The Gold Trade Is Shifting From Margins to Growth | Geordie Mark – Blue Jay Gold
FULL DISCLOSURE: Canacom Group is long the equity of Blue Jay Gold. In this conversation with Geordie Mark, CEO of Blue Jay Gold (TSXV: JAY), we discuss why he still sees the broader gold thesis as intact, how producers are shifting from margin expansion toward production growth, and why that could become a major tailwind […]
Gulf Producers Push Fourth Straight Quota Increase They Cannot Yet Deliver
OPEC+ members voted June 7 to raise output targets by 188,000 barrels per day starting in July, their fourth consecutive monthly increase, into a market most of them still cannot physically reach. The Strait of Hormuz has been effectively blockaded by Iranian forces since early March, following U.S. and Israeli strikes on Iran that began […]
CopAur Minerals – This PEA Has A Mine Life of What?!
CopAur Minerals’ (TSXV: CPAU) latest PEA for the Kinsley Mountain project is not your typical gold study. On the surface, the base case economics look underwhelming. But once you dig deeper, the strategy becomes much clearer: build a small, simple oxide heap leach operation first, generate cash flow, and use that platform to unlock the […]
Japan Aims to Replace 14 Nuclear Reactors Over Two Decades
Japan’s Ministry of Economy, Trade and Industry has drafted a target to replace 11 to 14 nuclear reactors by the 2050s, the most concrete government commitment to large-scale nuclear construction since the Fukushima accident in March 2011. METI presented the proposal to a subgroup of the Advisory Committee for Natural Resources and Energy, which advises […]
Ontario’s Fast Track to Silver Production Is Starting to Matter | Frank Basa – Nord Precious Metals
In this conversation with Frank Basa, CEO of Nord Precious Metals Mining Inc. (TSXV: NTH), we discuss where the company stands in Ontario’s new recovery permit process, why the recent Gowganda tailings acquisition could materially change the scale of the opportunity, and how higher silver prices are reshaping the economics of both tailings reprocessing and the hard rock potential underneath.
Silver at $75, and This Project Has 224 Million Ounces | Michael Williams – Aftermath Silver
In this conversation with Michael Williams, Chairman of Aftermath Silver Ltd. (TSXV: AAG), we discuss the current silver market, why Michael believes the recent pullback is part of a healthy consolidation, and why he remains confident in the broader silver setup. Michael breaks down Aftermath’s Berenguela project, including its 224 million ounces of measured and […]
Canada Bans Texas Livestock After Second Screwworm Case
Canada’s food inspection agency slammed the door on Texas livestock this week after the USDA confirmed a second screwworm infection in the state, the first cases in 60 years, and a direct threat to a pipeline that funnelled 550,000 American cattle into Canada in 2025 alone. Under the ban, any cow or horse present in […]
This Nevada Gold Mine Could Be Back in Production Next Year | Kimberly Ann – Lahontan Gold
In this conversation with Kimberly Ann, CEO of Lahontan Gold Corp. (TSXV: LG), we discuss the renewed excitement in the junior gold market, why investors are starting to come back into the sector, and why Kimberly believes the industry is still in the early stages of a major cycle. Kimberly breaks down Lahontan’s Nevada-focused gold […]
Alberta Courts China’s Top Trans Mountain Buyer for New Pipeline Deal
Alberta has approached Rongsheng Petrochemical Co., China’s biggest buyer of crude from the Trans Mountain Pipeline, about signing a binding contract to purchase oil from the province’s proposed new pipeline to British Columbia, Bloomberg has reported. The outreach puts a specific face on Premier Danielle Smith’s push to find Asian buyers before Trump administration tariffs […]
Canada Explores 140-Jet Mixed Fleet of F-35s and Canadian Built Gripens
Canada is quietly sizing up a fighter fleet far larger than anything it has publicly committed to, potentially 140 aircraft, combining Lockheed Martin F-35s with Saab Gripen-E jets built on Canadian soil. CBC News reported the figure, citing sources with direct knowledge of discussions between Saab and Ottawa. “There could easily be a fleet of […]