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2 天前

Is Stagflation Coming Back? Jesse Felder on Oil, Inflation, and Market Complacency

In this longform interview, Mining Stock Daily's Ian Wagner sits down with Jesse Felder to unpack the growing risk of stagflation against the backdrop of the ongoing U.S.–Iran conflict and rising energy prices. Wagner opens by questioning why equity markets remain resilient despite clear geopolitical and economic stress, while Felder points to a deeply ingrained “buy-the-dip” mentality and a shift toward speculative behavior since the pandemic. Felder argues that the current environment is being shaped by several long-term inflationary forces, including aging demographics, deglobalization, persistent fiscal deficits, and years of accommodative monetary policy. He suggests the recent energy shock is not the root cause, but rather an accelerant layered on top of an already fragile system. The discussion also highlights weakening earnings outside of energy and AI, risks tied to a slowing labor market, and the potential for higher interest rates. Felder emphasizes gold as a leading indicator, signaling further upside in commodities and yields. He ultimately warns that rising oil prices, tightening financial conditions, and a possible unwind of the AI investment boom could drive the next major market downturn. ______ Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ______ 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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

2 天前

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55 分鐘
3 天前

Magna Mining Site Visit Debrief with CEO Jason Jessup

MSD's Trevor Hall travelled to the Sudbury Basin this week with the team from Magna Mining. This interview with CEO Jason Jessup, took place following an underground visit to the McCreedy West Mine on Tuesday and prior to a visit to the Levack Mine, currently in development, on Wednesday. Jason and Trevor discuss the importance of McCreedy crashflow as the company continues to progress Levack towards a new PEA and restart decision. The conversation also focuses on the culture of Magna within the basin and their unique approach to exploration and resource development.

3 天前

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32 分鐘
4月17日

Mine Financings Soften, Canada Nickel Approaches Construction Decision

Recent geopolitical turmoil has impacted junior resource financings, while Canada Nickel looks ahead to a major final investment decision later this year.Kai Hoffmann, CEO of Oreninc, joins the show to discuss a recent slowdown in equity financing for companies with a market cap under $1.5 billion. He attributes this shift to increased investor risk aversion following recent global events. Despite this, Hoffmann notes that while gold and silver prices have experienced aggressive moves and subsequent corrections, the long-term positive trend remains intact. He also previews the upcoming Deutsche Goldmesse show taking place next month in Frankfurt, Germany.Next, Canada Nickel CEO Mark Selby provides an update on the Crawford nickel sulfide project and its path toward a construction decision by late 2026. Selby outlines the project's technical specifications, including its planned carbon storage capabilities and integration with existing Ontario infrastructure. He also offers a broader analysis of global nickel market trends, breaking down the impact of Indonesian supply policies and comparing the operating costs of Canadian and Australian assets.______Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.terrahutton.io______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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

4月17日

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35 分鐘
4月10日

Episode 15 - Volatility, Ceasefires, and the Shoulder Season Setup

As energy markets stare down the "shoulder season," Matt and Joe break down the massive volatility coming out of the Strait of Hormuz and what it means for coal stocks. With prices pulling back across the board, the duo explains why this isn't a reversal of the bull thesis, but rather a "Great Accumulation" phase for those eyeing 2026–2027. Stocks Mentioned: BTU, ARLP, AMR, HCC, METC, GLEN.L, HNRG, WHC.AX, YAL.AX, NHC.AX, NRP, CEIX 👉 Subscribe at TheCoalTrader.com or on Substack: thecoaltrader.substack.com 👉 Follow Matt on X: @MFWarder 👉 More commodity market commentary: clearcommodity.net Disclaimer: For information and discussion only - not investment advice. Do your own research.

4月10日

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51 分鐘
3 天前

Morning Briefing: Ivanhoe Mines Advances Platreef, Collective Mining Receives Key Permits

Ivanhoe Mines marked three major milestones at its Platreef Mine in South Africa — completing construction of Shaft #3 (increasing hoisting capacity fivefold), breaking ground on the Phase 2 concentrator site, and commencing the widening of Shaft #2, which is set to become the largest hoisting shaft on the African continent by end of 2028. Collective Mining has received a key exploration title from Colombia's National Mining Agency and acquired an additional tenement to fully consolidate its Trap target, located 3.5 km northeast of its flagship Apollo system at the Guayabales Project in Caldas, Colombia. This episode of Mining Stock Daily is brought to you by Revival Gold, 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.

3 天前

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8 分鐘
4 天前

The legendary Comstock Lode gets a reboot: Mackay Gold & Silver consolidates one of America's richest, oldest mining districts

Mackay Gold & Silver has a consolidated land package within the Comstock mining district, says CEO and Director Darwin Green, who spoke to Mining Stock Daily on Wednesday. While the region is historically significant for its high-grade gold and silver production, Green said that modern exploration was limited by fragmented property ownership. The company has since unified over 7 km of the Comstock and Occidental-Brunswick vein structures, allowing for a systematic exploration strategy targeting both near-surface and deep-seated deposits.

4 天前

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27 分鐘
5 天前

Talisker Triples Bralorne Drill Program to 105,000 Meters

MSD's Ian Wagner speaks with Talisker Resources CEO Terry Harbort on standout face samples from the Mustang Mine, including bonanza-grade hits along the BK vein. The company is accelerating development while expanding its drill program to over 100,000 meters, targeting resource growth, conversion, and potential new mines across its broader Bralorne district.

5 天前

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16 分鐘
2 天前

Commodity Compass - 4/24 - Brent Heads Above $100 Once Again; Concerns in Wheat Country

The Strait of Hormuz stalemate is now entering its ninth week, and the numbers are becoming staggering. Thirteen million barrels per day remain shut in. Cumulative supply losses have now surpassed six hundred and fifty million barrels — roughly seven days of total global consumption, gone from the market since the conflict began. Iran’s Revolutionary Guard seized two vessels this week, following attacks on three ships in the strait, a sharp escalation that underscored how far the situation is from any practical resolution.

2 天前

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15 分鐘
3 天前

Highlander Silver folds in Bear Creek assets, looks to silver index inclusion

Highlander Silver commenced its first exploration drilling program in over a decade at the Corani Silver Project in Peru, utilizing the first of four planned drill rigs, said Daniel Earle, president and CEO, in a conversation with Mining Stock Daily. Since its recent acquisition of Bear Creek Mining, the company has focused on infrastructure development, including road earthworks, facility upgrades, and the construction of a new powerline substation. The company reports an unaudited cash balance of approximately US$100 million and no debt as of March 31, 2026. A feasibility study update is scheduled for completion by the end of Q3 2026 to evaluate the project's staged-development model and potential economic outcomes.

3 天前

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30 分鐘
2 天前

Amena Bakr on the Market Blindness to the 13 Million Barrel Shock

Amena Bakr, the Head of Middle East Research at Kpler, joins Rory to provide an inside look at the functional closure of the Strait of Hormuz, where daily traffic has collapsed from 170 vessels to just 5% of its pre-war levels. The sources indicate that even with an optimistic base case for normalization in August, clearing the backlog of 800+ trapped ships will likely take at least two additional months. Amena warns that the threat of maritime mines remains a strategic "wild card" that could extend the recovery timeline by up to six months. The discussion breaks down the "Iran Lane" management system and the controversial $2 million cryptocurrency tolls being reported by vessel owners seeking to bypass the blockade. With roughly 13 million barrels per day of production shut in, the discussion explores the physical damage to downstream assets and a potential five-year recovery timeline for Qatari LNG trains. Johnston and Amena address the market's underreaction to the crisis, citing the distorting effects of presidential social media posts and alleged price manipulation that has kept Brent near $100. Beyond the energy sector, the blockade is triggering a "reality check" for global supply chains, specifically impacting the helium supply necessary for semiconductors and medical imaging. Finally, the conversation highlights how OPEC is attempting to provide a "steady hand" and structural predictability while the region prepares for a post-war status quo where regional pipelines may permanently replace the Strait

2 天前

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1 小時 5 分鐘

Clear Commodity Network is a digital media platform that delivers clear insights into the diverse global commodity markets. ClearComm keeps investors, institutions, and industry participants up to date on current trends and topics shaping the world's physical markets. From metals to energy to agriculture, ClearComm is the leading commodity network curated to deliver news, in-depth interviews, insightful commentary, and corporate access to public issuers.