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Eloro Resources (TSX: ELO), a company focused on the exploration and development of mineral properties, continues to advance its flagship asset in South America. Since our last discussion in September 2025, Eloro has further delineated its Iska Iska property in the Bolivian tin belt. The company recently released an updated Mineral Resource Estimate, expanding the project's scale to over 1 billion tonnes of combined Indicated and Inferred polymetallic mineralization, while also noting increased silver grades and improved tin recoveries.
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Inside Porphyry and Epithermal Deposits: The Geology of Earth's Most Productive Mines
Inside Porphyry and Epithermal Deposits: The Geology of Earth's Most Productive Mines
In March 2025, the USGS published an updated global database cataloguing every known porphyry copper deposit on Earth, a remarkable cartographic exercise for a deposit type that already supplies the planet with about 60% of its copper. What the database does not show is that the same magmatic engine produces a second, very different ore type immediately above: epithermal gold-silver veins
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The Uranium Opportunity: Limited Supply Meets Rising Demand
The Uranium Opportunity: Limited Supply Meets Rising Demand
In 2025, global uranium mine supply is projected to be 176 million pounds, while demand is expected to reach 182 million, resulting in a 6 million-pound deficit. This shortfall is expected to increase significantly over the next 15 years. By 2040, uranium demand is forecast to surge to 397 million pounds, a staggering 118% increase from 2025 levels, while supply is only expected to grow modestly to 201 million, up just 14%. The result: an anticipated deficit of 197 million pounds, equivalent to the output of 11 Cigar Lake Mines, one of the world’s largest uranium producers.
Gold
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The World’s Top 10 Largest Gold Mines by Production (2025)
The World’s Top 10 Largest Gold Mines by Production (2025)
Historically, gold has maintained a steadfast reputation as a safe-haven asset, with investment demand spiking significantly during times of heightened economic uncertainty and recession. As global markets continue to navigate complex macroeconomic pressures in 2026, the origin of the world's physical gold supply remains a critical focal point for investors and industry professionals alike.
The Hedging Paradox: Why the World's Wealthiest Families Are Ignoring Real Assets
The Hedging Paradox: Why the World's Wealthiest Families Are Ignoring Real Assets
The geopolitical temperature is boiling. Between shifting global alliances, fractured supply chains, and persistent structural inflation, macro uncertainty is the defining feature of 2026.
Tudor Gold: Interview with Joe Ovsenek
Tudor Gold: Interview with Joe Ovsenek
Tudor Gold (TSX.V: TUD) is a precious and base metals exploration company focused on the Treaty Creek Project, located in British Columbia’s Golden Triangle. The project’s primary asset, the Goldstorm Deposit, currently holds a Mineral Resource of 28.9 million ounces of gold (M&I + Inferred), alongside significant amounts of silver and copper. The company is led by a management team with previous experience at the neighboring Brucejack Mine.
silver
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Ranked: The Countries That Produced the Most Silver in 2025
Ranked: The Countries That Produced the Most Silver in 2025
Mexico remained the world's top silver-producing country in 2025, mining 172.9 million ounces (Moz), roughly a fifth of global supply, according to the World Silver Survey 2026, produced for the Silver Institute by Metals Focus. But Mexico's lead narrowed: its output fell 5% for a third straight year, while second-place Peru climbed 7%. Global mine production rose 3% to 846.6 Moz, even as the ranking's top tier told a story of one leader sliding and its closest rival closing in.
Electric Vehicles Are Set to Become the Auto Industry's Biggest Silver Consumer by 2027
Electric Vehicles Are Set to Become the Auto Industry's Biggest Silver Consumer by 2027
Most of silver's 2026 story has been told from the supply side: a sixth straight year of structural deficit and a record price near $121 in January. Less examined is where the next leg of industrial demand actually comes from. With solar, silver's largest industrial use, now facing thrifting and substitution, the Silver Institute points to a quieter end-use picking up the slack: the automotive sector. A December 2025 study from Oxford Economics and the Silver Institute quantifies that shift, and the engine behind it is the electric vehicle.
Silver Market Balance: A 2026 Update
Silver Market Balance: A 2026 Update
For the fifth year running, the world used more silver than it produced in 2025, and the World Silver Survey 2026 expects 2026 to extend that streak to six. The report, released in April by the Silver Institute and researched by the London consultancy Metals Focus, pegs the 2025 deficit at 40.3 million ounces and forecasts a wider gap of 46.3 million ounces this year. Each shortfall draws on above-ground stocks, leaving less metal readily available even as total inventories have held up.
Silver Coin and Bar Demand Surges 14% Amid Global Market Tightness
Silver Coin and Bar Demand Surges 14% Amid Global Market Tightness
Silver had a strange year. After three years of investors quietly walking away from the physical market, 2025 saw them come back. Not in a trickle, but in a rush concentrated into the final four months, as prices ripped through one record after another and dealers started rationing inventory.According to the World Silver Survey 2026, global coin and net bar demand jumped 14% to 217.7 Moz in 2025, the first annual increase since 2022.
copper
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Copper on Track for Its Highest Monthly Close on Record: A Look at the Drivers
Copper on Track for Its Highest Monthly Close on Record: A Look at the Drivers
Copper has spent most of 2026 doing something it had not done in a quarter century: setting fresh records every few weeks. The COMEX contract printed an intraday all-time high of $6.71 per pound on May 13, and the May monthly close looks set to land at the top of the historical chart. In London, copper traded above $14,000 per tonne in mid-May, touching $14,196.50, within reach of the LME's January 29 record of $14,527.50.
The Cost of Mining Copper: A 2024–2025 Update
The Cost of Mining Copper: A 2024–2025 Update
Copper futures touched an all-time high above $6.58 per pound on May 12, 2026, capping a 40.86% gain over the prior twelve months as supply tightness collided with structural demand from grid build-out, electric vehicles, and AI data centers. Earlier in the year, the LME benchmark rallied 22% to a record $13,387 per tonne on January 6, 2026. Behind the price action lies a less-discussed story: what it actually costs the world's largest miners to pull a pound of copper out of the ground.
Copper Production Q4 2025
Copper Production Q4 2025
As power-hungry AI data centers drive a projected 2-million-ton surge in global copper demand by 2030, market attention remains fixated on the supply side. Fourth-quarter 2025 metrics provide a definitive look at how the world's top miners closed out the year. While overall volumes remain heavily concentrated among a few historic industry giants, the true Q4 narratives emerged further down the list, as mid-tier producers leveraged flagship asset expansions to hit multi-year highs and offset the sector's ongoing struggle with declining ore grades.
Copper Market Balance: A Look at 2026 Deficit Forecasts
Copper Market Balance: A Look at 2026 Deficit Forecasts
For years, analysts modeling the global copper market were comforted by a reliable buffer of surplus supply. But as our latest data visualization reveals, that cushion has violently evaporated. The International Copper Study Group (ICSG) has officially abandoned its projected surplus for 2025 to officially forecast a 150,000-metric-ton deficit for 2026—the market's first structural shortage since 2009. Wall Street is bracing for an even harsher reality.
commodities
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Lithium Use Cases: Batteries Now Consume 88% of Global Supply
Lithium Use Cases: Batteries Now Consume 88% of Global Supply
In February 2026, the U.S. Geological Survey put a fresh number on a transformation that has been building for a decade: batteries now account for 88% of global lithium end-use, up from 87% a year earlier. The metal that once quietly toughened ceramics and thickened industrial greases has been almost entirely repurposed by the battery economy. As covered in our reporting on the shift from surplus to deficit, the supply side of this story is tightening.
Sort First, Grind Later: The sensor technology reshaping polymetallic processing
Sort First, Grind Later: The sensor technology reshaping polymetallic processing
Sensor-based sorting lets miners reject barren rock before it's ever crushed, saving energy, water, and tailings volume at industrial scale. Polymetallic deposits, the orebodies that carry multiple economically valuable metals in a single rock, present a distinctive processing challenge: the valuable minerals are locked together with each other and with vast volumes of barren rock, demanding both heavy grinding and complex multi-stage separation.
CATL's 6-Minute Charge Closes the Gap with Gas — Without Cobalt or Nickel
CATL's 6-Minute Charge Closes the Gap with Gas — Without Cobalt or Nickel
On April 21, 2026, at its "Beyond the Pole" Tech Day in Beijing, CATL unveiled the third generation of its Shenxing battery, claiming a 10%-to-98% charge in 6 minutes 27 seconds. The launch came six weeks after BYD unveiled its second-generation Blade Battery with a 10%-to-97% charge in around 9 minutes.
Helium: The Irreplaceable Element Caught in a Geopolitical Squeeze
Helium: The Irreplaceable Element Caught in a Geopolitical Squeeze
The global helium market is currently buckling under an unprecedented crisis. Following recent geopolitical conflicts, a massive production halt at Qatar's LNG facilities has effectively removed roughly 30% of the world's helium supply from the market.
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