Core Viewpoint - The discussion focuses on the investment potential of platinum and palladium, highlighting their roles as alternatives to traditional precious metals like gold, particularly in the context of inflation and economic uncertainty [4][6][12]. Industry Overview - Platinum and palladium have been less prominent compared to gold and silver, but they are gaining attention due to their unique demand dynamics and potential as hedges against monetary risks [4][6]. - The demand for platinum is driven by both industrial and investment needs, with a significant portion of its use in various technologies, including hydrogen fuel cells [7][12]. Supply Dynamics - Platinum is approximately 30 times less abundant than gold, with most production concentrated in South Africa, primarily by Sibanye-Stillwater, which accounts for about 25% of global production [8][9]. - Recent production cuts by Sibanye-Stillwater due to low prices are expected to create a supply shortage, which could drive prices higher in the long term [20][21]. Investment Outlook - The PPLT ETF is highlighted as a strong investment choice, with expectations of increased demand for inflation hedges over the next decade [10][12]. - The price of platinum is anticipated to rise as it becomes a more recognized store of value, similar to gold, especially in times of economic volatility [15][16]. Market Trends - The price of platinum has seen a significant increase, with a reported 71% rise year-to-date, attributed to market realization of supply shortages and rising investment demand [19][20]. - The long-term outlook suggests that while industrial demand may stabilize, the growth in investment demand will be the primary driver for price increases [14][21]. Portfolio Allocation - It is suggested that investors consider a portfolio allocation of 5% to 15% in platinum, with the potential for higher positions due to its undervaluation compared to other metals [22].

Group 1: Infrastructure Projects - Canadian Prime Minister Mark Carney confirmed the second batch of projects to the Major Projects Office, including Northcliff Resources' tungsten proposal, Nouveau Monde Graphite's initiatives, and Canada Nickel's projects [1][2] - The federal government formed the Major Projects Office in August to expedite infrastructure projects and develop critical mineral supply chains outside of Chinese and Russian control [2] Group 2: Company-Specific Details - Canada Nickel's Crawford project is noted for holding the world's second-largest nickel reserves, with a projected cost of C$3.5 billion and an output of 3.5 billion lb. of nickel over a 41-year lifespan [3] - Northcliff Resources' Sisson tungsten-molybdenum project has estimated capital costs of C$579 million and has received major federal and provincial approvals [4] - Nouveau Monde is advancing the Matawinie mine and Bécancour battery material plant, with an expected production of 103,000 tonnes of graphite annually over 25 years and a total project cost of approximately C$1.2 billion [5] Group 3: Additional Projects - Earlier projects referred to the Major Projects Office included Foran Mining's McIlvenna Bay copper mine and the Red Chris copper and gold mine expansion, owned by Newmont and Imperial Metals [6] - The Ksi Lisims LNG project was added to the list, proposing a new gas pipeline and floating LNG export plant with a capacity of 12 million tonnes per year [7] - The Nukkiksautiit Hydro project aims to save C$1.9 billion in diesel costs over 50 years for Iqaluit, with Ottawa granting C$6 million to the project [8]

BHP Group is liable for a deadly dam collapse in Brazil in 2015, London’s High Court ruled, potentially exposing the mining company to billions of dollars in compensation claims https://t.co/8qC3QOpRK3 ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

I primarily invest in turnarounds in natural resource industries, where I have a typical holding period of 2-4 years. Focusing on value offers good downside protection and can still provide great upside participation. The portfolio has over the last 7 years had a compounded annual growth rate of 34% .If you like this article and are interested in more frequent analysis of my holding companies, real-time notifications on portfolio changes, together with macro and industry analysis. I would encourage you to h ...

Core Viewpoint - Erdene Resource Development Corp. has filed a Technical Report for its Zuun Mod molybdenum-copper project, following an updated mineral resource estimate announced on October 2, 2025 [1]. Group 1: Company Overview - Erdene Resource Development Corp. is a Canada-based resource company focused on gold production at the Bayan Khundii Gold Mine in Mongolia [4]. - The company has a portfolio of precious and base metal projects located near the Bayan Khundii Gold Mine, which supports a strong growth pipeline [4]. - Erdene is listed on the Toronto Stock Exchange (TSX: ERD), the Mongolian Stock Exchange (MSE: ERDN), and the OTCQB Venture Market (OTCQB: ERFCF) [4]. Group 2: Technical Report Details - The Technical Report titled "Zuun Mod Molybdenum-Copper Project, Mongolia, NI 43-101 Technical Report" has an effective date of September 1, 2025 [1]. - The updated Mineral Resource Estimate was prepared by Mr. Oyunbat Bat-Ochir of SLR Consulting Australia Pty Ltd, who is independent of Erdene [2].

Core Insights - Emerita Resources Corp. has reported positive drill results from its El Cura deposit, indicating high-grade copper-gold mineralization and an expansion of the deposit to the west [1][12][14] - The El Cura deposit is part of the Iberian Belt West project, which includes three Volcanogenic Massive Sulfide (VMS) deposits: La Romanera, El Cura, and La Infanta [1][12] Drilling Results - Recent highlights from the drilling campaign at El Cura include significant intercepts such as: - Drill hole EC072: 9.6m grading 2.7% copper, 0.4% lead, 0.5% zinc, 1.85 g/t gold, and 27.08 g/t silver [5][8][14] - Drill hole EC079: 6.9m grading 1.4% copper, 0.9% lead, 2.4% zinc, 1.32 g/t gold, and 48.22 g/t silver [8][14] - Drill hole EC076: 1.2m grading 0.5% copper, 0.9% lead, 0.5% zinc, 1.02 g/t gold, and 38.00 g/t silver [8][14] - Drill hole EC078: 3.0m grading 0.3% copper, 0.6% lead, 1.5% zinc, 0.25 g/t gold, and 7.00 g/t silver [8][14] - Drill hole EC082: 5.5m grading 0.6% copper, 0.3% lead, 0.6% zinc, 0.63 g/t gold, and 15.55 g/t silver [8][14] Geological Context - The drilling program has delineated mineralization down-plunge and along strike for approximately 650 meters, indicating a robust mineral resource [15] - The results include both shallow-level resource holes and deeper drilling aimed at expanding the known mineralization [12][14] Quality Assurance - The drilling process follows strict quality assurance and quality control protocols, including independent laboratory analysis and re-assaying of samples to ensure data integrity [20][21]

BHP can be held liable over the 2015 collapse of a dam in southeastern Brazil, London’s High Court has ruled, in a lawsuit the claimants’ lawyers previously valued at up to $48.32 billion.Hundreds of thousands of Brazilians, dozens of local governments and around 2000 businesses sued BHP over the collapse of the Fundao dam in Mariana, southeastern Brazil, which was owned and operated by BHP and Vale’s Samarco joint venture.Brazil’s worst environmental disaster unleashed a wave of toxic sludge that killed 19 ...

Core Viewpoint - BHP can be held liable for the 2015 dam collapse in southeastern Brazil, as ruled by London's High Court [1] Group 1 - The ruling indicates potential legal and financial repercussions for BHP regarding the incident [1]

Canada plans to buy stakes in projects that will produce and process key minerals, the country’s natural resources minister said, as part of a broader effort to secure supplies of materials that are controlled by China https://t.co/wK83WQwUmS ...