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Africa's largest Copper producer, First Quantum Mining, with an annual turnover of US5 billion, says its ore quality in Zambia has depleted significantly thus increasing costs (AISC). It said only innovation will save it. FQM is partnering ZCCM to explore new mining areas Mining Indaba

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11,911 просмотров • 6 месяцев назад •via X (Twitter)

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The world's first 5G-A smart open-pit mine has been launched,ushering in a new era of unmanned and zero-carbon mining. China's global output plan: In the future, it will expand to mining areas such as Xinjiang to promote green and intelligent mining worldwide.
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The world's first 5G-A smart open-pit mine has been launched,ushering in a new era of unmanned and zero-carbon mining. China's global output plan: In the future, it will expand to mining areas such as Xinjiang to promote green and intelligent mining worldwide.

Du Qianyun

15,404 просмотров • 1 год назад

MARA CEO: Using Electricity for AI Is Far More Profitable Than Bitcoin Mining Fred Thiel Fred Thiel, CEO of MARA, one of the world's largest publicly listed Bitcoin mining companies, said in a July 23 interview with Natalie Brunell that electricity has become the industry's most critical resource, as the same amount of power can generate far greater returns when used for AI than for Bitcoin mining. This is why MARA and many of its peers are shifting toward AI data centers. However, MARA will continue mining Bitcoin, as it remains an effective way to utilize surplus electricity in regions where energy is free or inexpensive.
2:14

MARA CEO: Using Electricity for AI Is Far More Profitable Than Bitcoin Mining Fred Thiel Fred Thiel, CEO of MARA, one of the world's largest publicly listed Bitcoin mining companies, said in a July 23 interview with Natalie Brunell that electricity has become the industry's most critical resource, as the same amount of power can generate far greater returns when used for AI than for Bitcoin mining. This is why MARA and many of its peers are shifting toward AI data centers. However, MARA will continue mining Bitcoin, as it remains an effective way to utilize surplus electricity in regions where energy is free or inexpensive.

Wu Blockchain

21,834 просмотров • 14 дней назад

HUGE. India could save over $100 Billion a year in import bills if it fully taps its own mineral wealth, says CSEP report 🇮🇳 ~ Despite rich geology, only 30% of resources explored so far. Mining adds just 2% to GDP, a sector waiting for PM Modi’s Aatmanirbhar push next🙌🏼
0:31

HUGE. India could save over $100 Billion a year in import bills if it fully taps its own mineral wealth, says CSEP report 🇮🇳 ~ Despite rich geology, only 30% of resources explored so far. Mining adds just 2% to GDP, a sector waiting for PM Modi’s Aatmanirbhar push next🙌🏼

The Analyzer (News Updates🗞️)

64,035 просмотров • 9 месяцев назад

🔥 Mind-blowing mining breakthrough! What if I told you 𝐎𝐍𝐄 coin is mining $𝟏𝟕,𝟎𝟎𝟎/𝐝𝐚𝐲 in #XMR + #TARI with just a FRACTION of its true potential? 😱 Today, $QUBIC's hashrate hit 𝟏𝟖𝟎 𝐌𝐇/𝐬. To match this power on a #Monero mining farm, you'd need to spend $𝟐𝟒.𝟔 𝐌𝐈𝐋𝐋𝐈𝐎𝐍. Yet $QUBIC achieves it using 10% (or less) of its total chain power. 💥 Now imagine when CPU mining algo drops… The world’s computing power will 𝐅𝐋𝐎𝐎𝐃 into #XMR. Big players like OpenAI (and many others) will come. Why? Because renting $QUBIC power is way cheaper than building $𝟐𝟒.𝟔 𝐌𝐈𝐋𝐋𝐈𝐎𝐍 hardware. Momentum is building 𝐅𝐀𝐒𝐓. This isn’t just mining, it’s a revolution in outsourced computing. 🚀 Note: Qubic is the first cryptocurrency worldwide capable of using the 𝐔𝐏𝐨𝐖 algorithm to mine other coins, generating profit, and burning Qubic coins. First #BTC, #second ETH, third #QUBIC. #QUBIC #Monero #Tari #CryptoMining #Decentralization #AI #Web3 #Innovation #FutureIsNow
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🔥 Mind-blowing mining breakthrough! What if I told you 𝐎𝐍𝐄 coin is mining $𝟏𝟕,𝟎𝟎𝟎/𝐝𝐚𝐲 in #XMR + #TARI with just a FRACTION of its true potential? 😱 Today, $QUBIC's hashrate hit 𝟏𝟖𝟎 𝐌𝐇/𝐬. To match this power on a #Monero mining farm, you'd need to spend $𝟐𝟒.𝟔 𝐌𝐈𝐋𝐋𝐈𝐎𝐍. Yet $QUBIC achieves it using 10% (or less) of its total chain power. 💥 Now imagine when CPU mining algo drops… The world’s computing power will 𝐅𝐋𝐎𝐎𝐃 into #XMR. Big players like OpenAI (and many others) will come. Why? Because renting $QUBIC power is way cheaper than building $𝟐𝟒.𝟔 𝐌𝐈𝐋𝐋𝐈𝐎𝐍 hardware. Momentum is building 𝐅𝐀𝐒𝐓. This isn’t just mining, it’s a revolution in outsourced computing. 🚀 Note: Qubic is the first cryptocurrency worldwide capable of using the 𝐔𝐏𝐨𝐖 algorithm to mine other coins, generating profit, and burning Qubic coins. First #BTC, #second ETH, third #QUBIC. #QUBIC #Monero #Tari #CryptoMining #Decentralization #AI #Web3 #Innovation #FutureIsNow

odbashWizard

14,093 просмотров • 1 год назад

Prosper x BITMAIN In a momentous development, Prosper has entered into a groundbreaking, long-term agreement with BITMAIN, the world's leading manufacturer of digital currency mining servers. Under the partnership, BITMAIN and its affiliates will provide hosting services for Prosper's foundation-owned Bitcoin miners, bringing institutional-grade mining execution quality for the benefit of $PROS holders. The first batch of hashrate is expected to come online later today and accessible via Prosper's v1 web app. Read the full announcement here: This is an important milestone that further underscores Prosper’s unique value proposition as the only Web3 $BTC mining project that has secured multiple top-notch industry players as key service providers.
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Prosper x BITMAIN In a momentous development, Prosper has entered into a groundbreaking, long-term agreement with BITMAIN, the world's leading manufacturer of digital currency mining servers. Under the partnership, BITMAIN and its affiliates will provide hosting services for Prosper's foundation-owned Bitcoin miners, bringing institutional-grade mining execution quality for the benefit of $PROS holders. The first batch of hashrate is expected to come online later today and accessible via Prosper's v1 web app. Read the full announcement here: This is an important milestone that further underscores Prosper’s unique value proposition as the only Web3 $BTC mining project that has secured multiple top-notch industry players as key service providers.

Prosper

488,834 просмотров • 1 год назад

Silver is still strong. But will it stay at these levels long term? Will silver go higher? If owning silver bars is not your thing, the other way to play this is by owning silver mining stock. But the issue is that 75% of silver comes as a biproduct of copper, lead or zinc mining. Only 1% to 2% of their revenue comes from silver. So those types of mining companies don't care about the price of silver. There are very few mining companies that are primary silver producers, which is more than 50% of revenue from silver. The next thing to consider is, which companies can still expand their production? Which ones have really high grade ore? I only own two silver mining stocks. One of them is Aya Gold & Silver. US ticker is AYASF and the Canada ticker is AYA . to. I have owned it for several years. They are producing silver at their mine Zgounder in Morocco. They have a second project, called Boumadine, that will open in the future. They were already making great profits at Zgounder when silver was only $30 per oz. Their profits at $75 per oz are insane. The markets are not valuing the silver mining stocks at $75 per oz yet. Aya can mine silver at $19 per ounce and be breakeven. Their margin at $75 silver is currently $56 per ounce. That means Aya has an estimated annual operating cash flow of $336 million (at $75 silver). That is only for their Zgounder mine which is already operating. Their Boumadine mine is going to be 5x larger. If you believe in silver long term and don't want to own the physical metal, my top silver mine stock in my portfolio is Aya Gold & Silver. Canada company with it's HQ in Montreal. US Ticker: AYASF Canada Ticker: AYA. TO
0:37

Silver is still strong. But will it stay at these levels long term? Will silver go higher? If owning silver bars is not your thing, the other way to play this is by owning silver mining stock. But the issue is that 75% of silver comes as a biproduct of copper, lead or zinc mining. Only 1% to 2% of their revenue comes from silver. So those types of mining companies don't care about the price of silver. There are very few mining companies that are primary silver producers, which is more than 50% of revenue from silver. The next thing to consider is, which companies can still expand their production? Which ones have really high grade ore? I only own two silver mining stocks. One of them is Aya Gold & Silver. US ticker is AYASF and the Canada ticker is AYA . to. I have owned it for several years. They are producing silver at their mine Zgounder in Morocco. They have a second project, called Boumadine, that will open in the future. They were already making great profits at Zgounder when silver was only $30 per oz. Their profits at $75 per oz are insane. The markets are not valuing the silver mining stocks at $75 per oz yet. Aya can mine silver at $19 per ounce and be breakeven. Their margin at $75 silver is currently $56 per ounce. That means Aya has an estimated annual operating cash flow of $336 million (at $75 silver). That is only for their Zgounder mine which is already operating. Their Boumadine mine is going to be 5x larger. If you believe in silver long term and don't want to own the physical metal, my top silver mine stock in my portfolio is Aya Gold & Silver. Canada company with it's HQ in Montreal. US Ticker: AYASF Canada Ticker: AYA. TO

Wall Street Mav

92,758 просмотров • 7 месяцев назад

🚨🚨🚨 We just learned that the House is going to be voting TOMORROW on H.J.Res 140: the single largest threat posed to the Boundary Waters to date. This bill would *permanently* open the Boundary Waters up to mining, and prevent all future administrations from protecting these public lands. This would pave the way for sulfide-ore copper mining in the region -- the most toxic industry in America -- which has never been allowed in Minnesota before. It would cause irreversible damange to the most visited wilderness area in the country. And this would be a massive sell-out to foreign interests over the American people. This would give mining rights to Trump's Chilean-based mining company billionaire buddies, who will extract our resources, pollute our air, land, and water, permanently damage our pristine Boundary Waters, and leave Minnesotans to foot the bill for the clean up. I'm urging all of my colleagues to vote NO. We need to get loud and stop this legislation.
0:23

🚨🚨🚨 We just learned that the House is going to be voting TOMORROW on H.J.Res 140: the single largest threat posed to the Boundary Waters to date. This bill would *permanently* open the Boundary Waters up to mining, and prevent all future administrations from protecting these public lands. This would pave the way for sulfide-ore copper mining in the region -- the most toxic industry in America -- which has never been allowed in Minnesota before. It would cause irreversible damange to the most visited wilderness area in the country. And this would be a massive sell-out to foreign interests over the American people. This would give mining rights to Trump's Chilean-based mining company billionaire buddies, who will extract our resources, pollute our air, land, and water, permanently damage our pristine Boundary Waters, and leave Minnesotans to foot the bill for the clean up. I'm urging all of my colleagues to vote NO. We need to get loud and stop this legislation.

Kelly Morrison

78,256 просмотров • 6 месяцев назад

Shareholder Update - Understanding Recent News Coverage In this video, President & CEO, Garrett Ainsworth, addresses market speculation on the proposed lifting of the municipal veto for uranium processing and the start of an inquiry into mining of Alum Shale deposits, proposed by the Swedish Government on February 5th. Exploration and mining of uranium in Sweden was made legal on January 1, 2026, and that won't be affected by this proposal. This is not the first time a potential new municipal veto for Alum Shale extraction has been introduced. In 2020, an inquiry was carried out by the government to assess a possible ban on mining of Alum Shales. The results came back that mining of Alum Shales should not be banned, as it doesn't present any increased environmental risk compared to mining of other mineral deposits in Sweden. 🇨🇦 $DMX.v | 🇺🇸 $DMXCF | 🇸🇪$DMXSE SDB #Uranium #CriticalMinerals #DMX
3:24

Shareholder Update - Understanding Recent News Coverage In this video, President & CEO, Garrett Ainsworth, addresses market speculation on the proposed lifting of the municipal veto for uranium processing and the start of an inquiry into mining of Alum Shale deposits, proposed by the Swedish Government on February 5th. Exploration and mining of uranium in Sweden was made legal on January 1, 2026, and that won't be affected by this proposal. This is not the first time a potential new municipal veto for Alum Shale extraction has been introduced. In 2020, an inquiry was carried out by the government to assess a possible ban on mining of Alum Shales. The results came back that mining of Alum Shales should not be banned, as it doesn't present any increased environmental risk compared to mining of other mineral deposits in Sweden. 🇨🇦 $DMX.v | 🇺🇸 $DMXCF | 🇸🇪$DMXSE SDB #Uranium #CriticalMinerals #DMX

District Metals Corp.

21,892 просмотров • 6 месяцев назад

BITCOIN RAILS #46: BITCOIN MINING IN THE AGE OF AI | with MARA CEO Fred Thiel 🔗 YOUTUBE: 🌿 SPOTIFY: In response to the AI-driven shock in global demand for computing power, large players in the Bitcoin mining industry have been forced to make significant strategic shifts to remain competitive. MARA — the largest Bitcoin miner in the world by hashrate — is emerging as one of the more well-positioned beneficiaries of these changing tides, having transitioned from an “asset-light” strategy (via hosted mining at third-party facilities) to an “asset-heavy” approach (owning its own land, power, and infrastructure) just ahead of the AI compute wave in 2024/25. I sat down with MARA CEO Fred Thiel to discuss how these shifting industry dynamics are playing out in practice — as well as his perspective on how key mining-related security and infrastructure issues may evolve in the coming months and years. In this episode, we cover: — How MARA scaled from near-zero hash rate in 2020 to the largest Bitcoin miner globally by the end of 2023 — Key differences between operating Bitcoin mining facilities versus AI data centers, and where the two models meaningfully intersect — Why ownership of power generation — rather than reliance on PPAs — may represent a durable competitive edge for miners and AI data center operators over time — Why Bitcoin may be entering its “IPO phase,” and why recent price corrections could reflect increasing market maturity rather than structural weakness We also explore more technical and often under-discussed topics, such as heat reuse, open-source mining technologies, and the implications of US policy goals around Bitcoin mining. This episode offers a grounded, operator-level view of where Bitcoin mining is headed, informed by one of the most influential leaders in the public mining sector. This episode of Bitcoin Rails is powered by: — Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC-20 data aggregation and indexing. — Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. — Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 📌 00:00 Intro 01:09 From Marathon Patent Group to MARA 06:35 Why Owning Infrastructure is Key 07:46 First Public Companies Mining Bitcoin 09:54 Data Centers For AI vs Bitcoin Mining Facilities 14:07 How AI Data Centers Will Look Going Forward 15:37 How MARA is Diversifying From Bitcoin Mining 19:03 Private Cloud and Data Security 22:20 The Exaion Partnership 26:03 Future of Bitcoin and AI 40:22 Innovative Approaches to AI and Bitcoin Mining 42:06 Challenges and Opportunities in Power Generation 45:38 Strategic International Partnerships 50:43 The Future of Real World Assets 53:53 Bitcoin Mining in China 57:24 Why MARA Runs Their Own Software 01:00:19 Where is Bitcoin Mining Headed 01:04:17 Benefits of Running a Mining Pool 01:07:17 Heat Reuse in Mining 01:12:23 The Role of Data Centers in Power Generation
1:18:39

BITCOIN RAILS #46: BITCOIN MINING IN THE AGE OF AI | with MARA CEO Fred Thiel 🔗 YOUTUBE: 🌿 SPOTIFY: In response to the AI-driven shock in global demand for computing power, large players in the Bitcoin mining industry have been forced to make significant strategic shifts to remain competitive. MARA — the largest Bitcoin miner in the world by hashrate — is emerging as one of the more well-positioned beneficiaries of these changing tides, having transitioned from an “asset-light” strategy (via hosted mining at third-party facilities) to an “asset-heavy” approach (owning its own land, power, and infrastructure) just ahead of the AI compute wave in 2024/25. I sat down with MARA CEO Fred Thiel to discuss how these shifting industry dynamics are playing out in practice — as well as his perspective on how key mining-related security and infrastructure issues may evolve in the coming months and years. In this episode, we cover: — How MARA scaled from near-zero hash rate in 2020 to the largest Bitcoin miner globally by the end of 2023 — Key differences between operating Bitcoin mining facilities versus AI data centers, and where the two models meaningfully intersect — Why ownership of power generation — rather than reliance on PPAs — may represent a durable competitive edge for miners and AI data center operators over time — Why Bitcoin may be entering its “IPO phase,” and why recent price corrections could reflect increasing market maturity rather than structural weakness We also explore more technical and often under-discussed topics, such as heat reuse, open-source mining technologies, and the implications of US policy goals around Bitcoin mining. This episode offers a grounded, operator-level view of where Bitcoin mining is headed, informed by one of the most influential leaders in the public mining sector. This episode of Bitcoin Rails is powered by: — Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC-20 data aggregation and indexing. — Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. — Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 📌 00:00 Intro 01:09 From Marathon Patent Group to MARA 06:35 Why Owning Infrastructure is Key 07:46 First Public Companies Mining Bitcoin 09:54 Data Centers For AI vs Bitcoin Mining Facilities 14:07 How AI Data Centers Will Look Going Forward 15:37 How MARA is Diversifying From Bitcoin Mining 19:03 Private Cloud and Data Security 22:20 The Exaion Partnership 26:03 Future of Bitcoin and AI 40:22 Innovative Approaches to AI and Bitcoin Mining 42:06 Challenges and Opportunities in Power Generation 45:38 Strategic International Partnerships 50:43 The Future of Real World Assets 53:53 Bitcoin Mining in China 57:24 Why MARA Runs Their Own Software 01:00:19 Where is Bitcoin Mining Headed 01:04:17 Benefits of Running a Mining Pool 01:07:17 Heat Reuse in Mining 01:12:23 The Role of Data Centers in Power Generation

Isabel Foxen Duke⚡️

31,411 просмотров • 7 месяцев назад

There is widespread misinformation being spread about the Aravalli mining order, so let’s put the verified facts on record. A clarification has been issued by the Press Information Bureau, based directly on the judgment of the Supreme Court of India. First, this Supreme Court order was not passed to destroy the Aravallis, but to protect them. For years, multiple cases of illegal and unregulated mining were coming to the Court because different States were using different definitions of what counts as an Aravalli hill or range. Now the most important fact. The so-called 100-metre rule is not new. It was decided by a Rajasthan State Committee in 2002 and implemented in 2006. Under this rule, any landform rising 100 metres or more above surrounding land is treated as a hill, and mining is banned not just on the hilltop but also on its slopes, treating the entire hill as one ecological unit. The expert committee appointed by the Supreme Court found that Rajasthan was the only State with a clear, legally notified and scientific definition. Because of this, Gujarat, Haryana and the Delhi region agreed to adopt the same rule, along with stronger safeguards, so that one uniform standard applies across the entire Aravalli belt. Another major misinformation is that mining is now allowed below 100 metres. This is false. Many areas below 100 metres are still part of protected hills, connected ranges, wildlife corridors and eco-sensitive zones, where mining remains prohibited. For the first time, entire Aravalli ranges, meaning groups of nearby hills and the land between them, are being treated as one protected ecological system, so slopes and foothills cannot be mined separately. Finally, the Supreme Court has imposed a temporary stay on all new mining leases in the Aravalli region until a comprehensive Sustainable Mining Management Plan is prepared. Existing mines can continue only under strict environmental compliance. In short, the rule was old, the protection has been strengthened, and fresh mining has been paused, not expanded.
2:58

There is widespread misinformation being spread about the Aravalli mining order, so let’s put the verified facts on record. A clarification has been issued by the Press Information Bureau, based directly on the judgment of the Supreme Court of India. First, this Supreme Court order was not passed to destroy the Aravallis, but to protect them. For years, multiple cases of illegal and unregulated mining were coming to the Court because different States were using different definitions of what counts as an Aravalli hill or range. Now the most important fact. The so-called 100-metre rule is not new. It was decided by a Rajasthan State Committee in 2002 and implemented in 2006. Under this rule, any landform rising 100 metres or more above surrounding land is treated as a hill, and mining is banned not just on the hilltop but also on its slopes, treating the entire hill as one ecological unit. The expert committee appointed by the Supreme Court found that Rajasthan was the only State with a clear, legally notified and scientific definition. Because of this, Gujarat, Haryana and the Delhi region agreed to adopt the same rule, along with stronger safeguards, so that one uniform standard applies across the entire Aravalli belt. Another major misinformation is that mining is now allowed below 100 metres. This is false. Many areas below 100 metres are still part of protected hills, connected ranges, wildlife corridors and eco-sensitive zones, where mining remains prohibited. For the first time, entire Aravalli ranges, meaning groups of nearby hills and the land between them, are being treated as one protected ecological system, so slopes and foothills cannot be mined separately. Finally, the Supreme Court has imposed a temporary stay on all new mining leases in the Aravalli region until a comprehensive Sustainable Mining Management Plan is prepared. Existing mines can continue only under strict environmental compliance. In short, the rule was old, the protection has been strengthened, and fresh mining has been paused, not expanded.

Praffulgarg

80,074 просмотров • 7 месяцев назад

How bitcoin mining can help achieve universal electrification in #Africa Africa faces a renewable energy paradox: underutilized capacity. While countries invest in large-scale renewable projects, transmission and distribution infrastructure often lag, leaving much of that energy stranded. Take Ethiopia’s Grand Ethiopian Renaissance Dam (GERD) as an example. With a capacity of 5,150 MW and an estimated annual generation of 16,153 GWh, GERD has the potential to transform the region’s energy landscape. However, QRB Labs estimates it could cost $8-10 billion to build the transmission and distribution lines needed to deliver this power to end users. Ethiopia is turning this challenge into an opportunity. By selling stranded renewable energy to Bitcoin miners, the country is generating critical cashflow to fund its energy infrastructure: • $55 million in revenue in just 10 months • Contribution of 2.25% of the global Bitcoin hash rate • Projected $123 million in revenue by 2025 It all began with QRB Labs, Ethiopia’s first and only locally owned Bitcoin mining operation. Their pioneering effort demonstrates how Bitcoin mining can monetize surplus power and finance the infrastructure needed for universal electrification. Ethiopia is showing Africa what’s possible: Bitcoin mining can be a bridge to achieving #SDG7 and beyond. Humming like a swarm of bees! Watch the video from QRB Labs’ facility. #BitcoinMining #RenewableEnergy #SDG7 #Ethiopia #Africa #EnergyAccess
0:30

How bitcoin mining can help achieve universal electrification in #Africa Africa faces a renewable energy paradox: underutilized capacity. While countries invest in large-scale renewable projects, transmission and distribution infrastructure often lag, leaving much of that energy stranded. Take Ethiopia’s Grand Ethiopian Renaissance Dam (GERD) as an example. With a capacity of 5,150 MW and an estimated annual generation of 16,153 GWh, GERD has the potential to transform the region’s energy landscape. However, QRB Labs estimates it could cost $8-10 billion to build the transmission and distribution lines needed to deliver this power to end users. Ethiopia is turning this challenge into an opportunity. By selling stranded renewable energy to Bitcoin miners, the country is generating critical cashflow to fund its energy infrastructure: • $55 million in revenue in just 10 months • Contribution of 2.25% of the global Bitcoin hash rate • Projected $123 million in revenue by 2025 It all began with QRB Labs, Ethiopia’s first and only locally owned Bitcoin mining operation. Their pioneering effort demonstrates how Bitcoin mining can monetize surplus power and finance the infrastructure needed for universal electrification. Ethiopia is showing Africa what’s possible: Bitcoin mining can be a bridge to achieving #SDG7 and beyond. Humming like a swarm of bees! Watch the video from QRB Labs’ facility. #BitcoinMining #RenewableEnergy #SDG7 #Ethiopia #Africa #EnergyAccess

Henok 🇪🇹🇺🇸

15,523 просмотров • 1 год назад

NRED is not just a mining story. It is a power-demand and strategic-metals story. The U.S. is heading into record electricity demand as AI, data centers, electrification, and grid expansion accelerate. At the same time, copper supply is becoming more fragile. Reuters, citing S&P Global, has reported copper demand could rise from 28 million metric tons in 2025 to 42 million by 2040, with a potential 10 million metric ton annual supply gap if new supply does not come online. That is where NovaRed Mining ( $NRED ) enters the discussion. The company’s copper-gold exposure in British Columbia’s Quesnel Terrane becomes more relevant in a world where power infrastructure, defense resilience, and AI growth all need more copper. Not financial advice. Stocks can lose value.
0:29

NRED is not just a mining story. It is a power-demand and strategic-metals story. The U.S. is heading into record electricity demand as AI, data centers, electrification, and grid expansion accelerate. At the same time, copper supply is becoming more fragile. Reuters, citing S&P Global, has reported copper demand could rise from 28 million metric tons in 2025 to 42 million by 2040, with a potential 10 million metric ton annual supply gap if new supply does not come online. That is where NovaRed Mining ( $NRED ) enters the discussion. The company’s copper-gold exposure in British Columbia’s Quesnel Terrane becomes more relevant in a world where power infrastructure, defense resilience, and AI growth all need more copper. Not financial advice. Stocks can lose value.

Victor Renard

28,393,865 просмотров • 3 месяцев назад

This is the longest train in the world. It connects Sishen (Northern Cape) with Saldanha Port (Western Cape). It is an 861-kilometre-long heavy-haul railway line in South Africa. It transports about 60 million tonnes of iron ore per year. We will not stop lobbying for the introduction of concrete measures to beneficiate our strategic minerals in the province, as this Pit2Port colonial structure of the mining economy continues to impoverish our communities.
4:05

This is the longest train in the world. It connects Sishen (Northern Cape) with Saldanha Port (Western Cape). It is an 861-kilometre-long heavy-haul railway line in South Africa. It transports about 60 million tonnes of iron ore per year. We will not stop lobbying for the introduction of concrete measures to beneficiate our strategic minerals in the province, as this Pit2Port colonial structure of the mining economy continues to impoverish our communities.

Dr. Zamani Saul

103,687 просмотров • 1 год назад

🎥 Zimplats has tripled its smelting capacity with the commissioning of this new 38MW furnace, for US$400M, at the Selous Metallurgical Complex. This is part of Zimplats’ US$1.8bn expansion investment into Zimbabwe, which includes opening new mining areas and increasing processing. The new smelter increases capacity from 135,000 to 380,000 tonnes of concentrate a year. Next at the site, the company will install a sulphur dioxide abatement plant, which will cut emissions from the smelting process while generating a by-product that will be used in local fertiliser production. [🎥 Hatch]
3:11

🎥 Zimplats has tripled its smelting capacity with the commissioning of this new 38MW furnace, for US$400M, at the Selous Metallurgical Complex. This is part of Zimplats’ US$1.8bn expansion investment into Zimbabwe, which includes opening new mining areas and increasing processing. The new smelter increases capacity from 135,000 to 380,000 tonnes of concentrate a year. Next at the site, the company will install a sulphur dioxide abatement plant, which will cut emissions from the smelting process while generating a by-product that will be used in local fertiliser production. [🎥 Hatch]

newZWire

10,614 просмотров • 8 месяцев назад

The Junior Mining Trade is Finally On and Here's Why For junior mining investors, 2024 has been a mixed bag of patience and promise. While the price of gold and silver has been skyrocketing to levels unseen in over 20 years, junior mining stocks haven’t kept pace. Many investors who poured money into smallcap exploration companies expecting them to follow gold’s surge are getting restless. But things are finally looking up for this lagging sector, and it’s all about where we’re at in the natural resource cycle. Let’s break down what’s happening and what might be on the horizon. Gold and Silver Are Shining—So Where Are the Juniors? Over the past year, the price of gold has climbed nearly 38%, with silver up a stunning 42.5%. Yet, despite these record-breaking moves, the smaller companies focused on exploration and discovery, the juniors, have barely moved. The S&P TSX Global Mining Index is up a respectable 23%, but the TSX Venture Metals and Mining Index, where most juniors trade, has only eked out a 9% gain. What gives? The answer lies in understanding how large and small mining companies navigate their roles in the precious metals cycle. Large mining firms like Newmont have been basking in higher prices, increasing production, and capitalizing on high margins. But for smaller companies, the real opportunity often comes when large producers start feeling the need to secure future supply. And here in late 2024, that moment is just arriving. The Resource Equation: Why Giants Like Newmont Look to the Smaller Names To understand how the big miners influence juniors, let’s look at Newmont Corporation, the world’s largest gold miner, operating across four continents. Newmont’s primary goal is to produce as much gold as possible at the lowest possible cost. But mining is unlike most industries—every ton of ore that comes out of the ground depletes reserves. Once Newmont extracts an ounce of gold, it’s gone for good. And unless it adds new ounces to its portfolio, production eventually declines, and so does the stock price. For a giant like Newmont, replacing these reserves through new discoveries is costly, risky, and time-consuming. Companies like Newmont prefer to purchase assets that are already developed or nearly so. Recently, Newmont acquired Newcrest in a $28.8 billion deal, marking the largest gold merger to date. Newcrest itself grew through acquisitions, buying up promising mines like Red Chris and Brucejack to shore up its reserves. By buying Newcrest, Newmont added high-quality, low-cost ounces to its portfolio, but the global giant still needs to continually replenish reserves to meet production demands. That’s where the juniors come in. Agnico-Eagle and the Depletion Dilemma Agnico-Eagle, the second largest gold producer, faces similar challenges. After its own string of acquisitions, including a merger with Kirkland Lake Gold and the purchase of Yamana’s assets, Agnico has continued to produce significant volumes of gold. But high production volumes mean reserves are also dwindling fast. Take Agnico’s mines in Mexico, Pinos Altos and La India, which once held nearly 80 million tonnes of gold and silver ore. After a decade of operation, these assets are close to depletion. Agnico has exploration projects, but it’s unclear if they’ll be able to replenish the company’s gold supply at the rate it’s being depleted. For Agnico, acquiring developed assets is a faster solution, but with competition increasing, the company may soon have to look at even smaller players—putting junior mining companies back in the spotlight. The Junior Mining Cycle: Positioned for Growth? As long as gold and silver prices remain high, big mining companies will be on the lookout for acquisitions to secure future production. In fact, the 23% gain in the S&P TSX Global Mining Index and the 45% one-year return on the GDX signal that the metals rally is starting to reach mining stocks. The trend is only beginning to impact juniors, but it’s gaining momentum. Soon, even higher-risk, earlier-stage exploration companies may become prime acquisition targets for larger miners. For juniors, this translates into real opportunity. As big miners get hungrier for reserves, they’ll go further up the risk curve to secure assets, bringing much-needed capital into the space. Exploration companies that prove their resource quality, viability, and production potential may see increased valuations and potentially, acquisition offers. And with investor attention gradually returning to the sector, the right companies could see significant price moves. How to Navigate the Junior Mining Space The challenge, of course, is identifying which juniors have what it takes to make it. As some veteran mining investors will tell you, success often depends less on the project itself and more on the people managing it. I’ve spoken with Rick Rule, Doug Casey, and Frank Giustra over the last year and they all emphasize the importance of strong management teams in mining. A great deposit in the hands of an inexperienced team can lead to wasted resources, while an average deposit managed well can turn into a profitable operation. The Deep Dive has hosted numerous junior mining CEOs who’ve given us insight into their companies, strategies, and outlooks. One example is Silver Tiger Metals, which has been developing a promising silver asset in Sonora, Mexico, close to Agnico’s Pinos Altos. We spoke with their CEO, Glenn Jessome, about how he plans to bring the project to fruition. For investors, hearing directly from these leaders can provide a clearer sense of who knows what they’re doing and who might struggle if challenges arise. 2025: A Big Year Ahead for Junior Mining? The signs are there—2025 could be a pivotal year for junior miners. The macroeconomic backdrop is favorable, with sustained demand for gold and silver likely as inflationary pressures and a strong dollar drive more investors into metals. Meanwhile, big mining firms are looking to juniors to secure their future production, meaning higher acquisition interest and more money flowing into exploration companies. If you’re watching the junior mining space, keep an eye on the fundamentals: Who has strong management? Which projects are positioned in promising jurisdictions? And crucially, who has the financing and expertise to make the most of their assets? Where to Start If you want to follow our efforts, subscribe to The Deep Dive to stay updated on all things junior mining. We’ll continue to feature CEOs and industry experts to bring you insights directly from the companies on the frontlines of this cycle. And if you have questions for our guests, let us know in the comments—chances are they’re reading too.
9:47

The Junior Mining Trade is Finally On and Here's Why For junior mining investors, 2024 has been a mixed bag of patience and promise. While the price of gold and silver has been skyrocketing to levels unseen in over 20 years, junior mining stocks haven’t kept pace. Many investors who poured money into smallcap exploration companies expecting them to follow gold’s surge are getting restless. But things are finally looking up for this lagging sector, and it’s all about where we’re at in the natural resource cycle. Let’s break down what’s happening and what might be on the horizon. Gold and Silver Are Shining—So Where Are the Juniors? Over the past year, the price of gold has climbed nearly 38%, with silver up a stunning 42.5%. Yet, despite these record-breaking moves, the smaller companies focused on exploration and discovery, the juniors, have barely moved. The S&P TSX Global Mining Index is up a respectable 23%, but the TSX Venture Metals and Mining Index, where most juniors trade, has only eked out a 9% gain. What gives? The answer lies in understanding how large and small mining companies navigate their roles in the precious metals cycle. Large mining firms like Newmont have been basking in higher prices, increasing production, and capitalizing on high margins. But for smaller companies, the real opportunity often comes when large producers start feeling the need to secure future supply. And here in late 2024, that moment is just arriving. The Resource Equation: Why Giants Like Newmont Look to the Smaller Names To understand how the big miners influence juniors, let’s look at Newmont Corporation, the world’s largest gold miner, operating across four continents. Newmont’s primary goal is to produce as much gold as possible at the lowest possible cost. But mining is unlike most industries—every ton of ore that comes out of the ground depletes reserves. Once Newmont extracts an ounce of gold, it’s gone for good. And unless it adds new ounces to its portfolio, production eventually declines, and so does the stock price. For a giant like Newmont, replacing these reserves through new discoveries is costly, risky, and time-consuming. Companies like Newmont prefer to purchase assets that are already developed or nearly so. Recently, Newmont acquired Newcrest in a $28.8 billion deal, marking the largest gold merger to date. Newcrest itself grew through acquisitions, buying up promising mines like Red Chris and Brucejack to shore up its reserves. By buying Newcrest, Newmont added high-quality, low-cost ounces to its portfolio, but the global giant still needs to continually replenish reserves to meet production demands. That’s where the juniors come in. Agnico-Eagle and the Depletion Dilemma Agnico-Eagle, the second largest gold producer, faces similar challenges. After its own string of acquisitions, including a merger with Kirkland Lake Gold and the purchase of Yamana’s assets, Agnico has continued to produce significant volumes of gold. But high production volumes mean reserves are also dwindling fast. Take Agnico’s mines in Mexico, Pinos Altos and La India, which once held nearly 80 million tonnes of gold and silver ore. After a decade of operation, these assets are close to depletion. Agnico has exploration projects, but it’s unclear if they’ll be able to replenish the company’s gold supply at the rate it’s being depleted. For Agnico, acquiring developed assets is a faster solution, but with competition increasing, the company may soon have to look at even smaller players—putting junior mining companies back in the spotlight. The Junior Mining Cycle: Positioned for Growth? As long as gold and silver prices remain high, big mining companies will be on the lookout for acquisitions to secure future production. In fact, the 23% gain in the S&P TSX Global Mining Index and the 45% one-year return on the GDX signal that the metals rally is starting to reach mining stocks. The trend is only beginning to impact juniors, but it’s gaining momentum. Soon, even higher-risk, earlier-stage exploration companies may become prime acquisition targets for larger miners. For juniors, this translates into real opportunity. As big miners get hungrier for reserves, they’ll go further up the risk curve to secure assets, bringing much-needed capital into the space. Exploration companies that prove their resource quality, viability, and production potential may see increased valuations and potentially, acquisition offers. And with investor attention gradually returning to the sector, the right companies could see significant price moves. How to Navigate the Junior Mining Space The challenge, of course, is identifying which juniors have what it takes to make it. As some veteran mining investors will tell you, success often depends less on the project itself and more on the people managing it. I’ve spoken with Rick Rule, Doug Casey, and Frank Giustra over the last year and they all emphasize the importance of strong management teams in mining. A great deposit in the hands of an inexperienced team can lead to wasted resources, while an average deposit managed well can turn into a profitable operation. The Deep Dive has hosted numerous junior mining CEOs who’ve given us insight into their companies, strategies, and outlooks. One example is Silver Tiger Metals, which has been developing a promising silver asset in Sonora, Mexico, close to Agnico’s Pinos Altos. We spoke with their CEO, Glenn Jessome, about how he plans to bring the project to fruition. For investors, hearing directly from these leaders can provide a clearer sense of who knows what they’re doing and who might struggle if challenges arise. 2025: A Big Year Ahead for Junior Mining? The signs are there—2025 could be a pivotal year for junior miners. The macroeconomic backdrop is favorable, with sustained demand for gold and silver likely as inflationary pressures and a strong dollar drive more investors into metals. Meanwhile, big mining firms are looking to juniors to secure their future production, meaning higher acquisition interest and more money flowing into exploration companies. If you’re watching the junior mining space, keep an eye on the fundamentals: Who has strong management? Which projects are positioned in promising jurisdictions? And crucially, who has the financing and expertise to make the most of their assets? Where to Start If you want to follow our efforts, subscribe to The Deep Dive to stay updated on all things junior mining. We’ll continue to feature CEOs and industry experts to bring you insights directly from the companies on the frontlines of this cycle. And if you have questions for our guests, let us know in the comments—chances are they’re reading too.

SmallCapSteve

52,868 просмотров • 1 год назад

🚨SPACE BREAKTHROUGH: SPACEX LAUNCHES FIRST ASTEROID MINING MISSION A SpaceX rocket has launched Odin, a spacecraft built by startup AstroForge, on a mission to study asteroid 2022 OB5, which is 1 million miles from Earth. The asteroid is believed to contain platinum and other rare metals used in electronics, medicine, and green energy. Mining these materials on Earth costs £25,000 per kilo, but space could offer a cheaper, less damaging alternative. Odin will travel for 300 days before reaching the asteroid. It will take close-up images to confirm if the surface is metallic. If valuable metals are found, a second mission will attempt to land and extract samples later this year. This could be the first step toward mining asteroids for resources instead of Earth's limited supply. Source: GBNews
2:08

🚨SPACE BREAKTHROUGH: SPACEX LAUNCHES FIRST ASTEROID MINING MISSION A SpaceX rocket has launched Odin, a spacecraft built by startup AstroForge, on a mission to study asteroid 2022 OB5, which is 1 million miles from Earth. The asteroid is believed to contain platinum and other rare metals used in electronics, medicine, and green energy. Mining these materials on Earth costs £25,000 per kilo, but space could offer a cheaper, less damaging alternative. Odin will travel for 300 days before reaching the asteroid. It will take close-up images to confirm if the surface is metallic. If valuable metals are found, a second mission will attempt to land and extract samples later this year. This could be the first step toward mining asteroids for resources instead of Earth's limited supply. Source: GBNews

Mario Nawfal

6,108,601 просмотров • 1 год назад

Two mining stories are trending in South Africa right now, and only one of them tells you the truth about this industry. Story one: a chrome contractor from Rustenburg started with 38 workers in 2018. Seven years later he's running 2,500 people and moving 200,000 tonnes of ore a month for one of the majors. Ordinary South Africans see the Volvo fleet, the growth numbers, and the tender questions swirling around him, and it feels massive. It feels like proof that anyone can break into mining and get rich fast. Story two: while that story was trending, Gold Fields quietly banked around R95 billion in revenue for 2024. One company. One year. The industry those old houses sit inside made R865.8 billion in total mineral sales last year, up from R302 billion in 2010. It employs almost 470,000 people directly and feeds close to 1.9 million more through their wages. That's the part nobody screenshots. The new player everyone's talking about is real, and the hustle is real. But next to mining houses that have compounded wealth for a century, it's still small change. Scale in mining isn't built in seven years. It's built in generations. The loud story gets the attention. The quiet one gets the money.
3:00

Two mining stories are trending in South Africa right now, and only one of them tells you the truth about this industry. Story one: a chrome contractor from Rustenburg started with 38 workers in 2018. Seven years later he's running 2,500 people and moving 200,000 tonnes of ore a month for one of the majors. Ordinary South Africans see the Volvo fleet, the growth numbers, and the tender questions swirling around him, and it feels massive. It feels like proof that anyone can break into mining and get rich fast. Story two: while that story was trending, Gold Fields quietly banked around R95 billion in revenue for 2024. One company. One year. The industry those old houses sit inside made R865.8 billion in total mineral sales last year, up from R302 billion in 2010. It employs almost 470,000 people directly and feeds close to 1.9 million more through their wages. That's the part nobody screenshots. The new player everyone's talking about is real, and the hustle is real. But next to mining houses that have compounded wealth for a century, it's still small change. Scale in mining isn't built in seven years. It's built in generations. The loud story gets the attention. The quiet one gets the money.

MR. HiMSELF

107,109 просмотров • 5 дней назад

Tech is moving beyond chips. A record-scale offering just showed how much capital is chasing the tech buildout. For traders, the next question is simple: Where does capital rotate next? Critical materials for fast development! The common thread is copper. AI needs compute. Compute needs power. Power needs copper. Space needs copper! That makes upstream copper exposure a serious watchlist theme. NovaRed Mining Inc. NRED offers exposure to copper-gold exploration tied to the AI infrastructure cycle. Its Wilmac Project in British Columbia spans approximately 39,700 acres, nearly three times the size of Manhattan. NovaRed is also developing MetalCore, an AI-driven exploration platform designed to improve target ranking and exploration decisions. The setup: AI capex accelerating. Copper demand rising. New discoveries scarce. Exploration names can move fast. Add NovaRed Mining to your watchlist. The AI era will not be built in the cloud alone. It starts in the ground. DYOR !
1:16

Tech is moving beyond chips. A record-scale offering just showed how much capital is chasing the tech buildout. For traders, the next question is simple: Where does capital rotate next? Critical materials for fast development! The common thread is copper. AI needs compute. Compute needs power. Power needs copper. Space needs copper! That makes upstream copper exposure a serious watchlist theme. NovaRed Mining Inc. NRED offers exposure to copper-gold exploration tied to the AI infrastructure cycle. Its Wilmac Project in British Columbia spans approximately 39,700 acres, nearly three times the size of Manhattan. NovaRed is also developing MetalCore, an AI-driven exploration platform designed to improve target ranking and exploration decisions. The setup: AI capex accelerating. Copper demand rising. New discoveries scarce. Exploration names can move fast. Add NovaRed Mining to your watchlist. The AI era will not be built in the cloud alone. It starts in the ground. DYOR !

Victor Renard

27,826,051 просмотров • 1 месяц назад