• Gold Expansions, Rare Earth Riches & Copper Chaos: Duparquet Drilling, Nyanzaga Launch, and Greenland’s Strategic Find (28/04/25)
    Apr 28 2025

    Host Logan Ore dissects April 28th’s critical developments:

    1. Duparquet’s Drill Surge: First Mining’s second rig accelerates exploration in Quebec’s Abitibi gold belt.
    2. Nyanzaga’s $523M Bet: Perseus Mining bets big on Tanzanian gold, targeting 2027 production.
    3. Copper’s Price Rollercoaster: Tariff tensions and inventory drops keep traders guessing.
    4. Greenland’s Rare Earth Boom: Eclipse Metals’ 2.01% TREO discovery reshapes supply chain dynamics.
    5. Cobalt’s Supply Shock: DRC’s export halt tightens markets, but long-term surplus looms.

    Keywords: First Mining Duparquet, Perseus Nyanzaga, copper price volatility, Eclipse Metals Greenland, cobalt DRC export halt, Peru copper forecast.

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    6 mins
  • Rare Earth Delays, Indigenous Conservation & U.S. Reform: Russia’s Setback, Brazil’s Ywy Ipuranguete, and Pilbara’s Green Lithium (04/04/25) Show Notes:
    Apr 4 2025

    Host Logan Ore dissects April 4th’s pivotal developments:

    1. Russia’s Rare Earth Delay: Zashikhinskoye’s decade-long postponement tightens global supply and amplifies Western vulnerabilities.
    2. Brazil’s Indigenous Stewardship: How Ywy Ipuranguete’s 6M-hectare initiative reshapes mining access and biodiversity protection.
    3. U.S. Critical Mineral Act: Bipartisan bill aligns federal lists to streamline domestic mining and recycling efforts.
    4. Australia’s Lithium Revival: Pilbara’s electric calciner project aims to decarbonize processing while capturing value onshore.
    5. Yukon’s High-Grade Hunt: Star River’s drill campaign tests one of the Yukon’s most promising precious metal targets.

    Keywords: Zashikhinskoye delay, Brazil Ywy Ipuranguete, U.S. Critical Mineral Act, Pilbara lithium plant, Yukon Metals Star River, robotics conference London.

    Sources: Irkutsk government statement, Brazilian Ministry of Indigenous Peoples, U.S. Senate bill text, Pilbara Minerals announcement, Yukon Metals press release.

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    6 mins
  • LME Record Volumes, Zinnwald’s German Boost & Collective Mining’s Drill Blitz: Robex’s Guinea Gold Push, Silver Elephant’s Bolivian Silver, and Royal Road’s Moroccan Copper (02/04/25)
    Apr 2 2025

    Host Logan Ore analyzes April 2nd’s top mining developments:

    1. LME’s Record Trading: How surging nickel and copper volumes reflect global demand for industrial metals.
    2. Zinnwald Lithium’s German Backing: The strategic importance of Saxony’s support for Europe’s critical minerals independence.
    3. Collective Mining’s Aggressive Drilling: Inside the expanded program targeting Colombia’s Guayabales and San Antonio projects.
    4. Robex Resources’ Guinea Gold Project: Advancing toward production and its implications for West African gold mining.
    5. Silver Elephant’s Bolivian Silver Production: Starting operations at Paca Apuradita and the role of partnerships with state-owned entities.
    6. Royal Road Minerals’ Moroccan Copper Exploration: Promising results from Lalla Aziza and Morocco’s growing mining appeal.

    Keywords: LME trading volumes, Zinnwald Lithium German support, Collective Mining drill program, Robex Resources Kiniero gold, Silver Elephant Paca Apuradita silver, Royal Road Minerals Lalla Aziza copper.

    Sources: LME press release, Zinnwald Lithium announcement, Collective Mining financing update, Robex Resources project update, Silver Elephant Mining contract details, Royal Road Minerals exploration results.

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    6 mins
  • Record Gold Output, Commercial Milestones & Market Debuts: Contango Cash Flow Surge, Luca’s Tahuehueto Success, and Revival Gold’s PEA (31/03/25)
    Mar 31 2025

    Host Logan Ore covers March 31st's biggest mining developments:

    1. Contango ORE's Record Cash Distribution: Peak Gold JV exceeds expectations with strong Q1 performance and $24M cash flow boost.
    2. Luca Mining's Commercial Production: Tahuehueto mine hits key milestone with sustained throughput above 800 tpd and ambitious 2025 guidance.
    3. Revival Gold's Mercur PEA Results: Promising economics highlight heap leach potential and significant resource expansion opportunities in Utah.
    4. Lipari Mining's Market Debut: New listing on Cboe Canada positions Lipari to advance high-grade South American gold projects while attracting investors.
    5. American Pacific's Permit Update: Madison Copper-Gold Project advances with new drilling phase targeting high-grade zones in Montana.

    Keywords: Contango Peak Gold cash distribution, Luca Mining Tahuehueto commercial production, Revival Gold Mercur PEA results, Lipari Mining Cboe Canada listing, American Pacific Madison permit update.

    Sources: Contango ORE press release, Luca Mining announcement, Revival Gold PEA report, Lipari Mining market debut statement, American Pacific permit update release.

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    7 mins
  • Australia’s Lithium War, AI’s Glacier Strike & Nigeria’s Gold Gamble: Hydrogen Fleet Revolution, Cobalt Fraud Fallout, and the Battle for Andean Copper (29/03/25)
    Mar 29 2025

    Host Logan Ore dissects March 29th’s seismic shifts:

    1. Australia’s Lithium Embargo: How a ban on exports to China disrupts global EV supply chains and accelerates the tech cold war.
    2. AI’s $200B Copper-Gold Find: The discovery beneath Chile’s glacier—geopolitical goldmine or environmental time bomb?
    3. Nigeria’s Gold-Backed Currency: Can bullion stabilize a collapsing economy, or will corruption tarnish the plan?
    4. Fortescue’s Hydrogen Fleet: Pilbara’s green mining revolution and its ripple effects across heavy industry.
    5. Cobalt Recycling Scandal: Fake ESG certs expose systemic flaws in ethical sourcing—and who pays the price.

    Keywords: Australia lithium export ban, AI mineral discovery Chile, Nigeria gold-backed currency, Fortescue hydrogen mining fleet, cobalt recycling scandal, ICJ lithium dispute.

    Sources: Australian Prime Minister’s Office, BHP-BostonAI joint statement, Nigerian Central Bank, Fortescue Metals press release, Global Witness investigation, ICJ case filing.

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    7 mins
  • Greenland Gold Boom, Deep-Sea Controversy & Manitoba’s New Mine: Nalunaq Expansion, Fossil Discovery at Diavik, and Mining Electrification Trends (28/03/25)
    Mar 28 2025

    Host Logan Ore explores March 28th's top stories shaping the mining world:

    1. Nalunaq Gold Expansion: Greenland's high-grade mine increases resources by 51%, extending its life beyond ten years.
    2. Deep-Sea Mining Controversy: The Metals Company pushes forward despite regulatory uncertainty—environmentalists raise alarms over ocean health risks.
    3. Manitoba Gold Mine Construction: Canada strengthens its precious metal production with a new project boosting regional employment.
    4. Mining Remanufacturing Market Growth: Electric vehicles and autonomous systems drive decarbonization trends across global mining fleets.
    5. Diavik Fossil Discovery: A rare find of a 50-million-year-old log highlights unexpected contributions from mining operations to science and history.

    Keywords: Nalunaq gold resource update, deep-sea mining controversy, Manitoba gold mine construction, mining electrification trends, Diavik fossil discovery, ISA negotiations Kingston Jamaica.

    Sources: Amaroq Minerals announcement, ISA meeting updates, Canadian Press reports on Manitoba mine construction, global remanufacturing market analysis report, Diavik diamond mine fossil discovery news release

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    6 mins
  • EU's Mining Revival, Greenland's Copper Colossus & Hydrogen's Platinum Lifeline: Critical Minerals Mandate, Arctic's Mega-Discovery, and Mining's Carbon Capture Revolution (20/03/25)
    Mar 20 2025

    Host Logan Ore analyses March 20th's transformative industry developments:

    1. EU's Critical Raw Materials Act in Action: How Europe's aggressive 30% domestic mining mandate and mandatory stockpiles are reshaping the continent's relationship with extractive industries.
    2. Greenland's 'Arctic Crown' Copper Discovery: Inside the AI-powered exploration breakthrough that found the world's largest undeveloped copper deposit and its geopolitical implications.
    3. South Africa's Green Hydrogen Valley: How the platinum powerhouse is transforming mining regions into a hydrogen export hub and creating a new market for its flagship metal.
    4. Carbon Refinery's Tailings Revolution: The $2.1B investment turning mine waste into valuable carbon sinks and potentially creating more value from sequestration than metals.
    5. Chile's Water Emergency: The Atacama drought threatening global copper supply and accelerating the industry's water innovation race.

    Keywords: EU Critical Raw Materials Act, Greenland Arctic Crown copper, South Africa green hydrogen platinum, mine tailings carbon capture, Chile Atacama water emergency, mineral carbonation technology, KoBold AI exploration.

    Sources: European Commission guidelines, Greenland Ministry of Minerals, South African Presidency, Carbon Refinery funding announcement, Chilean Ministry of Mining emergency decree.

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    9 mins
  • World Bank's ESG Revolution, Germany's China Challenge & Extraction Breakthrough: Mining 2.0 Framework, Zambia's Processing Mandate, and North American Gold Consolidation (19/03/25)
    Mar 19 2025

    Host Logan Ore analyzes March 19th's industry-shifting developments:

    1. World Bank's Mining 2.0 Revolution: How strict new ESG criteria will redirect $180B in mining finance and potentially strand projects that can't meet sustainability benchmarks.
    2. Germany's €3.8B Rare Earth Gambit: Inside Europe's bold bid for mineral processing independence from China and what it means for green tech supply chains.
    3. Zambia's Copper Processing Mandate: The resource nationalism wave continues as Africa's copper giant demands domestic value addition—and the billions miners must invest to comply.
    4. MIT's CrystalEX Breakthrough: How ultrasonic extraction technology could transform vast low-grade deposits into viable resources and potentially solve copper's looming supply crisis.
    5. Agnico-Kinross Gold Merger: The $23B consolidation creating gold's new North American powerhouse and what it means for the sector's competitive landscape.

    Keywords: World Bank Mining 2.0 Framework, Germany rare earth processing, Zambia copper processing requirement, CrystalEX extraction technology, Agnico Eagle Kinross merger, ESG mining criteria, copper supply innovation, gold industry consolidation.

    Sources: World Bank policy announcement, German Federal Ministry for Economic Affairs, Zambian Mining Ministry, MIT Technology Review, Joint Agnico Eagle-Kinross investor release.

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    9 mins