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Posts Tagged: critical minerals
Dave Cole, CEO of Elemental Royalty Corporation (TSXV: ELE) (Nasdaq: ELE), reviews their record full-year 2025 financial metrics, and to look ahead to 2026 guidance.  2026 will be the first full...
Wed 25 Mar, 2026
13 comments
Nick Hodge joins me for our monthly longer-format discussion on different macroeconomic factors and market reactions to the war in the Middle East, and how he continuing to accumulate select gold,...
Thu 19 Mar, 2026
17 comments
Sean Brodrick shares how he is trading these volatile markets on the back of Middle East geopolitics.  He is adding to energy, fertilizer, and chemical stocks on the back of rising oil prices,...
Wed 18 Mar, 2026
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George Ogilvie, President and CEO of Arizona Sonoran Copper (TSX:ASCU – OTCQX:ASCUF), unpack the key news from March 02, 2026 that Hudbay Minerals Inc. (TSX, NYSE: HBM) entered into a definitive...
Wed 11 Mar, 2026
3 comments
John Rubino, joins me for another wide-ranging discussion around geopolitical and macroeconomic catalysts leading to volatility in precious metals like silver, gold, and the related PM stocks; along...
Mon 9 Mar, 2026
6 comments
Paul Huet, CEO of Americas Gold and Silver Corporation (TSX: USA) (NYSE American: USAS), with an exclusive video interview to unpack the big news out today announcing the formation of a JV with...
Tue 10 Feb, 2026
3 comments
  In this KE Report daily editorial, we are joined by Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and editor of...
Tue 10 Feb, 2026
3 comments
John Rubino provides another wide-ranging and nuanced discussion around fundamental drivers, macro catalysts, and technical momentum factors that are leading to volatility in precious metals like...
Thu 5 Feb, 2026
5 comments
Mark Brennan, CEO of Cerrado Gold (TSX.V: CERT) (OTCQX: CRDOF), reviews their Q4 2025 financial and operational metrics and aggressive exploration program at the producing Minera Don Nicolas (MDN)...
Wed 28 Jan, 2026
0 comment
More critical minerals

Metallic Minerals – 2026 Catalysts At The La Plata Copper-Silver-PGM Project, Keno Silver Project, And Yukon Gold Alluvial Royalty Claims

Scott Petsel, President of Metallic Minerals (TSX.V:MMG – OTCQB:MMNGF), reviews all the 2026 catalysts on tap at the La Plata Copper-Silver-PGM Project in Colorado, along with the Keno Silver Project and their portfolio of gold alluvial royalty claims in the Yukon. We review all key upcoming catalysts and workstreams.

Thu 15 Jan, 2026
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Dave Erfle – A Hurricane Of Fundamental Factors Fuel The Precious Metals To All-Time Highs To Kick Off 2026

Dave Erfle, Founder and Editor of Junior Miner Junky, joins me to review the hurricane of fundamentals factors that are fueling gold, silver, platinum, and copper to new all-time highs to here in the first few trading sessions of 2026, and how this is all affecting the PM stocks.

Tue 6 Jan, 2026
17 comments

John Rubino – Have Silver And The PM Stocks Entered Into Their Long-Awaited Catchup Rallies?

John Rubino joins me for another nuanced discussion around the fundamental drivers, macro catalysts, and technical momentum factors that are driving silver and the precious metals stocks higher in 2025.   Are we seeing the catchup trade in silver and the PM stocks, after many years of waiting for this type of environment?

Thu 18 Dec, 2025
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Electra Battery Materials Corp – Advancing North America’s Only Cobalt Sulfate Refinery To Onshore Domestic Critical Minerals Production

Trent Mell, President, CEO, and Founder of Electra Battery Materials Corporation (NASDAQ: ELBM) (TSX-V: ELBM), highlights the value proposition for the construction of North America’s only hydrometallurgical facility capable of refining cobalt sulfate, and it has an operating history of previously producing cobalt carbonate and nickel carbonate.

Wed 17 Dec, 2025
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Americas Gold and Silver – Optimization Of The Galena Operations, Acquisition Of The Crescent Silver Mine, The EC120 Mine Ramp Up At Cosalá

Oliver Turner, Executive VP of Corporate Development for Americas Gold and Silver Corporation (TSX: USA) (NYSE American: USAS), provides a comprehensive review of the several optimization initiatives at their producing 100% owned Galena Complex, the acquisitions of the nearby Crescent Silver Mine, and ramp up at the EC120 mine at their Cosalá Operations.

Fri 12 Dec, 2025
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Sean Brodrick – Portfolio Strategies In Gold, Silver, Copper, Oil, Nat Gas, Rare Earths, Antimony, Tech Stocks, AI Stocks, and The Robot Revolution

Sean Brodrick outlines strategies for portfolio management in lieu of the underlying trends in gold, silver, copper, oil, nat gas, rare earths, antimony, tech stocks, AI stocks, and robotics stocks.  He highlights some of the trades in individual resource stocks in his portfolio.

Wed 10 Dec, 2025
9 comments

Troilus Mining – A Gold-Copper Project Of Scale, Capital Stack Coming Together, Basic And Detailed Engineering Studies, Permitting Progress, And Exploration Upside

Justin Reid, CEO of Troilus Mining Corp. (TSX: TLG) (OTCQX: CHXMF) provides a comprehensive update on their recent name change, build out of the capital stack, progress on basic and detailed engineering, permitting, and exploration upside at the Gold-Copper Troilus Project located in Quebec, Canada.

Mon 8 Dec, 2025
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Elemental Royalty Corp – Value Proposition Of This Pro-Forma Intermediate Royalty Company And The Significance Of Tether Investments As Their Key Strategic Stakeholder

Dave Cole, CEO of Elemental Royalty Corporation (TSXV: ELE) (Nasdaq: ELE) outlines the value proposition of the proforma intermediate royalty company. In addition to highlighting various partner projects and operators inside their portfolio of royalties, we also discuss the value of having Tether Investments S.A. de C.V as a key stakeholder.

Sun 7 Dec, 2025
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American Tungsten –  Rehabilitation Work At D and Zero Levels Of The IMA Tungsten-Moly-Silver Mine, Upcoming Exploration Program, and LOI With US EXIM Bank

Ali Haji, CEO of American Tungsten Corp. (CSE: TUNG) (OTCQB: TUNGF), provides a financial and operations update on all the exploration, development, and rehabilitation initiatives underway at the past-producing IMA Tungsten-Moly Mine in Idaho, as well as a recent LOI with the US EXIM Bank funding the pathway back into production.

Mon 24 Nov, 2025
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Chris Temple – Parsing Out The Signal Vs Noise With US Policy Around Critical Minerals – Copper, Uranium, Rare Earths, Antimony, Tungsten, Lithium, and Oil

Chris Temple joins us live at the New Orleans Investment Conference to delve into US policy around critical minerals, and to help us separate the signal from the noise in copper, uranium, rare earths, antimony, tungsten, lithium, oil, and other strategic minerals extraction, processing, and refinement.

Sun 9 Nov, 2025
10 comments

Metallic Minerals – Comprehensive Update On The Yukon Gold Alluvial Claims, Keno Silver Project, and La Plata Copper-Silver-PGM Project

Scott Petsel, President of Metallic Minerals (TSX.V:MMG – OTCQB:MMNGF),  with a comprehensive review of completed and slated work programs at the gold alluvial claims in the Yukon, the Keno Silver Project, and the La Plata Copper-Silver-PGM Project in Colorado. 

Thu 30 Oct, 2025
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Magna Mining – Q3 Operations And Exploration Update At McCreedy West – More High-Grade Exploration Results From The R2 Target At The Levack Mine

Jason Jessup, CEO of Magna Mining (TSX.V: NICU) (OTCQX: MGMNF), provides a Q3 operations review, along with an exploration update at their producing McCreedy West copper mine in Sudbury, and more recent assays returned from the Levack Mine from ongoing exploration and development work.

Mon 27 Oct, 2025
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Nova Minerals – Government Funding To Fast Track Antimony At The Estelle Project, Alaska

  Chris Gerteisen, CEO of Nova Minerals (ASX:NVA – NASDAQ:NVA – FSE:QM3), joins us to discuss the company’s recent US$43.4 million U.S. government grant to…

Thu 23 Oct, 2025
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Nick Hodge – Cutting Through The Noise and Volatility For Good Trade Ideas In Gold, Antimony, Rare Earths, Lithium, and Uranium Stocks

Nick Hodge, with a longer-format discussion on and the macroeconomic themes and fundamental value drivers creating opportunities in select gold, silver, antimony, rare earths, lithium, and uranium stocks, and a number of companies used as examples to highlight the points.

Wed 22 Oct, 2025
3 comments

American Tungsten –  Unpacking The Financing, Offtake LOI Signed With GTP, Ongoing Rehabilitation And Development Work At The IMA Tungsten-Moly-Silver Mine In Idaho

Ali Haji, CEO of American Tungsten Corp. (CSE:TUNG) (OTCQB:DEMRF) provides a financial and operations update on all the exploration, development and rehabilitation initiatives underway; focused on bringing onshore tungsten mining and production capabilities to its derisked past-producing IMA Mine in Idaho, as an emerging source of this strategic metal in the United States.

Wed 22 Oct, 2025
5 comments

Sean Brodrick – Opportunities In Gold, Rare Earths, Antimony, Uranium, and Oil Stocks

Sean Brodrick outlines why he still remains bullish and holding positions in gold, silver, rare earths, antimony, uranium, and oil stocks. He discusses some individual stocks and sector trends that he is animated by, after a big run in many sectors over the last couple months.

Wed 8 Oct, 2025
29 comments

KE Report Market QuickTake – Metals Investor Forum: Sentiment, Silver Surge, and Where Capital Rotates Next

  Fresh off the Metals Investor Forum in Vancouver, Cory and Shad recap the sentiment, company buzz, and investor conversations across the floor.   Key…

Tue 30 Sep, 2025
11 comments

Nick Hodge – Catalyst-Driven Opportunities Are Still Present In Select Gold, Silver, Lithium, and Uranium Stocks

Nick Hodge, discusses the macroeconomic themes and fundamental catalyst-driven opportunities in select gold, silver, lithium, and uranium stocks, as well as highlighting the value proposition of the MineHub Technologies platform.

Wed 24 Sep, 2025
16 comments

Cerrado Gold – Q2 2025 Financials And Exploration Initiatives at Minera Don Nicolas, Key Upcoming Development Catalysts At Lagoa Salgada and Mont Sorcier

Mark Brennan,  CEO of Cerrado Gold (TSX.V: CERT) (OTCQX: CRDOF), reviews their Q2 2025 financials and operations, and 20,000 meter expansionary exploration program at the producing Minera Don Nicolas gold mine in Argentina, and the value proposition and key development catalysts at the Lagoa Salgada VMS Project in Portugal and the Mont Sorcier Iron-Vanadium project in Quebec.

Fri 5 Sep, 2025
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Nick Hodge – Buying The Dip Has Been Working In Gold, Silver, Copper, Rare Earths, Uranium, and Lithium Stocks

Nick Hodge outlines how he has been successfully “buying the dip” in gold, silver, copper, rare earths, uranium, and lithium stocks, in light of the macroeconomic factors continuing to push the purchasing power of the US dollar lower.

Wed 27 Aug, 2025
12 comments