PRECIOUS METALS KING 👑 TSXV/NASDAQ retweeted
$CASC $CASC.CN $910
🚨🚨🚨FOR IMMEDIATE RELEASE🚨🚨🚨
CASCADE #COPPER EXERCISES OPTION TO HOLD 100% OF THE CENTREFIRE COPPER GOLD PROJECT, NW ONTARIO
“I am more than happy that Cascade was able to fulfill our earn-in option commitments to acquire 100% of the Centrefire Copper and Gold project near Dryden Ontario. After our maiden drilling program success and our upcoming plans for a Phase 2 program, its nice to know we have the project 100%.” Stated Jeffrey Ackert, President and CEO of Cascade Copper Corp. “We have more work planned beyond the next drilling program that will help uncover more copper and gold targets across the entire project area.”
Full PR: cascadecopper.com/cascade-co…
PRECIOUS METALS KING 👑 TSXV/NASDAQ retweeted
This chart just wasn’t even considering this.
Insane.
Copper’s biggest new mine stumbles again as costs soar mining.com/coppers-biggest-n…
PRECIOUS METALS KING 👑 TSXV/NASDAQ retweeted
"Stepping out at Mirado West and hitting 10.53 g/t gold over 9.20 m, followed in the very same hole by 68 m of 0.64 g/t gold, shows why we are so excited about the growth and scale of this system.
For investors, these results show that Mirado West gives us the best of both worlds: high-grade #gold shoots surrounded by wide, continuous zones of gold mineralization that build volume and tonnage.
When you see a 10 m high-grade zone sitting above a nearly 70 m wide gold zone and then see 16 to 26 m wide zones repeating in neighboring step-out holes, it shows you are looking at a system with real scale.
We are hitting gold from less than 10 m below surface down to nearly 480 m downhole, and the system remains wide open in every direction."
- Stefan Sklepowicz, CEO
👉 kirklandlakediscoveries.com/…
$KLDC.V $KLKLF #Mining #GoldMining
PRECIOUS METALS KING 👑 TSXV/NASDAQ retweeted
The world’s copper giants are shrinking just when we need them most.
The largest copper miners are expected to report their lowest annual production in over a decade this year.
In 2024 the top 10 producers mined a record 10.4M tonnes. This year they’re expected to mine 8.7M, a 16% drop.
Put in perspective, the 1.7M tonnes they’ve lost is more copper than the entire United States mines in a year. And this is the metal the AI build-out and the power grid can’t run without.
It’s all happening with copper trading within 10% of its all-time high.
When prices are this strong and output still falls, the problem runs deeper than money.
The industry is running out of good rock.
BHP estimates the average copper mine grade has fallen about 40% since 1991. Every tonne of copper now means digging up and processing far more rock than it did a generation ago.
The same story is playing out at the smelters. Miners normally pay smelters a fee to process their ore. That fee has now gone negative, meaning smelters are effectively paying miners just to keep their plants fed.
Meanwhile, demand is heading the other way.
BHP sees copper demand rising 70% to more than 50M tonnes a year by 2050, driven by power grids, electric vehicles and data centers. The IEA has warned supply could fall as much as 30% short of demand by 2035.
New supply can’t simply be switched on to meet it. On average it now takes almost 18 years to take a mine from discovery to first production, so a deposit found today wouldn’t produce copper until the 2040s.
Resolution in Arizona shows how slow this can get. It could one day supply up to 25% of America’s copper demand. It was discovered in 1995 and still isn’t expected to produce until the mid-2030s.
JPMorgan thinks the US could more than double its copper output, but most of that arrives after 2030 and roughly half of it depends on Resolution alone.
That’s why I believe discovery is where the real value in this cycle will be made.
The majors are focused on expanding the mines they already have, and the market will pay a premium for whoever finds the next big one.
One of my favorite small caps in the #GOLD space is Grande Portage Resources $GPG.V $GPTRF
Grande Portage Resources Advances Toward Gold Production With Drilling Complete, Definitive Offtake Secured and Permitting Timelines Established
tsxgpt.com/view-post/02372d9…
PRECIOUS METALS KING 👑 TSXV/NASDAQ retweeted
#Copper: The US election results have triggered a rollercoaster across financial markets, including copper. The AI and data centre rollout may now come under increased scrutiny, potentially dampening the demand outlook from this particular sector. Overall, however, I believe the election outcome could provide a fresh boost to electrification across other parts of the US economy.
Perhaps more importantly for copper in the short term is what happens to US import tariffs following such a resounding election defeat for the Republicans. In my view, the result reduces the likelihood of tariffs on refined copper, and this shift in expectations could weigh more heavily on prices in the near term than any potential changes to the longer-term demand outlook.
Nevertheless, the global copper market remains fundamentally tight, with producers struggling to increase output while demand is expected to remain robust in the coming years. Against this backdrop, I believe the long-term uptrend remains intact, although today's political developments could trigger a prolonged period of consolidation as the market reassesses the implications for US trade policy and future demand. #USMidterms2026
The largest copper miners are expected to report their lowest annual production in nearly 15 years.
A 16% decline from 2024.
Metals already face supply constraints relative to demand, and the outlook for future supply looks even more concerning.
Recent weakness in the mining industry hides the real opportunity.
tavicosta.substack.com/p/zig…
PRECIOUS METALS KING 👑 TSXV/NASDAQ retweeted
BREAKING: Gold and silver prices surge after the Democrats take control of the US House and Senate.
The metals have added a combined +$1 trillion in market cap today.
PRECIOUS METALS KING 👑 TSXV/NASDAQ retweeted
JPMorgan sees US copper output more than doubling mining.com/jpmorgan-sees-us-…
PRECIOUS METALS KING 👑 TSXV/NASDAQ retweeted
BREAKING: US federal debt surged +$422 billion in October, to a record $40.6 trillion.
Since July 1st alone, US federal debt has soared +$1.2 trillion, averaging +$300 billion per month.
This is equivalent to an increase of ~$10 billion per day.
As a result, the US total public Debt-to-GDP ratio is up to 123%, the highest since the 2020 pandemic peak.
Meanwhile, the Treasury borrowed a record $839 billion through auctions of Treasury bills and notes last week, with the majority going toward repaying holders of maturing bills.
This surpassed the previous all-time high of $834 billion set during the same period in 2025.
The US debt crisis is in full-swing.
$XGC.V #GOLD
Drilling to start here soon for Xali Gold with #gold trading at support levels!! CEO JOANNE FREEZE is soaking up shares seemingly every day as well!
Central bank #gold demand remained strong in Q3, with net purchases of 321t. The volume of buying in the second and third quarters more than offset a subdued start to the year, lifting y-t-d demand to 675t, 6% above the same period of 2025
$TCEC.CN #URANIUM
A recently announced strategic transaction involving ISO Energy Ltd. and DISA Technologies to form DISA Uranium Corporation highlights the growing interest in this sector.
Full article 👇
“The transaction also brings together prominent investors, including Tembo Capital, BHP Ventures, Halliburton Labs and Valor Equity Partners. According to Terra's shareholder letter, the resulting U.S.-focused brownfield uranium company is valued at approximately US$505 million. Although these investments are in DISA rather than Terra, the transaction highlights the attention major industry participants are directing toward historic uranium districts and U.S.-based uranium assets.”
$KLDC.V $KLKLF #GOLD
FURTHER expansion of the mineralized footprint at Mirado!
Kirkland Lake Discoveries Intersects 10.53 g/t Au over 9.20 M in Step-Out Drilling at Mirado West
tsxgpt.com/stock/TSXV/KLDC/K…
$ALGR.V $ALGRF #copper
Great explanation 👇 of the larger macro picture and why I am actively hunting for high value #copper junior miners
The global copper market is extremely tight:
China's copper import premium over London Metal Exchange (LME) prices has surpassed $200 per ton, the largest premium on record.
The Yangshan premium, named after a Shanghai port that serves as a major hub for Chinese copper imports, has more than doubled over the last 3 months.
Since the beginning of 2026, this figure has surged +700%.
Furthermore, the premium of spot prices over three-month futures on the LME widened to $217 per ton, the largest since mid-August.
This has been driven by strong Chinese copper demand and domestic inventories falling below typical seasonal levels.
At the same time, expectations of potential US tariffs on refined copper have redirected hundreds of thousands of tons of copper to the US, leaving global inventories heavily concentrated in the country.
The physical copper supply squeeze is far from over.
PRECIOUS METALS KING 👑 TSXV/NASDAQ retweeted
DEEP CONDUIT SIGNATURE IDENTIFIED NEAR LAWSON 4 EXPANDS COMMERCIAL POTENTIAL OF CANADA’S FIRST SUBSURFACE NATURAL HYDROGEN SYSTEM
maxpowermining.com/deep-cond…
CSE: #MAXX | OTC: #MAXXF | FSE: #89N
#MAXPowerMining #NaturalHydrogen #HydrogenEnergy #CleanEnergy #maxpowermining
$TCEC.CN #uranium
Terra Clean Energy: Drill Pads Set & Trenching Completed; Drilling to Start in Late November
Great article that summarizes why $TCEC.CN is one of (if not the) Top Juniors in the space IMHO
tsxgpt.com/view-post/6e893c7…
PRECIOUS METALS KING 👑 TSXV/NASDAQ retweeted
Our 2026 program at Toivo wrapped in early Oct in NW Ontario, next to our award-winning SBC project (KoBold earn-in). Heli prospecting + boat mapping turned up shoreline pegmatites and LCT float, incl. low K/Rb muscovite, a sign of a fractionated pegmatite system.