19 items across 22 digests
Barrick Gold has halted development of the Reko Diq mine in Pakistan due to Middle East conflict impacts. This disruption affects one of the world's largest undeveloped copper-gold projects, potentially constraining future critical mineral supply chains.
Altius acquired a 9.9% stake in TNR Gold, gaining exposure to TNR's royalty portfolio that includes major copper and lithium deposits in Argentina. This acquisition provides Altius with strategic exposure to critical battery metals essential for the energy transition.
Vizsla Copper Corp. reported drilling results of 435 metres averaging 0.49% copper equivalent at its Poplar Project in British Columbia. This drilling success indicates potential for a significant copper resource in Canada, supporting domestic supply of the critical metal for electrical infrastructure.
Copper Fox Metals disclosed plans for its 2026 Schaft Creek Program in British Columbia, a major copper development project. This timeline indicates potential new copper supply coming online in the mid-2020s, relevant for investors tracking copper availability amid rising demand from electrification and renewable energy infrastructure.
Vizsla's drilling program has extended the Poplar copper system in British Columbia, located in a 470 square kilometer area near Imperial Metals' Huckleberry copper mine. This expansion of known copper resources in an established mining district could enhance future copper production capacity in a region with existing mining infrastructure.
Barrick Gold warned of significant budget and timeline increases for the Reko Diq copper project in Pakistan's Balochistan province, one of the world's largest undeveloped copper deposits. These delays could tighten global copper supply at a time when demand for electrification and renewable energy infrastructure is accelerating.
Botswana Minerals has started Phase 1 work on its copper licences in Ngamiland, north-west Botswana, located in the underexplored Damara Belt. This exploration program targets a region with significant copper potential, which is crucial for investors given copper's role in electrification and renewable energy infrastructure.
Hudbay Minerals Inc. affirmed its 2026 production guidance and issued new output targets for copper and gold over a three-year period. This matters to supply chain analysts as it provides visibility into future copper supply from a major North American producer, critical for planning in electronics and renewable energy sectors.
Codelco, the world's largest copper producer, reported $4.85 billion in pre-tax profits for 2025 with production of 1.33 million metric tons. This strong financial performance from Chile's state-owned miner demonstrates robust demand for copper despite challenging market conditions.
Fitzroy Minerals Inc. (FTZ-TSXV, FTZFF-OTCQ, C3Y-FSE) shares advanced following the release of Chilean copper drilling results. This market response indicates positive investor sentiment toward the company's copper exploration progress.
Troilus Mining signed an MOU with Boliden for copper-gold offtake from their Quebec project. The agreement secures market access for critical minerals, with copper being essential for AI infrastructure and renewable energy systems.
Brian Leni from Junior Stock Review discusses investment opportunities in gold and copper markets, highlighting favorable risk/reward setups. The focus on copper is particularly relevant given its critical role in AI infrastructure and renewable energy transitions.
Copper Fox Metals reported receiving geotechnical results from their 2025 program at the Schaft Creek copper-gold-molybdenum-silver project in British Columbia. This development advances the project's feasibility studies and could impact future copper supply amid growing demand for electrification infrastructure.
Joe Mazumdar expresses bullish outlook on copper while recommending gold holdings in current market conditions. Copper is essential for AI infrastructure, data centers, and renewable energy systems, making price trends critical for tech capex.
Lara Exploration aims to raise $33.7 million for its Brazilian copper-gold project development. Copper is critical for AI infrastructure and renewable energy systems, making this project relevant to technology sector supply chains.
Northisle Copper and Gold secured $115 million financing for their British Columbia project. This significant funding demonstrates strong investor appetite for copper projects amid electrification trends and infrastructure demands.
Teck VP emphasizes China's dominant role in evolving copper markets as prices have surged since mid-2025. Rising tariffs and geopolitical tensions are reshaping global copper supply chains and pricing dynamics.
Panther Metals provides update on Obonga Project's Wishbone VMS (Volcanogenic Massive Sulfide) exploration in Canada. VMS deposits typically contain copper, zinc, lead, and precious metals critical for electronics and renewable energy infrastructure.
Jubilee Metals completed the sale of its South African chrome and PGM operations to focus entirely on Zambian copper operations. The company is restructuring its board and reconsidering dividend policy as part of this strategic pivot.
DailySand