Podcasts about Mining

During this week's public lands news briefing on the Outdoor Minimalist podcast, we have two feature stories for you. What we cover this week:1. Oak Flat, a sacred indigenous site and popular rock climbing destination in central Arizona, was transferred to a multinational mining company featuring Jason Keith from the Access Fund.2. Southern Texas is battling to protect Big Bend National Park and the surrounding landscapes from the proposed border wall, featuring Bob Krumenaker, a core member of Keep Big Bend Wild and former superintendent of Big Bend National Park. And no, this is not all that's happened with public lands this week. So, as always, make sure you're subscribed to our weekly newsletter at theoutdoorminimalist.com for more in-depth public lands and outdoor industry sustainability news. Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/outdoor.minimalist.book/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.theoutdoorminimalist.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@theoutdoorminimalistBuy Me a Coffee: ⁠⁠⁠https://buymeacoffee.com/outdoorminimalist⁠⁠⁠Listener Survey: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/jd8UCN2LL3AQst976⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠------------Episode ResourcesSave Oak Flat: https://www.accessfund.org/action-alerts/save-oak-flatKeep Big Bend Wild: https://keepbigbendwild.org/No Big Bend Wall: https://nobigbendwall.org/CPB Smart Wall Map: https://www.cbp.gov/border-security/along-us-borders/smart-wall-mapNPCA: https://act.npca.org/page/94625/action/1?ea.tracking.id=ActionCenter

Oliver Frisen, CEO of Guardian Metal Resources, joins to discuss their upsized U.S. IPO and the two tungsten mines they're looking to create in the U.S. within the next three years. China, Russia, and North Korea make up about 90% of tungsten mining right now. The metal is used for autos, in the aerospace sector, and many other critical areas. He warns that a lot of manufacturing could have to stop due to the lack of the mineral if the U.S. can't find its own domestic supply quickly.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Tomasz Nadrowski is the author of “Mineral War: China's Quest for Weapons of Mineral Destruction.” In this episode, host Bill Powers interviews Tomasz to understand the nature of this mineral war so that investors can discern the best profit opportunities. Nadrowski shares that China has quasi-monopolized and weaponized critical mineral supply chains, forcing the West to rebuild upstream-to-downstream value chains where geopolitics can matter as much as geology. He describes his mining and hedge fund background, his fund's focus on rare earths, battery materials, and specialty metals, and the need to assess offtake, processing capacity, and government policy. Tomasz argues effective policy requires three levers: upstream reference prices, protection via tariffs, and downstream incentives to adopt Western/allied materials instead of cheap Chinese supply; he criticizes cost-plus pricing while viewing the MP Materials deal as a market signal lowering capital costs. The discussion covers tungsten (China's ~82% control), top monopolies (heavy rare earths, gallium, flake graphite), gallium and germanium sourcing, China's Africa deal structure and debt effects, China's control of nickel via Indonesia, and trading/exit discipline amid high volatility. 00:00 Intro 00:20 Meet the Guest 00:52 Mining to Hedge Funds 02:32 Mineral War Thesis 03:45 How the Fund Invests 06:14 Government Grants Angle 08:09 Price Floors Debate 10:26 Tariffs and Incentives 12:21 Tungsten Spotlight 14:29 Why China Restricts Exports 17:18 China in Africa Playbook 19:51 Africa Debt Reckoning 21:49 What to Call This System 22:51 China Debt Dilemma 23:51 Critical Minerals Ranking 24:24 Why Gallium Matters 26:49 Germanium Supply and Stockpiles 28:36 US Policy Whiplash 30:23 Nickel Indonesia China Proxy 32:11 Competing with China Standards 35:05 Investing Exit Strategy Tomasz's book: https://www.amazon.com/Mineral-War-Chinas-Weapons-Destruction/dp/B0GHDYRLZK Tomasz's LinkedIn: https://www.linkedin.com/in/nadrowski Tomasz's fund: https://www.amvestterraden.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This was not a sponsored interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

In this episode, we discuss what it takes to build something that actually lasts in the mining industry — not just in business, but in people, culture, and legacy. Join us in the studio with Matt Coffin, Vice President of Mining for N.A. Degerstrom, for a grounded, real-world conversation on leadership, entrepreneurship, and the long game of building in mining. From early career lessons and taking calculated risks to navigating growth, setbacks, and responsibility, Matt shares what it means to evolve alongside the industry rather than chase it. This episode dives into the realities behind building and scaling, the importance of surrounding yourself with the right people, and why trust, accountability, and consistency matter more than quick wins. Matt opens up about lessons learned through experience — both the wins and the hard moments — and how those have shaped his approach to leadership and decision-making. Please help us welcome Matt Coffin to The Face. Episode Sponsors: Safety First Training and Consulting JSR Fleet Performance Motor Mission Machine and Radiator  Chapters: 00:00 Building Something That Lasts 08:45 Early Career Lessons & Getting Started 16:20 Taking Risks & Betting on Yourself 24:05 Learning Through Failure & Setbacks 32:10 Leadership Through Experience, Not Title 40:25 Building the Right Team Around You 48:40 Culture, Accountability & Trust 57:15 Scaling Challenges & Growing Pains 01:05:30 Workforce Realities in Mining Today 01:13:10 Balancing Business, Life & Responsibility 01:21:45 Staying Grounded While Pushing Forward 01:30:20 Long-Term Vision & Industry Impact

Interview with Stephen Twyerould, President & CEO of Gunnison CopperOur previous interview: https://www.cruxinvestor.com/posts/gunnison-copper-tsxmin-nears-copper-production-start-in-september-2025-7847Recording date: 13th March 2026Gunnison Copper has released an updated Preliminary Economic Assessment for its flagship Arizona copper project, demonstrating $2 billion in after-tax net present value and positioning the asset as a prime acquisition target in North America's critical minerals sector. The study shows a 22.7% internal rate of return with $1.5 billion in capital requirements, representing a $700 million improvement in NPV over the company's previous assessment completed just 12 months earlier.The project is designed to produce 80,000 metric tons of copper cathode annually over a 21-year mine life, generating $6-7 billion in cumulative free cash flow. The substantial NPV improvement stems primarily from operational and technical enhancements rather than commodity price assumptions, including the strategic integration of the high-grade Strong & Harris satellite deposit and incorporation of innovative mineral sorting technology.Strong & Harris, located 3 kilometers from the main Gunnison pit, grades 0.8% copper—nearly three times typical Arizona operating grades—and added $190 million to NPV by leveraging shared infrastructure rather than operating as a standalone development. The company has also incorporated an on-site acid plant to eliminate dependency on volatile Mexican imports, contributing an additional $200-250 million to project value while providing competitive advantage.CEO Stephen Twyerould was direct about the company's strategic path forward, stating the firm is "unlikely to build this thing" independently. Instead, management is focused on delivering a fully-permitted Preliminary Feasibility Study with reserves within 18-24 months to maximize shareholder value through a potential transaction. The company benefits from a streamlined state-level permitting process without federal nexus, leveraging existing permits that require only amendment.Currently trading at a $220 million market capitalization—approximately one-third the valuation multiples of comparable Arizona copper developers—Gunnison represents what Twyerould describes as exceptionally rare: a mid-tier scale project approaching fully-permitted status in a tier-one jurisdiction with proven management execution capability.View Gunnison Copper's company profile: https://www.cruxinvestor.com/companies/gunnison-copperSign up for Crux Investor: https://cruxinvestor.com

This week's podcast features Paul Brink, President and CEO of Franco-Nevada, in conversation with host Adrian Pocobelli about education in the mining sector. Franco-Nevada has partnered with The Northern Miner to launch a portal highlighting post-secondary programs and scholarship opportunities in Canada. Brink also discusses the need to attract more people to the industry in order to supply the resources required for the next generation of technologies, including AI and data centres. To learn more, visit: fn.northernminer.com All this and more with host Adrian Pocobelli. This week's Spotlight features Brent Johnson, who discusses how the company's flagship products are helping reduce the environmental footprint of mining companies and metals processors. To learn more, visit: https://dundeetechnologies.com/ “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

SBS Finance Editor Ricardo Gonçalves speaks with Jamie Hannah from VanEck about the day's market action including the latest global interest rate expectations and what it means for investments, while BHP announces who will replace CEO Mike Henry.

We are living in an unfolding story, and it's hard to hold on when difficult circumstances linger, or your deepest prayer hangs in the air, seemingly unanswered. The Bible is filled with people who experienced the same thing. Mining often-overlooked passages of Scripture, Laurie Polich Short has unearthed encouraging gems of wisdom found in the lives of biblical heroes to help you see God's work as it unfolds in your life.Become a Parshall Partner: http://moodyradio.org/donateto/inthemarket/partnersSee omnystudio.com/listener for privacy information.

Interview with Oliver Turner, VP, Corporate Development of Americas Gold & Silver Corp.Our previous interview: https://www.cruxinvestor.com/posts/americas-gold-silver-tsxusa-new-usa-critical-minerals-hub-to-be-built-9246Recording date: 13th March 2026Americas Gold & Silver is executing an ambitious expansion strategy at its flagship Galena mine in Idaho, backed by what management argues is a significant valuation disconnect in the market. Trading at 0.7-0.85 times net asset value according to consensus analyst models, the company sits well below the peer group average of 1.5x NAV despite operating the world's third highest-grade primary silver mine.The company recently announced its largest exploration program in history, comprising 64,000 meters of drilling primarily focused at Galena. Recent results have delivered impressive intercepts approaching 5 kilograms per ton of silver, accompanied by substantial copper and antimony byproducts. The program builds on two major 2025 discoveries, including the 34 vein which has expanded to a target of 6-7 million ounces.Management's production goal centers on returning Galena to 5 million ounces annually, matching historical 2002 output levels. This target underpins a three-year operational transformation plan focused on modernization, equipment upgrades, and transitioning to more efficient mining methods. The strategy emphasizes dual objectives: increasing throughput while simultaneously improving grades through targeted drilling of high-grade zones.Executive Vice President Oliver Turner emphasized the management team's proven track record, having previously scaled production from near-zero to 200,000 gold ounces annually at both Coeur Mining and Klondex using identical operational strategies. The team's execution capability represents a key differentiator as the company navigates its growth phase.Strategic initiatives include a joint venture with US Antimony to construct an antimony processing facility at Galena, maximizing payability for critical mineral byproducts, and the acquisition of the nearby Crescent mine to generate operational synergies.With $130 million in cash and a $50 million undrawn credit facility, all planned growth initiatives are fully funded without requiring additional capital raises. At current silver prices above $84 per ounce, the company generates robust operating cash flow while investing in production expansion.View Americas Gold & Silver's company profile: https://www.cruxinvestor.com/companies/americas-gold-silver-corporationSign up for Crux Investor: https://cruxinvestor.com

Interview with Paul Ténière, CEO of Lafleur Minerals Inc.Our previous interview: https://www.cruxinvestor.com/posts/lafleur-minerals-cselflr-from-pea-to-production-a-12-month-gold-timeline-8402Recording date: 10th March 2026Lafleur Minerals (CSE: LFLR) is positioning itself as a near-term gold producer in Quebec's Abitibi-Témiscamingue region, targeting production by the end of 2026 through its Swanson deposit and Beacon Mill. The company's recently released Preliminary Economic Assessment demonstrates robust economics with a $101 million NPV and 65% internal rate of return at a conservative $2,750 per ounce gold price, while maintaining all-in sustaining costs of $1,569 per ounce over a seven-year mine life.The project's accelerated timeline stems from significant existing infrastructure advantages. The Beacon Mill, recently refurbished and currently being recommissioned, has a nameplate capacity of 750 tonnes per day with near-term expansion potential to 1,250 tonnes per day. The Swanson deposit sits on an existing mining lease, substantially reducing permitting timelines that typically plague greenfield projects. With initial capital requirements of approximately $30 million Canadian, the company is evaluating multiple financing pathways including offtake agreements, equity raises, and potential merger scenarios.Lafleur currently reports just over 200,000 ounces in combined indicated and inferred categories, representing a 30% increase from previous estimates. Management targets reaching one million ounces through depth extensions beyond the historical 350-meter drilling limit and advancement of satellite deposits including Bartec and Jolin. The company's drilling programs have identified continued mineralization between 350 and 500 meters depth, consistent with typical Abitibi geology.Beyond standalone production, Lafleur is pursuing a hub-and-spoke model with Beacon serving as a regional processing center. As major producers have shifted focus toward feeding their own mills, third-party processing capacity has tightened across the district. This creates opportunity for mid-tier processors like Lafleur to capture value through custom milling while justifying future mill expansions to 3,000-4,000 tonnes per day. The strategy positions the company as both a producer and regional infrastructure provider in one of Canada's most prolific gold districts.View Lafleur Minerals' company profile: https://www.cruxinvestor.com/companies/lafleur-mineralsSign up for Crux Investor: https://cruxinvestor.com

Interview with Alan Carter, President & CEO of Cabral Gold Inc.Our previous interview: https://www.cruxinvestor.com/posts/cabral-gold-tsxvcbr-advancing-towards-q4-2026-production-8738Recording date: 13th March 2026Cabral Gold (TSXV:CBR) is developing a district-scale gold project in northern Brazil's Tapajós region through a strategic two-stage approach designed to fund exploration from operational cash flow rather than shareholder dilution. The company's Phase 1 heap leach operation, currently 54% complete with a capital cost of $37.7 million, targets gold production in the fourth quarter of 2026.President and CEO Alan Carter emphasizes the project's economic advantages, with all-in production costs expected near $1,000 per ounce. At current gold prices above $5,000 per ounce, the modest 25,000-ounce annual production from Phase 1 should generate approximately $100 million in pre-tax cash flow—funding that will support aggressive district exploration without requiring additional equity raises.The project benefits from unique geological characteristics, featuring 60 to 70 meters of weathered oxide material that requires no drilling, blasting, or conventional milling. This free-digging saprolite needs only cement addition for processing, dramatically reducing both capital and operating costs compared to traditional hard rock mining.Recent developments have catalyzed investor interest. On March 10, 2026, Cabral secured the LP (preliminary mining license), representing Brazil's most critical permitting milestone after a process initiated in 2018. Two days later, the company announced exceptional drill results from the Jerimum Cima discovery: 9.5 meters at 87.4 grams per ton gold, including 2.9 meters at 285 grams per ton.Jerimum Cima represents one of four new discoveries since 2022, expanding the deposit count from three to at least six within the district. The company's current 1.2 million ounce resource awaits updating later in 2026, while 50 additional untested targets remain across a 7-kilometer soil anomaly—seven times larger than nearby Tocantinzinho, Brazil's third-largest open-pit gold mine.Carter notes the district's historical context: during the 1980s Tapajós gold rush, approximately 2 million ounces were extracted from placer workings at Cuiú Cuiú, with "the vast majority of that placer gold" remaining unexplained by current hard-rock discoveries.View Cabral Gold's company profile: https://www.cruxinvestor.com/companies/cabral-goldSign up for Crux Investor: https://cruxinvestor.com

Recording date: 11th March 2026Samuel Pelaez and Derek Macpherson of Olive Resource Capital recently discussed their strategic response to significant changes in the Arizona Sonoran Copper acquisition by Hudbay Minerals. The all-share transaction, announced at a $9.35 per share equivalent value, has declined to approximately $7.56 following broader market volatility triggered by Middle East geopolitical tensions.The sharp decline stems from systematic deleveraging across financial markets. Macro hedge funds operating on leverage faced forced position reductions as volatility increased, creating indiscriminate selling pressure across asset classes regardless of individual company fundamentals. This market-wide movement particularly affected industrial sectors and copper producers, driving down Hudbay's stock price and consequently reducing the value of their offer to Arizona Sonoran shareholders by nearly 20%.Rather than exiting the position as conventional wisdom might suggest following a merger announcement, Olive Resource Capital made the counterintuitive decision to increase their holdings. Their rationale centers on dual benefits: continued copper market exposure through the Hudbay share ratio, combined with a low but notable probability of a superior competing bid emerging. The firm estimates less than 10% odds of an alternative offer, which Pelaez characterizes as surprisingly high for friendly transactions.The unusually tight merger arbitrage spread, trading within 1% of transaction value, provides key supporting evidence. This tight spread suggests market participants are pricing some probability of alternative bids rather than treating the Hudbay transaction as certain. The deteriorated deal economics create plausible scenarios where cash bids previously deemed insufficient could now represent superior value. A hypothetical $8.50 cash offer that appeared unattractive compared to the original $9.35 consideration now looks competitive against the current $7.56 equivalent.This decision also reflects broader portfolio constraints. Olive Resource Capital seeks increased copper developer exposure as the next commodity bull market leg following gold, but faces limited high-conviction opportunities. The scarcity of quality copper development projects makes maintaining strategic sector allocation through Arizona Sonoran sensible despite the changed investment thesis post-announcement.Sign up for Crux Investor: https://cruxinvestor.com

In this episode, we chat with Janina Elliot, Segment Director of Mining at Seequent, a global leader in subsurface software that supports the mining and mineral exploration industry. Seequent's technology helps geoscientists and engineers better understand the earth beneath our feet, enabling smarter decisions around resource discovery, development, and management. In this episode, we'll discuss some of the innovative work Seequent is doing across the sector, including insights from their recently released Geoprofessionals Data Management Report. We explore the challenges the industry faces in managing and integrating geological data, where technology is creating new opportunities for exploration and production, and how digital innovation is shaping the future of mining. Janina will also share Seequent's perspective on the emerging ideas and technologies that could define the next chapter of the industry. KEY TAKEAWAYS More than one-third of geoscientists struggle with "data wrangling," spending significant time managing data rather than performing expert analysis. Seequent emphasises an open ecosystem approach, partnering with other technology providers to ensure seamless data integration across the entire mining lifecycle. New cloud platforms like Seequent allow for faster feedback loops, enabling explorers to adjust drilling patterns and targets in real-time based on live data. The ultimate goal of emerging mining technology is to automate mundane tasks, freeing geoscientists to be the "creative thinkers" the industry needs to solve complex problems. BEST MOMENTS "What we're trying to do is to bring clarity to the complexity that is the underground." "A lot of our geoscientists in the field really struggle with the idea of having to spend a predominant amount of their time with data management and not being able to think about the problem." "Geoscientists truly are creative individuals... the idea is to provide technology that supports them every step of the way." "We're all under a lot of pressure these days... to be able to open a conversation and to be open to the idea of integrating new technologies, new ideas, into existing systems." GUEST RESOURCES Website - https://www.seequent.com/ LinkedIn –               https://www.linkedin.com/in/janina-elliott-a0679212/               https://www.linkedin.com/company/seequent/ YouTube - https://www.youtube.com/@Seequent X - https://x.com/seequentglobal Facebook - https://www.facebook.com/seequent.software/ VALUABLE RESOURCES Mail:        ⁠rob@mining-international.org⁠ LinkedIn: ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ X:              ⁠https://twitter.com/MiningRobTyson⁠  YouTube: ⁠https://www.youtube.com/c/DigDeepTheMiningPodcast⁠  Web:        ⁠http://www.mining-international.org⁠ CONTACT METHOD ⁠rob@mining-international.org⁠ ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

In this week's news, we hit Ark Labs raising from Tether, CleanSpark and Two Primes' take on Bitcoin price action, and how the IRS is trying to get more info about your digital asset stack. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Welcome back to Blockspace! Today, Alex B, Ecosystem Lead at Ark Labs joins us to talk about their massive $5.2M raise led by Tether and the push for programmable finance on Bitcoin. We also sit down with Rory Murray of CleanSpark and Alex Bloom of Two Prime to discuss the "beach ball" state of the market and how institutional lenders are navigating high volatility. Finally, we expose the IRS's new 1099-DA form "perjury trap" and settle the debate on when the 20 millionth Bitcoin was actually mined. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Ark Labs raised a $5.2M seed round led by Tether. * Bitcoin rose 10% in five days, hitting $74,000. * US stock market lost $1 trillion in a single day. * Hash price sits near an all-time low of $27. * The 20,000,000th Bitcoin was mined this week. * IRS Form 1099-DA is labeled a "perjury trap." Timestamps: 00:00 Start 01:55 Bitcoin price action 04:29 Hashrate Index update by Luxor 08:58 Ark Labs seed round 30:43 CLSK & Two Prime 46:50 Luxor & ASIC prices 1:00:33 IRS trap 1:07:45 Binance & CZ 1:19:39 Cry Corner: 20M BTC Mined

  As geopolitical tensions in the Middle East muddy the economic waters, market veterans Rick Bensignor and Dana Lyons dive deep into the technical “cracks”...

In this episode of Mining the Media, G.K. and Dave peel back the layers of several major stories the corporate media either ignored or distorted. First, they examine new reporting surrounding the Round River FBI operation and the growing evidence that elements inside the federal bureaucracy may have worked to derail investigations connected to the Biden family. Was this a legitimate counterintelligence operation—or something far more political? Next, the discussion turns to the series of FBI counterintelligence probes targeting Donald Trump, raising serious questions about how federal investigative power has been used in recent years. The conversation then shifts to Capitol Hill, where Senate leadership under John Thune faces growing scrutiny from conservatives. David explains why he has long opposed Thune's brand of establishment politics and why the stakes are higher than ever. Finally, the hosts tackle the escalating showdown in Washington over funding the Department of Homeland Security, where partisan brinkmanship threatens to leave the nation exposed. With warnings about border security, airport disruptions, and potential sleeper-cell threats, David argues that political leaders are playing a dangerous game with America's safety. Along the way, Dave imagines himself in the Oval Office, confronting congressional leaders directly—John Thune, Chuck Schumer, Mike Johnson, and Hakeem Jeffries—and demanding accountability for what he calls a reckless round of political Russian roulette with national security. As always, Mining the Media digs beneath the headlines to separate narrative from reality. And in the end, the truth has a way of catching up with the lies.

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this Friday Headline Brief of The Wright Report, Bryan covers a wave of Islamist terror attacks across the U.S., including a deadly shooting at Old Dominion University in Virginia and a car bombing attempt at a synagogue and daycare in Michigan. Bryan then turns to the war with Iran, where Tehran has escalated its attacks on oil infrastructure across the Middle East, striking tankers near Iraq, targeting an oil port in Oman, and hitting cargo ships in the Strait of Hormuz as energy markets brace for further disruption. He also reports on U.S. and Israeli strikes inside Iran that are targeting regime forces and infrastructure, new AI-assisted military operations speeding up targeting decisions, and the growing debate in Washington about how long the war will last and what victory might look like. Finally, Bryan closes the week with some encouraging medical research, including new findings on how exercise can boost memory and brain health, plus emerging science linking gut health to sharper thinking as we age.   "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: Islamist terror attacks Virginia Michigan, Old Dominion University shooting, synagogue attack Michigan Dearborn, Iran war escalation Strait of Hormuz, Iranian drone attacks oil tankers Middle East, US Israel strikes Tehran IRGC, AI targeting warfare Iran conflict, Trump Iran war strategy, exercise brain health memory research, Bryan Dean Wright podcast, The Wright Report

We welcome back Rick Rule for a wide-ranging discussion on the state of the resource markets. With renewed volatility in global energy markets and rising geopolitical tensions, we begin by examining the role oil prices play not only in the broader economy but also in the economics and risk profile of mining companies. Rick also offers some historical perspective, comparing today's environment to past energy shocks like the 1973 Arab Oil Embargo, and what those moments can teach investors about real asset cycles. From there we discuss the tone coming out of PDAC 2026, the current stage of the mining capital cycle, and why jurisdictional risk has become an increasingly important factor for investors evaluating projects around the world. It's a thoughtful conversation on macro forces, capital flows, and where opportunities may lie across the mining sector.______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 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 Resources 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

In this Mining the Comments episode, we explore how intrusive insomnia thoughts fade away. Why do “what if I don't sleep?” thoughts feel so powerful? How do they become part of the insomnia loop? And how does full recovery actually happen? We cover: The insomnia motor The OCD motor Why fighting thoughts keeps them alive A real recovery story from the comments If you're ready to leave insomnia for good, check out our coaching options. Head over to www.thesleepcoachschool.com and click on GET SLEEP in the menu. The Insomnia Immunity program is perfect if you like learning through video and want to join a group on your journey towards sleeping well. BedTyme is ideal if you like to learn via text and have a sleep coach in your pocket. The 1:1 Zoom based program is for you if you like to connect one on one with someone who has been where you are now. Do you like learning by reading? If so, here are two books that offer breakthroughs! Tales of Courage by Daniel Erichsen https://www.amazon.com/Tales-Courage-Twenty-six-accounts-insomnia/dp/B09YDKJ3KX Set it & Forget it by Daniel Erichsen https://www.amazon.com/Set-Forget-ready-transform-sleep/dp/B08BW8KWDJ Would you like to become a Sleep Hero by supporting the Natto movement on Patreon? If so, that's incredibly nice of you

7. Professor Evan Ellis evaluates the political maneuvers in Venezuela, where the U.S. is dealing directly with Delcy and Jorge Rodriguez to manage oil production and mining investments. He notes that while new laws have expanded the autonomy of foreign oil companies like Chevron and Shell, the broader goal of a democratic transition remains stalled. Simultaneously, Ellis tracks electoral trends in Colombia and Peru, where right-of-center candidates like Paloma Valencia and Keiko Fujimori are emerging as front-runners. (7)CARACAS

Soldiers have been deployed to the streets of Johannesburg in the first major troop deployment since South African President Cyril Ramaphosa vowed to crack down on violent crime and illegal mining. With some of the highest crime rates in the world, South Africa is deploying troops to five of its nine provinces in an effort to tackle the growing violence.

Wednesday's The A.M. Update with Aaron McIntire covers Senate Majority Leader John Thune's realism on the Save America Act, explaining the lack of votes to bypass the filibuster and framing a floor vote as a chance to force Democrats on record regarding non-citizen voting, despite the bill's simpler path from the House. White House Press Secretary Caroline Leavitt pitches the Act's popular provisions like voter ID, proof of citizenship, restricted mail-in ballots, and bans on men in women's sports and child transgender surgeries. In the Iran conflict, Secretary of War Pete Hegseth previews intense strikes while noting Iran's reduced missile fire, and President Trump warns of severe consequences over reported Strait of Hormuz mining before announcing destruction of Iranian mine-laying vessels. Oil prices stabilize after sharp volatility. Domestic angles include White House guidance to temper mass deportation rhetoric for political reasons, echoed by House Speaker Mike Johnson on a "course correction" with new DHS leadership. More James Talarico clips surface highlighting his views on fascism and trans issues. Positive ADP job data offers labor market hope amid corporate relocations from California and New Jersey to Georgia and Texas. Virginia's new gun control measures head to the governor, and Congressman Tim Burchett calls gasoline pricing a corporate scam.   A.M. Update, Aaron McIntire, Save America Act, John Thune, voter ID, Iran war, Operation Epic Fury, Strait of Hormuz, Pete Hegseth, mass deportations, James Talarico, oil prices, gas scam, corporate relocations, Virginia gun control, Tim Burchett

Recording date: 7th March 2026Olive Resource Capital is off to a strong start in 2026, with the fund up approximately 25% year-to-date following an exceptional 160% return in 2025. The gains have been driven primarily by precious metals holdings, including positions in Omai, Arizona Sonoran, and West Point Gold. Two major portfolio exits have recently validated the fund's investment approach, even as geopolitical tensions introduce near-term volatility.The fund's most significant development was the acquisition of Arizona Sonoran by Hudbay, announced during PDAC week in an all-stock deal valuing Arizona Sonoran at approximately $9.35 per share. Olive had followed the company since its private-stage days, building its position opportunistically over time. Management at Arizona Sonoran executed on every stated objective — maximising the resource and resolving the complex Nuton joint venture — ultimately clearing the path for Hudbay's offer and delivering a substantial multiple on the fund's cost basis.The second exit involved Sailfish Royalties, where Olive realised approximately 4x returns after the company sold its Spring Valley royalty asset. With initial purchases around $1.00 per share and the stock trading near $4.40 following the announcement, the position generated roughly 400% returns over two years — a strong outcome for a lower-risk royalty investment.The annual PDAC mining conference in Toronto drew approximately 42,000 registrants, an all-time high well above the historical range of 20,000–30,000. Beyond the headline numbers, fund managers Samuel Pelaez and Derek Macpherson noted the quality of emerging deal flow: genuinely new companies, freshly acquired projects, and existing stories advanced meaningfully by new exploration results — not simply recycled ideas repackaged for a stronger market.Recent military actions involving the United States, Israel, and Iran, combined with softer economic data from China and the U.S., have triggered a flight to liquidity that pulled mining equities down 10–15% across some positions. The fund had proactively raised cash ahead of the weakness using seasonal trading models and currently holds approximately 10% in cash, which it plans to deploy opportunistically into pullbacks.Despite near-term uncertainty, Olive maintains a positive full-year outlook, anticipating a potential rotation into copper later in 2026 as commodity leadership evolves and actively searching for a replacement copper name following Arizona Sonoran's sale.Sign up for Crux Investor: https://cruxinvestor.com

Bull markets don't last forever. When you're in the throes of one, it can feel like they do. But they don't, and at a certain point you have to sell.Gold bull markets can feel even more eternal. Not just because the metal itself is eternal, but because the story comes along that we are going back to a gold standard, or that the Great Purge, which many economists of the Austrian school say is inevitable after fifty years of fiat decadence, is finally upon us.I get that argument. But it is too neat, too deterministic. Real life is much more mucky.So today I want to consider a very important question, and I want to try and answer it honestly:Where are we in this bull market?Has gold already peaked? It's possible. The spike to $5,600/oz at the end of January had many of the hallmarks of a blow-off top.Or perhaps $5,600 was just a mid-cycle peak, such as we saw in 2006 or 1975-76 during previous bull markets.Or is this bull market still in its infancy?I'm going to study this bull market through every lens I can think of: price, time, valuation, participation, market structure, macro context and sentiment.My bias going in is that we are mid-cycle, as I argued in my Great Forecast last week. Let's see where I end up. 1. DurationThere have been two great gold bull markets since the end of the gold standard: 1971-1980 and 2001-2011. Both lasted nine to ten years.When did this one begin?It depends how you define it.You could take the bear-market low of $1,045 in late 2015. You could take the $1,160 retest in 2018. You could take 2019, when gold broke out of its multi-year base.Technical analysis is often in the eye of the beholder. Just like bull markets.You could even argue late 2022, when the current acceleration began.If you start in 2015, this bull market has already lasted ten years. That would put it right in line with the duration of previous cycles, and you could argue it is close to exhaustion.If you start in 2018 or 2019, there may be several years left to run.I favour 2018. Just as gold hit $250 in 1999, rallied, and then returned to roughly the same level in 2001 before the real bull market began, the 2018 low feels like the equivalent retest. Of course this is debatable.And there is always the possibility that this bull market lasts longer than previous ones.Verdict: mid- to late-cycle.2. Relative valuation vs other assetsOilWith gold at $5,200 and WTI crude around $87, it takes roughly 60 barrels of oil to buy one ounce of gold.Historically this ratio ranges between 6 and 30.The only time oil has been this cheap relative to gold was in the 2020 pandemic collapse, when oil went negative.My view: it's not so much that gold is expensive as that oil is cheap. Plus commodities inevitably get cheaper as we get better at producing them. (As long as you don't measure the price in fiat).Gold vs the S&P 500With the S&P around 6,765, it takes about 1.3 ounces of gold to buy one unit of the index.This ratio has been as high as 5 - at the peak of Dotcom in 2000, and the nadir of gold - and as low as 0.2 (during the depths of the 1930s and at the 1980 gold peak).Gold is therefore on the expensive side relative to equities, but not at historic extremes.This ratio could fall further if equities fall or gold rises.Gold vs US housingThe US housing market varies enormously by region - Beverely Hills is not Detroit, Miami Beach is not McDowell County - so national averages should be treated cautiously. But they still give a rough guide.We are now below the 2011 level and approaching 1980 territory in terms of how many ounces of gold buy a typical home.Pretty extreme.Overall verdict: late-cycle. Warning signal3. Institutional ownershipGold is still under-owned in institutional portfolios.Even after the recent rally, gold represents only a tiny fraction of global portfolio allocation compared with equities and bonds.Gold mining equities are even more neglected.Verdict: mid-cycle4. Central banksCentral bank buying slowed to 863 tonnes in 2025, down from record levels in 2024, but still well above the 2010-2021 average.However, the World Gold Council reported that central banks purchased only 5 tonnes in January, below the monthly average of 27 tonnes. I would not read too much into that. Much buying is reported with delays, and China in particular reveals little about its activity. The usual assumption is that central bank buying is an early or mid-cycle phenomenon. I am not entirely convinced. If the real driver of this bull market is de-dollarisation and reserve diversification amidst a wider geopolitical shift, then official buying could persist for years.Gold currently represents just under 30% of central bank reserves. The US dollar still accounts for roughly 56%.I don't think this bull market ends until gold sits north of 50% having overtaken the dollar itself.Question: is the war in Iran going to arrest of accelerate de-dollarisation? You know the answer. Verdict: mid-cycle5. Retail participationRetail demand is growing. 2025 saw record bar and coin demand. ETF inflows are rising, but they are not exploding. Mining companies are finally attracting interest again.Silver went briefly manic last month, which is not a healthy sign, but the episode is already unwinding.Verdict: mid-cycleBy the way, due to its senior currency status, the US dollar is going to preserve its purchasing power better than the pound, which is a car crash waiting to happen. I keep getting asked, “is it too late to buy gold?”. If you are in the UK, . We are turning into South Africa and the currency will go the same way. The 40% loss of purchasing power that the pound has seen since 2020 is not going to reverse. If anything it accelerates. Thus …If you live in a third world country such as the UK, I urge you to own gold or silver. The pound will be further devalued, as will the euro and dollar. The bullion dealer I recommend is The Pure Gold Company. They deliver to the UK, the US, Canada and Europe. More here.6. LeverageLeverage is difficult to measure precisely.You can look at: futures positioning on Comex, options activity, speculative flows into junior miners, retail spread betting and more. The short answer is this: gold is a crowded trade, but it is not a mania.If it were a mania, the geopolitical shock in Iran last week would have triggered violent liquidations. Instead gold held up remarkably well.Verdict: mid-cycle7. Mining equitiesMining stocks had an excellent 2025. Word is that PDAC last week (the world's largest mining conference), was the like of which had not been felt since 2011 and the last top. That is a warning sign.This chart shows the ratio of the XAU (large mining companies) to gold since 1988. On a relative basis the miners are still phenomenally under-owned, and we now have a text-book base, formed over 9-years, in place. If this ratio goes back to levels of the early 0 0s , miners will multiply many times over.But these declines began with the emergence of the ETFs and the many alternative ways to own gold without taking on individual company risk. The ratio does not have to go back 00s levels.Maybe. But that base is a thing of beauty.Typically the end of a gold bull market would coincide with massive rallies in junior miners, an exploration IPO boom and a merger-and-acquisition frenzy.We are seeing healthy signs of activity, but nothing like that yet.Verdict: mid-cycleI'm delighted to report that The Secret History of Gold - Myth, Money, Politics and Power, published by Penguin Life, comes out in the US next month. (The US version is published by Pegasus). Order yours now - via Barnes and Noble or Amazon8. The narrative - gold to $150,000?Gold got some coverage in publications like The Economist and the Financial Times last month, but the story is far from mainstream.Ask most people about de-dollarisation, Triffin's dilemma or central bank reserve diversification and you will get blank looks.However, some familiar late-cycle narratives are beginning to appear.One is that silver is being remonetised.It isn't.Silver may well be an important strategic metal, but its monetary role was as medium of exchange. That role is not coming back because we no longer use physical money. That function has been digitised.Gold, by contrast, retains its role as as store of value - a function that silver never had to anything like the same extent. Silver may have use as a speculative asset. It may well rise in price. It may even overshoot spectacularly. But it is not being remonetised. That will not happen, unless Eastenders turns into Mad Max.Another narrative that sometimes appears near major peaks is the US national debt relative to gold reserves. In 1980, headlines declared the US was “solvent again” because it could have used its gold to fully settled its debt.Today US debt is roughly $39 trillion. To settle that debt using America's 262 million ounces of gold, the gold price would need to be roughly $150,000 per ounce.When arguments like that start circulating, it means the narrative can't go much further and the cycle is close to exhaustion.We are not there yet.Verdict: mid-cycle9. Real yieldsLast but not least: real interest rates.This would be the 10-year Treasury yield minus inflation, or the 10-year TIPS yield.Gold bull markets tend to end when real yields rise sharply.In 1980, Paul Volcker pushed interest rates toward 20% and real yields surged. Gold then entered a twenty-year bear market. At the 2011 peak, real yields rose from deeply negative to positive and gold topped within months. From 2020–2022 real yields went negative again and gold surged, until they rose in 2022 and gold stalled.Today nominal yields are relatively high, but inflation remains elevated, the Fed is under pressure to ease (as are most central banks) and fiscal deficits are enormous.Real yields therefore sit around zero or slightly positive, depending on how they are measured. That is not restrictive enough to kill the gold bull market.The danger signal would be inflation falling sharply while nominal yields stay high, pushing real yields well above +2%. We are some distance from that.Verdict: mid-cycleIf you are interested in following the real yield argument, Charlie Morris is the man. He gets it better than anyone, and I heartily recommend you follow his work via his Atlas Pulse. Get your copy here - it's free.ConclusionIf gold continues rising it will pull silver and mining equities higher with it.The spike in silver last month to around $125 looked very much like a mid-cycle blow-off, and a period of consolidation is now both likely and healthy. Looking across all the indicators, most point toward a mid-cycle environment rather than a late-cycle one.What superb content. You really should upgrade.Duration and relative valuation raise some concerns, but these are just one or two of nine indicators. Everything else suggests the bull market has not yet reached its final, most speculative phase.In other words: this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.$8 to $10,000 by the end of the decade is a very real possibility.Thanks very much for being a subscriber to Flying Frisby.Until next time,DominicPS I have discussed gold largely in dollar terms, because the market is quoted in dollars. But if you are in the UK the case for owning gold has less to do with the dollar and far more to do with the pound. Sterling has already lost roughly 40% of its purchasing power since 2020, and that trend is not going to reverse. If anything it will accelerate. It's not just the ineptitude of successive governments, but unelected permablob (in this case the Treasury, the OBR, the Bank of England, the FCA et al) that actually runs the show. The system- if you can call it that - is the problem and it's not going to change. The incentives are to spend more, borrow more and debase the currency slowly over time. You cannot fix that system. But you can protect yourself from it. And that means owning some gold.DisclaimerI am not regulated by the Financial Conduct Authority (FCA) or any other regulatory body as a financial advisor. Therefore, any information provided in this newsletter does not constitute regulated financial advice. It is solely an expression of opinion. Small-cap stocks are inherently risky. Please conduct your own due diligence and consult with a financial advisor, if you have any doubts. Remember, markets can both rise and fall, especially in the case of small and mid-cap stocks. I am not aware of your individual financial circumstances, so only invest money that you can afford to lose. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Kenneth Legesi says we're sitting on oil we discovered in 1920. We have 70% arable land. A young, educated population. Natural resources everywhere. But our budget is SHRINKING, donor support is drying up, and government is borrowing at 17%.Why?He breaks down the uncomfortable truth that The capital is within. We're just too afraid to use it.If you've ever felt like you're working hard but getting nowhere... if you've compared your 1M salary to someone else's 8M and felt sick... if you're tired of hearing about Uganda's "potential" without seeing real change... this conversation is for you.

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The White House press secretary warns that US combat operations in Iran are intensifying while Iran's defence capabilities are in decline.Also in today's programme: Tehran residents describe intense bombing in the city. With oil prices soaring across the globe we hear from Mark Menezes, CEO of the US Energy Association, who previously served as Deputy Energy Secretary in President Trump's first administration. And we also discuss Iran's world heritage sites under threat from US-Israeli attack.Plus, to mark the 150 years since the first ever telephone call we hear from Marty Cooper, the inventor of mobile phone. (Picture: A dredger sits anchored as the traffic is down in the Strait of Hormuz. Credit: Reuters/Benoit Tessier)

If you need help with your dating game... how to flirt better. Schedule a "memory mining night" with your friends or family. In Music News: Who's remaking some Van Halen music?See omnystudio.com/listener for privacy information.

Trees. Majestic sentinels towering over us, gazing wisely down at us from high above. Waiting to steal our stuff. Okay. Not all our stuff. Just Charlie Brown's stuff. And just one particular tree. The kite-eating tree. And all it really wants is a kite. Charlie Brown's kite. Even in a strip where a dog flies a plane, the kite eating tree is pretty surreal. Especially when it grins.  So, in episode 151, we explore the kite-eating tree a little. Plus, we look at another episode of "Snoopy in Space", a Random Strip of the Month, and this month's news from in and around the Peanuts universe.   Thanks to Kevin McLeod at Incompetech.com for creative commons use of his songs "Hidden Agenda", "Bass Walker" and "Mining by Moonlight".  Thanks to Sean Courtney for the "This Month in Peanuts History" theme and the random strip generator. Thanks to Nick Jones for the use of his song "25% Off". patreon.com Carnival of Glee Creations Thanks to Henry Pope for the use of his "Linus & Lucy Remix'. Any copyrighted material is the property of the respective copyright holder and is presented her for entertainment purposes only  

This week's episode features Frik Els, Editor-at-Large at MINING.com, in conversation with host Adrian Pocobelli on the evolving landscape of battery metals and electric vehicles. Els explains how battery technology, particularly developments emerging from China, is reshaping demand for so-called battery metals. He also discusses the growing popularity of LFP batteries over NCM chemistries, and why sodium-ion batteries could become the next major innovation in the sector. Finally, he shares his outlook on the EV market and explains why Europe may be the next key test for Chinese automakers. All this and more with host Adrian Pocobelli. This week's Spotlight features Paul Huet, Chairman and CEO of Americas Gold and Silver, who discusses the company's Galena silver–copper–antimony project in Idaho and the Cosalá copper–lead–zinc project in Mexico. To learn more, visit: https://americas-gold.com/ “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

On this day, 10 March 1920, the El Bordo mine fire occurred in Pachuca, Mexico, which killed dozens of miners. The fire broke out at 6 AM, and there was a brief evacuation period before the mine shafts were sealed shut. Officials of the United States Smelting, Refining and Mining Company claimed that after the evacuation fewer than 10 workers remained inside, all of whom were declared to be dead by company doctors. When the mine was finally reopened six days later, it was clear that the company had been lying. Inside were the charred bodies of 87 miners: many of whom had reached the exit of the mine, but were burned to death as they were unable to leave. Miraculously, seven miners had even managed to survive despite being trapped underground. As in almost all historical examples of corporations killing their workers, no bosses were prosecuted or punished.More information, sources and map: https://stories.workingclasshistory.com/article/8217/el-bordo-fireOur work is only possible because of support from you, our listeners on patreon. If you appreciate our work, please join us and access exclusive content and benefits at patreon.com/workingclasshistory.See all of our anniversaries each day, alongside sources and maps on the On This Day section of our Stories app: stories.workingclasshistory.com/date/todayBrowse all Stories by Date here on the Date index: https://stories.workingclasshistory.com/dateCheck out our Map of historical Stories: https://map.workingclasshistory.comCheck out books, posters, clothing and more in our online store, here: https://shop.workingclasshistory.comIf you enjoy this podcast, make sure to check out our flagship longform podcast, Working Class History

Interview with Dr. Rebecca Hunter, CEO, Geiger EnergyOur previous interview: https://www.cruxinvestor.com/posts/geiger-energy-tsxvbeep-strategic-merger-positions-dual-basin-uranium-explorer-across-canada-8116Recording date: 4th of March 2026Geiger Energy is positioning itself for potential district-scale uranium discovery in Canada's underexplored Thelon Basin, executing a focused exploration strategy under CEO Dr. Rebecca Hunter's experienced leadership. Following a merger of Forum Energy Metals and Baselode Energy backed by the Ore Group, the company has consolidated its efforts on two flagship projects: the Aberdeen property in the Thelon Basin and the Hook project in Saskatchewan.Dr. Hunter brings significant credibility to the venture, having worked on Cameco's exploration team during the previous uranium boom and examined multiple world-class deposits including McArthur, Cigar, Dawn Lake, and Fox Lake. Her geological expertise centers on recognizing subtle alteration signatures in blind uranium deposits—a critical skill in frontier exploration where deposits lack surface expression.The company is currently deploying its $7 million treasury across both projects. At Hook in Saskatchewan, two drill rigs are operating with a $2.5 million budget, testing for resource expansion near existing mineralization. The flagship Aberdeen program will commence in June with a planned 10,000+ meter drilling campaign focused on the Loki target, where recent drilling intersected intense alteration across the entire sandstone column—similar to signatures seen above world-class Athabasca Basin deposits.Geiger achieved a significant technical milestone by intersecting uranium at the unconformity for the first time in the northeast Thelon Basin. While grades of 100-200 ppm remain sub-economic, this validates the geological model and confirms uranium-bearing hydrothermal systems are present. The next critical step is discovering high-grade mineralization over significant widths, which would fundamentally alter perceptions of the Thelon's potential.The investment thesis rests on first-mover positioning in an underexplored district with geological similarities to the Athabasca Basin, experienced technical leadership, and significant upside leverage. As Dr. Hunter noted, "The big deposits will be found there new ones big ones shallow ones." With sustained newsflow expected throughout 2026 and backing from the Ore Group, Geiger represents exposure to frontier uranium discovery during a favorable macro environment driven by energy security and emerging nuclear demand from AI infrastructure.Learn more: https://www.cruxinvestor.com/companies/geiger-energySign up for Crux Investor: https://cruxinvestor.com

Interview with Alberto Orozco, CEO, Capitan SilverOur previous interview: https://www.cruxinvestor.com/posts/capitan-silver-tsxvcapt-60000m-drill-blitz-targets-20km-mexican-silver-system-in-2026-9013Recording date: 5th of March 2026Capitan Silver Corp is executing an aggressive exploration strategy at its Cruz de Plata project in Durango, Mexico, following a transformative 2025 that repositioned the company from dormancy to active development with institutional backing and expanded geological understanding.The company's resurgence began when Jupiter Gold and Silver Fund led a financing round at a 30% premium to market—a rare achievement for junior miners—providing capital to restart operations. CEO Alberto Orozco explained that management deliberately waited for favorable market conditions and the right institutional partner rather than advancing exploration during a weak silver market.The second critical catalyst was acquiring surrounding land from Fresnillo, which fundamentally changed the project's geological interpretation. What initially appeared to be a silver vein evolved into a complete mineral system, tripling high-grade silver structure targets from 7 kilometers to over 21 kilometers of cumulative strike length. The expanded land package revealed consistent surface expressions of mineralization around an intrusive body, supported by early geophysical data.Capitan Silver employed a strategic drilling approach focused on capital efficiency, using shallow reverse circulation drilling to maximize drill holes and data density rather than expensive deep holes. This methodology delivered high-resolution geological understanding, identified continuity along strike, and discovered new high-grade zones while maintaining budget discipline.For 2026, the company launched a 60,000-meter drill program, ramping from one rig to four with continuous operation. The expanded campaign will test depth extensions of known zones and evaluate new targets across the consolidated property, aiming to demonstrate the scale potential of what management describes as a rare, high-grade silver system.A distinguishing factor is management's operational pedigree. The core team previously built and operated three mines on time and on budget at Argonaut Gold in the same Mexican region, bringing mine-building expertise to an exploration-stage company. This experience informs their evaluation of Cruz de Plata's development feasibility, considering the project's easy access, nearby infrastructure, and favorable topography alongside its geological merit.Learn more: https://www.cruxinvestor.com/companies/capitan-silverSign up for Crux Investor: https://cruxinvestor.com

Interview with Brian Miller, Director & CEO of Astra ExplorationOur previous interview: https://www.cruxinvestor.com/posts/astra-exploration-tsxvastr-high-grade-argentine-discovery-opens-in-multiple-dimensions-9016Recording date: 5th March 2026Astra Exploration (TSXV: ASTR) is a junior precious metals company with a focused two-country portfolio in Chile and Argentina, and a clear near-term strategy centred on its La Manchuria gold-silver project in Santa Cruz province. Following a strong PDAC 2026, the company is well positioned heading into what could be a transformational period of exploration.La Manchuria is a low sulphidation epithermal system with a dual-target structure. Near surface, the company has confirmed an expanding bulk disseminated gold-silver system — one that has grown with every drill programme conducted to date. Deeper in the system lies the primary prize: a potential high-grade feeder zone, the kind of structure that drives the most significant epithermal discoveries in Patagonia. Astra has been methodically building toward testing that target, beginning with near-surface drilling to establish scale and validate the geological model before committing capital to deeper holes.Two programmes have now been completed, totalling 7,500 metres across 36 holes. Of the 25 holes drilled in the second programme, 13 have been released with results. Twelve remain pending from the laboratory and are expected to be published by the end of March 2026. These represent a near-term, defined news pipeline that does not require the company to raise capital or commence new fieldwork to deliver.The third programme — another 5,000 metres — is set to begin within approximately one month. Astra holds roughly $4 million in cash, sufficient to fund this programme in full. The budget was structured at the time of the company's $6.2 million raise to ensure exactly this kind of operational continuity. The third programme will begin to shift focus toward deeper targets, moving the company closer to the high-grade feeder discovery scenario that underpins its long-term investment case.Argentina's operating environment has also improved significantly. Under President Milei's administration, permitting has accelerated and foreign investment capital is flowing into the country at a pace not seen in recent years. Santa Cruz province permits year-round drilling, removing the seasonal constraints that limit many other jurisdictions and enabling a consistent cadence of results throughout 2026.Beyond Argentina, Astra holds two Chilean projects — Pampa Paciencia, adjacent to two operating copper mines, and a high sulphidation target in the active Maricunga belt — that provide strategic optionality without requiring meaningful near-term capital. Pre-drill work is planned at Cerobio in Chile in the coming weeks, with the potential to unlock value through partnership or joint venture as the belt attracts renewed attention following Chile's improved political backdrop.For investors, the proposition is straightforward: a funded explorer with an expanding near-surface discovery, a high-grade feeder thesis yet to be tested at depth, a defined catalyst schedule across the next 60 to 90 days, and a macro tailwind from both gold prices and an improving Argentine investment climate. Astra enters the next phase of its programme with momentum, capital, and a story that is only beginning to register with the wider market.View Astra Exploration's company profile: https://www.cruxinvestor.com/companies/astra-explorationSign up for Crux Investor: https://cruxinvestor.com

Interview with Max Porterfield, President & CEO of Visionary Copper & Gold Inc.Our previous interview: https://www.cruxinvestor.com/posts/visionary-copper-gold-mines-tsxvvgc-pitch-perfect-9001Recording date: 4th March 2026Visionary Copper & Gold is focused on unlocking the value of Point Leamington, a polymetallic VMS deposit in Newfoundland, Canada, that holds over 20 million tonnes of gold, silver, copper, and zinc mineralisation and has seen no modern exploration since 2004. The company's current Phase 1 drilling programme is delivering early results that management believes confirm the deposit's potential to grow significantly from its existing resource base.The deposit's existing pit-constrained resource contains approximately 500,000 ounces of gold, 8 million ounces of silver, 170 million pounds of copper, and 700 million pounds of zinc. Gold currently accounts for approximately 55% of contained metal value. However, the most consequential development from recent drilling is not within the known resource but within the footwall beneath it.Visionary has confirmed a new copper zone, named Kraken, in the footwall to Point Leamington's main massive sulphide lens. This type of structure is a defining characteristic of the world's largest VMS deposits. At Ming in Newfoundland, a copper stringer zone sits below the main lens. At Flin Flon Bay in Manitoba, the copper-rich footwall accompanies a zinc-dominant main horizon. The first Kraken hole returned a 76-metre interval at 0.45% copper and a second intersection of 23 metres at 1.5% copper which are consistent with the early-stage definition of footwall zones that have materially expanded comparable systems.Alongside the Kraken results, the company has extended the confirmed strike length of Point Leamington to over one kilometre. This is an important structural distinction. Most large VMS systems — including Ming, Lalor, and 777 in Manitoba — have strike extents of 200 to 250 metres, with their tonnage coming primarily from depth. The small number of VMS systems with significantly longer strike extents, such as Kidd Creek and Flin Flon, have produced some of the largest total resource outcomes globally. Point Leamington's confirmed kilometre-plus strike places it in this rarer category.The development plan for 2026 is clear and sequenced. Phase 1 drilling will continue stepping out around the Kraken intersection. Phase 2 will follow after ground conditions improve, targeting resource upgrades and further Kraken delineation. A two-phase metallurgical programme will collect data to support economic studies, and the company is targeting an updated resource estimate and a preliminary economic assessment within the year.Beyond Newfoundland, Visionary holds the Rainbow/Pine Bay copper asset in Manitoba. An advanced exploration permit application is currently under review, and an Environmental Act licence for full-scale production is being prepared. The asset sits within trucking distance of three concentrators and approximately 30 minutes from a rail line linked to Canada's proposed Churchill port export corridor — a route that has attracted attention from federal and provincial governments in the context of critical mineral supply chain security.The entire Eastern Canada portfolio was assembled in 2016 for $1.1 million. With gold above $3,000 per ounce and structural copper deficits widening, Visionary is positioned at an early stage of what could be a significant resource expansion cycle at one of Canada's most overlooked large-scale VMS systems.View Visionary Copper & Gold's company profile: https://www.cruxinvestor.com/companies/visionary-copper-gold-minesSign up for Crux Investor: https://cruxinvestor.com

Interview with David Christie, President and COO, Globex MiningOur previous interview: https://www.cruxinvestor.com/posts/globex-mining-gmx-unique-project-generator-and-royalty-company-3060Recording date: 5th of March 2026Globex Mining Enterprises is executing a distinctive strategy in the resource sector, operating as a royalty generator that creates its own revenue streams through counter-cyclical property acquisitions. With 107 royalties across 270 mineral assets, the company is transitioning from opportunistic project generator to established royalty company as multiple properties advance toward production.President and COO David Christie articulates the company's approach: acquiring undervalued properties during commodity downturns, developing them through exploration, and selling to operators while retaining royalty interests. The antimony properties in New Brunswick exemplify this strategy—acquired when the metal received minimal investor attention, these assets now benefit from heightened strategic interest as they advance toward production.Globex's financial position distinguishes it from typical junior resource companies. The firm holds over $40 million in cash and securities, split evenly between liquid cash and equity positions in senior producers including Eldorado Gold, Pan American Silver, and Alamos Gold. This balance sheet strength, combined with approximately $5 million in annual revenue from option payments and advance royalties, eliminates dilution pressure and provides strategic flexibility.The company maintains a commodity-agnostic portfolio spanning precious metals (50%), base metals (25%), and specialty commodities (25%) including manganese, fluorspar, and rare earths. Over 300,000 meters of drilling are planned across Globex properties this year, primarily funded by option partners, including 140,000 meters at the O'Brien project and 250,000 meters at Cadillac.Multiple production catalysts are emerging within a 1-5 year timeframe. Bell Mountain heap leach gold operation targets late 2026 production, while Mont Sorcier iron ore project advances toward feasibility study completion in summer 2026. New Brunswick antimony-gold and manganese projects are progressing rapidly toward development.With only 56 million shares outstanding and no rollbacks since its 1987 founding, Globex has demonstrated disciplined capital management. As royalty cash flows materialize, the company maintains optionality for acquisitions, asset spin-outs, or potential acquisition by larger royalty consolidators seeking growth and commodity diversification.Learn more: https://www.cruxinvestor.com/companies/globex-miningSign up for Crux Investor: https://cruxinvestor.com

Interview with Derek Iwanaka, CEO, Prince Silver Corp Recording date: 5th of March 2025Prince Silver Corp is advancing a historic Nevada silver mine toward a maiden resource estimate, with new leadership targeting a substantial 100 million ounce silver equivalent milestone within months. The company represents an early-stage exploration opportunity in one of North America's premier mining jurisdictions, underpinned by a significant historical dataset and recent unexpected discoveries.Derek Iwanaka, who assumed the CEO role three months ago, brings a proven track record from BeMetals, First Mining Gold, and Uranerz Energy. His previous companies have grown to substantial valuations, with First Mining approaching a billion-dollar market cap and Energy Fuels now worth approximately $5 billion following its acquisition of Uranerz.The Prince project operated as a producing mine from 1912 to 1949 before shutting down when silver prices fell to $0.79 per ounce. Prince Silver acquired the asset in 2025 and immediately commenced drilling below the historical workings. The results have revealed significant gold mineralization that was neither previously mined nor documented in exploration records, adding an unexpected value component beyond the silver-focused thesis.Management is pursuing an aggressive timeline, targeting a resource estimate by July 2026 with a fallback to Q4. The strategy leverages 130 historical drill holes from previous operators, allowing the company to accelerate development by several years compared to typical greenfield exploration. With $8 million in cash, Prince Silver has adequate capital to complete its current 9,000-meter drilling program plus an additional phase if required.The company currently trades at a market capitalization below $40 million, representing a significant discount to peers with similar resource sizes that typically command valuations exceeding $100 million. This valuation gap suggests potential for substantial rerating upon successful delivery of the resource estimate.The Nevada location provides critical advantages, including streamlined permitting processes and potential fast-track treatment due to the presence of federally designated critical minerals. Nine drill holes are expected to be announced within weeks, providing near-term validation of the investment thesis ahead of the formal resource calculation.Sign up for Crux Investor: https://cruxinvestor.com

Interview with Allen Sabet, CEO of Mogotes Metals Inc.Our previous interview: https://www.cruxinvestor.com/posts/mogotes-metals-tsxvmog-26m-treasury-funds-drilling-in-one-of-worlds-largest-copper-discoveries-7941Recording date: 4th March 2026Mogotes Metals entered 2026 as an exploration company ready to drill. After three years and approximately C$25 million spent building geochemical, geophysical, and geological datasets across its Filo Sur project in Argentina's Vicuña district, the company now has three rigs operating along the same structural corridor that hosts Filo del Sol — the deposit that its joint venture owners describe as the largest copper discovery in 30 years.The drilling programme targets 6,000–8,000 metres this austral summer season across multiple ranked and permitted targets, with approximately 3,000 metres already completed. The season budget is approximately C$20 million, funded from a C$55 million treasury. That treasury was built with the participation of two strategically significant investors: CD Capital, a London-based fund that previously made approximately 15 times its money investing in Filo del Sol, and the Braun family of Argentina, a family office with direct regional knowledge. CD Capital's Carmel Daniele has joined the Mogotes board — the same role she held at Filo del Sol.The geological case rests on the north-south structural belt that connects Filo del Sol, Altar, Valeriano, and now Filo Sur. Mogotes holds the full strike projection of Filo del Sol's known mineralisation. The geophysical programme identified multiple high-chargeability, low-resistivity anomalies consistent with the subsurface signatures that defined the early drilling success at Filo del Sol and Valeriano. These are the targets now being drilled. CEO Alan Sabet has been measured in framing expectations — proximity to a tier-one discovery does not guarantee replication — but the technical approach mirrors the methodology that worked at comparable deposits across the Andes.The company's second announcement at PDAC 2026 was the option agreement on a copper-gold asset in Kazakhstan. The asset hosts an historic resource of approximately six million gold-equivalent ounces, with mineralisation beginning at approximately 40 metres depth and remaining open at depth and laterally. Drilling costs run at approximately US$80 per metre — a fraction of typical Andean costs — and the permitting environment supports a mining licence application within six months.For Mogotes, the strategic logic is clear. Filo Sur is a seasonal operation confined to the austral summer. Kazakhstan can be drilled year-round and provides continuous news flow during the months when Andean operations are dormant. It also provides a second value creation pathway: integrating existing unincorporated drilling data into a new resource estimate, step-out and depth drilling, and testing a separate porphyry target with potential high-grade gold.For investors, the near-term calendar is defined. Filo Sur drill results are expected in May and June 2026, representing the first direct geological test of the project's multi-year dataset. Kazakhstan work will begin in parallel, providing additional news flow through the second half of the year. The company enters this period with a well-funded treasury, institutional validation from directly comparable capital, and a disciplined deployment plan that preserves follow-up capacity regardless of what the first drill holes return.View Mogotes Metals' company profile: https://www.cruxinvestor.com/companies/mogotes-metalsSign up for Crux Investor: https://cruxinvestor.com

Interview with Jean-Paul Tsotsos, CEO & Justin Black, CMO, Chesapeake GoldOur previous interview: https://www.cruxinvestor.com/posts/chesapeake-gold-tsxvckg-proprietary-oxidation-process-could-help-unlock-15t-in-stranded-gold-6963Recording date: 4th March 2026Chesapeake Gold Corp. is advancing Metates, one of the world's largest undeveloped precious metals deposits, through a proprietary oxidative leach technology that has solved a four-decade metallurgical challenge while slashing capital requirements by 90%.The Metates deposit in Mexico hosts over 500 million ounces of silver (ranked first globally) and 19 million ounces of gold (18th globally). Discovered in 1980, the project's refractory ore—where precious metals are locked within sulfide minerals resistant to conventional processing—prevented successful development by multiple major mining companies despite decades of attempts.Chesapeake's breakthrough came through acquiring and advancing oxidative leach technology originally developed at Hycroft over nearly a decade with $50 million in combined investment. The technology operates at ambient temperature in heap leach pads, eliminating the need for expensive autoclaves, extensive water infrastructure, and on-site power generation.The economic transformation is dramatic. Chesapeake's initial 2016 prefeasibility study using conventional pressure oxidation envisioned a $3.5 billion capital expenditure for a 90,000 ton-per-day operation requiring a desalination plant, water pipelines, and power plant. The oxidative leach approach reduces capex to $360 million for a 15,000 ton-per-day starter operation while improving gold recovery from 33% to 74% and silver recovery from 35% to 50%. Phase 3 testing shows further improvements, with results expected in Q1-Q2 2026.Beyond Metates, Chesapeake is pursuing a technology licensing strategy targeting 200+ identified refractory deposits globally. Three companies are currently conducting amenability testing, with results expected within two months. These third-party implementations serve dual purposes: validating the technology at operating sites ahead of Metates development while creating revenue potential through royalties or equity positions.Mexico's regulatory environment has improved significantly under President Sheinbaum, with two-thirds of 170 backlogged permits resolved. The prefeasibility study for Metates is underway, with completion dependent on regulatory progress rather than remaining technical uncertainties.Learn more: https://www.cruxinvestor.com/companies/chesapeake-goldSign up for Crux Investor: https://cruxinvestor.com

 Interview with Rupert Verco, CEO & Managing Director of Cobra Resources PLCOur previous interview: https://www.cruxinvestor.com/posts/cobra-resources-lsecobr-targeting-low-cost-rare-earths-through-isr-extraction-9181Recording date: 6th March 2026Cobra Resources has reported a strong start to drilling at the Manahill Copper Project in South Australia, delivering wide, high-grade copper intersections that materially strengthen the exploration case for a potentially significant porphyry-related system. For investors, the early results suggest the project could host both near-surface economic mineralisation and the potential for a larger copper system at depth.The drilling program followed Cobra's option agreement over the Manahill project signed in mid-2025. Initial exploration began with geophysical work, including induced polarisation (IP) surveys designed to identify sulphide-rich zones associated with porphyry copper systems. Based on these targets, the company completed an 18-hole reverse circulation (RC) drilling program, with the first four holes now reported.Two standout intersections were returned from the same drilling transect. The first hole intersected 74 metres grading just over 1% copper with approximately 0.25 g/t gold, while another returned 84 metres of copper mineralisation with associated gold. Importantly, these are thick mineralised zones interpreted to represent a true mineralised width of roughly 70 metres. Such broad intercepts are considered highly encouraging at this stage of exploration because they suggest the presence of a substantial mineralised body rather than narrow vein systems.The mineralisation occurs from shallow depths, beginning only tens of metres below surface. This is significant from a potential development perspective, as shallow mineralisation can support lower strip ratios and improve the economics of future open-pit mining scenarios. Historical drilling in the area had already identified oxide copper mineralisation, including intersections such as 48 metres grading 2.2% copper with gold credits, but the latest drilling confirms that the mineralisation continues into the deeper primary sulphide zone.This distinction is important because oxide copper can often be processed using relatively low-cost heap leaching, while deeper sulphide mineralisation is typically processed through conventional flotation circuits. A project containing both zones can benefit from a phased development approach—starting with lower-capex oxide production before transitioning to sulphide processing as the operation expands.Geologically, Cobra believes the mineralisation may represent a skarn-style system linked to a larger porphyry copper intrusion. Evidence supporting this model includes the presence of intrusive rocks such as quartz monzonite and diorite dykes intersected in drilling. In addition, the company has identified molybdenum mineralisation, with standalone intersections up to 10–12 metres grading around 0.1% molybdenum. Molybdenum is commonly associated with fertile porphyry systems and may act as a vector toward the core of a larger copper deposit.The broader exploration footprint also supports the potential scale of the system. Cobra has already identified approximately 1.6 kilometres of mineralised strike length and mineralisation extending 300–400 metres vertically. Based on the mineralised widths and grades encountered so far, management estimates that the currently intersected zone alone could host around 500,000 tonnes of contained copper metal if continuity is confirmed.Importantly, Manahill appears to be part of a larger porphyry province, and Cobra has several additional targets across the project area. These include Netley Hill, where a previous drill hole intersected 350 metres grading 0.1% copper from surface, suggesting the possibility of large-scale bulk-tonnage mineralisation. Another target, Annabella, also shows promising geological indicators.Cobra still has results pending from the remaining 14 holes in the current drilling program, which will help refine the geological model and guide the next phase of drilling. The company already holds permits for 29 additional RC holes and three diamond holes, allowing it to quickly follow up on the discovery and test deeper targets.For investors, the key next steps will be confirming the scale and continuity of the mineralised system. If drilling continues to deliver similar widths and grades, Manahill could evolve into a multi-million-tonne copper system within a highly favourable mining jurisdiction.—View Cobra Resources' company profile: https://www.cruxinvestor.com/companies/cobra-resourcesSign up for Crux Investor: https://cruxinvestor.com 

Interview with Nolan Peterson, CEO, Atlas SaltOur previous interview: https://www.cruxinvestor.com/posts/atlas-salt-tsxvsalt-salt-market-insight-with-nolan-peterson-9255Recording date: 5th of March 2026Atlas Salt has commenced construction activities at its Great Atlantic Salt project in western Newfoundland, marking a significant milestone for what could become North America's first new salt mine in over 25 years. CEO Nolan Peterson outlined the company's development progress during the 2026 PDAC conference in Toronto, emphasizing both the advancement of physical construction and an aggressive financing campaign to capitalize on favorable market conditions.The company has initiated a $100 million early works package approved by the Newfoundland government, with current activities including site clearing, ground preparation, and infrastructure development optimized for winter ground conditions. The roadmap for 2026 encompasses establishing site pads, road access, power infrastructure, and preparatory work for underground drift development. This early phase represents the first component of a $600 million CAD total capital program.Atlas Salt is pursuing a financing structure targeting 60% debt from infrastructure banks, sovereign wealth funds, and export credit agencies, with the remaining 40% from equity investors. The company has engaged Endeavour Financial to structure the project financing package, while market interest has created opportunities to accelerate capital raising beyond original timelines. Peterson noted that heightened awareness of salt shortages has prompted earlier engagement from potential financial partners.The project addresses documented supply constraints in North American deicing markets, where no new mine construction has occurred in a quarter-century. The Great Atlantic operation will shorten supply chains to key northeastern markets while offering stable, recession-proof cash flows over a projected 25-year mine life based on current reserves, with potential for an additional 50 years from identified resources.The company benefits from an exceptionally supportive regulatory environment, having secured environmental assessment approval in just two months. With 100% battery-electric operations planned, the project positions as both an infrastructure solution and an environmental showcase. Peterson's focus on strategic partnerships and project de-risking suggests multiple near-term catalysts as the company advances toward production.Learn more: https://www.cruxinvestor.com/companies/atlas-saltSign up for Crux Investor: https://cruxinvestor.com

This year, the Australian federal government will spend billions on a scheme that makes it cheaper for miners and other industries to use diesel and petrol. It's known as the fuel tax credit scheme, and there are growing calls for it to be wound back. With the federal budget under pressure, Nour Haydar speaks with Adam Morton about the most costly anti-climate policy in the Australian government budget, working against efforts to cut emissions

Recent talk about mining has focused on extracting critical minerals, but a Auckland University physicist wants to turn that conversation on its head.

  The 2026 PDAC convention in Toronto served as a wake-up call for the mining industry. While attendance reached record highs, the market’s behavior has...

In this episode of Mining the Media, the guys welcome back intelligence analyst Lance Fairchok for a deep dive into the shifting balance of power in the Middle East and beyond. The discussion begins with the weakening of Iran's ruling mullah regime and the broader implications of recent military and geopolitical developments in the region. Lance explains how Iran's reliance on Chinese military technology has revealed serious vulnerabilities when confronted by superior Western systems. But the conversation quickly moves beyond Iran. Lance outlines the third-order strategic effects now facing China. If Chinese weapons systems fail to perform in real-world conflict, it undermines Beijing's reputation as a rising military superpower and weakens its ambitions to become the dominant global power. The team also explores how these developments intersect with President Trump's broader geopolitical strategy—what Lance describes as "five-dimensional chess." From energy policy and sanctions to shifting alliances in the Middle East, they examine how multiple strategic moves across different arenas may be reshaping the global power structure. Throughout the conversation, Lance brings his deep expertise in Islamic doctrine, intelligence analysis, and media narratives, helping listeners separate propaganda from reality. Bottom line: What happens in Iran doesn't stay in Iran. The ripple effects reach Beijing, Washington, and the entire global order. Please be sure to visit our website at www.miningthemedia.com and share with your friends, relatives, associates, and neighbors.

Send a textDaniel Gledhill is a seasoned manufacturing and engineering leader whose career bridges high-risk industrial operations and precision-driven medical device manufacturing. Daniel leads engineering teams responsible for multiple production areas supporting transcatheter heart valve delivery systems—products where quality, reliability, and patient safety are absolutely critical.Daniel's journey to medical devices began in heavy industry, where he worked as a process, chemical, and metallurgical engineer at Rio Tinto, including leadership roles at copper smelters overseeing sulfuric acid plants, powerhouses, and byproduct operations. These early roles shaped his systems-level thinking, comfort with complex processes, and respect for disciplined operations—skills that would later translate powerfully into regulated medical manufacturing environments.Over nearly ten years at Edwards Lifesciences, Daniel has progressed from manufacturing management into senior engineering leadership, guiding teams through scale-up, process improvement, cross-functional collaboration, and organizational change. His work sits at the intersection of engineering, manufacturing, quality, and leadership—where decisions directly impact both operational performance and patient outcomes.Daniel holds a Bachelor's degree in Chemical Engineering from the University of Utah, along with an MBA from the University of Utah's David Eccles School of Business. This combination of technical and business education informs his balanced approach to leadership—one that values data, people, and long-term system health over short-term wins.In this conversation, we explore what it really means to lead engineering teams in medical device manufacturing, how leadership expectations evolve as engineers move into management, and what lessons from heavy industry can sharpen execution in highly regulated, patient-critical environments.LINKS:Guest LinkedIn: https://www.linkedin.com/in/daniel-gledhill-a6155237/Guest website: https://www.edwards.com/  Aaron Moncur, hostDownload the Essential Guide to Designing Test Fixtures: https://pipelinemedialab.beehiiv.com/test-fixture Subscribe to the show to get notified so you don't miss new episodes every Friday.The Being An Engineer podcast is brought to you by Pipeline Design & Engineering. Pipeline partners with medical & other device engineering teams who need turnkey equipment such as cycle test machines, custom test fixtures, automation equipment, assembly jigs, inspection stations and more. You can find us on the web at www.teampipeline.us Watch the show on YouTube: www.youtube.com/@TeamPipelineus

Monongalia County Sheriff Todd Forbes on the MONSTER pothole on I-79 southbound at MM 148.5Josh Brady and John Helmick from the Department of Mining and Industrial Extension on theirlatest competition in Canada, training the U.S. Border Patrol, and the future of the program. The 72nd Mountaineer Reese Allen Marion County Schools superintendent Donna Heston on her contract situation. 

Venezuelan Leadership Slow-Rolls Political Transition Despite Economic Openings Evan Ellis details how the Rodriguez administration benefits from eased oil sanctions and mining interests while maintaining repressive control and delaying meaningful democratic transitions. (6)1902 Caracas

In this month's Junior Mining Insights discussion, Bill Powers and Brian Leni recap the past month in junior mining with a North American focus after attending Vancouver's Metals Investor Forum and PDAC in Toronto. They evaluate Canadian government initiatives and grants around critical minerals and processing capacity, with Brian expressing skepticism but acknowledging speculative implications when support validates strong projects. Bill shares lessons from high-net-worth investors and explains the three types of junior mining “ghosts” that spook your equities. The duo further discusses investor psychology, volatility management, due diligence, management vision, and caution around the growing trend of bulk sampling. 00:00 Intro 01:06 MIF & PDAC Sentiment 04:00 Canada processing push 05:34 Politics and US ties 08:57 Government signals investing 12:44 PDAC day two crowds 15:41 Bull market and rumors 17:41 Volatility and psychology 20:58 High net worth playbook 26:33 Junior mining ghosts 29:59 Spotting Hidden Power 30:55 Using Ghost Categories 32:08 Macro Marketing Moves 35:16 Conviction Over Speculation 38:31 When Bad Actors Appear 42:41 Bulk Sampling Trend 48:22 Financing Frenzy Signals 52:05 Attributing Price Moves Brian's website: https://www.juniorstockreview.com/ Brian's YT: https://www.youtube.com/@FIELD_NOTES Bill's Twitter: https://x.com/MiningStockEdu Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/