Podcast Episodes
Back to SearchThe US-EU Minerals Pact, Eramet's Indonesia Halt, and Pilbara's Record Quarter
The United States and European Union formalized the US-EU Action Plan for Critical Minerals Supply Chain Resilience on April 24, announced by US Trad…
5 months, 3 weeks ago
Freeport's Grasberg Setback, IGO's Lithium Miss, and Anglo's Coal Revival
Freeport-McMoRan reported Q1 2026 earnings Thursday, beating profit estimates but shocking the market with a significant downgrade to the Grasberg mi…
5 months, 3 weeks ago
Newmont's Record Quarter, Ghana's New Gold Royalty, and Copper Holds Above $6 (2026-04-24)
Newmont's Record Quarter, Ghana's New Gold Royalty, and Copper Holds Above $6 Newmont Q1 2026: record net income $3.3B, FCF $3.1B, avg realized gold …
5 months, 3 weeks ago
USA Rare Earth's $2.8 Billion Rare Earth Bet, BHP Sets Records and Shuffles Leadership, and Peru's Election Keeps Mining Investors in Limbo (2026-04-22)
USA Rare Earth acquires Serra Verde (Brazil) for $2.8B — only non-Asia producer of all 4 magnetic REEs; DFC-backed; 15-year US government offtake. BH…
5 months, 3 weeks ago
Argentine Court Halts Vicuña Copper Project, Project Vault Nears $12 Billion Close, and Silver Hits Near-Record $79 (2026-04-21)
Argentine court 30-day injunction halts Vicuña copper project (Filo Corp/BHP). Project Vault $12B critical minerals facility nears first tranche clos…
5 months, 3 weeks ago
Uranium Royalty's $1.1 Billion Bet, Chinalco's $1.7 Billion Peru Overhaul, and the Iran War's Acid Shortage Reaches the Congo (2026-04-20)
Uranium Royalty Corp acquires Sweetwater Royalties — $1.1B deal. Chinalco Toromocho $1.7B overhaul approved by Peru — 45% throughput increase. DRC ac…
5 months, 3 weeks ago
Copper Closes In on Its All-Time High, CATL Goes Upstream With $4.4 Billion, and Ghana Takes Back the Damang Mine (2026-04-19)
Copper at $6.11/lb near all-time high; CATL approves $4.4B mining subsidiary for lithium/nickel/cobalt; Gold Fields hands Damang gold mine to Ghana; …
5 months, 3 weeks ago
LME Metals Hit All-Time High, Codelco Eyes 2027 Production Crown, and Chile's Most Audacious Copper Deal Gets Its Permitting Blueprint (2026-04-18)
The London Metal Exchange's six-metal index closed at an all-time high on April 17th, driven by a deepening aluminum supply crisis from Gulf smelter …
6 months ago
Senate Lifts Minnesota Mining Ban, Chile Chases 6 Million Tonnes, and a $2.7B Idaho Gold Loan Hits Its Final Hurdle (2026-04-17)
The US Senate voted 50–49 to repeal the Biden-era withdrawal of 225,000 acres of Minnesota's Superior National Forest from mining, clearing a federal…
6 months ago
Gold Expansions, Rare Earth Riches & Copper Chaos: Duparquet Drilling, Nyanzaga Launch, and Greenland’s Strategic Find (28/04/25)
Episode 27
Host Logan Ore dissects April 28th’s critical developments:
Duparquet’s Drill Surge: First Mining’s second rig accelerates exploration in Quebec’s Abi…1 year, 5 months ago