Manager) joins Susan Havlin (Managing Consultant APAC) to explore the all-too-common disconnect between geologists and mining engineers. Tarrant talks about the results from the more than 100 professionals that generously responded to his survey - helping geologists and engineers understand how differences in approach, communication, and expectations can impact project success. Tune in to hear what both sides really think - and how better collaboration can make all the difference. Key Time Points: 0:42 – How the idea for the "Interface Challenge" talk came about 1:56 – What is "the interface" between geologists and mining engineers? 2:46 – Why communication breakdowns can impact project success 3:44 – Insights from surveying over 100 professionals 5:00 – What questions were asked in the survey (and how long it really took!) 6:15 – Are geologists and mining engineers aligned – or speaking different languages? 7:30 – The preparation stage: Do geologists and engineers actually talk before modelling? 9:34 – Model handover: why documentation matters 10:43 – What's inside a good resource model (and what's often missing) 12:00 – Advanced estimation methods – how common are they really? 14:24 – Recoverable models and misunderstandings in mine planning 15:44 – Dilution: who's responsible, the geologist or the mining engineer? 17:09 – Surprising results from the survey 18:38 – Why perception gaps exist between the two disciplines 19:45 – Practical steps to improve collaboration and communication If you would like to contact Tarrant or Susan: contact@snowdenoptiro.com Listen on the go: Fresh Thinking is available on all major podcast platforms – subscribe to never miss an episode! Explore more: https://snowdenoptiro.com/
In this episode of Fresh Thinking by Snowden Optiro, Dr Tarrant Elkington (General Manager, Snowden Optiro) and Markus Dammers (Director IPCC & Conveyors, Metso) explore their rapid screening tool designed to speed up evaluation of In-Pit Crushing and Conveying (IPCC) options. They discuss how the model helps mining operations quickly assess economic viability, reduce decision uncertainty, and identify where IPCC truly makes sense - saving valuable study time and capital. If you're in mine planning, haulage optimisation, or exploring electrification and sustainability in mining, this episode is packed with insight. Key Points & Timeline 1:00 – Why the Paper and Model Were Developed The challenge of evaluating IPCC options and the need for a quick, macro-economic decision framework. 3:30 – Complexity of IPCC Decisions Discussing parameters such as pit depth, relocation timing, and haulage versus conveying trade-offs. 4:00 – Origins of the Rapid Screening Tool How a practical spreadsheet model evolved to assess the feasibility of IPCC across multiple projects. 6:00 – Key Inputs and Parameters Understanding capacity, conveyor length and lift, and the dynamic relationship between truck and conveyor economics. 8:00 – Macro-Economic Viewpoint Why early-stage, big-picture modelling matters for major mine investment decisions. 9:00 – How the Model Works Overview of how the Excel-based tool compares IPCC and trucking using NPV, IRR, and payback calculations. 11:00 – Ore vs Waste Applications How the economics differ when applying IPCC to ore versus waste haulage scenarios. 12:00 – Building Reliable Cost Models Markus explains Metso's structured approach to estimating realistic capital and operating costs for crushers and conveyors. 15:00 – Accounting for Excavation and Ramp Design Tarrant explains the importance of considering excavation and pit geometry in cost evaluation. 17:00 – Case Study Results Findings from applying the tool to typical mining scenarios, comparing ex-pit and in-pit setups. 19:00 – Economic Sensitivities and Insights Discussion of throughput, lift, and distance variables — and how they shape viability. 21:00 – Waste IPCC Economics Why higher capacities and longer distances are needed to make waste IPCC feasible. 23:00 – Future Improvements and Next Steps Potential refinements to the tool and how it could support more dynamic project planning. 2 4:30 – Closing Thoughts How to access or apply the model for your own operation and where to contact the speakers. If you would like to contact Tarrant or Markus: contact@snowdenoptiro.com Listen on the go: Fresh Thinking is available on all major podcast platforms – subscribe to never miss an episode!
Mineable Shape Optimisation (MSO) sits at the intersection of geology, mining engineering, and economics. Used well, it helps teams move beyond theoretical resources and towards designs that reflect what will actually be mined. In this episode of Fresh Thinking, Dr Gregory Zhang (Senior Resource Geologist) and Hamish Guthrie (Managing Consultant - Mining) discuss how MSO works, why it matters, and where it can add real value. They discuss the economic logic behind MSO, the importance of geological understanding, and how assumptions around cost, dilution, and mining method influence the outcomes. Key moments 00:02 – What MSO is and why it's used in underground mining 01:53 – The economic logic behind MSO and cut-off decisions 02:48 – Geological inputs that matter most for MSO outcomes 04:49 – How MSO actually works under the hood 06:13 – Comparing underground MSO with open pit optimisation 08:09 – Using MSO to manage dilution in narrow vein deposits 10:30 – Sensitivities, parameters, and study-level considerations 11:17 – Common pitfalls and how to avoid them 14:49 – A practical MSO workflow: inputs, outputs, and communication If you enjoyed this episode, please Subscribe for more mining-focused technical discussions across the mine value chain. If you would like to contact Gregory or Hamish: contact@snowdenoptiro.com Listen on the go: Fresh Thinking by Snowden Optiro is rapidly becoming the best mining podcast globally, and is available on all major podcast platforms.
In this episode of Fresh Thinking, Dr Gregory (Greg) Zhang and Jenny Dalrymple, both Senior Consultants at Snowden Optiro, share how automation and scripting can transform the mineral resource estimation process - saving time, improving accuracy, and creating an auditable, repeatable workflow. From Python scripting and macros to block model estimation and LUC workflows, Greg and Jenny explain how practical automation can make complex resource estimation tasks far more efficient. ⏱️ This podcast at a glance: 00:41 – Using scripting to automate mineral resource estimation 02:18 – Python and Datamine: speeding up exploratory data analysis 03:23 – From internal tools to standalone software - developed by our consultants 04:01 – How macros streamline LUC and MIK workflows 07:25 – Why workflow automation matters for small and large projects 08:22 – Macros as an audit trail for peer review and project handovers 08:50 – How to get started writing your first macro 09:51 – Practical advice for beginners in scripting and automation 10:19 – Final thoughts and closing remarks If you would like to contact Greg or Jenny: contact@snowdenoptiro.com
In this episode of Fresh Thinking by Snowden Optiro, Tarrant Elkington (General Manager, Snowden Optiro) is joined by Markus Dammers (Director, IPCC & Conveyors, Metso) to talk about what IPCC really means in practice, and whether "strategic conveying" is a more useful way to frame the conversation. They explore the spectrum of IPCC options (fixed, semi-mobile and fully mobile), where value is actually created (and lost) in mine planning, what people often miss when they consider in-pit systems, and how lead times, standardisation and decarbonisation assumptions influence decisions. Key timestamps: 1:24 What does "IPCC" actually cover (and why it's often used as an umbrella term)? 3:37 IPCC's real purpose: reducing trucks, not always eliminating them 5:39 Is "strategic conveying" a better term than IPCC? 7:25 Fully mobile (truckless) IPCC: where it works, and why hard rock is challenging 12:30 In-pit crushers: the planning and operational complications people underestimate 18:53 Lead times, standardisation and improving study-to-delivery pathways 24:41 Decarbonisation: diesel, carbon assumptions, and balancing ESG with economics 29:57 Wrap-up and how to learn more If you enjoyed this episode, please subscribe for more mining-focused technical discussions across the mine value chain. If you would like to contact Tarrant or Markus: contact@snowdenoptiro.com Listen on the go: Fresh Thinking is available on all major podcast platforms.
In this episode of Fresh Thinking by Snowden Optiro, Hamish Guthrie (Managing Consultant – Mining) joins Dr Gregory Zhang (Senior Consultant – Geology) to explore the fundamentals of cost estimation across the mining study pipeline. Hamish shares practical insights from his more than 30 years in the industry, including the importance of understanding project scale and matching the level of effort to the study stage. If you're involved in study work, project evaluation, cost modelling or operational planning, this conversation will give you clear, practical guidance you can apply straight away. Key Timestamps 00:31 – What Is Cost Estimation? 00:56 – Cost Estimation Across Study Levels 01:10 – Data Sources for Cost Estimation 01:58 – Scoping Study Accuracy 02:32 – Pre-feasibility Study Accuracy 03:19 – Feasibility Study Expectations 04:23 – Basis of Estimate (BOE) 05:16 – Common Pitfalls 06:38 – Key Takeaway If you would like to contact Hamish and Greg: contact@snowdenoptiro.com
Michael Rowley, President & CEO, of Stillwater Critical Minerals (TSX.V: PGE – OTCQB: PGEZF), joins us to review the news out today announcing the completion of the 2025 exploration program, that the Company has engaged Mine Technical Services (“MTS”) to complete an updated NI 43-101-compliant Mineral Resource Estimate (“MRE”) for the Company's 100%-owned Stillwater West critical minerals project in Montana, USA. Stillwater West hosts nickel, copper, cobalt, chromium, platinum, palladium, rhodium, ruthenium, iridium, gold, and osmium – a unique mix of battery, alloy, and platinum group metals essential to clean energy, defense, and technology supply chains. Mike explains that this new geological model and understanding of the Stillwater West Project through the lens of the South African Bushveld Complex as a parallel is so crucial to unlocking the value proposition of the Project and for future exploration targeting. It is also quite constructive have Dr. Danie Grobler, Vice President of Exploration, Albie Brits, Senior Geologist, provide different layers of input and collaboration with Tim Kuhl and the MTS team on the updated Stillwater resource estimate. Their extensive experience in Platreef-type geology and resource estimation is expected to provide significant value to the Project. Highlights and upcoming catalysts: The 2025 drill campaign is now complete, totaling 3,471m in eight holes, with all assays pending. The updated MRE will incorporate 14 drill holes totaling 5,781 meters (“m”) from the 2023 and 2025 programs, plus select historic holes not included in the current estimate. The updated Mineral Resource Estimate is expected in H1 2026 and will mark the next step in advancing Stillwater West as a potential large-scale source of ten minerals listed as critical in the U.S. The update will build on the January 25, 2023, Inferred Mineral Resource and results will support further technical studies and economic assessments. MTS has completed a site visit and is updating deposit models to incorporate new data, improved geologic domaining, geostatistics, and structural controls – leveraging insights from the Platreef district in South Africa. The work is being led by Mr. Timothy Kuhl (MTS) and Dr. Danie Grobler (Stillwater) who together previously worked with the late Dr. Harry Parker on the resource estimation and technical reports for Ivanhoe Mines' Platreef Mine. We go on to discuss with Mike the challenges and opportunities in defining the large-scale polymetallic and critical mineral resources at Stillwater West; and why it has the attention of large major producers, like their strategic partner Glencore, along with attention from the US and Montana government. We discuss how the nickel, copper, and cobalt tie into the growing industry demands for battery metals, energy metals, and defense metals. Additionally, with platinum, palladium, rhodium, and gold all demonstrating strong recent market performance, Stillwater West offers significant leverage to these precious metals. If you have any questions for Mike or the team at Stillwater Critical Minerals, then please email them into us at Fleck@kereport.com or Shad@kereport.com. Click here to follow the latest news from Stillwater Critical Minerals For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
This week at NSTA: The Bus Stop - Executive Director Curt Macysyn welcomes U.S. House of Representatives member Pete Stauber (R-MN-08). Congressman Stauber shares insights into his remarkable journey from serving as a local elected official and police officer to representing Minnesota's 8th Congressional District—becoming only the second Republican to hold the seat since 1947. He discusses what inspired his decision to run for office, how he works to bridge the partisan divide, and what a typical day looks like as a member of Congress serving on the House Transportation and Infrastructure, Small Business, and Natural Resources Committees, where he also chairs the Subcommittee on Energy and Mineral Resources. The conversation highlights Stauber's address to attendees at the 2025 NSTA Capitol Hill Bus-In and explores his leadership on the Brake for Kids Act (H.R. 2348)—a key legislative initiative aimed at enhancing school transportation safety. Congressman Stauber also shares his passion for hockey, reflecting on his championship days at Lake Superior State, his time with the Detroit Red Wings organization, and his brother Rob's impressive career as a goaltender. The episode wraps up with a fun look at the upcoming NHL season and Stauber's thoughts on the Red Wings and hometown Minnesota Wild. Become a podcast subscriber and don't miss an episode of NSTA: The Bus Stop- NSTA Vendor Partners should reach out to us to take advantage of our comprehensive advertising package that reaches your target audience - student transportation professionals!Support the show
Argentina Lithium CEO Nikolaos Cacos joined Steve Darling from Proactive to unveil the company's first-ever Mineral Resource estimate for its Rincon West lithium brine project located in Salta Province, Argentina—a key step forward in advancing the company's lithium portfolio within the heart of the “Lithium Triangle.” The inaugural resource estimate, completed for the West Block properties—including the Villanoveño II and Rinconcita II mining concessions covering 2,931 hectares—marks a significant milestone for Argentina Lithium. The estimate excludes the Paso de Sico concessions to the north, which add another 3,742.9 hectares of prospective ground at the Rincon Salar, representing future upside for the project. The resource was defined through 14 exploration boreholes totaling 4,823.2 metres of diamond drilling and one production well extending 470 metres. Based on this work, the company reports: Measured and Indicated Resources: 0.15 km³ of brine averaging 296 mg/L lithium, equivalent to 238,000 tonnes of Lithium Carbonate Equivalent (LCE). Inferred Resources: 0.08 km³ of brine averaging 216 mg/L lithium, equivalent to 64,000 tonnes of LCE. Cacos emphasized that the results demonstrate Rincon West's potential as a scalable, high-quality lithium asset within one of the world's most prolific brine districts. “This maiden resource lays a solid foundation for our next phase of development as we work toward building a sustainable, high-value lithium operation capable of generating long-term returns,” he said. As the company moves ahead with Preliminary Economic Assessment (PEA) studies and evaluates advanced direct lithium extraction (DLE) technologies, exploration teams will also target deeper drilling below the current resource boundary—where geologic data indicates open mineralization at depth and significant room for expansion. With a strong technical foundation and growing land position, Argentina Lithium is positioning Rincon West as a key contributor to Argentina's emerging lithium supply chain, supporting the accelerating global demand for electric vehicle and energy storage materials. #proactiveinvestors #argentinalithium&energycorp #tsxv #lit #otcqx #lilif #proactiveinvestors #argentinalithium&energycorp #tsxv #lit #otcqx #lilif
Coffee with Samso | Episode 212 | UWA Club, Crawley, Western Australia. Guest: Darren Cooke – CEO, FireFly Metals Ltd (ASX: FFM) Introduction In this episode of Coffee with Samso, we continue our Exploration Discovery Series with one of the most fascinating stories to come out of Western Australia's goldfields — the Pegasus gold discovery. This story is special. Not because Pegasus was a greenfields success, but precisely because it wasn't. It was hiding in plain sight — within the Swiss cheese of decades of drilling in the Kundana gold camp. In 2014, Pegasus was recognised as one of the most significant discoveries of the decade. At the time of its unveiling, the project hosted a resource of 2.1 million tonnes at 11.4 g/t Au, containing approximately 763,000 ounces of gold. Northern Star Resources (ASX: NST) would later prove what Bill Beament said at the time — that this would be a million-ounce deposit just 350 metres from their Rubicon mine. To unpack this milestone discovery, I spoke with Darren Cooke, CEO of FireFly Metals and the former geology and long-term planning manager for Barrick at Kundana during the Pegasus discovery years. This conversation isn't just a walk down memory lane. It's a technical, strategic, and cultural deep dive into how great discoveries can be made in places everyone thinks they already know. Chapters 00:00 Start 02:39 Introduction 04:03 Introduction to Darren Cooke. 04:54 The early days of the Discovery - Pre 2011 07:11 The Unlocking of the Historical Dataset - 2011 to 2012 08:32 The Duration of the Work to "work" the data. 9:45 What was the structural concept? 10:47 Was the narrow mineralisation of Kundana the key to thinking differently? 11:58 With hindsight, was Pegasus easy to define/discover? 12:38 The double plunging mineralisation is the thinking that helped other discoveries? 13:48 Well Drilled Does Not Mean Well Explored - Quality of Data 14:46 Time is required to understand historical data 15:42 Geological Models are only a good guide. 16:58 How much confidence did Management know about the Pegasus potential? 18:43 The Northern Star "Thinking". 22:15 Was Anton Billis a good JV partner? 23:11 Was the purchase price of AUD $75M cheap? 24:25 Was there something that could have made Pegasus not a discussion? 25:52 Is there more discoveries left to discover from "Brownfield" projects? 27:10 Is there another Pegasus still out there like a Never Never? 28:16 A different view to a Brownfield project? 29:41 Brownfield projects should be more about a Brownfield new discovery not a reintroduction of the old concepts. 31:08 A Mineral System Is Always More Than One Success. 32:30 The FireFly Story. (Take out the bit I said about "Dont spoil the Story" 34:00 Is Northern Star the new generation of Western Mining in terms of quality work. 35:38 The skillset required in developing a Mining of Mineral Resources 36:59 The culture DNA of Northern Star. 37:45 Words of Wisdom to the new generation of geologists. 39:14 A Special DNA to Find the Solution. 40:29 Darren last Words 40:56 Conclusion Setting the Scene – Kundana in the 2000s - The Pegasus Gold Discovery The Kundana Province is no stranger to gold. By the early 2000s, it was already a 10Moz gold camp. The ground around Pegasus was peppered with drill holes — hundreds of them — yet the discovery remained elusive. In 2005, Placer Dome drilled the first hole into what would later become Pegasus. But they walked away. Fast-forward to 2011–2012, a new team at Barrick re-examined the data. What followed wasn't a stroke of luck but a combination of fresh geological thinking, technical persistence, and the right mindset to challenge old assumptions. "It wasn't that Pegasus wasn't drilled. It was that no one had looked at the data differently. We just saw what others missed." – Darren Cooke Unlocking the Historical Dataset (2011–2012) When Darren stepped into the Barrick geology and planning role, the first thing the team did was dig through the database — not for something new, but for something overlooked. 100+ drill holes were already in the area. Most were shallow and targeted under a subvertical plunge model. Hits were dismissed because follow-up holes below were barren. No one questioned whether the plunge direction was wrong. Darren's team challenged the model. By recognising a double-plunging shoot orientation, they unlocked a structure that others had effectively drilled around. "It was a classic case of model bias. Everyone was fitting data to the model rather than re-examining the model itself." The Turning Point – Geological Insight Meets Practical Pressure Pegasus wasn't just a technical story. It was also a story about operational necessity. The Barrick Kundana team was running out of ore. The long-term planning and geology groups collaborated closely to rethink their targeting strategy. It was this internal pressure that drove them to rework the historical data. The double plunge model that emerged: Explained the original hit and subsequent misses. Predicted mineralisation at depth offset from previous holes. Led to rapid resource definition once drilling resumed. The result: a million-ounce gold system hiding between existing infrastructure and old drill collars. "Well Drilled" Does Not Mean "Well Explored" One of the most powerful takeaways from this conversation is the difference between density of drilling and quality of exploration. "Well drilled doesn't mean well explored. You can have a pin cushion of holes and still miss the prize." This statement resonates across WA discoveries: Hemi sat beside 1.4Moz of known gold. Never Never was hidden in existing data. Pegasus was 350m from Rubicon and hiding in plain sight. Brownfields areas are full of opportunity, but only for those willing to break models and reframe the geological story. From Discovery to Development – The Northern Star Effect In 2014, Barrick sold the Kundana assets to Northern Star Resources for $75 million. Barrick described the assets as "high-cost, short-life." Northern Star saw the opposite: long-life, company-making assets. The cultural difference was stark: Within weeks, Northern Star doubled drill rigs at Pegasus. Approved an underground decline for drilling access. Backed the geological team to prove the model quickly. "Every mine has its right size owner. For Barrick, Pegasus was peripheral. For Northern Star, it was core." The entrepreneurial mining mindset turned geological opportunity into economic reality. Brownfields Discovery – A Playbook for the Future The Pegasus story mirrors many of WA's recent major discoveries. It shows:
In this episode of Fresh Thinking, Dr Gregory Zhang is joined by Ian Glacken, Executive Consultant at Snowden Optiro, to discuss the crucial role of grade control drilling and modelling. Grade control may seem like a technical detail, but it sits at the very heart of every successful mining operation. From reducing risk and maximising value, to ensuring accurate sampling and modelling, Ian shares insights from decades of experience helping mines achieve better outcomes. Whether you're a geologist, mining engineer, or simply curious about how mines make critical decisions, this episode explains why grade control matters and how to get it right. Key moments: 0:00 – Introduction to the podcast and speakers 1:01 – Why grade control is essential for profitable mining 2:47 – Importance of sampling quality and timing 3:20 – RC drilling vs blast hole drilling: which is best? 4:42 – Underground grade control: diamond drilling and face sampling 6:01 – Common issues with face sampling and how to address them 7:30 – Choosing the right drilling method for your operation 8:27 – How geology influences grade control strategies 8:40 – The JORC Code and reporting requirements for grade control 10:34 – Why grade control isn't “ground truth” but still vital 12:14 – Final thoughts and takeaways If you would like to contact Ian or Greg: contact@snowdenoptiro.com Listen on the go: Fresh Thinking is available on all major podcast platforms – subscribe to never miss an episode! Explore more: https://snowdenoptiro.com/
Recorded on September 30th: Andrew Pollard, President and CEO of Blackrock Silver (TSX.V:BRC – OTCQX:BKRRF), joins me to discuss the updated mineral resource estimate, based on only the M&I conversion drilling for its 100% owned Tonopah West project located in West-Central Nevada, United States. We then get into all the expansion drilling that has just been completed, with many assays still pending, that will be building towards the upcoming expanded resource estimate in Q1 2026, and then followed by an updated PEA. HIGHLIGHTS: The Updated MRE contains a total of 0.107 million ounces ("Mozs") of gold ("Au") and 9.5Mozs of silver ("Ag"), or 21.1Mozs of silver equivalent ("AgEq") of indicated mineral resources, and 0.47 Mozs of Au and 35.5Mozs of Ag, or 86.88Mozs of AgEq of inferred mineral resources. Indicated mineral resources were not previously included in the mineral resource estimate for Tonopah West effective August 25, 2024, highlighting how Blackrock's recent in-fill drilling program (the "M&I Conversion Program") at Tonopah West which commenced in mid-July 2024 has confirmed previous inferred mineral resource estimates and improved geologic confidence in the mineral resource estimate on the Project. At a 180 grams per tonne ("g/t") AgEq cutoff, the average block-diluted grade of the indicated mineral resources is 493 g/t AgEq and the average block-diluted grade of the inferred mineral resources is 525.9 g/t AgEq. The Updated MRE includes 83 new drillholes completed in 2024-2025 and is based on a refined geologic model which was updated to reflect the new drilling and added more detail to the spatial distribution of mineralized veins. Silver and gold mineralization at Tonopah West remains open to the northwest, east and internally between the main bodies of mineralization, and at depth. We then shifted over to the additional resource expansion exploration program at Tonopah West, where drilling commenced in September 2024, and targeted expansion potential along a one-kilometer northwest trend between the Denver-Paymaster and Bermuda-Merten vein groups (“DPB”) south resource area and the Northwest (NW) Step Out resource area. There will be a second expanded resource update in Q1 next year that incorporates all the expansion drilling towards the NorthWest Step Out, and the Eastern Expansion area off DPB South towards the Ohio mine area. After that resource has been released, then all of that data, combined with recent hydrology work, permitting work, and other derisking will be factored into an updated PEA next year. We wrap up discussing the financial health of the company due to the early exercise of warrants, bringing in around $5Million dollars into the company's treasury. Now that the market has seen the continuity of the mineralization holding together better than many had modeled in the recent M&I resource estimate update, in conjunction with the anticipation of how higher silver and gold prices will positively impact the economics of the project, more warrants are being exercised early to position for the coming catalysts on tap over the next 2 quarters. If you have any follow up questions for Andrew regarding Blackrock Silver, then please email them into me at Shad@kereport.com. In full disclosure, Shad is shareholder of Blackrock Silver at the time of this recording, and may choose to buy or sell shares at any time. Click here to visit the Blackrock Silver website to read over the recent news we discussed.
John Miniotis, President and CEO and David O'Connor, Chief Geologist of AbraSilver Resource Corp (TSX: ABRA) (OTCQX: ABBRF), join me to review the next batch of silver and gold drill assays returned on September 30th, from the ongoing Phase V exploration program; which is focused on the Oculto East and JAC zones at their wholly-owned Diablillos property in Salta Province, Argentina. These 6 drill holes continue to expand oxide-hosted gold mineralization to the east of the Oculto deposit and oxide silver mineralization within the JAC zone, highlighting the continued strong exploration upside potential across the Diablillos system. Oculto East: Numerous broad zones of continuous gold mineralization intercepted, including: DDH 25-066: 1.0 metre ("m") with bonanza grades of 108.9 g/t gold from 288 m downhole, as well as 18.0 m at 0.97 g/t gold from 353 m DDH 25-069: 24.0 m grading 1.02 g/t gold from 243 m DDH 25-071: 33.0 m grading 0.42 g/t gold from 69 m DDH 25-072: 140.0 m grading 0.57 g/t gold from 262 m, including 8.0 m at 2.60 g/t gold from 338 m JAC: Strong near-surface silver mineralization continues to expand the Mineral Resource potential, including: DDH 25-053: 29.0 m at 65 g/t silver from 85 m, including 7.0 m at 108 g/t silver DDH 25-058: 32.0 m at 100 g/t silver from 58 m, including 2.0 m at 400 g/t silver John pointed out that these latest drill assays highlight the strong continuity of wide gold zones at Oculto East, together with additional near-surface silver mineralization at JAC. Importantly, these results continue to expand both gold and silver resources well beyond the current Mineral Resource conceptual open pit, and they further demonstrate the scale of Diablillos Project to keep growing. Dave shares the key takeaways their geological team is getting from the continued silver mineralization continuing to the west at JAC, while the gold mineralization is continuing to be delineated in Oculto East. He mentions that they now believe the higher-grade gold intercepts are just the top of a porphyry deposit at depth, and more holes will be testing this in the future, as well as the deeper hole targeting a different porphyry target at Cerro Viejo. Additionally, we circle back to the Sombra target identified in the Phase IV drill program last year, and how it is possible that there is a parallel trend that could extend from Sombra up to Oculto East, and that more drilling will focus on that thesis in the future. Wrapping up John takes us through a number of ways that the company could still keep rerating higher, not just based on the thousands of meters of ongoing drilling, but also in light of how significant the higher silver and gold spot metals prices are to their project economics, and how the prior economics were run at substantially lower consensus metals prices. The Company is doing all the derisking work all building towards their ongoing Definitive Feasibility Study due out in early 2026, which in tandem with permits expected to be received, will be the triggers for a construction decision. If you have any follow up questions for John or Dave regarding at AbraSilver, then please email them into me at Shad@kereport.com. In full disclosure, Shad is a shareholder of AbraSilver Resource Corp at the time of this recording and may choose to buy or sell more shares at any time. For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Arizona Sonoran Copper released its updated mineral resource estimate for the Cactus brownfield copper project in Arizona. Highlander Silver reported assay results from the second series of holes designed to test the expanding Bonita vein system, which include some of the highest gold grades encountered to date. Eloro Resources shared new assay results from 5 holes of its second phase definition diamond drilling program. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at revival-dash-gold.comVizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at equinoxgold.com Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com
FireFly Metals Ltd (ASX: FFM) (TSX: FFM) is an emerging copper-gold company focused on advancing the high-grade Green Bay Copper-Gold Project in Newfoundland, Canada. The Green Bay Copper-Gold Project currently hosts a Mineral Resource prepared and disclosed in accordance with the 2012 Edition of the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves (JORC Code 2012) and Canadian National Instrument 43-101 - Standards of Disclosure for Mineral Projects (NI 43-101) of 24.4Mt of Measured and Indicated Resources at 1.9% for 460Kt CuEq and 34.5Mt of Inferred Resources at 2% for 690Kt CuEq.
Professor Evan Ellis details Peru's complex political landscape under unpopular President Dina Boluarte, its strategic importance due to mineral resources, and substantial economic ties with China, including the Chancay deepwater port. He also addresses the escalating Venezuelan situation, with a US Marine Air-Ground Task Force deployment and bounties on Nicolás Maduro, suggesting potential military action. Additionally, he touches on Bolsonaro's trial in Brazil and Guyana's newfound oil wealth amid Venezuelan threats. 1945 PERU
CONTINUED Professor Evan Ellis details Peru's complex political landscape under unpopular President Dina Boluarte, its strategic importance due to mineral resources, and substantial economic ties with China, including the Chancay deepwater port. He also addresses the escalating Venezuelan situation, with a US Marine Air-Ground Task Force deployment and bounties on Nicolás Maduro, suggesting potential military action. Additionally, he touches on Bolsonaro's trial in Brazil and Guyana's newfound oil wealth amid Venezuelan threats. 1910 BRAZIL
Professor Evan Ellis details Peru's complex political landscape under unpopular President Dina Boluarte, its strategic importance due to mineral resources, and substantial economic ties with China, including the Chancay deepwater port. He also addresses the escalating Venezuelan situation, with a US Marine Air-Ground Task Force deployment and bounties on Nicolás Maduro, suggesting potential military action. Additionally, he touches on Bolsonaro's trial in Brazil and Guyana's Rewfound oil wealth amid Venezuelan threats.
Professor Evan Ellis details Peru's complex political landscape under unpopular President Dina Boluarte, its strategic importance due to mineral resources, and substantial economic ties with China, including the Chancay deepwater port. He also addresses the escalating Venezuelan situation, with a US Marine Air-Ground Task Force deployment and bounties on Nicolás Maduro, suggesting potential military action. Additionally, he touches on Bolsonaro's trial in Brazil and Guyana's newfound oil wealth amid Venezuelan threats. 1884 GUADALAJARA
The Aussie market kicked off September on the back foot, with the ASX200 slipping to a two-week low as tech stocks dragged and major banks fell. Gold miners bucked the trend, surging on a stronger gold price, while Fortescue dropped after trading ex-dividend. Harvey Norman jumped on a profit beat and IDP Education extended its rebound, but Mesoblast and Mineral Resources weakened. With a wave of companies set to trade ex-dividend this week, plus key local economic data and US jobs numbers ahead, markets face a busy start to the new month. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
Mark Pownall and Nadia Budihardjo discuss Rio Tinto boss Simon Trott's first week; Mineral Resources; Local governments in trouble; Reynolds v Higgins judgment; Michael Chaney and Wesfarmers; and major companies' annual results.
Viva Gold published an updated Preliminary Economic Assessment for the Tonopah Gold Project in Nevada last month. CEO Jim Hesketh joins the podcast to provide his editorial comments on the report and breakdown the difference between this report and reports of the project's past. The updated MRE reports measured and indicated (“M”) Mineral Resource containing 504,000 ounces gold (“Au”) at 0.59 grams per tonne (“g/t” Au, 1.8 million ounces silver (“Ag”) 2.05 g/t Ag, and an inferred Mineral Resource of 83,000 ounces Au at 0.37 g/t Au, 402,000 ounces Ag, at 1.81 g/t Ag, all constrained within a pit shell above a 0.15 g/t Au cut-off
In this episode, Loye and Fola provide updates on Nigeria's lack of ambassadors, an offer made by Somaliland to President Trump, and the acquisition of MultiChoice by Canal+ and what it means for the African media landscape. But first, they provide quick updates on Alassane Ouattara's announcement of his decision to run for a fourth term in the upcoming Ivorian elections, as well as on the recent helicopter crash in Ghana.Time stamps:01:02 Updates on Alassane Ouattara's announcement to run for a fourth term and on the helicopter crash in Ghana03:51 Where are Nigeria's ambassadors?09:22 Somaliland's offer to Trump18:24 Canal+'s acquisition of MultiChoice34:44 What in the worldhttps://www.instagram.com/thebrief.xyz/
Fortuna Mining Releases Diamba Sud Mineral Resource Update, PEA On Track For Q4 2025 Fortuna Mining has been advancing its Diamba Sud gold project, and just released an updated mineral resource estimate. Fortuna is also releasing their second-quarter earnings after the close tonight, and for a brief recap of their news, click to watch the video now! - To read Fortuna's press release on the updated mineral resource estimate go to: https://fortunamining.com/news/fortuna-advances-diamba-sud-gold-project-in-senegal-with-updated-mineral-resources-pea-completion-targeted-for-q4-2025/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Fortuna Mining, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-fortuna-silver-mines/Subscribe to Arcadia Economics on Soundwise
John Miniotis, President and CEO of AbraSilver Resource Corp (TSX: ABRA) (OTCQX: ABBRF), joined us to review the new expanded Mineral Resource Estimate, development work building towards the Definitive Feasibility Study, and the ongoing 20,000 meter Phase 5 drill program at their wholly-owned Diablillos property in Salta Province, Argentina. The updated MRE now totals 104 million tonnes ("Mt") of ore, containing approximately 199 million ounces ("Moz") of silver and 1.72 Moz of gold (350 Moz silver-equivalent "AgEq") in the Measured & Indicated ("M&I") category. This total includes a maiden heap leach Mineral Resource estimate and reflects significant increases across five deposits (Oculto, JAC, Fantasma, Laderas and Sombra) located at Diablillos. Key Highlights of the Updated MRE (Combined Tank and Heap Leach): Total M&I Mineral Resources (tank and heap leach) now stand at 104 Mt grading 59 g/t Ag and 0.51 g/t Au, containing 199 Moz Ag and 1.72 Moz Au (350 Moz AgEq). Tank leach Mineral Resource estimate totals 73 Mt grading 79 g/t Ag and 0.66 g/t Au, containing 186 Moz Ag and 1.55 Moz Au (327 Moz AgEq). Maiden heap leach MRE adds 31 Mt grading 13 g/t Ag and 0.16 g/t Au, containing 13 Moz Ag and 162 koz Au (23 Moz AgEq). Based on lower-grade material contained with the constraining Whittle open pit, previously classified as waste, now recognized as potentially recoverable though a low-cost processing route. Key Changes Compared to Prior MRE (Tank Leach Only): 25% increase in contained silver in M&I Mineral Resources to 186 Moz Ag from 148 Moz Ag. 14% increase in contained gold in M&I Mineral Resources to 1.55 Moz Au from 1.36Moz Au. 27% increase in M&I silver-equivalent ounces to 327 Moz AgEq from 258 Moz AgEq. With three drill rigs now active across the broader Diablillos land package, and the potential to add a fourth rig in the future, the Company is entering another exciting new phase of exploration growth. In addition, the Company is doing all the derisking work programs in parallel with exploration for their ongoing Definitive Feasibility Study due out in early 2026, which will be followed by a PEA on the heap-leach economics, and another updated to the mineral resource once all the Phase V data is incorporated into that study. If you have any follow up questions for John regarding at AbraSilver, then please email us at Fleck@kereport.com or Shad@kereport.com. In full disclosure, Shad is a shareholder of AbraSilver at the time of this recording. Click here to visit the AbraSilver website and read over the most recent news releases.
SummaryIn this episode, Loye and Fola discuss a recent allegation by a police commissioner in South Africa that top ANC officials are involved in a criminal syndicate; the state of democracy across the continent; and Nigeria's macroeconomic successes that fail to trickle down to the everyday citizen.Time stamps1:48 Mkhwanazi takes on the ANC12:48 Democratic backsliding on the continent21:24 Tinubu's economic reforms35:45 What in the worldhttps://www.instagram.com/thebrief.xyz/
With the gold price on the rise in recent years, one ASX listed company is continuing exploration for the metal.See omnystudio.com/listener for privacy information.
John Shively, CEO of Pebble Partnership, and operator of the Alaska Pebble Mine Project. With a focus on Energy Dominance.John Shively joins the Energy Impacts Podcast to talk about the decades-long effort to permit the Pebble Mine in Alaska. He shares insights on the mine's massive copper and mineral potential, environmental concerns around Bristol Bay's salmon fishery, and how federal permitting delays and reliance on foreign processing especially from China impact U.S. energy security. Shively also discusses what makes Alaska so uniquely valuable and why permitting reform is key to unlocking its resources.Highlights of the Podcast00:01 - Intro and Background03:10 - Why Pebble Mine Matters05:57 - Mineral Resources at Pebble09:14 - China's Grip on Mineral Processing14:08 - Environmental Concerns and Salmon19:12 - Permitting, Courts, and Political Barriers25:23 - Alaska's Potential or Decline28:26 - Closing Thoughts
Tom Zaunmayr speaks to Justin Fris about the state of Mineral Resources, as part of the Resources feature. Plus: Nedlands commissioners appointed; Chevron's decommissioning bill; and a car wash sale.
The North Dakota Oil and Gas Division's July 2025 Director's Cut featuring May 2025 production information and market updates from Nathan Anderson, Director of the Department of Mineral Resources, and Justin Kringstad, the Executive Director of the North Dakota Pipeline Authority
Mark Pownall and Sam Jones take a look at the news of the week, including the latest rates decision, Mineral Resources, Nedlands council, Saracen's Gnarabup development and BHP's fair work decision.
Today we were delighted to welcome Jack Belcher and Sarah Venuto of Cornerstone Government Affairs, along with Brook Papau, CEO of Orennia, for a discussion focused on the energy implications of the One Big Beautiful Bill (OBBB). Jack, a Principal at Cornerstone, has over 30 years of experience in energy and energy policy, having previously served as Manager of Regulatory Affairs and Policy at Shell and Staff Director for the U.S. House Subcommittee on Energy and Mineral Resources. Sarah, Principal and Counsel, joined Cornerstone in 2023 following roles as Director of the Office of External Affairs at the Federal Energy Regulatory Commission, Senior Advisor and Chief Counsel to Senator Joe Manchin, and Democratic Staff Director for the Senate Energy and Natural Resources Committee. Brook founded Orennia in 2021 and previously served as Managing Director at RS Energy Group (now Enverus). Between Jack, Sarah, and Brook, we had a wealth of insight and expertise that fueled a thoughtful and detailed conversation. In our discussion, we explore the implications of the OBBB for U.S. energy policy, including a shift in emphasis toward fossil fuels (particularly natural gas), along with a renewed focus on reliability and dispatchability. Jack shares his perspective on the “winners” (oil and gas, nuclear, geothermal, and hydrogen) and “losers” (wind and solar), major changes to clean energy tax credits, and the pullback of unobligated funds from federal agencies reclaiming money originally authorized under the IRA. We discuss the introduction of Foreign Entity of Concern (FEOC) restrictions across tax credits, intended to accelerate the reshoring of critical supply chains, and how the current energy tax credit framework increasingly aligns with Trump Administration energy priorities. Brook shares implications for the U.S. grid and power mix, including anticipated delayed retirements of natural gas facilities, a near-term rush to install solar, wind, and storage while tax credits remain in place, severe supply chain constraints for new thermal generation, and growing post-2028 uncertainty as AI-driven demand growth threatens to outpace renewable power additions for the first time. Sarah describes the evolving U.S. energy policy landscape, with regulatory loosening across federal agencies, reduced enforcement capacity due to staffing cuts, and a return to traditional energy provisions, including reinstated onshore and offshore lease sales, lowered royalty rates, renewed support for drilling in Alaska, and accelerated tax treatment for intangible drilling costs. We examine the continued bipartisan support for nuclear, growing cross-party momentum for reshoring advanced manufacturing and critical supply chains, the inflation implications of phasing out tax credits, the partial permitting reforms included in the bill, the importance of codifying reforms into law to avoid policy reversals, early industry reaction to the bill, and much more. As mentioned, a few slides from Orennia's latest report on the OBBB are linked here. It was an engaging and insightful conversation, and we greatly appreciate Jack, Sarah, and Brook for sharing their perspectives. Mike Bradley opened the conversation by highlighting broader equity market performance, recent OPEC+ developments, and President Trump's surprising proposal to implement a copper import tariff. On the broader equity market front, markets have mostly moved sideways this week after posting all-time highs last week on passage of the One Big Beautiful Bill. Trumpatility is beginning to resurface ahead of President Trump's July 9th tariff deadline. Upcoming CPI and PPI reports, due next week, could significantly influence whether the Fed moves to cut interest rates at the July 30th FOMC Meeting. Additionally, Q2 reporting begins
Justin Fris and Jack McGinn discuss Rio Tinto's $3.1bn Western Range iron ore mine and a commodity pricing agency's bold change to its reporting metrics. Plus: State govt buys Frasers Suites for $105m; Mineral Resources opens Onslow Iron's glitzy Pilbara FIFO camp; Woolworths to build $28m supermarket in East Victoria Park.
Ivanhoe Mines have shared an updated mineral resource estimate for the Makoko District in the Western Forelands Exploration Project. New drill results from Harfang Exploration, Coppernico Metals, Mako Mining and Amarc Resources. Orezone Gold reported their operational and financial results for the first quarter.This episode of Mining Stock Daily is brought to you by... Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/Calibre Mining is a Canadian-listed, Americas focused, growing mid-tier gold producer with a strong pipeline of development and exploration opportunities across Newfoundland & Labrador in Canada, Nevada and Washington in the USA, and Nicaragua. With a strong balance sheet, a proven management team, strong operating cash flow, accretive development projects and district-scale exploration opportunities Calibre will unlock significant value.https://www.calibremining.com/Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com
Welcome to the daily304 – your window into Wonderful, Almost Heaven, West Virginia. Today is Friday, May 9, 2025 West Virginia BusinessLink has the scoop on steps for successful startups…a software gift from Rock Flow Dynamics advances engineering education at West Virginia University…and Commercial Metals' new micro mill in West Virginia will be one of the most environmentally friendly steelmaking operations in the world…on today's daily304. #1 – From WV BUSINESSLINK – Taking the proper steps in the early stages of developing a business plan and your get-to-market strategy are essential in building a strong foundation for your new business endeavor. Take the time to find out if your idea is viable. Consider who will buy your product or service. Look into the current state of your industry to see if there are new opportunities. Build the competitive edge that your business idea needs to be successful in a contemporary business climate. WV BusinessLink has the scoop on steps for successful startups! Read more: https://wvbusinesslink.com/steps-for-successful-startups/ #2 – From THE INTER-MOUNTAIN – West Virginia University students in geoscience and energy engineering will have access to industry-leading professional software thanks to a $26.8 million gift from Rock Flow Dynamics. The in-kind gift allows students and faculty at the WVU Benjamin M. Statler College of Engineering and Mineral Resources and the WVU Eberly College of Arts and Sciences to use tNavigator, a state-of-the-art reservoir modeling and simulation platform created by Rock Flow Dynamics. The tNavigator software offers a wide range of advanced innovative tools for geoscience, reservoir and production engineering disciplines. Rock Flow Dynamics personnel hosted a two-day training session on campus last fall to help faculty and students learn how to use the software. Read more: https://www.theintermountain.com/news/communities/2025/04/software-gift-advances-engineering-education/ #3 – From WV DED – Commercial Metals Company is making a significant investment in West Virginia by constructing a state-of-the-art micro mill in Berkeley County. This $450 million facility will produce 500,000 tons of straight-length and spooled rebar annually. CMC chose West Virginia for its strategic location, offering efficient access to major metropolitan markets in the Mid-Atlantic, Northeast, and Midwest regions. Additionally, the state provides a welcoming business climate and a skilled, available labor force, making it an ideal location for CMC's expansion. The new micro mill will be one of the most environmentally friendly steelmaking operations globally, utilizing 100% recycled steel as raw material and electric energy for production. Read more: https://westvirginia.gov/cmc-says-yes-to-west-virginia-building-a-state-of-the-art-steel-mill-in-the-mountain-state/ Find these stories and more at wv.gov/daily304. The daily304 curated news and information is brought to you by the West Virginia Department of Commerce: Sharing the wealth, beauty and opportunity in West Virginia with the world. Follow the daily304 on Facebook, Twitter and Instagram @daily304. Or find us online at wv.gov and just click the daily304 logo. That's all for now. Take care. Be safe. Get outside and enjoy all the opportunity West Virginia has to offer.
Lundin Mining announced Vicuña Corp. completed an initial Mineral Resource estimate for the Filo del Sol sulphide deposit, an update to the Mineral Resource estimate for the Filo del Sol oxide deposit and an update to the Mineral Resource estimate for the Josemaria deposit. New drill results published today from Collective Mining and Galiano Gold. Important corporate updates today from Vizsla Silver, Kingfisher Metals, K2 Gold and Paramount Gold Nevada. This episode of Mining Stock Daily is brought to you by... Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/Calibre Mining is a Canadian-listed, Americas focused, growing mid-tier gold producer with a strong pipeline of development and exploration opportunities across Newfoundland & Labrador in Canada, Nevada and Washington in the USA, and Nicaragua. With a strong balance sheet, a proven management team, strong operating cash flow, accretive development projects and district-scale exploration opportunities Calibre will unlock significant value.https://www.calibremining.com/Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com
AP correspondent Karen Chammas reports on an upcoming mineral resources deal between the U.S. and Ukraine.
First Majestic Updates Mineral Reserve and Mineral Resource Estimates First Majestic Silver just released their latest mineral reserve and mineral resource estimates. To find out more about the results, click to watch this brief video now! - To read the press release with the full results from First Majestic Silver go to: https://firstmajestic.com/investors/news-releases/first-majestic-announces-2024-mineral-reserve-and-mineral-resource-estimates - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by First Majestic Silver, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-first-majestic-silver/Subscribe to Arcadia Economics on Soundwise
In this compelling discussion, Doug addresses a variety of pressing issues raised by members, notably debunking misconceptions about Trump's view on the EU and the state of global economics. He discusses the formation and evolution of the EU, the printing and exporting of US dollars, the impact of tariffs, and the future of the euro. The conversation also delves into the economic situation in Argentina and the effectiveness of Malay's reforms. Doug shares thoughts on Trump's Mar-a-Lago Accord, potential global economic disruptions, and strategies for financial security. The dialogue covers Trump's stance on NATO and the Russia-Ukraine conflict, the recent election outcome in Uruguay, and the benefits of having dual citizenship. Doug also speculates on the impacts of technological advancements like robots and blockchain in daily life and global economies. Finally, he discusses environmental concerns like water scarcity and clarifies misconceptions about the mineral wealth of Ukraine. 00:00 Introduction and Opening Remarks 00:05 Trump's Comments on the EU 00:37 Historical Context of the EU 01:39 EU's Bureaucracy and Regulations 02:32 Trump's Misconceptions about the EU 03:00 Economic Comparisons: US vs. EU 06:36 Argentina's Economic Situation 08:56 Inflation and Price Changes in Argentina 12:39 Real Estate Opportunities in Argentina 12:58 The Mar-a-Lago Accord and Economic Reset 14:13 Trump's Economic Policies and Predictions 16:28 Gold Prices and Investment Advice 19:09 US Involvement in NATO and Europe 22:19 Uruguay's Political and Economic Landscape 26:44 Goldbacks: A New Form of Currency 27:36 The Future of Money: Gold and Blockchain 28:11 The Value of Physical Gold 29:42 Gold in Zimbabwe: A Personal Anecdote 30:55 Considering a Second Home and Citizenship 32:57 Living in Argentina vs. Uruguay 36:45 The Breakup of Nations and Technocratic Governance 38:09 Technological Advancements and Their Impact 44:44 The Future of Water Supply 47:44 Debunking Myths About Ukraine's Mineral Resources 51:22 Conclusion and Final Thoughts
Jordan Roy-Byrne: Gold Is Breaking Out Against The Stock Market Gold and silver have been rallying for over a year now. Although with the recent stock market selloff, we're starting to see gold now break out against the stock market too. Which given the concerns about the economy that many precious metals investors hold, has the potential to significantly impact the gold and silver pricing. In today's show Jordan Roy-Byrne of The Daily Gold explains why. And to find out more, click to watch the video now! - To get a FREE copy of Jordan's book 'Gold and Silver: The Greatest Bull Market Has Begun' go to: https://thedailygold.com To read more about the latest Mineral Reserve and Mineral Resource estimate go to: https://fortunamining.com/news/fortuna-reports-updated-mineral-reserves-and-mineral-resources-4/ - To get access to Vince's research in 'Goldfix Premium' go to: https://vblgoldfix.substack.com/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise
Fortuna Updates Mineral Reserves and Mineral Resources Estimate Fortuna Mining released an updated Mineral Reserve and Mineral Resource estimate this morning, and to find out more about the latest news, here's a brief video recap of the results! - To read the full press release from Fortuna with the results go to: https://fortunamining.com/news/fortuna-reports-updated-mineral-reserves-and-mineral-resources-4/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Fortuna Mining, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-fortuna-silver-mines/Subscribe to Arcadia Economics on Soundwise
Greenland hasn't had this much attention from America since the William Taft Administration. Rhetoric, and even a few congressional proposals, are flying over the prospect of the United States purchasing — or perhaps invading — the autonomous territory of Denmark. Strategic positioning and untapped mineral resources are the main drivers of the argument. The likelihood of such an action appears remote. The Inuit people, who make up the vast majority of the population, are more seriously focused on independence from the colonial power of Denmark and cooperative efforts to reduce the effects of climate change. We'll hear from elected leaders and other Greenland residents about the current political pressures. GUESTS Aaja Chemnitz (Inuk), Member of Danish Parliament representing Greenland Naaja Nathanielsen (Inuk), Minister of Business, Trade, Mineral Resources, Justice, and Gender Equality in the government of Greenland Parnuna Egede Dahl (Inuk), special advisor for Oceans North Kalaallit Nunaat