market news

Lithium Might Not Be the Bull Market You Think It Is

March 7, 2026

Koby Kushner of Libra Lithium talked to me about the lithium in this episode. Are we heading into a real bull market or another short-lived hype cycle? We dig into why China still drives demand and price discovery, why stationary energy storage has become the sleeper catalyst analysts underestimated, and why electrified trucks and developing markets could keep demand surprising to the upside. On the supply side, we get into the swing-supply boogeymen (Chinese lepidolite and African DSOs), what’s changed with Chinese regulations and Zimbabwe export policy, and why flooding the market again may be harder in a much larger lithium market. We also talk incentive prices for new supply, why spot prices can still spike in tight markets, what could actually flip the bull thesis bearish (clays, DLE, and policy-driven supply), and whether lithium juniors even make sense in this environment.

Can a 30,000m Drill Program Really Grow This Deposit Toward 5Moz?

March 6, 2026

This was an interview with Maple Gold Mines’ CEO Kiran Patankar, about their Québec gold story at the Douay and Joutel projects. The conversation stayed on three things: why the stock rerated, what their new treasury means for dilution risk, and what’s actually happening on the ground (a 30,000 m drill program split between Douay and Joutel, plus a near-term resource update).

What Can a Gold Explorer Really Prove With 15,000m of Drilling in Colombia?

March 6, 2026

This was an interview with Quimbaya Gold’s CEO Alexandre P. Boivin and technical advisor Dr. Stewart Redwood about early drilling at the company’s Tahami Project in Colombia’s Segovia district, next to Aris Mining’s Segovia operation. They talked about what the first-pass 5,000 m drill program at Tahami South proved, why the market sold off after results and a financing, and what they’re doing next, including a separate porphyry copper-gold-molybdenum target they say is now part of the story.

Newly Listed Explorer Looking for Gold in Namibia & Egypt

March 6, 2026

This was a catch-up with Ongwe Minerals’ (TSXV: OGW) CEO Dave Underwood and president/co-founder Carl Joone. They’re mainly chasing gold in Namibia across the Khorixas, Omatjete, and Outjo project areas, and they also have an Egypt land package in the Eastern Desert. The talk was mostly about what they’re trying to build, what the new drilling/sampling program is meant to prove, how much cash they have post-RTO, what the next financing likely looks like, and what could move the stock in the next few months.

Is It Time to Sell Mining Stocks?

February 25, 2026

Rob Bruggeman is a board member of Abra Silver, a mining investor, and a mining analyst known for taking a capital-preservation approach to the sector. In this interview he makes the case that it is not yet time to sell mining stocks, because the main forces driving gold higher, including dollar debasement, reserve diversification, rising debt, inflation pressure, and geopolitical risk, are still in play. We discussed why money flows matter more than narratives in mining bull markets, why he prefers reacting to changing trends over forecasting exact metal prices, how he evaluates producers versus juniors in a high-gold-price environment, why he is skeptical of PEA-stage economics that simply plug in spot prices, what makes a project or jurisdiction investable, and the warning signs that tell him a company is likely to waste the bull market instead of benefiting from it.

How Do Prospect Generators Actually Create Shareholder Value?

February 25, 2026

This is an interview with Mundoro Capital, a prospect generator model built around copper exploration with majors. I talked to CEO Teo Dechev about, among other things, whether Mundoro stays a prospect generator or becomes a hybrid, the copper projects in Serbia (including South Timok and other Timok-area ground), Bulgaria, and Arizona (Dos Cabezas), with the main topics being partner-funded drilling, deal structure with majors (especially BHP), capital allocation, permitting timing, and how investors might hope to actually get paid in this model.

Can a Junior Really Prove a Multi-Porphyry District in BC?

February 25, 2026

This was an interview with Malcolm Dorsey of Torr Metals about the company’s copper-gold exploration work at the Kolos Project in southern British Columbia (with Bertha and Bertha North as the main near-term focus), plus a smaller strategic discussion on the Filion Gold Project in Ontario. The main topics were Bertha Phase 1 drill results, why the market reacted poorly, what changes for Phase 2, cash/runway, and what catalysts management says are next.

Newfoundland Gold Explorer Targets First Drilling in 2026

February 25, 2026

This was an interview with Hratch Jabrayan of Galloper Gold about the company’s Glover Island project in western Newfoundland, focused on gold with a possible copper/VMS angle. I asked him about near-term execution, and he spent most of the time on the 2026 work plan, funding, capital structure cleanup, timing for drilling, and what could go wrong before results hit.

1,489m Mineralised Copper Intercept in Peru

February 25, 2026

This was an interview with Element 29 Resources about their copper-focused projects in Peru, mainly the Elida copper-molybdenum-silver project, with side discussion on Flor de Cobre and earlier-stage Paka and Pahuay. The main part of the conversation was about drilling progress at Elida, permitting (including the move from 20 to 40 drill platforms), financing/treasury, metallurgy work, timing for assay results and a resource update, plus near-term risks and what could get drilled next.

New Uranium Explorer in Latin America

February 21, 2026

This was a first-pass interview with Jaguar Uranium Corp., led by Steven Gold. They’re chasing uranium across one main asset in Colombia (the Berlin project, in a department called Caldas) and four assets in Argentina (two former-producing areas in Mendoza Province, plus two exploration properties in Chubut Province). The conversation covered IPO mechanics (who owns what, lockups, cheap paper, etc), then moved into what they think they can do over the next 2 years (permitting, drilling, and eventually updated resource estimates).

He Sold Silver! What’s He Buying Now?

February 21, 2026

In this interview, Clem Chambers, a financial markets commentator and Forbes contributor, talks about the volatile swings in precious metals and what he’s doing about that. He explains why he sold silver after a classic “up like a rocket, down like a rock” blow-off pattern, argues that gold’s strength is being driven by strategic demand tied to geopolitical stress, and claims this could be the early innings of a multi-year commodities run powered by broken supply chains, global stockpiling, and AI’s looming appetite for energy and raw materials, with particular interest in copper and platinum-group metals alongside a general skepticism toward most junior miners.

What’s the Real Path to a PFS for a Canadian Gold Developer?

February 21, 2026

Fortune Bay’s CEO Dale Verran and VP Technical Services Gareth Garlick talk about the Goldfields Gold Project in Saskatchewan, with side-quests into their Mexican asset in Chiapas and some corporate housekeeping (marketing spend, G&A, etc). The main topics were winter drilling progress and pending assays, how they think a PFS and permitting work de-risks the project, what they’re doing on community/regulatory engagement, and how the Mexico protected-area overlap is slowing that asset down.