About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Core Viewpoint - Regency Silver Corp. has entered into an agreement to option a 100% undivided interest in the La India mineral concession, expanding its land package in the Dios Padre area of Mexico, which is strategically significant for the company [1][4]. Group 1: Agreement Details - The La India concession spans approximately 4,823 hectares in Yecora, Sonora, Mexico, and is located 10 km north of the Dios Padre property [2]. - The company must make an initial payment of US$60,000 and additional payments totaling US$580,000 over five years, along with estimated taxes of US$145,000 to exercise the option [5]. - A one-time cash payment of US$1,000,000 will be made to the vendors upon the publication of a NI 43-101 resource, which must estimate at least one million ounces of gold or its silver equivalent in the measured or indicated categories [6]. Group 2: Geological Significance - The La India claim features geology similar to that of the Dios Padre property, with early cretaceous andesitic volcanic rocks near late cretaceous plutonic rocks, indicating potential for Au-Ag mineralization [3]. - The property shows signs of hydrothermal alteration, which are typically associated with mineralized systems like the nearby La India and Mulatos gold mines [3]. Group 3: Company Strategy and Leadership - The CEO of Regency Silver, Bruce Bragagnolo, emphasized that this transaction is a strategic move to confirm the company's commitment to the Dios Padre area and to support the hypothesis of operating within a large porphyry system [4]. - Regency Silver is a Canadian resource company focused on exploring for gold, copper, and silver in Mexico, led by a team with extensive experience in exploration and production [8].

VANCOUVER, British Columbia, Jan. 20, 2026 (GLOBE NEWSWIRE) -- Rio Silver Inc. (“Rio Silver” or the “Company”) (TSX-V: RYO | OTC: RYOOF) is commencing the regulatory process required to enable physical access at its Maria Norte Project, formally engaging Peru’s Ministry of Energy and Mines (Ministerio de Energía y Minas, MEM) through its General Directorate of Mining (DGM), alongside the National Superintendency for the Control of Weapons and Explosives for Civilian Use (SUCAMEC). Together, the Company’s es ...

Core Viewpoint - Appia Rare Earths & Uranium Corp. has engaged Quantec Geoscience Ltd. to conduct a Magnetotelluric (MT) survey on its Otherside Uranium Property in Saskatchewan, aiming to identify drill-ready targets for uranium exploration [1][2]. Group 1: Survey Details - The MT survey will consist of 84 stations spaced 200 meters apart, requiring approximately 17 days of fieldwork, with daily progress reports and preliminary 2D inversion sections [3]. - The survey will integrate with Appia's 2024 airborne gravity and magnetic data, along with other datasets, to confirm high-confidence drill targets along a 49 km long conductor trend [2]. Group 2: Property Overview - The Otherside Uranium Property spans 10,422 hectares and is located in the Athabasca Basin, known for significant uranium deposits and favorable geological conditions [1][4][8]. - The property shares geological and geophysical characteristics with major high-grade uranium deposits in the region, such as NexGen Energy's Arrow deposit and Cameco's Millennium deposit [2][8]. Group 3: Company Background - Appia Rare Earths & Uranium Corp. is a publicly traded Canadian company focused on rare earth elements and uranium, holding various properties in Saskatchewan and Ontario [10]. - The company has a total of 194.9 million common shares outstanding and 206.6 million shares fully diluted [11].

Core Viewpoint - Erdene Resource Development Corp. has successfully initiated operations at the Bayan Khundii Gold Mine, achieving significant milestones in production and processing efficiency, which positions the company for future growth and exploration opportunities in the Khundii Minerals District [2][3][4]. Production Update - The Bayan Khundii Gold Mine produced its first gold and silver doré in mid-September 2025, following the successful commissioning of the processing plant and receipt of necessary state approvals [4]. - Since operations began, the mine has processed 144,845 tonnes of ore, averaging 1,508 tonnes per day, which is 77% of the nameplate throughput of 1,950 tonnes per day [4][8]. - The processing plant has achieved nameplate capacity for much of December 2025, with gold recoveries consistent with or exceeding the forecast average of 93% [5][8]. Financial Performance - The company sold 7,434 ounces of gold and 2,634 ounces of silver, generating gross revenues of $31 million (C$42.5 million) by December 31, 2025, with average prices of $4,153 per ounce for gold and $53 per ounce for silver [6][8]. Future Projections - The Bayan Khundii mine is projected to process 650,000 tonnes per annum and produce approximately 85,000 ounces of gold annually at full capacity, with guidance to be updated post-initial start-up phase expected in Q2 2026 [7]. Exploration Activities - Recent exploration efforts in the Khundii mining license have focused on near-surface oxide gold and silver mineralization at the Dark Horse and Altan Arrow prospects, with over 5,000 metres of drilling completed in late 2025 and results anticipated in Q1 2026 [10]. - Concurrent metallurgical studies are being conducted to assess the potential for heap leach processing, which could enhance resource availability for the Bayan Khundii plant and support low-cost mine expansion opportunities [10].

Core Viewpoint - Commodities are positioned strongly entering 2026, with gold and copper identified as the most compelling opportunities due to structural demand drivers, constrained supply, and improving mining margins [1] Gold Market - Supportive macro conditions for gold include a softer US dollar, elevated geopolitical risks, expectations of lower real rates, and ongoing central bank purchases, which create a solid foundation for price strength and profitability in gold equities [2] - The fundamentals supporting gold's rally remain intact, with expectations of falling real rates and continued diversification of central bank reserves, leading to a more favorable outlook for gold miners with expanded margins and strong cash generation [3] Copper Market - Copper is highlighted as the tightest major base metal, with supply disruptions, low inventories, and rising demand for data centers and power grids contributing to price increases [4][5] - The balance between supply and demand favors producers, although long-term capacity additions may temper upside potential beyond the near future [5] Energy Market - The oil market is expected to find a bottom in the first half of 2026, with recovery anticipated later in the year as OPEC and US shale operations approach capacity [6][7] - Geopolitical developments, particularly in Venezuela, introduce uncertainty, but select energy equities may benefit as market conditions improve [7] Agricultural Market - The firm is optimistic about select agricultural equities due to a tightening grain market, with lower prices discouraging planting in some regions while demand from biofuels and livestock feed remains resilient [8] Investment Strategy - The firm emphasizes a positive momentum in commodities, particularly in gold and copper, while also identifying future opportunities in energy and agriculture [9] - An active and highly selective investment approach is deemed essential in the current environment, as the range of outcomes at the company level can vary widely despite positive headline stories [10][11]

Core Insights - Franco-Nevada Corporation (FNV) shares have increased by 27.65% on a total return basis since the last coverage, outperforming the S&P 500, which rose by 2.99% [1] - During the same period, gold prices increased by 11.4%, while silver prices experienced a significant rise of 84.2% [1] Company Performance - The performance of FNV shares indicates strong market interest and potential growth in the mining sector, particularly in precious metals [1] Market Context - The notable increase in silver prices suggests a heightened demand or market dynamics favoring silver, which may impact companies in the mining sector [1]

Core Viewpoint - Franco-Nevada Corporation (FNV) shares have increased by 27.65% on a total return basis, outperforming the S&P 500, which rose by 2.99% during the same period [1] Group 1: Performance Metrics - Gold prices increased by 11.4% while silver prices surged by 84.2% over the same timeframe [1]

Core Insights - Rio Tinto's stock has surged approximately 47% over the last six months, driven by favorable commodity markets, effective corporate strategy, and renewed investor interest in materials stocks [2] - The company is engaged in early-stage merger talks with Glencore, which could create the largest mining corporation globally with an enterprise value exceeding $200 billion [3] - The potential merger has heightened the perception of Rio Tinto's assets as increasingly rare and valuable [4] Commodity Market Performance - Rio Tinto's shares reached a 52-week peak price of over $85 in mid-January 2026, reflecting sustained positive investor sentiment [6] - Copper prices are near record highs, around $11,800 per tonne, driven by demand from electrification, renewable energy, and AI data centers [7] - Iron ore shipments from Pilbara increased quarter-on-quarter in 2025, contributing to cash flows despite a 13% decline in iron ore prices [8] Operational Performance and Strategic Changes - In its 2025 half-year results, Rio Tinto reported an underlying EBITDA of $11.5 billion and operating cash flow of $6.9 billion, demonstrating resilience amid fluctuating iron ore prices [10] - The company has revised its bauxite production outlook to 59–61 million tonnes for the full year, indicating an increase from earlier estimates [11] - Rio Tinto is refining its portfolio around iron ore, copper, aluminum, and lithium, while reducing non-core assets, including the acquisition of Arcadium Lithium [12][13] Market Sentiment and Sector Trends - The broader mining industry's positive performance has benefited Rio Tinto, as investors shift towards materials stocks amid economic uncertainty [14] - The demand for tangible assets is increasing due to inflationary pressures and industrial demand trends favoring firms producing physical commodities [14] Future Outlook - Rio Tinto's future will be influenced by commodity cycles and its ability to leverage high-growth metals like copper and lithium [17] - Upcoming earnings reports and guidance updates will be significant catalysts for the stock, with a focus on balancing expansion in high-growth segments while maintaining strong cash flows from iron ore [18] - The company's transformation is attracting investor attention, emphasizing the importance of strategic decisions and execution for its future journey [19]

镍矿商PT Vale Indonesia周一表示，该公司获得的采矿生产配额很可能不足以满足其冶炼厂今年的需 求。 在此之前，印尼政府上周表示可能批准2026年约2.6亿吨的镍矿生产配额，比2025年的配额有所减少， 被认为无法满足需求。 上期所期镍在上涨2.36%至每吨144,180元后回调，日间收盘仅录得0.36%的涨幅。 LME指标三个月期镍目前下跌0.43%，至每吨18,055美元。 1月20日（周二），伦敦金属交易所（LME）期铜呈区间波动，投资者在等待新的催化剂推动铜价向任 一方向发展。 截至北京时间16:44，LME三个月期铜下跌0.52%，至每吨12,897.50美元，仍在13,000美元关口下方徘 徊。 上海期货交易所主力期铜日间收盘上涨0.58%，至每吨101,230元。 由于投资者对地缘政治风险保持谨慎，青睐黄金等避险资产，伦敦期铜周一的反弹失去动力。 铜是去年表现最好的基本金属，伦敦和上海铜价分别上涨41%和33%，实现创纪录涨势。 在基本金属市场的其他方面，印尼的镍政策仍是焦点。 其他金属方面，三个月期铝下跌0.47%，报每吨3,143.50美元；期镍下跌2.09%，至每吨18,180 ...