Morning Briefing: Markets Rebound and Oil Falls on Speculation of US Withdrawal from Hormuz

Both Regulus Resources and Aldebaran Resources have adopted a shareholder rights plan. Minera Alamos is taking on a US$75 million revolving credit facility. Li-FT Power has commenced its 2026 Environmental Baseline Data Collection Program at the Yellowknife Lithium Project. New Drill results from Onyx Gold and Awale Resources. Blackrock Silver has released an updated Preliminary Economic Assessment for its Tonopah West silver-gold project. Seabridge Gold has released updated mineral resource estimates for its KSM Project.

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Morning Briefing: Collective Expands Ramp Zone, Montage Adds Ounces to Koné

Equinox Gold has released updated technical reports for both the Greenstone Gold Mine in Ontario and the Valentine Gold Mine in Newfoundland and Labrador. Montage Gold has reported grade control results and a resource increase for its Koné and Gbongogo Main deposits at the Koné Gold Project in Côte d'Ivoire. New Drill results from Collective Mining, Hercules Metals. Corporate updates form Fireweed Metals and Cascadia Minerals.

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Trevor HallGold, S&P, Oil, Copper, OECD, Siver
Morning Briefing: Copper challenged, Brixton Metals drill results

Brixton Metals highlights a silver intercept at its Langis Project, while Cartier Resources, Great Pacific Gold, and Koryx Copper all announced drill results and resource expansions across their gold and copper assets. On the corporate and financial front, Elemental Royalty and Integra Resources posted 2025 financial results with future guidance, American Pacific Mining divested its Tuscarora District to refocus on its Montana flagship project, and Apex Critical Metals appointed Zayn Kalyan to its board of directors.

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Trevor HallGold, Copper, NASDAQ, S&P, Oil
Morning Briefing: Heliostar Metals to acquire Liberty Gold project, Trump announcement lifts markets

Heliostar Metals has entered a binding agreement with Liberty Gold Corp. to acquire 100% of the Goldstrike project in Utah. Donald Trump indicated early-stage negotiations to de-escalate tensions between the U.S. and Iran, including a potential pause on strikes targeting energy infrastructure, though Iran’s response remains uncertain. Zijin Mining continues its aggressive growth strategy, announcing a $2.5B deal to acquire a ~26% stake in Chifeng Gold, further consolidating its position among the world’s top gold producers.

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Trevor HallIran, Gold, Copper, S&P
Morning Briefing: Gold and Silver Continue Decline on Inflation Fears

Precious metals are being pressured by the rate environment this morning. We have new drill results out of Scorpio Gold and Galway metals. Heliostar Metals have shared their full year fiscal results. Tocvan Ventures has completed a high-resolution drone-based airborne magnetic survey covering the entire Gran Pilar Gold-Silver Project in Sonora, Mexico. Electra Battery Materials provided a construction progress update for its cobalt sulfate refinery project in Ontario.

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Morning Briefing: Gold Breaks Below Key Support

Newcore Gold have published their updated mineral resource estimate for the Enchi Gold Project in Ghana. Brixton Metals shared their second batch of results from its ongoing exploration at the wholly owned Langis Silver Project. Royal Road Minerals announced results from the first four drill holes of its program at the Güíntar-Aleman-Margaritas gold-copper-silver project in Colombia. Blue Moon Metals have entered into an agreement to acquire the Gage project in southern Utah from a subsidiary of Liberty Gold.

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Trevor HallIran, Gold, Silver
Morning Briefing: Summit Royalties to Acquire Star Royalties in New M&A Deal

Summit Royalties and Star Royalties are combining. Summit has agreed to acquire all of the issued and outstanding common shares of Star. We have new drill results out from Souther Cross Gold and Banyan Gold. Great Pacific has new exploration news out. American Pacific will begin the MT Survey over Madison. Eldorado Gold has received its Operating Authorization for the Ormaque deposits at the Lamaque Complex in Val-d’Or, Quebec.

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Trevor HallGDX, GDXJ, Gold, Iran
Morning Briefing: Sitka Gold to Spin-out Nevada and Arizona Assets

Sitka Gold announced it has initiated plans to spin-out its Alpha Gold Property in Nevada and it Burro Creek gold-silver property in Arizona into a new discovery-focused exploration company. Newcore Gold is expanding its drill program at the Enchi Gold Project to 60,000m with three active drill rigs on site. Alaska Silver will undergo a fully-funded intensive summer 2026 exploration program. Summit Royalties has entered into an agreement to acquire a 1% net smelter return royalty on the Saddle North deposit.

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Morning Briefing: New Drill Results from Marimaca and Talon

Marimaca Copper reported new drill results from the Pampa Medina deposit. Talon Metals reported new assay results and step-out drilling from the Vault Zone at the Tamarack Nickel-Copper-Cobalt Project. Collective Mining announced the execution of a binding purchase agreement with several arms-length vendors for the Company to acquire the remaining surface rights needed for a future mining operation at the Guayabales Project in Colombia. Great Pacific Gold provided a drilling update from the Kavasuki gold vein system on the Wild Dog Project in Papua New Guinea.

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Trevor HallOil, Gold, Copper
Morning Briefing: Metals and Miners Rebound; Brixton Drills High-Grade Silver

There are new drill results to report from Brixton Metals, Banyan Gold and Freegold Ventures. Lundin Mining is acquiring an additional 5% interest in the issued and outstanding equity of SCM Minera Lumina Copper Chile, which owns the Caserones mine, as well as a 30.9% interest in the Los Helados Project and a .62% net smelter return royalty on Los Helados.

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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.

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

Hudbay Minerals to acquire Arizona Sonoran Copper. We have updated mineral resource estimates from Radisson Mining and Aldebaran Resources. LiFT Power commences scoping study to build lithium carbonate converter integrated with its Yellowknife Lithium Project. Discovery Silver Corp is acquiring the Kidd operations from Glencore. AbraSilver Resources’ Diablillos approved for inclusion under Argentina’s large investment incentive regime. Newcore Gold receives proceeds from the exercise of warrants.

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Trevor HallIran, Israel, Oil, Gold, Silver