Americas
Gold, Silver, and Platinum Are All Flashing the Same Signal – Here’s How to Read It
Gold nears $5,340. Silver surges 7.67%. Platinum up 77% in a year. Central bank buying, supply deficits, and Iran — how to position across all three metals.
Americas
Major Drilling Revenue Climbs 15% but Margins Slide as Mining Services Firm Bets on 2026 Exploration Boom
Major Drilling posts C$184.6M Q3 revenue, up 14.9%, but misses estimates as adjusted gross margin drops to 14.3% from 19.5% ahead of expected mining boom.
Commodities
Oil Has $10 of Iran Premium Baked In. Geneva Will Decide If It Stays.
Oil drops 2% as US-Iran nuclear talks open in Geneva with $10/bbl of geopolitical premium at stake and the White House signalling a strike this weekend.
Europe
Copper Hit $14,527 a Tonne and Every Major Miner Is Scrambling to Ride the Next Leg
Copper hit a record $14,527/t in January as miners post blowout earnings. BHP, Glencore and KGHM ride the rally while a 16-year mine bottleneck looms.
Americas
Brent Hits Six-Month High on Hormuz Risk – but 70% of OPEC’s Spare Capacity Sits Behind the Chokepoint
Brent topped $72 on a $6/bbl risk premium as the US doubled its Gulf air power in three days. The problem: 5.8M bpd of OPEC spare capacity is stuck behind the same strait Iran just closed for live-fire drills.
Americas
Argentina’s $18 Billion Copper Bet Starts From Zero
Vicuña's $18B copper-gold-silver PEA targets 395,000 tonnes of copper a year from San Juan — but Argentina hasn't mined a kilo since Alumbrera closed in 2018.
Commodities
Brent Hits Six-Month High at $71.33 – Trump’s 10-Day Iran Deadline Collides with SCOTUS Tariff Shock
Brent crude hits $71.33 six-month high on Trump's 10-day Iran deadline as SCOTUS strikes down tariff regime and EIA reports a 9-million-barrel inventory draw.
