Podcasts about Mining

The extraction of valuable minerals or other geological materials from the Earth

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    Latest podcast episodes about Mining

    River Radio
    February 28, 2026 – Fixing Lake Alice and Mining Near the BWCAW

    River Radio

    Play Episode Listen Later Feb 28, 2026 49:00


    Gayle speaks with Stacy Smith, DNR Acquisition and Development Program Supervisor, about plans to address the inadvertent draining of Lake Alice in William O'Brien State Park (3:45). Jim discusses efforts to reverse a mining ban now in effect in the Superior National Forest, next to the Boundary Waters Canoe Area Wilderness, with Kevin Proescholdt, Conservation Director, Wilderness Watch (24:00). Plus, an update of local news (46:15). Matt Quast is technical director.This Week's GuestsStacy Smith, Minnesota DNRKevin Proescholdt, Conservation Director, Wilderness WatchEmail us:riverradio@marinecommunitylibrary.orgGovernment Links:City of Marine on St. CroixCity of ScandiaMay TownshipWashington CountyArticle/Letter Links:Dave McGrath Op-Ed –“They Don't Tell You How Fun the Resistance Can Be”Marine City Council Letter to National Park ServiceBusiness/Organization Links:Marine Community LibraryStillwater Tattler Subscription Page

    The Korelin Economics Report
    Weekend Show – KER QuickTake & Dan Steffens – Metals & Energy Market Outlook: Top Metal and Energy Picks

    The Korelin Economics Report

    Play Episode Listen Later Feb 28, 2026


      In this weekend edition, we bring you live insights from the floor of the Las Vegas MoneyShow followed by an in-depth energy sector deep...

    Mining the Media
    Decorum, Dark Horses, and a Dangerous World

    Mining the Media

    Play Episode Listen Later Feb 28, 2026 30:02


    In this episode of Mining the Media, we examine the fallout from President Trump's State of the Union address — and the behavior that followed. Was it principled dissent, or a departure from political decorum? G.K. introduces a potential Democratic "dark horse" in San Francisco Mayor Daniel Lurie, and we discuss what his rise could signal about the future direction of the party — and whether moderation still has a path forward. But while Washington performs, the world grows more unstable. With tensions rising in Iran and the next few days potentially pivotal, we close by urging prayer for peace in a dangerous world. Politics at home. Peril abroad. The stakes are higher than the spectacle. Please be sure to visit our website at www.miningthemedia.com and share with your friends, relatives, associates, and neighbors.

    Late Confirmation by CoinDesk
    The Blockspace Pod: Inside Tether's 50 EH/s Mining Empire w/ Elektron's Rapha Zagury

    Late Confirmation by CoinDesk

    Play Episode Listen Later Feb 27, 2026 62:25


    Tether has quietly become the largest bitcoin miners in the world, and Elektron manages 50 EH/s of the stablecoin issuer's fleet. 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 The Blockspace Podcast! Today, Rapha Zagury, CEO of Elektron, joins us to talk about the company's management of Tether's massive 50 EH/s bitcoin mining portfolio. Rapha breaks down Elektron and Tether's partnership, the incipient market bifurcation between AI/HPC and Bitcoin mining, and why he believes progress is directly correlated with energy use. We dive into the legal origins of Elektron, the company's global footprint across 32 sites, and the future of mining as Tether and Elektron double down on hashrate while the rest of the industry eyes AI. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Tether runs 50 EH/s with Elektron * Greenfield sites trading at $1/MW amid AI boom * Elektron manages ~200,000 ASICs globally * Operations span 32 sites across 5 countries * AI and BTC Mining bifurcation expected in 6 to 12 months Timestamps: 00:00 Start 05:31 BTC market crash 07:59 Who is Rapha? 11:16 What is Elektron? 14:46 Swan & Tether legal struggle 18:00 Asset light build out plan 23:20 Business setup 25:05 Why mine? 33:18 Hashrate geographic distribution 38:54 Bad places to mine BTC? 40:50 AI & HPC 48:56 3.8% staff costs 52:11 Hashrate growth 57:28 There's ALWAYS stranded energy 59:44 Elektron IPO?

    Money Tree Investing
    The Silver Rocket... The Silver Party Is Just Beginning

    Money Tree Investing

    Play Episode Listen Later Feb 27, 2026 72:46


    The silver party is just beginning as precious metals expert David Morgan shares his journey from early fascination with silver coin debasement to becoming a long-time financial analyst focused on the silver market. Morgan argues that silver is widely misunderstood as merely speculative, emphasizing instead its critical industrial role in AI, EVs, solar, and advanced technologies amid a structural supply deficit and declining mine output. We explore alleged market manipulation through paper derivatives and "spoofing," the growing influence of physical demand over futures pricing, and why mining stocks may be significantly undervalued relative to rising silver prices. We also deep dive into Bitcoin's impact on precious metals demand, skepticism around crypto's "freedom" narrative, and broader reflections on monetary systems, inflation, and personal responsibility in navigating an uncertain financial future. We discuss... David shares how the removal of silver from U.S. coinage sparked his lifelong interest in sound money and finance. He argues silver is strategically indispensable due to rising industrial demand from AI, EVs, solar, and advanced technologies. Global silver supply has been flat to declining since 2016, creating a multi-year structural deficit. Most silver is produced as a byproduct of base metal mining, limiting the incentive to increase supply. David explains that silver trades largely as a paper derivatives market, which can suppress price discovery. Recent price spikes may signal a shift from paper-driven pricing to physical supply constraints in industrial bars. Retail investors have largely been selling into strength, while industrial demand has driven the latest rally. Mining stocks appear undervalued relative to higher silver prices, offering potential leverage to the upside. The discussion highlights how value investors and major funds may eventually rotate into precious metals equities. David suggests Bitcoin has evolved away from its original decentralization narrative and is now institutionally influenced. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Diana Perkins | Trading With Diana Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/the-silver-party-is-just-beginning-david-morgan-794 

    Mining Stock Daily
    Broken Plazas: Understanding the Cartel Racket of Mexican Mining

    Mining Stock Daily

    Play Episode Listen Later Feb 27, 2026 51:36


    A few weeks ago, employees connected to Vizsla Silver were abducted in Sinaloa, Mexico. Authorities continue to investigate the situation, and details remain limited. Since that time, there have also been additional reports of cartel-related violence in parts of Mexico, which has understandably heightened concern across the mining industry and among investors.Vizsla Silver is a working partner of Mining Stock Daily. Vizsla Silver has made it clear they have never been extorted, received threats from a cartel or paid extortion. Our goal here is not to speculate on the specifics of an ongoing investigation, nor to amplify online rumors or unverified claims. Instead, this conversation is about providing broader context. Organized crime dynamics in Mexico are complex, and events like this raise important questions about jurisdictional risk, regional security realities, and how companies operate responsibly in those environments.This is not an investigative segment, and it is not investment advice. It's an effort to bring informed perspective to a situation where there is currently more noise than clarity. To help us understand that broader landscape, I'm joined by journalist Ioan Grillo, who has spent years reporting on cartel structures and organized crime in Mexico and across Latin America.Follow Ioan on his Crash Out Substack HERE

    CruxCasts
    Mineros SA (TSX:MSA) - Record $800M Revenue in 2025 Sets Up 2026 Nicaragua Growth Surge

    CruxCasts

    Play Episode Listen Later Feb 27, 2026 22:39


    Interview with Daniel Henao, President & CEO of Mineros SAOur previous interview: https://www.cruxinvestor.com/posts/mineros-sa-tsxmsa-record-earnings-fund-aggressive-expansion-across-latin-america-8048Recording date: 25th February 2026Mineros SA (TSX:MSA), a Colombian gold producer with over 100 years of operational history, is executing a fundamental transformation that positions the company as a compelling growth opportunity in the current $5,000 per ounce gold environment.The company delivered exceptional 2025 results, producing 227,000 ounces of gold equivalent and generating $800 million in revenues—a 50% increase year-over-year. With $360 million in adjusted EBITDA generated at an average realized price of $3,500 per ounce, the company now operates in a significantly more favorable pricing environment that provides immediate margin expansion.Mineros operates two producing assets with distinct characteristics. Hemco in Nicaragua produces approximately 140,000 ounces annually from the historic Bonanza mining district, while Colombia contributes 90,000 ounces through an unusual century-old alluvial operation that employs flooded-pit methodology, gravity separation without chemicals, and hydroelectric power.The company's near-term growth strategy centers on Nicaragua, where processing capacity represents the primary constraint despite abundant mineral resources. Mineros is investing in a 40% throughput expansion at Hemco, increasing capacity from 1,800 to 2,500 tons per day by year-end 2026. Simultaneously, gold recoveries have improved from 87% to 90%, representing pure margin enhancement from already-mined material.On the exploration front, Mineros is launching its largest-ever drilling program of 100 kilometers across its 450,000-hectare Nicaragua land package. The district has produced nearly 10 million ounces historically yet remains substantially underexplored by modern methods. The company is targeting both brownfield expansion near existing operations and greenfield discoveries under the leadership of Carlos Rios, who joined from Collective Mining in December 2025.Despite 1,000% stock appreciation over two years, management argues the company remains undervalued at 2x revenues and 4x EBITDA—multiples based on $3,500 gold rather than current prices. The company has returned $145 million to shareholders over five years while maintaining its ability to fund growth initiatives, dividends, and explore selective M&A opportunities from strong operating cash flow.View Mineros S.A.'s company profile: https://www.cruxinvestor.com/companies/mineros-saSign up for Crux Investor: https://cruxinvestor.com

    Late Confirmation by CoinDesk
    GoMining's Vision for Mining and Spending Bitcoin in 2026

    Late Confirmation by CoinDesk

    Play Episode Listen Later Feb 26, 2026 20:47


    GoMining CEO Mark Zalan takes the stage at Consensus Hong Kong 2026 to discuss systemic infrastructure barriers to Bitcoin payments and how GoMining is building solutions to bridge the gap between holding and utility. GoMining CEO Mark Zalan took the stage at Consensus Hong Kong 2026 for a fireside chat challenging the industry's reliance on the HODL narrative. Drawing on data from a survey of over 5,700 users, Zalan revealed a stark reality: more than 55% of bitcoiners rarely or never use BTC for real-world payments, despite nearly 80% supporting its adoption as a currency. In this session, Zalan dismantles the myth that bitcoin's primary hurdle is a lack of interest, pointing instead to a systemic failure in infrastructure. He explores the critical barriers identified by the data including limited merchant acceptance, high fees, and price volatility—while detailing how GoMining is building the solutions to bridge this gap, from the rollout of native Layer 1 payment rails to a yield product.

    Mining Stock Daily
    Sultan Ameerali on the Importance of "Staying In the Game" for Junior Mining Speculation

    Mining Stock Daily

    Play Episode Listen Later Feb 26, 2026 25:08


    Sultan Ameerali shares insights on how he is approaching this mining sector, particularly focusing on gold and silver investments. He discusses personal investment strategies, the importance of understanding risk tolerance, and the challenges faced in jurisdictions like Mexico. Sultan emphasizes the need for investors to be aware of market dynamics and to make informed decisions based on their risk profiles. The discussion also touches on the upcoming PDAC conference.

    CruxCasts
    Verdera Energy (TSXV:V) - Premium Uranium Portfolio with $20M to Spend

    CruxCasts

    Play Episode Listen Later Feb 26, 2026 10:06


    Interview with Janet Lee Sheriff, Director & CEO of Verdera EnergyOur previous interview: https://www.cruxinvestor.com/posts/verdera-energy-listing-high-grade-usa-focused-isr-projects-9038Recording date: 24th February 2026Verdera Energy has completed its listing on the TSX Venture Exchange under the symbol 'V', raising $20 million at $1 per subscription receipt to fund uranium development across New Mexico. The company controls 400 square miles of patented private mineral rights hosting approximately 88 million pounds of known and historic uranium resources, positioning itself at the intersection of U.S. energy security priorities and the nuclear energy renaissance.The company's asset portfolio comprises three primary in-situ recovery projects at varying development stages. Crownpoint represents the most advanced asset with a completed 43-101 technical report, while West Largo contains 16 million pounds of historic resources and is characterized as the highest-grade ISR project in the portfolio. Ambrosia Lake rounds out the primary holdings. Management plans to launch Phase 1 at Crownpoint, apply for drill permits at West Largo, and initiate baseline water sampling at Ambrosia Lake.Beyond its mineral resources, Verdera possesses a strategic differentiator in its proprietary database containing 120,000 drill hole logs from Kerr McGee and comprehensive URI data from enCore. This historical information represents millions of dollars in previous exploration work and significantly reduces the cost of modernizing technical reports while creating potential data licensing opportunities as other companies enter New Mexico's uranium sector.CEO Janet Lee Sheriff provides realistic development guidance, estimating five years from the current stage to production—a timeline reflecting the comprehensive environmental review requirements of U.S. uranium permitting. The company has initiated scoping work on a central processing plant that could serve multiple projects, generating operational efficiencies across the portfolio.With approximately two years of operational runway from its capital raise, Verdera combines advanced-stage projects, unique data assets, and a partnership-focused strategy in New Mexico's historically seventh-largest uranium-producing district. The company's approach balances near-term development catalysts with the patient capital requirements inherent in uranium sector participation.View Verdera Energy's company profile: https://www.cruxinvestor.com/companies/verdera-energySign up for Crux Investor: https://cruxinvestor.com

    CruxCasts
    Evergold Corp. (TSXV:EVER) - New CEO, New Strategy, Drill-Ready Target

    CruxCasts

    Play Episode Listen Later Feb 26, 2026 22:00


    Interview with Alex Walcott, President & CEO of Evergold Corp.Our previous interview: https://www.cruxinvestor.com/posts/evergold-ever-technical-analysis-due-diligence-2083Recording date: 24th February 2026Evergold Corp. (TSXV:EVER) is entering 2026 as a leaner, more focused company than it has been in years. Under new President and CEO Alex Walcott — a practising geophysicist who has spent his career working across northern British Columbia's most active exploration corridors — the company has narrowed its attention to a single asset: the Golden Lion gold-silver project in the Toodoggone district. It is a deliberate reset, and the setup that has emerged from it is arguably the most investable configuration Evergold has presented to the market in some time.The Toodoggone context is important. This is a district in active re-rating mode. TDG Gold's Aurora discovery anchored the district's geological credibility. Thesis Gold followed with a positive preliminary economic assessment. And most recently, Anglo American acquired a 5% stake in Thesis Gold — a development announced just days before this interview — confirming that the region has moved onto the radar of the global mining majors. Evergold's Golden Lion property sits directly adjacent to Thesis Gold's ground. That proximity is not incidental; it reflects the same Toodoggone Formation geology that is drawing institutional attention across the district.Golden Lion itself has a meaningful drill history. The 2021 campaign — the most recent work on the property — returned down-dip continuity of approximately 175 metres and demonstrated hole-to-hole consistency for the first time. Historical intercepts include 66 metres at 1.36 g/t gold equivalent, and silver hits of up to approximately 900 g/t. Under current silver prices, the gold-equivalent economics of these intercepts are considerably stronger than they appeared when the work was done. That is a straightforward recalculation that many investors have not yet made.Previous drilling work also revealed a systematic problem with prior drilling: holes had been oriented roughly parallel to the steeply dipping mineralised fault structure, meaning the drill was tracking the body rather than intersecting it cleanly. The team has now corrected this through a 3D geological model, and the 2026 programme is designed around fan-pattern drilling from consolidated pads — an approach that maximises data return per dollar spent and suits the structural geometry of the deposit.The corporate structure is tight. Approximately 13 million shares are outstanding following a consolidation completed in 2025. The market capitalisation is approximately C$8 million — a meaningful discount to comparable-stage district peers Finlay Minerals and Sun Summit Minerals, which trade at approximately C$20 million and C$25 million respectively. A C$5 million financing is expected within approximately one month, which will fund approximately 4,000 metres of drilling alongside property-wide geophysics, including magnetic and passive EM surveys conducted in-house by Walcott's team.The board has been reinforced with Alvin Jackson of EuroZinc and FreeGold Ventures, Brian Butterworth of Hy-Tech Drilling, and Charlie Greg, a respected BC geologist who holds approximately 15% of the company. Taylor Quinn, whose master's thesis focuses specifically on Golden Lion's geology, joins as exploration manager — providing an unusual depth of project-specific technical knowledge.Evergold is a speculative, pre-resource junior explorer. The risks are real and investors should size positions accordingly. But the combination of a district re-rating, a data-informed drill programme, experienced in-terrain management, underappreciated silver credits, and a compressed valuation relative to peers makes this a story worth following closely as 2026 unfolds.View Evergold's company profile: https://www.cruxinvestor.com/companies/evergold-corpSign up for Crux Investor: https://cruxinvestor.com

    CruxCasts
    New Found Gold (TSXV:NFG) - Permitted Infrastructure Accelerates Path to Gold Production

    CruxCasts

    Play Episode Listen Later Feb 26, 2026 12:58


    Interview with Keith Boyle, Director & CEO of New Found GoldOur previous interview:  https://www.cruxinvestor.com/posts/new-found-gold-tsxvnfg-meet-the-team-hashim-ahmed-9202Recording date: 26th February 2026New Found Gold Corporation (TSXV: NFG) is executing a calculated strategy to fast-track its high-grade Queensway project into production through a infrastructure-focused acquisition approach. CEO Keith Bole recently detailed how the company's acquisition of the Hammerdown gold project and Pine Cove mill facility serves as the catalyst for bringing Queensway online by the end of 2027—approximately three years ahead of traditional greenfield development timelines.The acquisition rationale centers on accessing permitted milling infrastructure rather than resource ounces. "We wanted the mill and tailings for Queensway. That's what we were shooting for," Bole explained. By leveraging the existing Pine Cove facility, New Found Gold avoids the lengthy permitting process and construction delays associated with building new processing capacity from scratch.The company is currently ramping up 700 tons-per-day production at Hammerdown while simultaneously expanding the Pine Cove mill from 700 to 1,400 tons per day. This expanded capacity will process high-grade material from Queensway—approximately 700 tons daily grading between 9 and 10 grams per ton—trucked 270 kilometers to the Pine Cove facility.Queensway Phase 1 economics are compelling: 69,000 ounces annually at all-in sustaining costs around $1,300 per ounce translates to over $200 million in annual cash generation at current gold prices. The phased development approach addresses a critical constraint that would have faced a traditional large-scale build. As Bole noted, "The capex on a large plant that we had in the PEA was somewhere close to $900 million. Our market cap at the time was only $350-400 million." Raising nearly three times market capitalization would have required massive shareholder dilution and delayed first production until at least 2031.The two-asset strategy provides additional advantages beyond timeline acceleration. Operational experience gained ramping up Hammerdown's 700-ton-per-day open pit operation transfers directly to Queensway's identical-scale mining operation, significantly de-risking execution. Current production at Hammerdown also strengthens the company's position in project financing discussions, with lenders viewing existing cash flow favorably when evaluating facility terms for the Pine Cove expansion and Queensway development.View New Found Gold's company profile: https://www.cruxinvestor.com/companies/new-found-goldSign up for Crux Investor: https://cruxinvestor.com

    The Struggle Climbing Show
    Weekend Warrior: Shift Work, a Case for the Unsexy Stuff, and the Power of Intentionality

    The Struggle Climbing Show

    Play Episode Listen Later Feb 25, 2026 70:52


    Join the email list to get a FREE private finger training clinic with Dr. Tyler Nelson (normally $10) www.thestruggleclimbingshow.com/strong   Support the Show on Patreon Get access to all Pro Clinics, bonus episodes, and more. https://www.patreon.com/thestruggleclimbingshow   Weekend Warrior Dusty Millar is making it work! In this thoughtful convo we explore: Pros and Cons of a 7-on 7-off off schedule Shift work  Training without a climbing gym Yoga for climbing (and life) Getting better because he can't climb all the time  The power of intentionality  Overcoming decision fatigue  Working with Neil Gresham Training pitfalls  25-second hypertrophy hangs  The benefit of doing the unsexy stuff  - BIG THANKS TO THE AMAZING SPONSORS OF THE STRUGGLE WHO LOVE ROCK CLIMBING AS MUCH AS YOU DO: PhysiVantage: the official climbing-nutrition sponsor of The Struggle. Use code STRUGGLE15 at checkout for 15% off your full-priced nutrition order. And check out ALL the show's awesome sponsors and exclusive deals at thestruggleclimbingshow.com/deals - Here are some AI generated show notes (hopefully the robots got it right)   00:00 Intentionality: The Weekend Warrior Mindset (Cold Open) 00:57 Meet Dusty Millar: Shift-Worker Climber From Adelaide 03:46 Climbing in Australia: Adelaide, Arapiles & the Grampians 06:49 Dusty's Background: Marines, Tattooing, Mining, Counseling & Yoga 07:39 The 7-On/7-Off Roster: Life on Day vs Night Shift 17:07 Training Without a Climbing Gym: Yoga, Calisthenics & Fingerboard 21:07 Why Climbing Hooks Us: Flow State, Focus & Community 26:56 Sponsor Break + Free Finger Training Clinic Plug 29:18 Yoga Meets Climbing: Breathwork, Meditation & Mindset 33:46 Home Weeks: Heat, Board-and-Dinner Crew, and Outdoor Project Days 36:20 Goals & Grit: Chasing 29/30 and V9 as a “Blue Collar” Climber 37:26 Coaching Tools & Why Neil Gresham's Plans Stand Out 39:55 Inside a 16-Week Training Phase: Structure, Options, and Decision Fatigue 41:35 Training Mindset: Listening to Your Body, Managing Expectations, Keeping the Joy 43:48 Outdoor Days & Current Projects: ‘Boulder Problems on Ropes' + Thailand Trip 47:51 Lifestyle Levers: Catering, Diet Swings, and Eating Mindfully 49:50 What Training Works Best: Alternating Power/Endurance + Long Repeater Hangs 53:45 Endurance When You Can't Get to a Rope Gym + Adelaide Crag Access 56:42 Host's V8 Side Quest, Injury Fears, and Staying Resilient in Your 40s 59:00 Prehab, Antagonist Work, and the 7-On/7-Off Rhythm (Plus Farewell) 01:03:03 Wrap-Up & Host Update: Red River Gorge Day, Training Block, and Patreon Plugs   - Shoutout to Aiden Schlatter for supporting at the Hero level on Patreon. A hero indeed! - Follow along on Instagram and YouTube: @thestruggleclimbingshow and @ryandevlinclimbing   Follow Dusty @nothing_but_hardwork - This show is produced and hosted by Ryan Devlin, and edited by Glen Walker. The Struggle is carbon-neutral in partnership with The Honnold Foundation and is a proud member of the Plug Tone Audio Collective, a diverse group of the best, most impactful podcasts in the outdoor industry. And now here are some buzzwords to help the almighty algorithm get this show in front of people who love to climb: rock climbing, rock climber, climbing, climber, bouldering, sport climbing, gym climbing, how to rock climb, donuts are amazing. Okay, whew, that's done. But hey, if you're a human that's actually reading this, and if you love this show (and love to climb) would you think about sharing this episode with a climber friend of yours? And shout it out on your socials? I'll send you a sticker for doing it. Just shoot me a message on IG – thanks so much!

    Rewilding the World with Ben Goldsmith
    Fighting for America's largest blackwater swamp with Josh Marks

    Rewilding the World with Ben Goldsmith

    Play Episode Listen Later Feb 25, 2026 37:12


    "Myself and my colleagues were not fooled, we knew exactly what the were intending to do, and so we got the band back together and we rose up to build an army of activists and advocates to fight them over the last seven years."Last year, Ben Goldsmith was lucky enough to visit the great Okefenokee swamp in Georgia; the largest federally protected area east of the Mississippi. The place is pure magic, full of birds and fish, alligators and the singing of frogs; dark night skies like he'd rarely seen. But it's a landscape under threat from mining. In this episode of Rewilding the world Ben Goldsmith is joined by Josh Marks, founder of Georgians for the Okefenokee, who is leading a heroic effort to secure this landscape forever.Ben Goldsmith is a British financier and rewilding enthusiast. Join him as he speaks to people from all over the world who champion nature and are helping to restore habitats and wildlife to some of the most nature depleted parts of our planet.This podcast is produced by The Podcast Coach.Text Rewilding the World here. Let us know what you think of the podcast and if there are any rewilding projects you would love Ben to feature in future episodes. Rewilding the World is brought to you by UNI, the world's first coral reef and river safe line of bodycare. These exceptional products are made with sustainably sourced natural ingredients. UNI are leading the way in guilt-free sustainable Body Care, from hand wash to shampoo, body serum and natural deodorants. Learn more at WeareUNI.com. Available in the UK at Space NK.

    CruxCasts
    Integra Resources (TSXV:ITR) - Strategic Investment Year Unlocks 80-90K oz Production in 2027 & 2028

    CruxCasts

    Play Episode Listen Later Feb 25, 2026 18:10


    Interview with George Salamis, President & CEO of Integra Resources Corp.Our previous interview: https://www.cruxinvestor.com/posts/integra-resources-tsxvitr-55m-financing-explained-9184Recording date: 23rd February 2026Integra Resources Corp. (TSXV: ITR) has unveiled its 2026 guidance and three-year production outlook, signaling a transformative period for its Florida Canyon gold mine in Nevada. The company expects to produce 70,000-75,000 ounces in 2026 at elevated all-in sustaining costs of $2,750-$2,950 per ounce, representing a deliberate investment phase designed to unlock substantially higher production in subsequent years.President and CEO George Salamis positioned 2026 as a "setup year" focused on building capacity for future growth. The company is deploying $62-68 million in sustaining capital, primarily for intensive waste stripping campaigns to access the higher-grade Central Pit ore body and fleet renewal programs. This strategic investment is expected to deliver 80,000-90,000 ounces annually in both 2027 and 2028 at significantly reduced costs as stripping intensity declines.The production outlook surprised analysts who had modeled Florida Canyon at 70,000-75,000 ounces in perpetuity. Management emphasized that the capital program carries minimal execution risk, with ore-waste boundaries well-defined through extensive geological modeling. An updated feasibility study expected in coming months will extend Florida Canyon's mine life beyond the current five-year estimate to seven-plus years, incorporating approximately 50 million tons of low-grade stockpiled material being reclassified as ore.Beyond Florida Canyon, Integra is advancing its DeLamar project in Idaho through a recent $60 million equity raise that added 12 new institutional investors. The proceeds will fund early works programs and long-lead equipment purchases ahead of planned 2028 development. A strategic $12.5 million ranch acquisition provides critical water rights and environmental mitigation opportunities, de-risking the $1.8 billion NPV project.With over $110 million in treasury and strong projected cash flow generation from 2027-2028, management expects to self-fund DeLamar's equity portion without major dilution, offering investors a clear pathway to multi-asset value creation in a favorable gold price environment.View Integra Resources' company profile: https://www.cruxinvestor.com/companies/integra-resourcesSign up for Crux Investor: https://cruxinvestor.com

    Late Confirmation by CoinDesk
    The Blockspace Pod: The real story behind NAKA's BTC Inc transaction

    Late Confirmation by CoinDesk

    Play Episode Listen Later Feb 24, 2026 52:04


    Amanda Fabiano joins the podcast to discuss the evolution of Bitcoin corporate treasuries. From her experience at Fidelity and Galaxy to her new role at NAKA, she explains why public companies need diversified recurring revenue models beyond just holding Bitcoin on their balance sheets. 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. Amanda Fabiano, former Head of Mining at Galaxy and now with Nakamoto, joins us to talk about the shift from Bitcoin mining to building diversified Bitcoin operating businesses. Why the "HODL-only" strategy is evolving for Nasdaq-listed companies, the importance of recurring revenue, and how NAKA is positioning itself as a leader in the next phase of the Bitcoin financial infrastructure. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Strategy focused on recurring revenue models. • Transition from mining to operating businesses. • Shift toward diversified crypto business models. • Market adjustment for Bitcoin specific firms. Timestamps: 00:00 Start 05:26 Amanda joins NAKA 07:18 BTC Inc brands 12:06 Valuing companies 16:45 Kindly MD deal 20:18 Next steps & business lines 21:53 Raising debt 28:49 Senior debt obligation 32:54 Preferred equity 34:17 Dividends? 34:58 David Bailey on both sides of the books 40:31 Using proceeds to buy BTC not debt 44:21 NASDAQ delisting notice 49:34 Wrap up

    Mining Minds
    #213- AEMA: LeRoy Shingoitewa

    Mining Minds

    Play Episode Listen Later Feb 24, 2026 78:56


    What happens when a Hopi tribal member steps into one of mining's most complex spaces — not to fight it blindly, not to defend it blindly — but to bridge it? We sit down with LeRoy Shingoitewa of WestLand Resources at the AEMA Annual Meeting for one of the most powerful and perspective-shifting conversations we've had to date. Raised in Moenkopi, Arizona — where some villages still live without running water or electricity by choice — LeRoy shares what it means to carry ancestral responsibility into modern industry. From hauling water at his grandmother's home to biology, to cultural resource consultant, LeRoy explains how traditional ecological knowledge and Western science can coexist — and why both are critical in today's mining landscape. We dive into tribal sovereignty, legacy uranium impacts, water rights, permitting reform, trust-building, consultation breakdowns, NGO pressure, and what real partnership between tribes and mining companies actually looks like. This isn't a surface-level conversation. It's about preservation, accountability, education, and long-term relationship building. It's about starting with respect instead of checking a box. And it's about one man choosing to stand in the middle — not for money, not for politics — but to make sure his people have a voice at the table. Please help us welcome LeRoy Shingoitewa to the Face. Big thanks to the American Exploration and Mining Association (AEMA) for having Mining Minds out at the event. We truly appreciate the opportunity and the work you continue to do to support and elevate the voices across our mining industry. Episode Sponsors: Safety First Training and Consulting Motor Mission Machine & Radiator JSR Fleet Performance PC-Reps   Chapters:  04:12 Growing Up Hopi: Tradition by Choice 14:48 Tribal Monitors & Entering Mining 20:03 Building Trust After Broken Promises 26:40 Why Early Consultation Matters 32:18 Economic Benefits vs. Cultural Preservation 38:12 Bloodlines, Identity & Sovereignty 45:03 Water, Coal & Hard Lessons 51:00 Western Degrees & Tribal Responsibility 57:42 NGOs, Money & Accountability 01:04:50 Mining 101 & Changing the Narrative 01:10:05 Preserving Culture While Engaging Industry

    Sustainability Leaders
    Metal Matters on Sustainability Leaders: The World Needs More Mining and Demands Better Mining

    Sustainability Leaders

    Play Episode Listen Later Feb 24, 2026 41:00


    In this episode from BMO's Metal Matters podcast, BMO Commodities Analyst Helen Amos is joined by Ro Dhawan, President and CEO of the ICMM to discuss how the role of sustainable mining is shifting in a world where mining and critical minerals has been thrust into the foreground of global geopolitics. They discuss the new Consolidated Mining Standard which marks a major turning point in harmonizing standards across the industry, as well as progress made in tailings management, gender-based violence, and the urgency around improving safety performance. Ro suggests that the increase in government participation and M&A in mining could bring opportunities for sustainability too.

    CruxCasts
    Conference Season Sets Stage for Gold Sector Deal-Making

    CruxCasts

    Play Episode Listen Later Feb 24, 2026 28:08


    Recording date: 16th February 2026Gold mining companies are generating unprecedented levels of free cash flow, with major producers like Agnico Eagle reporting more than $11 million per day in Q4 2024 at an average realized gold price near $4,200 per ounce. With gold prices running approximately $800 per ounce higher in the current quarter, that figure is tracking toward $15 million or more per day - a level that is fundamentally reshaping how companies think about capital allocation.Speaking on the Compass podcast, Samuel Pelaez and Derek Macpherson of Olive Resource Capital argued that this cash flow environment gives producers the rare ability to pursue multiple priorities simultaneously: debt reduction, dividend increases, share buybacks, and acquisitions. That flexibility, they noted, sets the current cycle apart from previous periods in the sector.The discussion comes as the mining industry enters its most active conference season of the year. An institutional-focused gathering in Miami is followed shortly by PDAC in Toronto - the world's largest mining conference - beginning around March 1st. Both events are expected to accelerate M&A discussions, as corporate development teams from major miners hold direct meetings with junior company management. Pelaez and Macpherson suggested that transaction announcements could coincide with or immediately follow PDAC.In the near term, Chinese New Year - which began February 17th - introduces a period of thin liquidity across commodity markets as Chinese exchanges close for the week. The hosts characterized any resulting price volatility as mechanical rather than fundamental, and suggested investors treat sell-offs in stocks they already favor as potential entry points.On the macro side, four factors continue to underpin the commodity bull market: expanding US manufacturing PMIs, resilient employment data, continued global liquidity growth, and a US fiscal deficit of approximately $800 billion - the third largest on record - reinforcing the case for hard assets even as the economy grows.Sign up for Crux Investor: https://cruxinvestor.com

    CruxCasts
    Metal Energy Corp (TSXV:MERG) - Is NIV BC's Next Copper-Gold Discovery?

    CruxCasts

    Play Episode Listen Later Feb 24, 2026 36:19


    Interview with Charlie Greig, CEO of Metal Energy Corp.Our previous interview: https://www.cruxinvestor.com/posts/metal-energy-tsxvmerg-unlocking-ontarios-massive-lithium-potential-drilling-dec-2023-4221Recording date: 19th February 2026Metal Energy Corp (TSXV: MERG) is preparing to drill its first holes on the NIV copper-gold-molybdenum porphyry project in British Columbia's Toodoggone district, one of the province's more active mineral exploration corridors. The company is led by Charlie Greig, a veteran exploration geologist whose prior work contributed to the assembly of the GT Gold Saddle discovery — a porphyry deposit sold for approximately $450 million in 2021. Greig and his technical partner, geophysicist Alex Walcott, have been building a dataset on the NIV property since 2010, funding much of the early work themselves before bringing in outside capital.The NIV property covers roughly 5 kilometres of strike length and sits in the same volcanic and intrusive rock package that hosts established porphyry deposits elsewhere in the Toodoggone. Soil geochemistry shows elevated copper, gold, and molybdenum values running continuously along the trend, while induced polarisation surveys have identified chargeability anomalies at depth consistent with a sulphide-bearing system. Porphyry-style sheeted veining visible at surface adds further geological weight to the target. Critically, all three datasets — geochemistry, geology, and geophysics -align spatially, giving the team a well-defined set of drill targets ahead of its first program.The project has drawn strategic investment from two significant industry names. Centerra Gold, which operates a mine approximately 40 kilometres to the north, and Teck Resources have each taken a 9.9% equity stake following independent technical review. Their involvement provides both financial support and meaningful third-party validation of the project's geological merits.The 2026 drill program is expected to total between 5,000 and 6,000 metres across 10 to 12 holes. Nearby, Amarc Resources' AuRORA copper-gold discovery in the same district serves as a direct geological analogue, while an adjacent Northwest Copper drill intercept confirms porphyry-style mineralisation within 1–2 kilometres of NIV ground.View Metal Energy's company profile: https://www.cruxinvestor.com/companies/metal-energySign up for Crux Investor: https://cruxinvestor.com

    Punters Politics
    Why House Prices Are Rigged Against You, Mining Billionaires' 3% Fine & The Punters' E-Bike Rides

    Punters Politics

    Play Episode Listen Later Feb 24, 2026 37:54


    This week, we expose how a billionaire US mining cartel got slapped with a pathetic $55 million fine for illegally destroying endangered WA forests — then immediately received government permission to keep doing it. We break down the Minister's discretion loophole that lets politicians approve environmental destruction under "national security" exemptions, supposedly for renewable energy, while endangered black cockatoos lose their habitat. The $250 Billion Housing Scam Nobody Wants You To Understand Konrad breaks down the Capital Gains Tax discount — the 1999 policy that's cost Australia $250 billion over the next decade and handed 82% of the benefits to the top 10% of earners (and 60% to the top 1%). We expose why investors get half-price tax on property profits while you pay full tax on your wages, why the media machine is absolutely losing it over potential reforms, and how Domain, REA, and Murdoch's new mortgage company are all incentivized to keep house prices sky-high. Plus: the Punters Lobbyist hunt continues with applications rolling in, Konrad confesses to accepting a free e-bike and puts his fate in the hands of Patreon punters, we clarify Tanya Plibersek's trust situation, and Spotify pulls down last week's episode over four seconds of a Madonna song. Bypass the Algorithm, Sign up to the Punter Times Newsletter https://www.punterspolitics.com/pages/email-sign-up Support We the Punters on PATREON (https://www.patreon.com/punterspolitics) Buy Punters Stickers & T-shirts (https://www.punterspolitics.com/)

    The Aubrey Masango Show
    Education Matters: MQA skills development over the past 20 years

    The Aubrey Masango Show

    Play Episode Listen Later Feb 24, 2026 42:33 Transcription Available


    Aubrey Masango speaks to Dr. Thabo Shadrack Mashongoane, the Chief Executive Officer (CEO) of the Mining Qualifications Authority to discuss how MQA has changed and continue the face mining in South Africa. Tags: 702, Aubrey Masango show, Aubrey Masango, Bra Aubrey, Dr. Thabo Shadrack Mashongoane, Mining Qualification Authority, MQA, Skills development, Mining industry, Mineral Council, Department of Mineral and Petroleum Resources The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

    The Daily Crunch – Spoken Edition
    Anthropic accuses Chinese AI labs of mining Claude as US debates AI chip exports

    The Daily Crunch – Spoken Edition

    Play Episode Listen Later Feb 24, 2026 5:22


    Anthropic accuses DeepSeek, Moonshot, and MiniMax of using 24,000 fake accounts to distill Claude's AI capabilities, as U.S. officials debate export controls aimed at slowing China's AI progress. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Unplugged: An IIoT Podcast
    44 - From Mining PLCs to AI-Powered Automation: Building the Future SoftPLC with Alex Sharikov

    Unplugged: An IIoT Podcast

    Play Episode Listen Later Feb 24, 2026 49:54


    What happens when a controls engineer with 16 years of mining and manufacturing experience decides to build an AI-powered SoftPLC from scratch? In this episode, we find out.Alex Sharikov, Founder of Jasper-X and creator of JasperNode, joins Phil Seboa and Ed Fuentes to share how he's enabling small manufacturers to program and troubleshoot their control systems using plain English, no PLC software required.Key topics in this episode:Why 80% of Australian manufacturers struggle with automation supportHow JasperNode's "atomic and unambiguous logic" keeps AI reliableThe shift from prompt engineering to context engineering in control systemsBuilding a SoftPLC from scratch instead of patching AI onto existing platformsWhy human-in-the-loop safety is non-negotiable for production environmentsThis episode is proudly made possible by PLCnext TechnologyPLCnext Technology is the ecosystem for industrial automation consisting of open hardware, modular engineering software, a global community, and a digital software marketplace.Learn more at:https://www.plcnext-community.net/news/synergy-edge-cloud/-----Connect with Alex on LinkedIn:https://www.linkedin.com/in/alexander-sharikov/Connect with Phil on LinkedIn:https://www.linkedin.com/in/phil-seboa/Connect with Ed on LinkedIn: https://www.linkedin.com/in/ed-fuentes-2046121a/Learn more about Jasper-X: https://jasperx.com.au-----About Industry Sage Media:Industry Sage Media is the content creation company behind Unplugged: An IIoT Podcast. We help automation brands grow their reach, influence, and pipeline through expert-driven content.Learn more at: http://www.industrysagemedia.com

    Bitcoin Park
    NEMS26: How Do Open Source Innovations Change Mining?

    Bitcoin Park

    Play Episode Listen Later Feb 23, 2026 27:18


    DescriptionThis conversation explores the importance of open source in Bitcoin mining, discussing how it can drive innovation, improve efficiency, and create value for the industry. The panelists emphasize the need for collaboration and community contributions to establish standards and develop better tools. They also highlight the potential of heat reuse from Bitcoin mining as a valuable application, and the challenges of creating customized solutions in a competitive mining landscape.TakeawaysOpen source is fundamental to Bitcoin's success.The mining industry has shifted towards proprietary solutions.Innovations in open source can enhance mining efficiency.Heat generated by miners can be repurposed for heating applications.Community collaboration is essential for developing standards.Open source allows for iterative improvements in technology.Building in public fosters creativity and diverse use cases.Custom solutions are necessary for unique mining operations.Contributions can come in various forms, not just code.Investing in open source benefits the entire ecosystem.Chapters00:00 The Open Source Ethos in Bitcoin Mining07:37 Innovations Through Open Source Collaboration14:40 Heat Reuse: A New Perspective on Bitcoin Mining20:08 Building Custom Solutions with Mining OSKeywordsBitcoin, mining, open source, ASIC, innovation, heat reuse, mining OS, collaboration, standards, community

    Limitless Africa
    The railway opening up mining opportunity in Africa

    Limitless Africa

    Play Episode Listen Later Feb 23, 2026 15:08


    "If we stop mining, we stop our way of life."The Lobito Corridor is more than just a railway; it is a strategic lifeline connecting the Atlantic port of Lobito in Angola to the mineral rich Copperbelt in the DRC and Zambia. In this episode, host Claude Grunitzky sits down with explorer and presenter Dwayne Fields and Sam Williams, Head of Communications at Africell, to discuss the revival of this historic infrastructure. We explore why the U.S. government is mobilizing private capital to secure access to critical minerals like copper and rare earths, which are essential for the global economy. From Dwayne's personal genetic journey back to his ancestral roots in the Copperbelt to Africell's mission to digitize the corridor, this episode examines the intersection of high stakes geopolitics and the human stories of the communities on the ground. Can large scale mining truly benefit ordinary Africans? We look at the risks of exploitation and environmental damage versus the potential for jobs, connectivity, and local prosperity.Plus: why a telecommunications company is making a documentary

    Dig Deep – The Mining Podcast Podcast
    Breaking the Glass Ceiling in Mining Finance

    Dig Deep – The Mining Podcast Podcast

    Play Episode Listen Later Feb 23, 2026 30:23


    In this episode, we chat with Beth Borody, who is the founder of Maven, a platform putting real capital and real decision-making power into new hands, particularly women, in a sector where access to opportunity has traditionally been tightly controlled. Last time Beth was on the show, we talked about why women should be investing in mining. This time, we're talking about what happens when you stop asking for a seat at the table and start building a new table altogether. We'll get into resistance, capital flows, ESG reality versus rhetoric, and whether changing who controls money might change mining itself. KEY TAKEAWAYS After identifying that women were often excluded from mining investment due to systemic barriers and a lack of specific research, Beth transitioned from educational advocacy with Femina Collective to founding Maven, a female-led mining company. Maven distinguishes itself by building in the open, intentionally making the mining process and investment opportunities accessible to those outside the traditional industry inner circle. Maven prioritises a proactive ESG approach, emphasising community partnership and environmental due diligence from day one  he venture aims to tap into the $1 trillion wealth transfer currently moving into the hands of women, directing that capital toward the mining sector BEST MOMENTS "Why aren't we actually building a mining company that's based on the values and ethos of what we've built with Femina?” "We want to turn that on its head and say, 'No, we don't think so. We think that everyone should have access to mining. Mining's happening in everyone's backyard, especially here in Canada and the US.'" "The fact of the matter is we need mining so badly right now, and we need so much more mining right now that that pie is only going to get bigger." "We don't want to have to retrofit later down the road social issues or environmental issues that come up because we just ignored them at the front." GUEST RESOURCES Website - www.mavenexploration.com  LinkedIn - https://www.linkedin.com/company/maven-exploration/ Instagram - radically_maven  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/

    Insomnia insight with Daniel Erichsen
    Yes 100% recovery IS possible. Here's the proof

    Insomnia insight with Daniel Erichsen

    Play Episode Listen Later Feb 22, 2026 7:19


    Have you ever wondered if 100% insomnia recovery is truly possible—or if you have to learn to live with it? In this episode of Mining in the Comments, we feature By Insomnia, a community member who went from doubt and relapses to complete recovery. Learn how understanding the root cause of insomnia, letting go of sleep anxiety, and following a proven process can lead not only to better sleep but also a calmer, lighter life. Temporary relapses are normal, and lasting recovery is achievable. If you're new here and curious to learn more, our FREE video course, The Festival of Understanding, is the perfect place to start. Head over to https://www.thesleepcoachschool.com and click the link at the very top of the page to begin your journey. 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

    Bitcoiners - Live From Bitcoin Beach
    Thanks To Bukele's Bitcoin Law I'm Building a Parallel Food System in El Salvador | Texas Slim

    Bitcoiners - Live From Bitcoin Beach

    Play Episode Listen Later Feb 21, 2026 75:11 Transcription Available


    Is your steak a byproduct of a corrupt financial ledger? Texas Slim (@modernTman) explains how food centralization serves as currency debasement. We discuss the 1971 "Big Fat Lie" and how ending the gold standard led to declining nutritional integrity via subsidized grains. Slim argues the health of our children is proof of work, noting the current legacy system is failing.Modern cattle ranching is a struggle against corporate cartels. For years, the industry has prioritized inflationary weight gain over biological vitality. Slim describes the transition from forage-based systems to scientific manipulation. This centralization has hurt independent ranchers through regulatory capture and debt traps.El Salvador is now a hub for regenerative agriculture and food security. Slim is moving away from Angus beef marketing myths to launch heritage breed programs designed for local microbiomes. Rather than a one-size-fits-all approach with Brahman cattle, he is building a sovereign food system. He believes fixing the money is the first step toward fixing the food.Vertical integration allows producers to remove parasitic middlemen. The Beef Initiative develops decentralized micro-processing to return power to ranchers. By owning the value chain from the water table to the fork, producers can move away from the industrial machine.The acquisition of beef.com represents a change. It acts as the digital backbone for a global movement connecting producers and consumers via a Bitcoin standard. This infrastructure ensures the narrative remains with land stewards. The goal is to build a future based on hard assets.—Bitcoin Beach TeamConnect and Learn more about Texas SlimX: Main: https://x.com/modernTmanX: Movement: https://x.com/@beefinitiativeX: Media: https://x.com/@TexasSlimsCutsIG: https://www.instagram.com/iamtexasslim/IG: https://www.instagram.com/texasslimscuts/YT: https://www.youtube.com/@iamtexasslimWeb: https://harvestofdeception.substack.com/Web: https://beef.comWeb: https://beefinitiative.com/Web: https://beefnews.org/Web: https://beefmaps.com/       Support and follow Bitcoin Beach:X: https://www.twitter.com/BitcoinBeach IG: https://www.instagram.com/bitcoinbeach_sv TikTok: https://www.tiktok.com/@livefrombitcoinbeach Web: https://www.bitcoinbeach.com Browse through this quick guide to learn more about the episode:00:00 Intro05:42 Why the 1971 money shift ruined our food11:08 How to exit the corporate meat monopoly18:16 Why El Salvador is the hub for food security22:49 How to build a sovereign cattle program24:13 How decentralized processing kills the food cartel31:59 Fixing food economics: Price per acre vs. pound37:05 Mining volcanic soil for high-density protein51:00 How Beef.com disrupts global middlemen1:06:01 Protecting your wealth with hard assetsLive From Bitcoin Beach

    United Church of God Sermons
    Mining the Parable of the Pharisee and Tax Collector

    United Church of God Sermons

    Play Episode Listen Later Feb 21, 2026 45:27


    By Victor T Hou - The parable only takes 5 verses but carries important lessons. In this message, we discuss the overall point of the parable, which is clearly stated in the text. Then, we provide the important background of what was a Pharisee and what was a tax collector and how each was perceived by the society at

    Arcadia Economics
    Supreme Court Rules Against Trump Tariffs, But Fortuna Mining Still Has Record Quarter

    Arcadia Economics

    Play Episode Listen Later Feb 21, 2026 65:35


    Supreme Court Rules Against Trump Tariffs, But Fortuna Mining Still Has Record Quarter In the midst of this historic gold price rally, Fortuna Mining positioned itself to be able to benefit, and the numbers they just released for their fourth quarter and full year earnings came back with record free cash flow. It was an historic quarter and year for Fortuna, and CEO Jorge Genoza joins me live at 11:30 a.m. Eastern to talk about the results, and also the latest updates for the upcoming Diamba Sud construction decision. Which could provide even greater levels of gold production at the higher price level in the years ahead So to find out more about the latest from Fortuna Mining, at this particularly exciting time in the market, click to watch this video now! - To read the full earnings release from Fortuna Mining: go to: https://fortunamining.com/news/fortuna-reports-results-for-the-fourth-quarter-and-full-year-2025/ To read about how they expanded their indicated mineral resource at Diamba Sud go to: https://fortunamining.com/news/fortuna-expands-indicated-mineral-resource-by-73-to-1-25-million-gold-ounces-diamba-sud-project-senegal/ - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Fortuna Mining, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-fortuna-mining/Subscribe to Arcadia Economics on Soundwise

    The Korelin Economics Report
    Weekend Show – Brien Lundin & Josef Schachter – Bottom-Fishing Metals Juniors & Waiting for the Next Energy “Buy Signal”

    The Korelin Economics Report

    Play Episode Listen Later Feb 21, 2026


      Two veteran newsletter editors map out where the next big moves, and best entry points, could emerge across metals and energy in 2026.  ...

    Mining the Media
    Blue State Bleeding — When the Moving Trucks Line Up

    Mining the Media

    Play Episode Listen Later Feb 21, 2026 28:38


    On this week's episode of Mining the Media, we tackle the growing cultural and economic consequences of governance, policy, and worldview. We open with two major developments shaping the national conversation — the Kansas legislature overriding a gubernatorial veto to affirm biological reality in state law, and emerging investigative reporting from John Solomon suggesting potential international interference in the 2020 election. From there, we move into the central theme of the show: "Blue State Bleeding." Using the biblical principle of Galatians 6:7 — "Whatever a man sows, that he will also reap" — we examine what happens when policies, regulation, and cultural direction begin producing measurable economic outcomes. We break down: Boeing relocating defense leadership back to St. Louis The Chicago Bears pursuing a stadium move from Illinois to Indiana Population migration trends across the country The ripple effects of corporate and institutional relocation Are these isolated headlines — or signs of a broader harvest? We close with a reminder that institutions, like individuals, eventually live under the consequences of the seeds they plant. Please be sure to visit our website at www.miningthemedia.com and share it with your friends, relatives, associates, and neighbors. 

    The China in Africa Podcast
    Why Africa is Now a Key Front in the U.S.-China Rivalry

    The China in Africa Podcast

    Play Episode Listen Later Feb 20, 2026 59:57


    Donald Trump has never thought very highly of Africa, famously referring to the continent as a place of "sh**hole countries." While there's no indication that sentiment has changed, he's recognized that African resources are essential if he wants the U.S. to decouple from Chinese dominanted critical mineral supply chains. In February, the administration unveiled an ambitious new critical minerals sourcing initiative in which African countries, in particular, play an outsized role. But the Chinese have a 20+ year head start sourcing and refining these minerals and metals, so displacing them is not going to be easy. For some perspective on this burgeoning U.S.-China rivalry, Eric & Géraud are joined by two of the top editors at the online news site Semafor. Yinka Adegoke is Semafor's Africa Editor, and Andy Browne is the outlet's Managing Editor, who will oversee Semafor's new China newsletter.

    Mining Stock Daily
    Meridian Mining Financed for Cabaçal's Feasibility Study and District Expansion

    Mining Stock Daily

    Play Episode Listen Later Feb 20, 2026 17:08


    Gilbert Clark, CEO of Meridian Mining, discusses the company's recent financing success, strategic development plans for the Cabaçal project, exploration opportunities, and the potential dual listing on the London Stock Exchange. The conversation highlights the importance of securing capital for project development and the dual track strategy of near-term production alongside exploration efforts.

    CruxCasts
    Maple Gold Mines (TSXV:MGM) - 'Undervalued?' Investment Series, with Kiran Patankar

    CruxCasts

    Play Episode Listen Later Feb 20, 2026 29:18


    Interview with Kiran Patankar, President & CEO of Maple Gold MinesOur previous interview: https://www.cruxinvestor.com/posts/maple-gold-mines-tsxvmgm-meet-the-team-with-kiran-patankar-8973Recording date: 6th February 2026As gold prices surge past $5,000 per ounce, retail investors increasingly question whether opportunities remain in junior mining stocks or if valuations have run too hot. Kiran Patankar, President and CEO of Maple Gold Mines, makes a compelling case that his company represents a significant exception to this concern.Despite delivering 252% returns since completing its corporate reset in August 2025, outperforming peers by more than double, Maple trades at just $29 per ounce of resource. This stands well below the peer group average of $50 per ounce and recent Quebec transaction multiples of $80 per ounce. The discount translates to concrete upside potential, with fair value estimates ranging from $3.56 to $5.43 per share compared to the recent $2.29 trading price.The company's market capitalization of $153 million sits roughly where it stood four years ago, despite gold prices tripling over that period. Patankar argues this reflects value restoration rather than speculative gains, with the company having systematically addressed legacy execution issues while gold appreciation creates additional upside yet to be recognized by the market.A restructured partnership with Agnico Eagle demonstrates the company's strategic positioning. Maple reacquired 100% of its Douay project for zero cost, compared to Agnico's original $10 per ounce acquisition price, while securing $36 million in exploration funding through 2027. This capital supports 100,000 meters of drilling over two years, enabling year-round operations designed to expand the current 3 million ounce resource.Near-term catalysts include imminent drill results and an updated resource estimate expected in the first half of 2026, which management anticipates will show material expansion. Combined with advancing economic studies and strong insider participation in recent financings, Maple presents what Patankar characterizes as a rare undervalued opportunity in an otherwise fully valued sector.View Maple Gold Mines' company profile: https://www.cruxinvestor.com/companies/maple-gold-mines-ltdSign up for Crux Investor: https://cruxinvestor.com

    CruxCasts
    Growth Stories: Winning Teams That Know How to Find Gold & Get It Out of the Ground

    CruxCasts

    Play Episode Listen Later Feb 20, 2026 41:50


    Interview withShane Williams, President & CEO of West Red Lake Gold MinesAlex Black, Executive Chairman of Rio2 Ltd.Recording date: 13th February 2026Rio2 Limited and West Red Lake Gold Mines have successfully transitioned from developers to producers, achieving commercial production after years of navigating construction challenges and capital constraints. In a mid-February 2026 discussion, executives Alex Black of Rio2 and Shane Williams of West Red Lake shared the operational realities facing newly producing mining companies in a favorable commodity price environment.Both executives emphasized the importance of slow, measured ramp-ups rather than rushing to full capacity. This approach allows proper development of operational systems, procedures, safety protocols, and team training alongside physical production increases. Rio2 targets 60,000 to 70,000 ounces in 2026 at its Fenix Gold Project in Chile, with expansion potential to 300,000 ounces annually pending water infrastructure development. West Red Lake sees a pathway to 150,000 ounces annually with relatively modest capital investment for mill expansion.The discussion highlighted significant operational challenges often underappreciated by retail investors. West Red Lake battles extreme cold conditions with January temperatures reaching minus 45 degrees Celsius, where any plant stoppage results in complete mill freezing. Rio2's Fenix Gold operation faces high-altitude cold at nearly 5,000 meters elevation, space constraints in open-pit operations, and the complexity of mining an extinct volcano with three separate peaks.Labor shortages emerged as a critical industry-wide issue. Williams noted that decades of industry struggles have depleted skilled workforces in Canada, Chile, and Australia, with skill levels materially lower than 20 years ago. Both executives stressed that operational success depends primarily on building, empowering, and retaining talented teams willing to work through challenges methodically.The conversation revealed frustration with market dynamics, as development-stage companies with impressive feasibility studies often receive higher valuations than cash-flowing producers. Both executives expect re-rating as they demonstrate consistent quarterly execution. Black predicted significant M&A activity in 2026, with both companies actively pursuing strategic acquisitions while positioning themselves as potential takeover targets within three to five years.Sign up for Crux Investor: https://cruxinvestor.com

    CruxCasts
    Kincora Copper (TSXV:KCC) - 8 Copper-Gold Projects, Partners Pay, Shareholders Keep Upside

    CruxCasts

    Play Episode Listen Later Feb 20, 2026 28:51


    Interview with Sam Spring, President & CEO of Kincora Copper Ltd.Our previous interview: https://www.cruxinvestor.com/posts/kincora-copper-tsxvkcc-100m-partner-funding-drives-multi-target-porphyry-exploration-in-nsw-8371Recording date: 10th February 2026Kincora Copper is executing a prospect generator strategy that has delivered significant operational scale in its first full year while maintaining capital efficiency through partner-funded drilling. The company operates eight copper-porphyry assets across Australia and Mongolia, having secured $7 million in partner funding and completed 16,000 meters of drilling across seven licenses in 2025, while generating approximately $500,000 in management fees.The company's most advanced partnership involves two joint ventures with AngloGold Ashanti covering 100 kilometers of strike in the northern Macquarie Arc, Australia's premier porphyry belt that hosts world-class mines including Cadia, Northparkes, and Cowal. AngloGold's commitment has expanded substantially, with spending increasing from $4.5 million to date to a proposed $7 million budget for 2026 as targets are upgraded. The major has deployed three technical teams to site, bringing specialist expertise that would be difficult for a junior explorer to access independently.Recent drilling at the Nevertire-Nevertire South project has confirmed encouraging copper-gold intervals suggesting proximity to porphyry centers, with follow-up drilling now underway testing upgraded targets. The company is systematically advancing the 40-kilometer strike length while looking for multiple discoveries within the immediate target area.Kincora recently closed a C$4 million financing led by institutional investors Rick Rule and Jeff Phillips, providing capital for focused work on 100% owned projects including Trundle and Fairholme, which are in advanced discussions with multiple majors. Late 2025 activities included a technically successful drill hole, airborne surveys at Condobolin, and ground gravity surveys at Jemalong, with results expected through early 2026.Trading at approximately $40 million market capitalisation, Kincora presents a valuation disconnect compared to peers. Recent Macquarie Arc explorers have rerated from $30 million to $100-200 million following positive results, while Kincora's seven non-JV assets are collectively valued at just $10 million. The company's partnership model offers multiple discovery opportunities with lower dilution than equity-funded peers, while retaining meaningful project-level stakes with potential for $100 million in partner funding before significant dilution decisions.View Kincora Copper's company profile: https://www.cruxinvestor.com/companies/kincora-copper-limitedSign up for Crux Investor: https://cruxinvestor.com

    CruxCasts
    Ur-Energy (AMEX:URG) - Bringing Second Uranium Mine Online as Demand Surges

    CruxCasts

    Play Episode Listen Later Feb 20, 2026 38:16


    Interview with Matthew D. Gili, President & CEO of Ur-EnergyOur previous interview: https://www.cruxinvestor.com/posts/ur-energy-amexurg-new-leadership-takes-helm-at-active-us-uranium-producer-7904Recording date: 7th February 2026Ur-Energy is positioning itself as a leading domestic uranium producer at a critical juncture for American nuclear fuel security. The Wyoming-based company operates in a market where the United States consumes approximately 50 million pounds of U308 annually but produces only 2-3 million pounds domestically, creating a substantial supply-demand imbalance that favors existing producers.Under new leadership from Matthew D. Gili, who joined in June 2025 with operational experience from Rio Tinto, Barrick Gold, and i-80 Gold, the company is executing a three-tiered growth strategy. The Lost Creek facility, Ur-Energy's primary production hub, is ramping toward record fourth-quarter output with demonstrated recovery rates exceeding 80%. The in-situ recovery (ISR) operation benefits from favorable geology and straightforward chemistry, utilizing oxygen, carbon dioxide, and bicarbonate as reagents.The near-term catalyst is Shirley Basin, a satellite facility currently under construction that will commission in the first quarter of 2026. The operation will load uranium onto resin in the wellfield before transporting it to Lost Creek for processing, leveraging existing infrastructure to minimize capital requirements. With a resource base of approximately 9 million pounds, Shirley Basin is expected to commence yellowcake production in the second quarter.Looking further ahead, the Lost Soldier project represents medium-term expansion optionality. With 4,000 historical drill holes establishing geological confidence, the company is conducting hydrological testing through 18 test wells to determine ISR viability. Management targets publication of a preliminary economic assessment in the third or fourth quarter of 2026, with Lost Soldier envisioned as an even more streamlined satellite requiring only resin capture facilities.The $120 million convertible financing completed in December 2025 provides capital to complete Shirley Basin while maintaining flexibility for a Lost Soldier construction decision and potential portfolio acquisitions. Ur-Energy's contracting strategy balances revenue certainty—with 100% of 2026 production contracted and approximately 70% for 2027—against exposure to uranium price appreciation in a market where policy support for domestic production continues strengthening.View Ur-Energy's company profile: https://www.cruxinvestor.com/companies/ur-energy-incSign up for Crux Investor: https://cruxinvestor.com

    CruxCasts
    GCM Corp (ASX:GCM) - Breakthrough AI Data Centre Thermal Heat Management Solution

    CruxCasts

    Play Episode Listen Later Feb 20, 2026 36:53


    Interview with Clinton Booth, Managing Director & CEO of GCM CorporationOur previous interview: https://www.cruxinvestor.com/posts/green-critical-minerals-asxgcm-vhd-graphite-tech-targets-17b-data-center-market-7556Recording date: 10th February 2026GCM Corporation (ASX:GCM) is executing a critical transition from pre-revenue technology developer to commercial manufacturer in the thermal management sector, with first revenues targeted for the first half of 2026. The company has successfully pivoted from graphite exploration to industrial manufacturing following its late 2024 acquisition of proprietary VHD thermal management technology.CEO Clinton Booth outlined the company's progress through distinct commercialization phases during a February interview. After validating the technology in early 2025 and confirming market appetite in Q2, GCM entered active prototyping in the second half of the year. The company is now manufacturing customer-specific products under confidentiality agreements, sharing technical drawings with multiple customers across electronics, data centers, renewables, and electrical sectors.The VHD technology addresses a critical industry challenge: efficiently dissipating heat loads as devices become more powerful yet smaller. With thermal conductivity superior to copper and aluminum while being 4.5 times lighter than copper and 30 percent lighter than aluminum, VHD offers performance advantages that incumbent materials cannot match. As Booth noted, the market is actively seeking new solutions, with demand driven by electrification, artificial intelligence, and increasing power density requirements across the technology sector.GCM's modular manufacturing approach provides rapid scalability with minimal capital requirements. The current demonstration plant produces hundreds of units monthly, scaling to 1,000 units near-term with capacity to expand 100-fold within 12-15 months. The company achieved ISO 9001 certification in late 2025 and in-housed its product design capability, establishing systematic processes essential for scaling production as sales agreements materialize.Electronics and DC-to-DC converter markets offer the shortest sales pipeline, while data center opportunities present longer qualification periods but significant long-term value. The anticipated first major sales agreement represents a watershed moment that Booth expects will catalyze additional customer interest and validate the company's strategic transformation from explorer to industrial technology manufacturer.View GCM Corp's company profile: https://www.cruxinvestor.com/companies/green-critical-mineralsSign up for Crux Investor: https://cruxinvestor.com

    CruxCasts
    Dryden Gold (TSXV:DRY) $11M Exploration Budget Funds 32,000m Program in High-Grade Gold District

    CruxCasts

    Play Episode Listen Later Feb 20, 2026 27:16


    Interview with Maura Kolb, President of Dryden Gold Corp.Our previous interview: https://www.cruxinvestor.com/posts/dryden-gold-tsxvdry-fully-funded-2026-drilling-for-high-grade-gold-hits-with-partner-validation-8545Recording date: 11th February 2026Dryden Gold Corp. has emerged as a compelling exploration opportunity in northwestern Ontario's Dryden greenstone belt, where the company controls 70,000 hectares of highly prospective ground exhibiting geological characteristics analogous to Canada's premier gold camps. With $11 million in treasury funding a 32,000-meter drilling program across multiple targets, the company is positioned to deliver sustained news flow throughout 2026-2027 whilst pursuing its stated objective of demonstrating multi-million-ounce potential across a district-scale land position.The investment thesis centers on three key pillars: systematic expansion of the high-grade Gold Rock deposit, aggressive testing of regional discovery targets with distinct geological models, and strategic positioning within an emerging gold district backed by institutional investors. President Maura Kolb brings eight years of direct Red Lake experience, informing structural interpretation at Gold Rock where fold architecture and intersecting faults create high-grade traps identical to the geological model hosting Red Lake's 28 million ounces. Recent drilling validates this targeting approach, with intercepts including 301 g/t gold over 3.9m, 77.9 g/t over 0.5m, and 55 g/t over 3.5m demonstrating robust mineralization across multiple parallel shear zones extending over 20 kilometers of strike length.Beyond Gold Rock, Dryden is advancing two regional targets exhibiting different deposit models that provide diversified discovery potential. Hyndman represents an intrusion-related target where a 4-kilometer-long granodiorite intrusion intersected by regional shearing offers potentially simpler geometry and bulk-tonnage potential compared to Gold Rock's structurally complex veins. The six-hole inaugural drilling program was completed in early 2026, with results expected end-March representing the most immediate catalyst for investors. Sherridon at the southern property boundary exhibits intrusion-related bulk-tonnage characteristics, with initial drilling returning 135 meters at 0.2 g/t gold and geochemistry confirming an intrusive fluid source—rare clarity in Archean-aged systems that provides targeting criteria for vectoring toward higher-grade zones.The presence of three distinct geological models reduces exploration risk whilst offering optionality in development scenarios: high-grade underground potential at Gold Rock, possible open-pit bulk tonnage at Hyndman, and intrusion-related scale at Sherridon. This diversification increases probability of exploration success whilst building toward the multi-million-ounce scale necessary for district recognition and institutional interest.Strategic validation strengthens the investment case, with Centerra Gold holding positions in Dryden and Alamos Gold maintaining a 10% equity stake. These institutional anchors provide technical validation, reduce going-concern risks, and potentially facilitate future development partnerships. The warrant exercises by Delbrook Capital and EuroPac Gold Fund that funded the current program occurred at C$0.30, with the stock subsequently advancing toward C$0.40—suggesting investor confidence in near-term catalysts and exploration potential.Operational advantages distinguish Dryden from peers. Year-round road access eliminates seasonal constraints and helicopter costs, enabling continuous drilling and rapid iteration on geological models. The property sits adjacent to NeXGold's 3-million-ounce resource, validating regional prospectivity and demonstrating economic gold potential. Ontario's jurisdictional stability, transparent permitting, and established infrastructure reduce development risks relative to remote or politically challenged jurisdictions.For investors seeking exposure to district-scale gold discovery in a premier jurisdiction with near-term catalysts, experienced management, and institutional backing, Dryden Gold offers a compelling risk-reward profile at approximately C$100 million market capitalization. The company's capital-efficient approach—demonstrating deposit footprints before committing to resource definition—prioritizes discovery value creation whilst maintaining 18-24 months of funded exploration runway. As drilling progresses across multiple high-priority targets throughout 2026, investors can anticipate sustained news flow and multiple opportunities for value inflection.View Dryden Gold's company profile: Sign up for Crux Investor: https://cruxinvestor.com

    CruxCasts
    Focus Graphite (TSXV:FMS) - A Strategic Production Alternative to China

    CruxCasts

    Play Episode Listen Later Feb 20, 2026 40:56


    Interview with Dean Hanisch, CEO of Focus GraphiteRecording date: 10th February 2026Focus Graphite (TSXV: FMS) is emerging as a strategically positioned North American graphite developer at a time when Western governments are actively reshoring critical mineral supply chains. The company's flagship Lac Knife project in Quebec boasts 15% graphitic carbon content, approximately three times the global industry average of 3-5%, providing fundamental cost advantages that management believes can enable price competition with Chinese producers while delivering premium specialty material to defense contractors.After 18 years of development, the project is approaching commercial viability with substantial government backing. Focus has secured $14.1 million in non-dilutive funding from Natural Resources Canada's Global Partner Initiative, specifically earmarked for building a demonstration-scale purification plant and qualifying material with military and aerospace customers. Combined with existing cash, the company holds $18 million to advance through final permitting stages without near-term equity dilution.The technical differentiation centers on a fluidized thermal bed purification process that removes impurities through heat rather than chemicals, preserving the structural integrity of large graphite flakes critical for high-value applications. Approximately 40% of Lac Knife's output consists of premium large and jumbo flake material, which the company is positioning for radar suppression coatings, expandable fire suppression graphite, thermal management systems, and ballistic applications. Material has already been successfully tested in missile applications in the Mojave Desert.With the Environmental and Social Impact Assessment down to 30 remaining questions from an initial 380, management targets completion within three to four months. The $236 million capex for a 27-year mine life producing 50,000 tons annually represents a fraction of typical critical mineral projects, with potential for substantial debt financing from export credit agencies and Quebec government equity participation.Trading at approximately $50 million market capitalization, Focus presents a compelling valuation relative to peers like Nouveau Monde Graphite ($400 million market cap, 4% grade), particularly as geopolitical imperatives drive Western governments to establish domestic specialty graphite supply for defense applications.View Focus Graphite's company profile: https://www.cruxinvestor.com/companies/focus-graphiteSign up for Crux Investor: https://cruxinvestor.com

    CruxCasts
    Mining Royalty Sector Delivers Triple-Digit Returns as M&A Wave Reshapes Industry

    CruxCasts

    Play Episode Listen Later Feb 20, 2026 21:20


    Interview with Brendan Yurik, CEO of Electric Royalties Ltd.Our previous interview: https://www.cruxinvestor.com/posts/mining-royalty-sector-explodes-with-massive-consolidation-fresh-capital-7469Recording date: 11th February 2026The mining royalty sector delivered exceptional performance in 2025, driven by surging commodity prices and unprecedented consolidation activity. Gold prices rose 74% while silver surged 160%, translating into triple-digit share price gains for major precious metal royalty companies. Wheaton Precious Metals gained 102%, Royal Gold appreciated 98%, and Osisko Royalties reached 100%. Mid-tier companies performed even stronger, with Gold Royalty Corp advancing 215% and Element Royalties climbing 150%.Despite lithium carbonate recovering 80% over the period, battery metal-focused royalty companies experienced a stark divergence in valuations. Electric Royalties reported zero share price appreciation, highlighting that market participants have not yet incorporated battery metal price recovery into their valuation frameworks for companies in this subsector.The year marked a potential inflection point through significant M&A transactions. Royal Gold acquired Sandstorm for $3.5 billion, representing the first major royalty company acquisition in years. Triple Flag purchased Orogen Royalties for $420 million, while Altius Minerals bid $520 million for Lithium Royalty Corp in December. According to Electric Royalties CEO Brendan Yurik, this consolidation reflects fundamental economics where acquiring diversified portfolios proves more efficient than executing dozens of individual transactions.Several experienced teams launched new royalty platforms in late 2025, including Versamet Royalties, Summit Royalties, and Lunar Royalties. Summit achieved a market valuation three to four times that of Electric Royalties despite being newly public, demonstrating strong investor appetite for proven management teams.Valuation dynamics continue driving consolidation as larger companies with extensive diversification trade at 2.5 times net asset value compared to 1x for junior companies. This gap creates powerful incentives for mergers that enhance shareholder value through scale and improved operating leverage.Looking ahead to 2026, industry participants expect M&A activity to accelerate beyond 2025 levels. The fragmented sector provides numerous consolidation targets, while battery metal royalties trading at significant discounts to precious metal peers may attract acquisition interest as cash flows materialize.View Electric Royalties' company profile: https://www.cruxinvestor.com/companies/electric-royaltiesSign up for Crux Investor: https://cruxinvestor.com

    CruxCasts
    Santacruz Silver (TSXV:SCZ) - 2026 Set for More Gains as Large Treasury Builds

    CruxCasts

    Play Episode Listen Later Feb 20, 2026 30:16


    Interview with Arturo Préstamo Elizondo, Executive Chairman & CEO of Santacruz Silver Mining Ltd.Our previous interview: https://www.cruxinvestor.com/posts/santacruz-silver-tsxvscz-strong-cash-generation-funds-debt-free-growth-8019Recording date: 13th February 2026Santacruz Silver Mining (TSXV:SCZ) represents a transformed investment opportunity following the elimination of all debt obligations and completion of its NASDAQ listing in January 2026. The multi-metal producer operates four mines across Bolivia and Mexico, generating substantial cash flows with an $80 million treasury position after paying $70 million in Glencore obligations and tax liabilities during 2025.The company's debt-free, streaming-free, royalty-free capital structure directs 100% of operational cash flows to equity holders during a period of elevated silver and zinc prices. This clean balance sheet distinguishes Santacruz from leveraged competitors and producers with streaming obligations that divert metal production at below-market prices, creating immediate margin expansion as commodity prices strengthen.Management projects 5-7% production growth from operational efficiencies independent of metal price assumptions or acquisition execution. The Zimapan mine in Mexico delivered a $2.5 million investment in flotation cell circuits that improved silver recoveries by 500 basis points, generating approximately $5 million in incremental monthly cash flow—a 20-month payback demonstrating disciplined capital allocation. The mine's advancement to Level 960 encounters wider ore bodies with silver grades of 80-90 grams per tonne and zinc content of 2.5-3.5% across the 2,800-tonne-per-day operation.In Bolivia, the Bolivar mine is recovering from 2025 flooding through systematic dewatering infrastructure that increased capacity to over 700 litres per second—five times pre-flooding levels and nearly double peak flood conditions. Fourth quarter 2025 production showed quarter-over-quarter silver increases as access to flooded veins improves, whilst development work necessitated by the flooding discovered new high-grade veins creating unanticipated exploration upside.Near-term production catalysts include the Soracaya project targeting full permitting by June-July 2026 with production commencement in the fourth quarter, utilizing existing Bolivian milling infrastructure for low-capital-intensity cash flow generation. The Esperanza mine at the Caballo Blanco complex approaches commercial production as the third operating mine within that group, leveraging existing infrastructure for brownfield expansion.The Bolivian operating environment transformed following the 2025 election of President Rodrigo Paz, whose administration declared mining a strategic industry and announced constitutional reforms to encourage foreign investment. As Bolivia's largest underground mining company, Santacruz occupies a prominent position during this regulatory evolution, with improved political conditions creating potential M&A opportunities whilst reducing political risk for existing operations.The January 2026 NASDAQ listing provides strategic access to US institutional investors and family offices, expanding the investor base beyond Canadian venture shareholders whilst early trading data demonstrates volume improvements. US institutional capital historically applies higher valuation multiples to Latin American precious metals producers than Canadian venture markets alone.Management employs a distinctive operational approach tracking per-tonne costs rather than conventional all-in sustaining cost metrics, maintaining five-year rolling budgets with detailed weekly mining plans to prevent short-term high-grading that compromises long-term mine life. This disciplined capital allocation framework, combined with direct executive operational involvement demonstrated through systematic site visits and hands-on crisis management during the Bolivar flooding, distinguishes the approach from volume-focused competitors.For investors seeking exposure to silver and base metals through an established producer with near-term growth catalysts, operational leverage to metallurgical improvements, and exposure to transformative Bolivian political changes, Santacruz presents a differentiated opportunity with multiple risk mitigation factors relative to earlier-stage developers or debt-burdened producers.View Santacruz Silver's company profile: https://www.cruxinvestor.com/companies/santacruz-silver-miningSign up for Crux Investor: https://cruxinvestor.com

    CruxCasts
    Standard Uranium (TSXV:STND) - JV Funded Exploration & Drilling

    CruxCasts

    Play Episode Listen Later Feb 20, 2026 27:12


    Interview with Jon Bey, CEO of Standard Uranium Ltd.Our previous interview: https://www.cruxinvestor.com/posts/standard-uranium-tsxvstnd-35m-raised-to-hunt-high-grade-uranium-7828Recording date: 17th February 2026Standard Uranium (TSXV: STND) is a Canadian uranium exploration company with 13 projects in Saskatchewan's Athabasca Basin, the world's highest-grade uranium jurisdiction. With a market capitalisation of approximately $15–20 million, the company has structured itself to maximise exploration activity while minimising shareholder dilution through a project generator business model.Rather than self-funding all exploration, Standard Uranium invites third-party joint venture partners to fund drilling on most of its projects. Under a typical deal, a partner spends $6–7 million over three years to earn a 75% interest in a project, while Standard Uranium retains 25% equity, a 2.5% net smelter return royalty, and charges operator fees to run the program using its own geological team. Those fees — estimated at $1.5–2 million annually — are sufficient to cover the company's corporate overhead, reducing the need for repeated equity raises.The company's flagship asset, Davidson River, sits outside this JV framework. The wholly-owned project covers 30,000 hectares in the southwest Athabasca Basin, adjacent to NexGen Energy's Rook I project — a discovery that transformed NexGen from a 30-cent stock into a $10 billion company over 13 years. Standard Uranium plans to drill Davidson River from May to August 2026.Two additional drill programs are already underway in 2026. The Corvo project, under JV with Aventis Energy, commenced drilling in mid-February. The Rokas project, partnered with Collective Metals, is expected to begin drilling in early March. In total, JV partners are funding an estimated $7–10 million in exploration spend across the portfolio this year.The macro backdrop supports the investment case. The uranium spot price stands near $89–90 per pound, while global nuclear capacity is forecast to triple over the next two decades, driven by clean energy targets and surging electricity demand from AI data centres. Saskatchewan's Athabasca Basin is positioned as a primary source of future uranium supply.View Standard Uranium's company profile: https://www.cruxinvestor.com/companies/standard-uraniumSign up for Crux Investor: https://cruxinvestor.com

    Stocks To Watch
    Episode 778: Don Durrett Discusses Precious Metals Volatility, S&P 500 Impact on Gold and Silver Prices

    Stocks To Watch

    Play Episode Listen Later Feb 19, 2026 22:38


    This interview is disseminated on behalf of GoldStockData.com. Precious metal markets have seen extraordinary volatility in recent weeks. Amid this pivotal moment for precious metals and the broader markets, how should investors interpret these moves? Don Durrett, gold and silver mining stock analyst at goldstockdata.com, shares his expert insights.He explains how recent volatility in gold and silver prices is indicative of an endgame scenario for the broader economy, while also highlighting the impact of the rise and fall of the S&P 500 on precious metals price trends.Check out: https://www.goldstockdata.comWatch the full YouTube interview here: https://youtu.be/6nEpHi_4eqIAnd follow us to stay updated: https://www.youtube.com/GlobalOneMedia

    Mining Stock Daily
    Morning Briefing: Fortuna Grows Diamba Sud 73%, Tops 1.25 Million Indicated Ounces

    Mining Stock Daily

    Play Episode Listen Later Feb 19, 2026 6:59


    Scorpio Gold reported strong new drill results from its 100%-owned Manhattan District in Nevada, extending mineralization along the Zanzibar Trend. Goliath Resources reported numerous high-grade drill intercepts from its 2025 program at the Surebet Discovery in British Columbia's Golden Triangle. Borealis Mining Company released an updated NI 43-101 Preliminary Economic Assessment for its Sandman Gold Project in Nevada, outlining strong standalone economics and capital efficiency. Fortuna Mining Corp. reported a 73 percent increase in the indicated mineral resource at its Diamba Sud Project in Senegal, bringing indicated ounces to roughly 1.25 million gold ounces. Great Pacific Gold Corp. reported a new high-grade vein discovery that expands the southern corridor at its Wild Dog Project in Papua New Guinea. Denison Mines Corp. has received final regulatory approval from the Canadian Nuclear Safety Commission to construct and operate the Phoenix in-situ recovery, or ISR, uranium mine at its Wheeler River project in Saskatchewan's Athabasca Basin.This episode of Mining Stock Daily is brought to you by…REVIVAL GOLD: 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.comThe Mining Stock Daily morning briefing is produced by Clear Commodity Network. It is distributed throughout the world through your podcast network of choice, and by our friends at the Junior Mining Network. The information presented should not be considered investment advice. Mining stock daily and its affiliates are not responsible for any loss arising from any investment decision in connection with the material presented herein. Please do your own research or speak with a licensed financial representative before making any investment decisions.

    Arcadia Economics
    Gold Price Drives Record Free Cash Flow For Fortuna Mining

    Arcadia Economics

    Play Episode Listen Later Feb 19, 2026 4:21


    Gold Price Drives Record Free Cash Flow For Fortuna Mining Fortuna Mining just reported their fourth quarter and full year 2025 earnings, which included record free cash flow for both. It's a big quarter for the company, and to find out more about the results, click to watch this video now! - To read the full press release from Fortuna Mining, go to: https://fortunamining.com/news/fortuna-reports-results-for-the-fourth-quarter-and-full-year-2025/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Fortuna Mining, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-fortuna-mining/Subscribe to Arcadia Economics on Soundwise

    Badlands Media
    Space Revolution Ep. 6: Mining the Sky, Zero Gravity Building & Democratizing the Essentials of Life

    Badlands Media

    Play Episode Listen Later Feb 19, 2026 61:09


    In Episode 6 of Space Revolution, Lt. Gen. (Ret.) Steven L. Kwast and guest Brad Zerbo explore how mining asteroids and building in zero gravity could transform life on Earth. The discussion centers on three pillars of prosperity in space: information, energy, and resources, and how tapping into them could support the eight essentials of life, air, water, food, shelter, information, energy, transportation, and healthcare. They examine robotic asteroid mining, 3D printing structures in zero gravity, and the possibility of constructing entire homes in space and delivering them gently to Earth. The conversation highlights reusable rockets, renewable satellites, space-based energy beaming, and using water in space as fuel. Kwast emphasizes that reducing the cost of energy and materials could uplift the human condition globally while preserving Earth from destructive mining practices. Throughout the episode, they stress the importance of moral leadership, constitutional principles, and decentralizing control so individuals, not centralized powers, retain access to life's essentials. The show concludes with a recommended reading of Mining the Sky and a call for citizens to engage politically to guide this revolution responsibly.

    Insomnia insight with Daniel Erichsen
    Migraine Keeps Me Up All Night

    Insomnia insight with Daniel Erichsen

    Play Episode Listen Later Feb 19, 2026 13:06


    In this episode of Mining the Comments, Coach Daniel (sleep physician turned sleep coach and founder of the Sleep Coach School) responds to a powerful community question: “I have a terrible migraine, rendering me unable to sleep at all. Could you do an episode about how to sleep with pain?” In this video, we explore the deep connection between pain, fear, and sleep, and why trying to force sleep or eliminate pain often makes both worse. You'll learn how insomnia and chronic pain follow the same fear-based loop, and how relief begins—not by fighting symptoms—but by removing the sense of threat.