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Mining Stock Daily

Trevor Hallclearcommodity.net
Mining Stock Daily is a brief overview of finance and resource exploration news from the world's mining and metals sector. Mining Stock Daily is a quick overview of the day's most important sector information for both precious and base metals, including market trends and analysis.
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Episodes

Rory Johnston is Acutely Alarmed: Why Oil's 20% Supply Loss is a Function of Time that No One Can Fix

Rory Johnston, host of ClearComm's Oil Ground Up podcast, joins the show to analyze the "broken and volatile" state of global oil markets following the catastrophic disruption of traffic through the Strait of Hormuz. Johnston details how the acute loss of 20% of global oil supply has created a massive 200-million-barrel "air gap," potentially requiring oil prices to rise even more to force total demand destruction. The discussion identifies Moscow as the primary winner of this crisis, as the pre...

Mar 09, 202624 min

Morning Briefing: The Oil Crisis Escalates

Energy and metals markets opened the week in violent fashion as the Middle East conflict escalated over the weekend. NGEx Minerals says its exploration adit for the company’s Lunahuasi Project has been approved by the San Juan Province in Argentina. We have drill results to report from First Mining and Fortune Bay Corp. Li-FT Power has closed its additional interest in the Galinée Property. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mi...

Mar 09, 20268 min

Elemental Royalty's Digital Alchemy During a Landmark 2026

Fred Bell, COO of Elemental Royalty, joins the program to provide a corporate update following a landmark period that included a NASDAQ listing and the expansion of the company's credit facility to $200 million,. The conversation highlights significant operational milestones, such as first production at the Chapi copper mine and the de-risking of the Cactus project through Hudbay’s recent acquisition. Bell also details the rapid success of the company’s royalty generation strategy, which has att...

Mar 06, 202624 min

PDAC 2026: Tocvan Advances Toward Cash Flow in Mexico

At PDAC 2026, Ian Wagner speaks with Chris Gordon of Tocvan Ventures about the company’s transition from explorer to developer at its Gran Pilar project in Sonora, Mexico. They discuss 20,000 meters of drilling, a fully permitted pilot mine targeting first gold production, and upcoming catalysts including a maiden resource and economic study.

Mar 05, 202617 min

Introduction to Centauri Minerals with CEO Sam Leung

Sam Leung, Chief Executive Officer and Director of Centauri Minerals, provides a thorough introduction to the company, their eventual spin-out from Aldebaran, and the updated mineral resource published earlier this week for the Rio Grande Project in Salta, Argentina.

Mar 05, 202621 min

Securing U.S. Steel: North American Iron's Plan for Domestic Pig Iron Production

North American Iron will be the United States' first domestic producer of merchant pig iron, says CEO Jim Bougalis. Bougalis spoke to Mining Stock Daily's Michael McCrae at PDAC 2026 convention in Toronto. North American Iron plans to enter the U.S. merchant pig iron market, which currently relies on imports. North American Iron, alongside its sister company Calumet Reclamation Company, intends to reclaim legacy iron ore from the Hill Annex Mine in Minnesota without initiating new mining operati...

Mar 04, 202617 min

PDAC 2026: Tudor Gold Eyes Summer PEA and District Expansion

At PDAC 2026, Tudor Gold CEO Joe Ovsenek talks with Ian Wagner about the company's plans to deliver a summer PEA targeting roughly 300,000 ounces of annual gold production from the high-grade lenses at Gold Storm. With metallurgy results pending, a $15 million drill program planned, and capex targeted near $1–1.5 billion, Tudor is accelerating toward development.

Mar 04, 202614 min

Low-Risk Ounces and Blue-Sky Targets: Great Pacific Gold at PDAC

Great Pacific Gold reported 59 meters of 2.5 grams gold equivalent from near surface at Kavasuki, confirming continuity within its 15-kilometer Wild Dog trend in Papua New Guinea. With a second rig now drilling the high-risk, high-reward Kasie Ridge target, management outlined a balanced strategy between steady resource growth and potential discovery upside. Ian Wagner talks with CEO Greg McCunn and VP of Exploration, Callum Spink.

Mar 03, 202623 min

Precipitate Gold Re-Energizing Projects in Dominican Republic

Jeff Wilson, CEO of Precipitate Gold, joins MSD for a re-introduction of the company and their gold exploration work in the Dominican Republic. The company has recently closed a financing which allows them to begin exploration work on the Pueblo Grande and Juan De Hererra following some important geophysical data work.

Mar 03, 202622 min

Morning Briefing: Risk-off Selling Hits Markets as Oil Prices Rally

We have a market on shaky knees today as oil finds a rally with unfolding events in the Middle East. We report new drill results form Great Pacific Gold and Gold X2. Elemental Royalty, Kingfisher Metals and Heliostar Metals all have new corporate updates.

Mar 03, 20266 min

Why Banyan Gold Believes the Market Is Mispricing Its Project

At PDAC 2026, Banyan Gold CEO Tara Christie outlines a breakout 2025 marked by a 2.2 million ounce indicated resource conversion, a $31 million financing, and removal of key overhangs tied to Victoria Gold. With drilling underway, silver upside emerging, and economics ahead, Banyan now eyes potential beyond 10 million ounces.

Mar 02, 202614 min

Morning Briefing: PDAC Underway with Big M&A News - Hudbay to Acquire Arizona Sonoran

This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠...

Mar 02, 202610 min

Broken Plazas: Understanding the Cartel Racket of Mexican Mining

A few weeks ago, employees connected to Vizsla Silver were abducted in Sinaloa, Mexico. Authorities continue to investigate the situation, and details remain limited. Since that time, there have also been additional reports of cartel-related violence in parts of Mexico, which has understandably heightened concern across the mining industry and among investors. Vizsla Silver is a working partner of Mining Stock Daily. Vizsla Silver has made it clear they have never been extorted, received threats...

Feb 27, 202652 min

Jamie Holman on How Wartime Footing is Forcing Capital Back into the Mine

Jamie Holman, portfolio manager at Merck Investments, joins the show to discuss the revenge of real assets and the significant capital rotation moving from growth stocks into the commodity sector. Drawing on the idea that software "ate the world," Holman explains how the current AI buildout is ironically driving investors back to mining and energy infrastructure as they seek the physical makings of the new economy. The episode reflects on the institutional sentiment at the recent BMO conference,...

Feb 27, 202653 min

Heliostar Metals Expands the High Grade Panel at Ana Paula with Latest Drill Results

Heliostar Metals CEO Charles Funk discusses the latest drill results on the Ana Paula project, which showed expansion of the High Grade Panel. Charles also briefly talks about the San Augustine mine and its first gold pour earlier in the month. He also addresses safety protocols in light of recent events in Mexico, emphasizing the importance of risk assessment and maintaining robust security measures.

Feb 26, 202615 min

George Salamis Comments on Integra's 3-Year Guidance Profile at Florida Canyon

CEO George Salamis of Integra Resources discusses insights from the BMO Metals and Mining Conference, production guidance at Florida Canyon, cost analysis, and strategic land acquisitions. He emphasizes the company's confidence in meeting production targets and the importance of new investments into its producing operation. The discussion also covers the benefits of acquiring additional land for operational efficiency and future plans for exploration and development.

Feb 26, 202619 min

Sultan Ameerali on the Importance of "Staying In the Game" for Junior Mining Speculation

Sultan Ameerali shares insights on how he is approaching this mining sector, particularly focusing on gold and silver investments. He discusses personal investment strategies, the importance of understanding risk tolerance, and the challenges faced in jurisdictions like Mexico. Sultan emphasizes the need for investors to be aware of market dynamics and to make informed decisions based on their risk profiles. The discussion also touches on the upcoming PDAC conference.

Feb 26, 202625 min

Revival Gold Uses 2026 for Upcoming PFS at Mercur and Underground Drilling in Idaho

Mining Stock Daily hosts Hugh Agro, CEO of Revival Gold, discussing the upcoming PDAC conference, market sentiment, and the company's projects, including Mercur and Beartrack-Arnett. They explore the current state of the mining industry, Revival Gold's work plans for 2026, and the potential for growth in their projects. The discussion highlights the importance of institutional involvement and the strategic direction of Revival Gold as they prepare for future developments.

Feb 26, 202615 min

Morning Briefing: CME Halts Silver Trading Yesterday Prior to First Notice

At 12:15 pm CT yesterday, CME Globex Metals and Natural Gas futures and options markets were halted. Metals trading resumed about 90 minutes later. The CME blamed it on technical issues. We report new drill results from White Gold and Spanish Mountain Gold. We have the latest corporate updates from Great Pacific Gold, Talisker Resources and Equinox Gold. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United ...

Feb 26, 202610 min

Coppernico Metals refines large-scale porphry targets, prepares for drill program

Coppernico Metals (TSX: COPR) announced today that it completed gravity, magnetic, and high-resolution photogrammetry surveys at its Sombrero Project in Peru. Company chair and CEO Ivan Bebek spoke to Michael McCrae about the results. Bebek said the company is using this data to update its three-dimensional geological models and direct future exploration activities within these specific target areas. Coppernico intends to use these findings, alongside its current permits and community agreements...

Feb 25, 202617 min

Tony Moreau on American Eagle Gold's "Breakthrough" Drill Result

CEO Tony Moreau of American Eagle Gold discusses the significant breakthrough drill results today from the NAK Copper-Gold-Molybdenum Porphyry Project in British Columbia, highlighting the unexpected high-grade mineralization found. The discussion covers the implications of these results for the project's future, including plans for extensive drilling to expand the mineralized area and the strategic focus on high-grade zones. Moreau also shares insights on upcoming news and market catalysts as t...

Feb 25, 202612 min

Morning Briefing: Sitka Gold Publishes Maiden Resource Estimate for Rhosgobel

Sitka Gold has announced their maiden resource estimate for its Rhosgobel gold Deposit on the RC Gold Project in Yukon. We have new drill results out from American Eagle Gold, and Omai Gold Mines. Tocvan Ventures, Mithril Silver and Gold, Coppernico and Tudor Gold all have exploration updates from their respective properties. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advanc...

Feb 25, 202610 min

1911 Gold secures US$30M credit facility: CEO Shaun Heinrichs on the path to next year's True North restart

1911 Gold (TSXV: AUMB ) announced last week that it raised US$30 million secured credit facility with Auramet International. President and CEO Shaun Heinrichs was interviewed by Michael McCrae for Mining Stock Daily. Heinrich said the facility provides the necessary funding to advance the restart plan for the True North Mine outlined in 1911's recently-released preliminary economic assessment. During the discussion, Heinrichs detailed plans to use the capital for purchasing essential mining equi...

Feb 24, 202616 min

Exploration Update from K2 Gold and the Transition from Si2 to Mojave

K2 Gold's CEO Anthony Margarit provides updates on the company's ongoing projects, particularly the Si2 project in Nevada and the Mojave project in California. He discusses the recent drilling activities, the significance of the capital raised, and the expectations from the market regarding upcoming results. The conversation highlights the strategic importance of US-based mining projects in the current geopolitical climate and the potential for significant rewards based on exploration success....

Feb 24, 202613 min

Morning Briefing: New Drill Results from Lavras, Collective and Heliostar

Its a very busy news day today. We report the latest drill results from Collective Mining, Heliostar Metals, Lavras Gold and Q2 Metals. There are corporate updates from Great pacific Gold, Li-FT Power and Scorpio Gold. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack...

Feb 24, 202610 min

Sierra Madre Expansion Update from La Guitarra

Sierra Madre Gold and Silver CEO, Alex Langer, provides a corporate update on the company's expansion and development strategies within its portfolio. The discussion covers the company's transformational year in 2025, including commercial production announcements, significant acquisitions, and expansion plans. The conversation also addresses operational updates, production capacity, and the safety and security concerns of operating in Mexico.

Feb 23, 202616 min

Argenta Silver's New Drill Results Show Evidence of Multiple Mineralized Systems

Mining Stock Daily discusses the latest corporate updates from Argenta Silver, focusing on their recent drill results reported this morning which not only expanded the Yaxtché Deposit, but also opened up the Mani-Copan Target and the Carmen Target. CEO Joaquin Marias shares insights into the geological aspects of their findings, the exploration strategies being employed, and the company's financial health.

Feb 23, 202618 min

Morning Briefing: Lundin Gold Announce $670M Silver Stream Deal with LunR Royalties

Lundin Gold has done a $670M silver stream-for-equity transaction with LunR Royalties. Bonterra Resources announced is updated mineral resource estimates for the Barry and Gladiator deposits. Koryx Copper announced assay results from 13 drill holes. Corporate updates from Gold Hart Copper, Revival Gold and Integra Resources. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advanci...

Feb 23, 202610 min

Great Pacific Gold Ramps Up with Two Drills at Wild Dog in Papa New Guinea

Mining Stock Daily's Ian Wagner speaks with Great Pacific Gold CEO Greg McCunn, who provides an update on its Wild Dog project in Papua New Guinea, highlighting high-grade results at the Sinivit target and expansion of the Northern Sulphide shoot. A second drill rig has arrived to test new targets including Kavasuki and Kasie Ridge, while a newly discovered Magiabe West vein adds district-scale upside.

Feb 20, 202620 min
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