Ottawa Labels Pipeline ‘Hypothetical’ As Clock Ticks

Canada seems to be signaling that it is not serious about getting resources to tidewater when Energy Minister Tim Hodgson called a new West Coast bitumen pipeline “overfocusing on what right now is hypothetical.” Hodgson said “Canada can build many things,” but whether there is a business case for a new bitumen line is “up […]

Cameco, Brookfield Partner With US Government For $80B Nuclear Reactor Push

The program standardizes on Westinghouse AP1000 units, with six reactors operating worldwide, 14 under construction, and five under contract. Cameco said the collaboration strengthens its Brookfield partnership as Westinghouse owners and supports global growth in its nuclear products, services and technologies. The company positioned itself as a secure western supplier of uranium fuel to support […]

Is Canada About To Drop China Tariffs On EVs?

Canada is reportedly considering dropping its 100% surtax on Chinese electric vehicles after reporting that Ottawa is exploring a swap for China removing tariffs on Canadian farm goods, a potential break from the US approach. The 100% surtax on Chinese-made EVs has been in place since October 1, 2024, covering electric passenger cars, trucks, buses […]

Kiwetinohk Energy To Be Acquired For 10% Premium By Cygnet Energy

Kiwetinohk Energy (TSX: KEC) is set to go private as the latest major transaction within the Canadian oil and gas sector. The company this morning indicated that it has entered into an arrangement with private operator Cygnet Energy to be acquired under an all-cash arrangement. Cygnet is set to acquire the company for cash consideration […]

US Adds $1.8B For Critical Minerals, Grants Two-Year Smelter Relief

The US strengthened its critical mineral strategy this week as the International Development Finance Corporation joined an Orion Resource Partners-led consortium now sized at $1.8 billion. The White House also issued a two-year exemption from new EPA copper-smelting standards for Freeport-McMoRan’s Miami facility. DFC said its commitment, matched by funds managed by Orion and by […]

Washington Announces US-China Trade Deal But Beijing Mum On Details

The US and China reached a preliminary trade framework that pauses planned tariff escalations and delays China’s rare earth export licensing regime by one year. Treasury Secretary Scott Bessent said talks in Kuala Lumpur removed the threat of 100% tariffs on Chinese imports slated for November 1 and that he expects the existing tariff truce […]

Silver’s Finally Breaking the System | Keith Neumeyer – First Majestic

In this conversation with Keith Neumeyer, President and CEO of First Majestic Silver Corp. (NYSE:AG) (TSX:AG), we dive into the silver market’s powerful move toward $50, why this rally is fundamentally different from 2011, and how silver’s role as a critical metal is reshaping global demand.