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
First Atlantic Strikes $16M Deal for BC Copper Project
First Atlantic Nickel signed a $16M earn-in deal with Core Critical Metals for Lucky Mike — a BC copper project 20 km from Canada's largest copper mine.
Commodities
Alamos Gold Posts Record $352 Million Free Cash Flow as $5,000 Gold Masks Canadian Mine Struggles
Alamos Gold reports record $352M free cash flow and hikes dividend 60% as $5,000 gold offsets a 4% production drop at its Canadian mines.
Americas
Tether Invests $150M in Gold.com to Expand Crypto-Gold Trading
Tether buys 12% of NYSE-listed Gold.com for $150M, linking its 140-tonne gold reserve and dominant XAU₮ token to a 60-year bullion platform.
Commodities
Americas: Aluminum Stocks Draw Fresh Investor Interest
US aluminum tops $5,000/t as 50% tariffs drain stocks below 300K tonnes. Project Vault, a new Oklahoma smelter and EU carbon wall reshape the market.
Americas
Mexico Secures Gas Deal for Major Methanol Plant in Sinaloa
Mexico's CFEnergía signs gas supply deal with Transition Industries for planned ultra-low carbon methanol plant in second quarter 2026
Americas
ExxonMobil, Shell Exit Argentina as Local Players Seize Vaca Muerta Assets
Major oil companies exit Argentina's Vaca Muerta formation in $4.6B asset sale spree, with local firms and state-owned entities taking control.
Commodities
Can Cuba Survive Its Worst Fuel Crisis in Decades?
Cuba faces severe fuel shortages forcing tourist evacuations while palm oil futures eye RM4,000 targets and Venezuelan oil trades shift to US-China channels.
Americas
Americas: Gold ETFs Hit Record $559B as Bitcoin Funds Bleed Billions
Gold demand hit record $555B in 2025 with 84% surge in investment flows while Bitcoin ETFs faced massive outflows, marking dramatic reversal in Americas
Commodities
Quebec: Major Gold Discovery Spans 1.4 Kilometers at James Bay
Canadian explorer Azimut confirms major gold discovery at Quebec's James Bay region, with high-grade intercepts spanning 1.4 kilometers
