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St George Mining (ASX: SGQ): Progress Accelerated at World-Class Araxá Niobium Project St George Mining has delivered a comprehensive update on its flagship Araxá Project in Brazil, highlighting rapid progress in development and exploration. The company continues to advance this world-class Niobium and Rare Earth asset, located in a...

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St George Mining Ltd

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St George Mining (ASX: SGQ) | Exceptional Drilling Results & Government Tax Support at the World-Class Araxá Niobium & Rare Earths Project St George Mining Limited (ASX: SGQ) presents the latest developments from its world-class Araxá Niobium and Rare Earths Project in Brazil - one of the most significant critical minerals assets in the Western world. In this video: ⤷ Exceptional drilling results at the Araxá Project ⤷ Minas Gerais Government backs Araxá with a preferential tax regime signed by Governor Romeu Zema, supported by SEDE and Invest Minas ⤷ State goods tax exemption granted with up to 18% tax relief on equipment, significantly reducing development costs ⤷ Globally significant resource: 41.2 Mt @ 0.68% Nb₂O₅ and 40.6 Mt @ 4.13% TREO ⤷ Largest and highest-grade carbonatite-hosted REE resource in South America and second-highest grade in the Western world 📊 Market Snapshot Share Price: $0.100 Market Cap: $380.93M As global demand for rare earths accelerates, SGQ positions itself at the centre of a rapidly evolving market. This milestone signals progress, execution, and growing momentum. ▶️ Watch the full video to understand how drilling success, government incentives, and global rare earth demand are converging to shape SGQ’s next phase of development. #StGeorgeMining #SGQ #RareEarths #Niobium #CriticalMinerals #AraxáProject #BrazilMining #EnergyTransition #MagnetMetals #ASXStocks #MiningNews #ResourceDevelopment #StrategicMetals #WesternSupplyChain #MiningInvestors #GovernmentSupport #TaxIncentives #REE #ASXUpdates #InvestorUpdate
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St George Mining (ASX: SGQ) | Exceptional Drilling Results & Government Tax Support at the World-Class Araxá Niobium & Rare Earths Project St George Mining Limited (ASX: SGQ) presents the latest developments from its world-class Araxá Niobium and Rare Earths Project in Brazil - one of the most significant critical minerals assets in the Western world. In this video: ⤷ Exceptional drilling results at the Araxá Project ⤷ Minas Gerais Government backs Araxá with a preferential tax regime signed by Governor Romeu Zema, supported by SEDE and Invest Minas ⤷ State goods tax exemption granted with up to 18% tax relief on equipment, significantly reducing development costs ⤷ Globally significant resource: 41.2 Mt @ 0.68% Nb₂O₅ and 40.6 Mt @ 4.13% TREO ⤷ Largest and highest-grade carbonatite-hosted REE resource in South America and second-highest grade in the Western world 📊 Market Snapshot Share Price: $0.100 Market Cap: $380.93M As global demand for rare earths accelerates, SGQ positions itself at the centre of a rapidly evolving market. This milestone signals progress, execution, and growing momentum. ▶️ Watch the full video to understand how drilling success, government incentives, and global rare earth demand are converging to shape SGQ’s next phase of development. #StGeorgeMining #SGQ #RareEarths #Niobium #CriticalMinerals #AraxáProject #BrazilMining #EnergyTransition #MagnetMetals #ASXStocks #MiningNews #ResourceDevelopment #StrategicMetals #WesternSupplyChain #MiningInvestors #GovernmentSupport #TaxIncentives #REE #ASXUpdates #InvestorUpdate

St George Mining Ltd

34,535 Aufrufe • vor 7 Monaten

St George Mining Limited (ASX: SGQ) | Investor Webinar Presentation & Exploration Update ➥ Executive Chairman John Prineas joins Andrew Edge of Purple Communications to provide an update on St George Mining's exploration progress, project milestones, and strategic direction. ➥ The webinar explores the Company's Araxá Rare Earths and Niobium Project in Brazil, highlighting recent exploration success, the upgraded JORC Mineral Resource, and the significant potential of one of the world's most prospective rare earths and niobium assets. ➥ Key discussion points include: • Latest exploration and drilling results • Resource growth and project scale • Development strategy for the Araxá Project • Market opportunities for rare earths and niobium • Upcoming milestones and exploration plans ▶️ Watch the full investor webinar presentation to gain deeper insights into St George Mining's strategy and outlook. #StGeorgeMining #ASX #SGQ #InvestorWebinar #RareEarths #Niobium #CriticalMinerals #Mining #Exploration #Brazil #MiningStocks #ASXInvesting #ResourceSector
33:28

St George Mining Limited (ASX: SGQ) | Investor Webinar Presentation & Exploration Update ➥ Executive Chairman John Prineas joins Andrew Edge of Purple Communications to provide an update on St George Mining's exploration progress, project milestones, and strategic direction. ➥ The webinar explores the Company's Araxá Rare Earths and Niobium Project in Brazil, highlighting recent exploration success, the upgraded JORC Mineral Resource, and the significant potential of one of the world's most prospective rare earths and niobium assets. ➥ Key discussion points include: • Latest exploration and drilling results • Resource growth and project scale • Development strategy for the Araxá Project • Market opportunities for rare earths and niobium • Upcoming milestones and exploration plans ▶️ Watch the full investor webinar presentation to gain deeper insights into St George Mining's strategy and outlook. #StGeorgeMining #ASX #SGQ #InvestorWebinar #RareEarths #Niobium #CriticalMinerals #Mining #Exploration #Brazil #MiningStocks #ASXInvesting #ResourceSector

St George Mining Ltd

33,009 Aufrufe • vor 1 Monat

St George Mining (ASX: SGQ) | Araxá Drilling & Government Tax Support Update Watch the video for the latest update on St George Mining’s Araxá Rare Earths and Niobium Project in Brazil. This video explains how strong drilling results and new tax incentives from the Minas Gerais Government could accelerate development at one of the Western world’s most significant critical minerals projects. Key points covered: * High-grade drilling results at the Araxá Project * Up to 18% goods tax exemption granted by the Minas Gerais Government * Globally significant resource of 41.2Mt @ 0.68% Nb₂O₅ and 40.6Mt @ 4.13% TREO * Why Araxá is gaining attention in the rare earths supply chain ⚠️ This video is not financial advice. Please do your own research before making any investment decisions. #StGeorgeMining #SGQ #RareEarths #Niobium #CriticalMinerals #ASXStocks #MiningNews #EnergyTransition #BrazilMining #ResourceStocks
1:29

St George Mining (ASX: SGQ) | Araxá Drilling & Government Tax Support Update Watch the video for the latest update on St George Mining’s Araxá Rare Earths and Niobium Project in Brazil. This video explains how strong drilling results and new tax incentives from the Minas Gerais Government could accelerate development at one of the Western world’s most significant critical minerals projects. Key points covered: * High-grade drilling results at the Araxá Project * Up to 18% goods tax exemption granted by the Minas Gerais Government * Globally significant resource of 41.2Mt @ 0.68% Nb₂O₅ and 40.6Mt @ 4.13% TREO * Why Araxá is gaining attention in the rare earths supply chain ⚠️ This video is not financial advice. Please do your own research before making any investment decisions. #StGeorgeMining #SGQ #RareEarths #Niobium #CriticalMinerals #ASXStocks #MiningNews #EnergyTransition #BrazilMining #ResourceStocks

St George Mining Ltd

36,798 Aufrufe • vor 6 Monaten

🚀St George Mining (ASX: SGQ) had a big August at Araxá! 🔎 Key highlights: • Resource up 57% to 111.2Mt • High-confidence resource up 155% • Entire resource within 120m of surface • Environmental permitting underway • Advancing a Brazilian mine-to-magnet supply chain • Pilot plant + Feasibility Study progressing 📊 Share Price: $0.079 💰 Market Cap: $394.31M 🚀 What’s next: East Araxá resource in Q4 2026, pilot plant construction & Feasibility Study with Worley. Bigger resource. Processing vision. Clearer path forward. 🎥 Watch SGQ’s August 2026 update. #SGQ #StGeorgeMining #Araxá #RareEarths #Niobium #Brazil #CriticalMinerals #ASX #MiningStocks
2:10

🚀St George Mining (ASX: SGQ) had a big August at Araxá! 🔎 Key highlights: • Resource up 57% to 111.2Mt • High-confidence resource up 155% • Entire resource within 120m of surface • Environmental permitting underway • Advancing a Brazilian mine-to-magnet supply chain • Pilot plant + Feasibility Study progressing 📊 Share Price: $0.079 💰 Market Cap: $394.31M 🚀 What’s next: East Araxá resource in Q4 2026, pilot plant construction & Feasibility Study with Worley. Bigger resource. Processing vision. Clearer path forward. 🎥 Watch SGQ’s August 2026 update. #SGQ #StGeorgeMining #Araxá #RareEarths #Niobium #Brazil #CriticalMinerals #ASX #MiningStocks

St George Mining Ltd

62,426 Aufrufe • vor 16 Tagen

🎯 How St George Mining Is Tapping Brazil’s Rare Earths Boom – Interview with John Prineas 🇦🇺⚒ St George Mining (ASX: SGQ) has achieved a major milestone — the first rare earths shipment from its flagship Araxá Project in Brazil 🇧🇷 to MagBras! 🚨 Why is everyone talking about it? In this Colitco News Network interview, Executive Chairman John Prineas shares: ✅ What this breakthrough means for SGQ’s growth ✅ Why Araxá stands out in the global rare earths race ✅ How Brazil’s policy and U.S. interest may accelerate SGQ’s role ✅ Key drilling updates and investor milestones ahead Mr. John Prineas 👉 Watch now: 💹 Stock price: A$0.038 🚀 This is a pivotal moment in SGQ’s journey to becoming a key player in the global critical minerals supply chain. #SGQ #ASX #RareEarths #CriticalMinerals #AraxáProject #StGeorgeMining #BrazilMining #MagBras #CleanEnergy #FutureTech #MiningNews #InvestorUpdate #BatteryMetals #SustainableMining #GreenTransition #MiningInnovation #ResourcesSector #JohnPrineas #GlobalMarkets #MiningLeadership
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🎯 How St George Mining Is Tapping Brazil’s Rare Earths Boom – Interview with John Prineas 🇦🇺⚒ St George Mining (ASX: SGQ) has achieved a major milestone — the first rare earths shipment from its flagship Araxá Project in Brazil 🇧🇷 to MagBras! 🚨 Why is everyone talking about it? In this Colitco News Network interview, Executive Chairman John Prineas shares: ✅ What this breakthrough means for SGQ’s growth ✅ Why Araxá stands out in the global rare earths race ✅ How Brazil’s policy and U.S. interest may accelerate SGQ’s role ✅ Key drilling updates and investor milestones ahead Mr. John Prineas 👉 Watch now: 💹 Stock price: A$0.038 🚀 This is a pivotal moment in SGQ’s journey to becoming a key player in the global critical minerals supply chain. #SGQ #ASX #RareEarths #CriticalMinerals #AraxáProject #StGeorgeMining #BrazilMining #MagBras #CleanEnergy #FutureTech #MiningNews #InvestorUpdate #BatteryMetals #SustainableMining #GreenTransition #MiningInnovation #ResourcesSector #JohnPrineas #GlobalMarkets #MiningLeadership

Colitco

86,113 Aufrufe • vor 1 Jahr

⚙️Cascadia Minerals Ltd: Advancing One of Yukon’s Rarest High-Grade Copper Assets | As Seen on BNN Bloomberg Cascadia Minerals is gaining serious momentum in the Yukon. With its acquisition of Granite Creek Copper and the advanced stage Carmacks Copper-Gold Project, the company now controls one of the few high-grade, road-accessible copper-gold deposits in North America. - Carmacks hosts strong copper-gold grades, existing infrastructure, and a 177 km² land package with multiple untested targets — offering significant room for growth. - With copper supply tightening and high-quality projects in friendly jurisdictions at a premium, Cascadia sees strong potential for a near-term re-rate. - Cascadia recently completed ~4,000 metres of drilling as it works toward doubling the current resource, backed by low exploration costs and rising global copper demand. - Hole CD-25-033 returned 26.33 m of 1.52% Copper and 0.42 g/t Gold, 10 of the 11 2025 holes hit copper mineralization with 8 more holes to be released. Learn more:
1:20

⚙️Cascadia Minerals Ltd: Advancing One of Yukon’s Rarest High-Grade Copper Assets | As Seen on BNN Bloomberg Cascadia Minerals is gaining serious momentum in the Yukon. With its acquisition of Granite Creek Copper and the advanced stage Carmacks Copper-Gold Project, the company now controls one of the few high-grade, road-accessible copper-gold deposits in North America. - Carmacks hosts strong copper-gold grades, existing infrastructure, and a 177 km² land package with multiple untested targets — offering significant room for growth. - With copper supply tightening and high-quality projects in friendly jurisdictions at a premium, Cascadia sees strong potential for a near-term re-rate. - Cascadia recently completed ~4,000 metres of drilling as it works toward doubling the current resource, backed by low exploration costs and rising global copper demand. - Hole CD-25-033 returned 26.33 m of 1.52% Copper and 0.42 g/t Gold, 10 of the 11 2025 holes hit copper mineralization with 8 more holes to be released. Learn more:

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GR SILVER CEO: 2026 IS OUR TRANSFORMATIONAL YEAR - $GRSL.V In a new interview with Peter Krauth, President & CEO Marcio Fana outlines the major catalysts coming for GR Silver THE 2026 DRILLING & CATALYST PLAN ✅ Launching a 20,000-meter drill program at the San Marcial area. 📈 Targeting a new resource estimate in 2026 to expand the 2023 resource (134M AgEq oz Indicated/Inferred). 🔄 "We are very oriented to resource growth, increasing grade, and showing the market we have a large silver-predominant deposit." PATH TO PRODUCTION & SYNERGY ➡️ Engineering a Preliminary Economic Assessment (PEA) combining San Marcial & Plomosas projects. 🔧 Utilizing existing permits & infrastructure at Plomosas to lower future capex. 🚀 "We are looking… to build a pilot plant, buy a pilot plant, or do a combination. This is going to be another catalyst." THE RARITY: A PURE SILVER DEPOSIT ✅ San Marcial is 85% silver by metal content—a rarity in the sector. 📊 "Most mining projects require a lot of capital to build… this is already in the Plomosas area: power lines, buildings, road, water permit." 🔁 High-grade intercepts like 75m at 260 g/t Ag prove continuity. IMPACT OF THE NEW SILVER PRICE ENVIRONMENT ➡️ Their 2023 resource used $22/oz silver. Prices are now ~4x higher. 📐 "We are valued probably at $1,50 per ounce in the ground… It's not that difficult to think about valuation of $4 or $5 per ounce in-situ." 💡 This dramatically improves project economics and potential valuation. STRONG FOUNDATION: LIQUIDITY & SUPPORT ✅ Consistently among top 10 most traded companies on TSXV by volume. 🏛️ Institutional ownership has grown from <10% to over 20%. "We are creating a very solid shareholder base supported by strong liquidity." THE BOTTOM LINE: GR Silver is fully funded and executing an aggressive 2026 plan focused on resource growth, engineering studies, and leveraging its rare, high-purity silver asset in a powerful new price environment. HT: grsilvermining Peter Krauth #GRSilver #Silver #Mining #Exploration #ResourceGrowth #PEA #TSXV #Investing #PreciousMetals #MiningStocks
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GR SILVER CEO: 2026 IS OUR TRANSFORMATIONAL YEAR - $GRSL.V In a new interview with Peter Krauth, President & CEO Marcio Fana outlines the major catalysts coming for GR Silver THE 2026 DRILLING & CATALYST PLAN ✅ Launching a 20,000-meter drill program at the San Marcial area. 📈 Targeting a new resource estimate in 2026 to expand the 2023 resource (134M AgEq oz Indicated/Inferred). 🔄 "We are very oriented to resource growth, increasing grade, and showing the market we have a large silver-predominant deposit." PATH TO PRODUCTION & SYNERGY ➡️ Engineering a Preliminary Economic Assessment (PEA) combining San Marcial & Plomosas projects. 🔧 Utilizing existing permits & infrastructure at Plomosas to lower future capex. 🚀 "We are looking… to build a pilot plant, buy a pilot plant, or do a combination. This is going to be another catalyst." THE RARITY: A PURE SILVER DEPOSIT ✅ San Marcial is 85% silver by metal content—a rarity in the sector. 📊 "Most mining projects require a lot of capital to build… this is already in the Plomosas area: power lines, buildings, road, water permit." 🔁 High-grade intercepts like 75m at 260 g/t Ag prove continuity. IMPACT OF THE NEW SILVER PRICE ENVIRONMENT ➡️ Their 2023 resource used $22/oz silver. Prices are now ~4x higher. 📐 "We are valued probably at $1,50 per ounce in the ground… It's not that difficult to think about valuation of $4 or $5 per ounce in-situ." 💡 This dramatically improves project economics and potential valuation. STRONG FOUNDATION: LIQUIDITY & SUPPORT ✅ Consistently among top 10 most traded companies on TSXV by volume. 🏛️ Institutional ownership has grown from <10% to over 20%. "We are creating a very solid shareholder base supported by strong liquidity." THE BOTTOM LINE: GR Silver is fully funded and executing an aggressive 2026 plan focused on resource growth, engineering studies, and leveraging its rare, high-purity silver asset in a powerful new price environment. HT: grsilvermining Peter Krauth #GRSilver #Silver #Mining #Exploration #ResourceGrowth #PEA #TSXV #Investing #PreciousMetals #MiningStocks

Mark

16,808 Aufrufe • vor 8 Monaten

GOLD TELEGRAPH CONVERSATION 12: SEAN BOYD “World economies and financial systems aren’t on a solid footing… smart money understands that and has moved more smartly towards gold.” Join me for a timely conversation with the former CEO and current Chair of Agnico Eagle Mines, one of the world’s leading gold producers, as we explore why gold is breaking out across currencies, why critical minerals are now strategic, and why Canada’s mining moment has arrived. Sean has spent decades building one of the highest-quality businesses in global mining, grounded in discipline, jurisdictional strength, and a deep belief that optionality becomes strategic in supply-constrained times. In this discussion, Sean explains why gold has evolved from a trading instrument into a must-have investment vehicle, why the real bottleneck in critical minerals is processing capacity, and why Canada needs coordination, speed, and conviction to compete. Thank you for joining me again, Sean. I hope you all enjoy. TIMESTAMPS: (0:56) – Gold as a signal of structural change: what is the market finally pricing in? (3:01) – Physical vs paper: is participation changing how gold is priced? (5:01) – East vs West gold accumulation and a shifting monetary order (6:47) – Gold as a sovereign asset: planning for a structural bull market (9:57) – Beyond gold: which critical minerals can Canada lead in? (12:58) – How real is the looming copper supply deficit? (15:03) – Stockpiling, export controls, and the rise of resource nationalism (16:56) – Is Canada doing enough to turn geology into supply? (20:23) – Why a jurisdiction-first strategy built a world-class miner (24:03) – Consolidation in Canadian mining (26:25) – Optionality becomes strategic in a supply-constrained world (28:43) – Agnico’s long-term vision for Nunavut (32:28) – Mining, macro, and Arctic sovereignty (36:17) – Sovereign debt, inflation, and gold’s long-term signal (39:50) – Central banks, QE, and the flight to real assets (43:29) – Interest rate volatility and the new reality of mine financing (50:31) – What macro indicator matters most right now? (52:41) – If Canada fixed one thing to accelerate mining, what would it be? (55:42) – Permitting: protecting communities while enabling projects (59:50) – The global race for critical minerals and Canada’s window (1:03:32) – Does Canada need a national mining strategy? (1:06:59) – A million dollars in gold: The Canada-wide treasure hunt (1:10:32) – Leadership lessons for the next generation of miners
1:14:07

GOLD TELEGRAPH CONVERSATION 12: SEAN BOYD “World economies and financial systems aren’t on a solid footing… smart money understands that and has moved more smartly towards gold.” Join me for a timely conversation with the former CEO and current Chair of Agnico Eagle Mines, one of the world’s leading gold producers, as we explore why gold is breaking out across currencies, why critical minerals are now strategic, and why Canada’s mining moment has arrived. Sean has spent decades building one of the highest-quality businesses in global mining, grounded in discipline, jurisdictional strength, and a deep belief that optionality becomes strategic in supply-constrained times. In this discussion, Sean explains why gold has evolved from a trading instrument into a must-have investment vehicle, why the real bottleneck in critical minerals is processing capacity, and why Canada needs coordination, speed, and conviction to compete. Thank you for joining me again, Sean. I hope you all enjoy. TIMESTAMPS: (0:56) – Gold as a signal of structural change: what is the market finally pricing in? (3:01) – Physical vs paper: is participation changing how gold is priced? (5:01) – East vs West gold accumulation and a shifting monetary order (6:47) – Gold as a sovereign asset: planning for a structural bull market (9:57) – Beyond gold: which critical minerals can Canada lead in? (12:58) – How real is the looming copper supply deficit? (15:03) – Stockpiling, export controls, and the rise of resource nationalism (16:56) – Is Canada doing enough to turn geology into supply? (20:23) – Why a jurisdiction-first strategy built a world-class miner (24:03) – Consolidation in Canadian mining (26:25) – Optionality becomes strategic in a supply-constrained world (28:43) – Agnico’s long-term vision for Nunavut (32:28) – Mining, macro, and Arctic sovereignty (36:17) – Sovereign debt, inflation, and gold’s long-term signal (39:50) – Central banks, QE, and the flight to real assets (43:29) – Interest rate volatility and the new reality of mine financing (50:31) – What macro indicator matters most right now? (52:41) – If Canada fixed one thing to accelerate mining, what would it be? (55:42) – Permitting: protecting communities while enabling projects (59:50) – The global race for critical minerals and Canada’s window (1:03:32) – Does Canada need a national mining strategy? (1:06:59) – A million dollars in gold: The Canada-wide treasure hunt (1:10:32) – Leadership lessons for the next generation of miners

Gold Telegraph ⚡

828,202 Aufrufe • vor 9 Monaten

Sam Riggall, CEO of Sunrise Energy Metals appeared on Bloomberg TV Monday, June 15, to discuss our Syerston Scandium Project and G7 countries’ plans to reduce their dependence on China for critical metals…One could benefit by listening carefully to his conversation… Sunrise’s Syerston Scandium Project is the largest and highest-grade deposit of scandium in the world. As G7 countries seek to reduce Chinese supply for rare earths like scandium to a maximum of 60%, Sunrise will serve as an alternative, given that China currently produces approximately 85% of global supply. Sunrise’s deposit holds over 32,000 tonnes of contained scandium in mineral resources: enough to meet global scandium demand for many decades to come. Scandium’s absolutely critical applications are numerous and significant: both in defense (where it is primarily used as a lightweight yet incredibly strong alloy in military and space applications) and for thousands of civilian applications (such as Radio Frequency filtering chips to enable 5G and 6G wireless, and Solid Oxide Fuel Cells to produce energy efficiently). Scandium is also integral to the future of AI…Sunrise is a cornerstone investor in Agni Semi, the company developing the next-generation of non-volatile memory chips using ferro-diodes manufactured with aluminum scandium nitride (AlScN). Agni will produce the most energy-efficient non-volatile memory chips on the market, facilitating the massive rollout of AI that is only set to consume more energy and memory as models continue to snowball…Agni’s chips can operate up to 600ºC, which have the potential to benefit the geothermal drilling technology we are developing at I-Pulse Group. In scandium’s critical applications, there is no known substitute metal that can deliver the same level of efficiency. Founding and serving as Chairman of our companies is a passion. Like I-Pulse, Sunrise Energy Metals is not only a mining company; Sunrise will also become a leading technology powerhouse in all things scandium as we make strategic investments in the downstream scandium value chain. The importance of this rare earth metal that you may have just heard of cannot be overstated. Now is the right time to learn more about Sunrise Energy Metals…
6:02

Sam Riggall, CEO of Sunrise Energy Metals appeared on Bloomberg TV Monday, June 15, to discuss our Syerston Scandium Project and G7 countries’ plans to reduce their dependence on China for critical metals…One could benefit by listening carefully to his conversation… Sunrise’s Syerston Scandium Project is the largest and highest-grade deposit of scandium in the world. As G7 countries seek to reduce Chinese supply for rare earths like scandium to a maximum of 60%, Sunrise will serve as an alternative, given that China currently produces approximately 85% of global supply. Sunrise’s deposit holds over 32,000 tonnes of contained scandium in mineral resources: enough to meet global scandium demand for many decades to come. Scandium’s absolutely critical applications are numerous and significant: both in defense (where it is primarily used as a lightweight yet incredibly strong alloy in military and space applications) and for thousands of civilian applications (such as Radio Frequency filtering chips to enable 5G and 6G wireless, and Solid Oxide Fuel Cells to produce energy efficiently). Scandium is also integral to the future of AI…Sunrise is a cornerstone investor in Agni Semi, the company developing the next-generation of non-volatile memory chips using ferro-diodes manufactured with aluminum scandium nitride (AlScN). Agni will produce the most energy-efficient non-volatile memory chips on the market, facilitating the massive rollout of AI that is only set to consume more energy and memory as models continue to snowball…Agni’s chips can operate up to 600ºC, which have the potential to benefit the geothermal drilling technology we are developing at I-Pulse Group. In scandium’s critical applications, there is no known substitute metal that can deliver the same level of efficiency. Founding and serving as Chairman of our companies is a passion. Like I-Pulse, Sunrise Energy Metals is not only a mining company; Sunrise will also become a leading technology powerhouse in all things scandium as we make strategic investments in the downstream scandium value chain. The importance of this rare earth metal that you may have just heard of cannot be overstated. Now is the right time to learn more about Sunrise Energy Metals…

Robert Friedland

66,858 Aufrufe • vor 3 Monaten

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 Aufrufe • vor 1 Jahr

$TUD.v - Maybe the cheapest tier-1 project on the market. Summary of the TUDOR GOLD Interview • Project focus: Treaty Creek project in BC’s Golden Triangle (CANADA), a large gold-copper exploration and development asset. One of the top 10 biggest #GOLD discoveries worldwide the last 30 years. 2024 MRE: Indicated gold: 21.66 million ounces Inferred gold: 4.88 million ounces (AuEq ounces: 27.87 Moz Indicated + 6.03 Moz Inferred) • Production ambition: Targeting a potential future production profile of ~250,000 to 300,000 oz gold per year from a large-scale underground operation, subject to economics and permitting • Resource update plans: Updated Mineral Resource Estimate planned for January 2026, with a focus on defining higher-grade zones better suited for underground mining, targeting 5M+ oz at 2+ g/t • PEA timeline: Preliminary Economic Assessment expected in Q3 2026, outlining economics, costs, and a ~10,000 tpd underground mine concept • Underground access strategy: Permitting an underground decline to allow year-round drilling, materially lower drilling costs vs surface drilling, and improve drill density and data quality • Exploration upside: Ongoing exploration beyond Goldstorm, including targets along the Sulphurets Thrust Fault, with potential for an additional 5 to 10M oz #GOLD 😳 • Capital position: Approximately $26M raised to fund the resource update, PEA work, permitting, and continued exploration throughout 2026! • Peer comparison: Management highlights favorable grade continuity and geological style compared to some nearby Golden Triangle deposits, while noting more drilling is needed to fully confirm continuity • Infrastructure advantage: Existing road and power access in the Golden Triangle seen as a meaningful positive for future development economics ————————————— 2026 may be the re-rate year with all these triggers 😍 Damn I need to add more shares even though the stock has been lagging 2025, I believe the re-rate is imminent and I love the story. They have drilled a lot of new high grade zones since the last MRE and are continuing to do so, they are even focusing on the high grade zones to add meaningful ounces and grades, all to increase the value of the company in rapid speed. This new CEO / Team is the best thing that could have happen to Tudor. Joe Ovsenek is the CEO for both Tudor and P2 Gold right now. This team means business, ( $PGLD.v ran 10x 2025..) Joe was the CEO of Pretium Resources and led Newmonts Brucejack mine from a development-stage project into a producing mine. Brucejack is also in the Golden Triangle;) Key achievements: • Took Brucejack through feasibility, permitting, financing, and construction • Brought the mine into commercial production in 2017 • Helped build Brucejack into one of Canada’s highest-grade underground gold mines After that, Brucejack was later acquired along with Pretium (Newcrest in 2022, then Newmont after buying Newcrest). Note: Brucejack is currently ranked among the top 5 largest #gold mines in Canada, a monster mine with ~8 g/t Au average grade for the mined ore. This is a team that creates value and moves forward. I am expecting a perfect storm year with rising #Gold, value creating newsflow and re-rate priceaction. Bonus: #Tudor holds significant #silver and #copper in addition to its gold resource. Historically treated as by-product credits, at today’s silver and copper prices (especially silver) those contained metals now represent substantial additional in-ground metal value that enhances the overall project economics Indicated: 128.7 Moz silver, 2.87 Blb copper Inferred: 29.0 Moz silver, 0.503 Blb copper Total: 157.7 Moz silver, 3.37 Blb copper Final comments: Tudors mcap right now is a joke. The stock have performed poorly and was a huge disappointment 2025, I can’t see that happen 2026 with current leadership, triggers ahead, further rising metal prices and as they ramp up marketing along the way
1:27

$TUD.v - Maybe the cheapest tier-1 project on the market. Summary of the TUDOR GOLD Interview • Project focus: Treaty Creek project in BC’s Golden Triangle (CANADA), a large gold-copper exploration and development asset. One of the top 10 biggest #GOLD discoveries worldwide the last 30 years. 2024 MRE: Indicated gold: 21.66 million ounces Inferred gold: 4.88 million ounces (AuEq ounces: 27.87 Moz Indicated + 6.03 Moz Inferred) • Production ambition: Targeting a potential future production profile of ~250,000 to 300,000 oz gold per year from a large-scale underground operation, subject to economics and permitting • Resource update plans: Updated Mineral Resource Estimate planned for January 2026, with a focus on defining higher-grade zones better suited for underground mining, targeting 5M+ oz at 2+ g/t • PEA timeline: Preliminary Economic Assessment expected in Q3 2026, outlining economics, costs, and a ~10,000 tpd underground mine concept • Underground access strategy: Permitting an underground decline to allow year-round drilling, materially lower drilling costs vs surface drilling, and improve drill density and data quality • Exploration upside: Ongoing exploration beyond Goldstorm, including targets along the Sulphurets Thrust Fault, with potential for an additional 5 to 10M oz #GOLD 😳 • Capital position: Approximately $26M raised to fund the resource update, PEA work, permitting, and continued exploration throughout 2026! • Peer comparison: Management highlights favorable grade continuity and geological style compared to some nearby Golden Triangle deposits, while noting more drilling is needed to fully confirm continuity • Infrastructure advantage: Existing road and power access in the Golden Triangle seen as a meaningful positive for future development economics ————————————— 2026 may be the re-rate year with all these triggers 😍 Damn I need to add more shares even though the stock has been lagging 2025, I believe the re-rate is imminent and I love the story. They have drilled a lot of new high grade zones since the last MRE and are continuing to do so, they are even focusing on the high grade zones to add meaningful ounces and grades, all to increase the value of the company in rapid speed. This new CEO / Team is the best thing that could have happen to Tudor. Joe Ovsenek is the CEO for both Tudor and P2 Gold right now. This team means business, ( $PGLD.v ran 10x 2025..) Joe was the CEO of Pretium Resources and led Newmonts Brucejack mine from a development-stage project into a producing mine. Brucejack is also in the Golden Triangle;) Key achievements: • Took Brucejack through feasibility, permitting, financing, and construction • Brought the mine into commercial production in 2017 • Helped build Brucejack into one of Canada’s highest-grade underground gold mines After that, Brucejack was later acquired along with Pretium (Newcrest in 2022, then Newmont after buying Newcrest). Note: Brucejack is currently ranked among the top 5 largest #gold mines in Canada, a monster mine with ~8 g/t Au average grade for the mined ore. This is a team that creates value and moves forward. I am expecting a perfect storm year with rising #Gold, value creating newsflow and re-rate priceaction. Bonus: #Tudor holds significant #silver and #copper in addition to its gold resource. Historically treated as by-product credits, at today’s silver and copper prices (especially silver) those contained metals now represent substantial additional in-ground metal value that enhances the overall project economics Indicated: 128.7 Moz silver, 2.87 Blb copper Inferred: 29.0 Moz silver, 0.503 Blb copper Total: 157.7 Moz silver, 3.37 Blb copper Final comments: Tudors mcap right now is a joke. The stock have performed poorly and was a huge disappointment 2025, I can’t see that happen 2026 with current leadership, triggers ahead, further rising metal prices and as they ramp up marketing along the way

TheApeOfGoldStreet

25,247 Aufrufe • vor 8 Monaten

This legendary figure just joined NovaRed Mining, NRED! President George W. Bush once singled him out by name at the White House. That man is Ed Kostenski — founder of Nationwide Equipment, a businessman Bush described as starting his company at his kitchen table before building it into a global equipment-export success story. Bush highlighted how Kostenski was moving refurbished Caterpillar, John Deere, and Case equipment overseas, adding employees, investing back into his business, and competing globally. (George W. Bush White House Archives) Now Ed Kostenski has joined NovaRed Mining Inc. — CSE: NRED / OTCQB: NREDF — as an advisor. This is not a normal advisory appointment. Kostenski brings 40+ years across mining equipment, project finance, infrastructure development, logistics, energy, emerging markets, and industrial growth. NovaRed’s own announcement says he founded Nationwide Equipment in 1983 and built a global platform serving mining operators, governments, infrastructure developers, financial institutions, and industrial groups across Africa, Latin America, the Middle East, and Asia. (TMX Newsfile) He also served on the U.S. Export-Import Bank’s Sub-Saharan Africa Advisory Committee. EXIM is the official export credit agency of the United States, and the 2005 EXIM release named Edward Kostenski as president, CEO, and founder of Nationwide Equipment among the committee members. EXIM also stated it helped finance $17.8 billion in U.S. exports in fiscal 2004. (EXIM) Forbes reported that Kostenski’s group raised over $1 billion in private funding toward construction projects and equipment. (Forbes) And that was not just talk. Nationwide Finance says it helped raise $98.938 million for Phase 1 of the Rivers State Monorail project in Port Harcourt, Nigeria — a 14 km project designed to transport over 10 million people annually, with total mapped project costs estimated above $700 million. (Nationwide Finance) His company was also tied to major export recognition. Nationwide materials describe the company as “America’s Leading Mining, Construction and Marine Equipment Exporter,” and list awards including the President’s “E” Award, President’s “E Star” Award, U.S. Department of Commerce Export Achievement Award, Florida Governor’s Export Awards, and International Trader of the Year. Nationwide Equipment Company was also listed publicly as a recipient of the President’s “E Star” Award. (Arizona Commerce) Now look at where he is landing. NovaRed controls an optioned Wilmac copper-gold project in British Columbia’s Quesnel porphyry belt. The company states Wilmac covers 16,078 hectares, or about 39,712 acres, located roughly 10 km west of Hudbay’s producing Copper Mountain Mine. NovaRed also reports surface trenching averages of 0.64% copper, with highs of 1.67% Cu. (NovaRed Mining) The land package has been growing. NovaRed announced an option to acquire a 70% interest in the Trojan-Condor Corridor, adding five mineral tenures totaling about 4,573.82 hectares. (TMX Newsfile) The company also completed registration of the 2,062.64-hectare Plume tenure, with a planned 2026 IP/AMT geophysical survey totaling about 29.53 line-km over roughly 539 hectares. (Stock Titan) This is why the Kostenski appointment matters. NovaRed is not only building a copper-gold exploration story. It is assembling an advisory network around critical minerals, national security, finance, ESG, infrastructure, and technology. The advisory board already includes Commander Phil Ehr, U.S. Navy Ret., a 26-year Navy veteran and national security strategist who has emphasized the strategic importance of copper and critical minerals. It includes Gregory Fedun, who brings more than 30 years advising public and private companies, with experience in natural resources, capital markets, strategic initiatives, global project development, and a reported $70 million business combination involving Anadarko Petroleum. (NovaRed Mining) It includes Jacob Amsterdam, appointed to advise on ESG, responsible critical-minerals strategy, governance, human-rights considerations, anti-corruption risk management, and stakeholder engagement. (TMX Newsfile) And now it includes Ed Kostenski — the operator who understands the real industrial chain: capital → equipment → logistics → export finance → infrastructure → mining execution That is the difference. A copper project does not advance on geology alone. It needs money, machines, relationships, permitting discipline, contractors, transportation, power, infrastructure, government awareness, and execution. Ed Kostenski has lived in that world for decades. Copper is becoming one of the strategic metals of the AI era — powering data centers, electric grids, EVs, robotics, defense systems, and electrification. NovaRed is early-stage, and exploration always carries risk. But this appointment is a signal. NRED is not just adding a name. It is adding a man who built from a kitchen table to the White House, from heavy equipment to billion-dollar project finance, from U.S. export policy to global infrastructure. This man is not just an advisor. This man is a legend. DYOR !
1:38

This legendary figure just joined NovaRed Mining, NRED! President George W. Bush once singled him out by name at the White House. That man is Ed Kostenski — founder of Nationwide Equipment, a businessman Bush described as starting his company at his kitchen table before building it into a global equipment-export success story. Bush highlighted how Kostenski was moving refurbished Caterpillar, John Deere, and Case equipment overseas, adding employees, investing back into his business, and competing globally. (George W. Bush White House Archives) Now Ed Kostenski has joined NovaRed Mining Inc. — CSE: NRED / OTCQB: NREDF — as an advisor. This is not a normal advisory appointment. Kostenski brings 40+ years across mining equipment, project finance, infrastructure development, logistics, energy, emerging markets, and industrial growth. NovaRed’s own announcement says he founded Nationwide Equipment in 1983 and built a global platform serving mining operators, governments, infrastructure developers, financial institutions, and industrial groups across Africa, Latin America, the Middle East, and Asia. (TMX Newsfile) He also served on the U.S. Export-Import Bank’s Sub-Saharan Africa Advisory Committee. EXIM is the official export credit agency of the United States, and the 2005 EXIM release named Edward Kostenski as president, CEO, and founder of Nationwide Equipment among the committee members. EXIM also stated it helped finance $17.8 billion in U.S. exports in fiscal 2004. (EXIM) Forbes reported that Kostenski’s group raised over $1 billion in private funding toward construction projects and equipment. (Forbes) And that was not just talk. Nationwide Finance says it helped raise $98.938 million for Phase 1 of the Rivers State Monorail project in Port Harcourt, Nigeria — a 14 km project designed to transport over 10 million people annually, with total mapped project costs estimated above $700 million. (Nationwide Finance) His company was also tied to major export recognition. Nationwide materials describe the company as “America’s Leading Mining, Construction and Marine Equipment Exporter,” and list awards including the President’s “E” Award, President’s “E Star” Award, U.S. Department of Commerce Export Achievement Award, Florida Governor’s Export Awards, and International Trader of the Year. Nationwide Equipment Company was also listed publicly as a recipient of the President’s “E Star” Award. (Arizona Commerce) Now look at where he is landing. NovaRed controls an optioned Wilmac copper-gold project in British Columbia’s Quesnel porphyry belt. The company states Wilmac covers 16,078 hectares, or about 39,712 acres, located roughly 10 km west of Hudbay’s producing Copper Mountain Mine. NovaRed also reports surface trenching averages of 0.64% copper, with highs of 1.67% Cu. (NovaRed Mining) The land package has been growing. NovaRed announced an option to acquire a 70% interest in the Trojan-Condor Corridor, adding five mineral tenures totaling about 4,573.82 hectares. (TMX Newsfile) The company also completed registration of the 2,062.64-hectare Plume tenure, with a planned 2026 IP/AMT geophysical survey totaling about 29.53 line-km over roughly 539 hectares. (Stock Titan) This is why the Kostenski appointment matters. NovaRed is not only building a copper-gold exploration story. It is assembling an advisory network around critical minerals, national security, finance, ESG, infrastructure, and technology. The advisory board already includes Commander Phil Ehr, U.S. Navy Ret., a 26-year Navy veteran and national security strategist who has emphasized the strategic importance of copper and critical minerals. It includes Gregory Fedun, who brings more than 30 years advising public and private companies, with experience in natural resources, capital markets, strategic initiatives, global project development, and a reported $70 million business combination involving Anadarko Petroleum. (NovaRed Mining) It includes Jacob Amsterdam, appointed to advise on ESG, responsible critical-minerals strategy, governance, human-rights considerations, anti-corruption risk management, and stakeholder engagement. (TMX Newsfile) And now it includes Ed Kostenski — the operator who understands the real industrial chain: capital → equipment → logistics → export finance → infrastructure → mining execution That is the difference. A copper project does not advance on geology alone. It needs money, machines, relationships, permitting discipline, contractors, transportation, power, infrastructure, government awareness, and execution. Ed Kostenski has lived in that world for decades. Copper is becoming one of the strategic metals of the AI era — powering data centers, electric grids, EVs, robotics, defense systems, and electrification. NovaRed is early-stage, and exploration always carries risk. But this appointment is a signal. NRED is not just adding a name. It is adding a man who built from a kitchen table to the White House, from heavy equipment to billion-dollar project finance, from U.S. export policy to global infrastructure. This man is not just an advisor. This man is a legend. DYOR !

Victor Renard

13,060 Aufrufe • vor 3 Monaten

Ivanhoe Mines just released an update on the their massive Western Forelands copper exploration project. The Western Forelands discoveries continue to grow explosively… confirming the area as the most important sedimentary-hosted copper basin on our planet… One might struggle to find a larger copper system that has been discovered in the past 30 years. Ivanhoe’s world-leading geologists have so far found over 55 million tonnes of copper in the basin… and they are confident they will continue to find additional world-class copper systems there for generations to come. Today’s interim update shows that the size of the Makoko District discovery within the Western Forelands continues to grow, firmly ranking Makoko by far as the world’s largest and the highest-grade new copper discovery of the past decade… in an era when the desperate cries for new sources of copper are getting louder and fewer copper discoveries are being made. As the copper resource expands…so does our excitement and confidence. We plan to intensify our efforts this year by, yet again, increasing the size of the in-fill and step-out drilling program. Our subsequent Mineral Resource update will include both additional metres and the projected 60,000 metres of drilling from this year’s drill program that were not included in today’s update. Our track record of copper discovery in the Western Forelands is unrivaled… We are discovering copper at an absurdly high discovery rate of 100 million pounds of contained copper for every 1,000 metres drilled… and at an exceptionally low discovery cost of a fraction of a penny per pound of high-grade copper discovered. Our ability to find high-grade copper systems at such low cost is the very definition of creating shareholder value. We plan for scoping study work to commence soon, which will include mining some of the highest-grade, open pit copper mines in the world. Ivanhoe Mines Watch the video visualizing the 2026 Mineral Resource update...
3:20

Ivanhoe Mines just released an update on the their massive Western Forelands copper exploration project. The Western Forelands discoveries continue to grow explosively… confirming the area as the most important sedimentary-hosted copper basin on our planet… One might struggle to find a larger copper system that has been discovered in the past 30 years. Ivanhoe’s world-leading geologists have so far found over 55 million tonnes of copper in the basin… and they are confident they will continue to find additional world-class copper systems there for generations to come. Today’s interim update shows that the size of the Makoko District discovery within the Western Forelands continues to grow, firmly ranking Makoko by far as the world’s largest and the highest-grade new copper discovery of the past decade… in an era when the desperate cries for new sources of copper are getting louder and fewer copper discoveries are being made. As the copper resource expands…so does our excitement and confidence. We plan to intensify our efforts this year by, yet again, increasing the size of the in-fill and step-out drilling program. Our subsequent Mineral Resource update will include both additional metres and the projected 60,000 metres of drilling from this year’s drill program that were not included in today’s update. Our track record of copper discovery in the Western Forelands is unrivaled… We are discovering copper at an absurdly high discovery rate of 100 million pounds of contained copper for every 1,000 metres drilled… and at an exceptionally low discovery cost of a fraction of a penny per pound of high-grade copper discovered. Our ability to find high-grade copper systems at such low cost is the very definition of creating shareholder value. We plan for scoping study work to commence soon, which will include mining some of the highest-grade, open pit copper mines in the world. Ivanhoe Mines Watch the video visualizing the 2026 Mineral Resource update...

Robert Friedland

100,344 Aufrufe • vor 10 Tagen

Putin’s latest offer to the U.S. on rare-earth minerals completely undermines one of the last remaining justifications Zelenskyy and his Western backers have clung to — the notion that Ukraine is somehow indispensable for global supply chains. The reality is, Ukraine is not the rare-earth powerhouse it pretends to be, and the global market has plenty of alternatives. Russia’s reserves dwarf anything Ukraine could offer, and other resource-rich nations, including Greenland, are more than ready to work with a serious Trump administration to secure stable, reliable supply lines. The Biden-Harris administration spent years falsely portraying Ukraine as a critical economic and strategic partner for the United States, when in reality, Ukraine’s importance was massively exaggerated to justify a blank-check policy for endless military aid. The simple fact is that Ukraine’s contribution to global rare-earth supply is minuscule — if it even exists at all — and the U.S. has no real economic dependency on Ukrainian minerals. What makes this even more significant is that Greenland, a territory with vast untapped rare-earth resources, has long signaled its desire to move closer to the U.S. and away from Chinese influence. Under Trump, serious discussions were already underway about expanding U.S. economic and strategic ties with Greenland, including partnerships on rare-earth mining and infrastructure development. Trump understands what Biden never could — strong leadership means creating options, not becoming dependent on unreliable partners. With Trump back in office, the U.S. has every opportunity to build diverse, secure supply chains for critical materials without tying itself to unstable or corrupt regimes. Ukraine’s leverage is collapsing, and Putin’s offer, whether it’s ultimately accepted or not, only highlights just how unnecessary Ukraine is to America’s future prosperity. The path forward is clear — end the war, stop the wasteful spending, and rebuild global partnerships that put American interests first. Ukraine was never the only option, and thanks to Trump’s leadership, it won’t be an option at all.
1:23

Putin’s latest offer to the U.S. on rare-earth minerals completely undermines one of the last remaining justifications Zelenskyy and his Western backers have clung to — the notion that Ukraine is somehow indispensable for global supply chains. The reality is, Ukraine is not the rare-earth powerhouse it pretends to be, and the global market has plenty of alternatives. Russia’s reserves dwarf anything Ukraine could offer, and other resource-rich nations, including Greenland, are more than ready to work with a serious Trump administration to secure stable, reliable supply lines. The Biden-Harris administration spent years falsely portraying Ukraine as a critical economic and strategic partner for the United States, when in reality, Ukraine’s importance was massively exaggerated to justify a blank-check policy for endless military aid. The simple fact is that Ukraine’s contribution to global rare-earth supply is minuscule — if it even exists at all — and the U.S. has no real economic dependency on Ukrainian minerals. What makes this even more significant is that Greenland, a territory with vast untapped rare-earth resources, has long signaled its desire to move closer to the U.S. and away from Chinese influence. Under Trump, serious discussions were already underway about expanding U.S. economic and strategic ties with Greenland, including partnerships on rare-earth mining and infrastructure development. Trump understands what Biden never could — strong leadership means creating options, not becoming dependent on unreliable partners. With Trump back in office, the U.S. has every opportunity to build diverse, secure supply chains for critical materials without tying itself to unstable or corrupt regimes. Ukraine’s leverage is collapsing, and Putin’s offer, whether it’s ultimately accepted or not, only highlights just how unnecessary Ukraine is to America’s future prosperity. The path forward is clear — end the war, stop the wasteful spending, and rebuild global partnerships that put American interests first. Ukraine was never the only option, and thanks to Trump’s leadership, it won’t be an option at all.

Torsten Prochnow

94,231 Aufrufe • vor 1 Jahr

🇺🇸💰 Trump just committed $2 BILLION+ across NINE deals in one day, batteries, scandium, bauxite, boron, graphite, tantalum, rare-earth-free magnets AND a Madagascar rare earth mine. The scope is way bigger than first reported. 🧵 💵 The Full Deal Sheet (Official White House Fact Sheet)👇 Department of War (Pentagon), direct investments: 🔋 Sila Nanotechnologies, $1.4B for silicon-carbon battery anodes + lithium-ion cell plant (satellites, drones, munitions) 🧲 Niron Magnetics (Minnesota), $150M for 100% domestic, rare-earth-FREE permanent magnets ⛏️ Sunrise Energy Metals, $400M to build the world's first primary scandium mine (high-heat aluminum for fighter jets & spacecraft) 🪨 Standard Bauxite, $85M+ to secure refractory-grade bauxite for high-temperature warfighter components Export-Import Bank, smaller but strategic bets: 🔩 5E Advanced Materials (California), $8M for a boron deposit (magnets, semiconductors, glass) 🔋 Westwater Resources (Alabama), $25M for the Coosa Graphite Deposit (battery manufacturing) ⚡ Global Advanced Materials (Pennsylvania), $25M for tantalum and niobium (electronics, magnets, steel) Development Finance Corporation: 🌍 Harena Rare Earths, $4.8M matched investment for a rare earth mine in Madagascar, securing magnet metal inputs abroad 🎓 Workforce Investment Too $180M+ total: $100M from the Department of Energy into America's 14 mining schools (aiming to double mining/minerals graduates), plus $80M+ from the Department of War into three schools for workforce and tech innovation hubs. 🎯 Why This Matters This wasn't a one-off, Trump says the administration has now signed or approved 160 minerals deals worth almost $40 billion since January 2025, calling Friday's roundtable the largest mining industry gathering with a president in over 120 years. ⚡ Niron's rare-earth-free magnet bet is the real wildcard, if it scales, it sidesteps the entire NdPr/Dy/Tb supply fight 🌍 The Madagascar rare earth mine deal shows the U.S. isn't only reshoring, it's also locking up friendly foreign feedstock 🛡️ This sits alongside a string of 2025-2026 executive actions: streamlined permitting, offshore critical minerals dominance, Section 232 tariffs, and a Defense Production Act determination restricting exports of recoverable critical minerals ⚠️ The Reality Check Government equity stakes (echoing the Intel precedent) continue to draw criticism over how far Washington should intervene in private markets. And these agreements still need to be finalized, many mining and materials projects take years and can fail on cost overruns or technical setbacks. 👀 🎥 Watch the Full Event 📽️ President Trump Announces Major U.S. Mining Investments at Key Roundtable, 08/07/26 Full video of the historic roundtable at the State Department with Trump, Rubio, and Lutnick, where all nine deals were unveiled live. 🎙️🇺🇸 👇 Full presentation attached below #CriticalMinerals #RareEarths #Batteries #Scandium #Bauxite #Boron #Graphite #Tantalum #Magnets #Pentagon #DoD #Reshoring #SupplyChain #Mining #Madagascar #AmericaFirst #DefenseIndustrial #EnergySecurity
36:21

🇺🇸💰 Trump just committed $2 BILLION+ across NINE deals in one day, batteries, scandium, bauxite, boron, graphite, tantalum, rare-earth-free magnets AND a Madagascar rare earth mine. The scope is way bigger than first reported. 🧵 💵 The Full Deal Sheet (Official White House Fact Sheet)👇 Department of War (Pentagon), direct investments: 🔋 Sila Nanotechnologies, $1.4B for silicon-carbon battery anodes + lithium-ion cell plant (satellites, drones, munitions) 🧲 Niron Magnetics (Minnesota), $150M for 100% domestic, rare-earth-FREE permanent magnets ⛏️ Sunrise Energy Metals, $400M to build the world's first primary scandium mine (high-heat aluminum for fighter jets & spacecraft) 🪨 Standard Bauxite, $85M+ to secure refractory-grade bauxite for high-temperature warfighter components Export-Import Bank, smaller but strategic bets: 🔩 5E Advanced Materials (California), $8M for a boron deposit (magnets, semiconductors, glass) 🔋 Westwater Resources (Alabama), $25M for the Coosa Graphite Deposit (battery manufacturing) ⚡ Global Advanced Materials (Pennsylvania), $25M for tantalum and niobium (electronics, magnets, steel) Development Finance Corporation: 🌍 Harena Rare Earths, $4.8M matched investment for a rare earth mine in Madagascar, securing magnet metal inputs abroad 🎓 Workforce Investment Too $180M+ total: $100M from the Department of Energy into America's 14 mining schools (aiming to double mining/minerals graduates), plus $80M+ from the Department of War into three schools for workforce and tech innovation hubs. 🎯 Why This Matters This wasn't a one-off, Trump says the administration has now signed or approved 160 minerals deals worth almost $40 billion since January 2025, calling Friday's roundtable the largest mining industry gathering with a president in over 120 years. ⚡ Niron's rare-earth-free magnet bet is the real wildcard, if it scales, it sidesteps the entire NdPr/Dy/Tb supply fight 🌍 The Madagascar rare earth mine deal shows the U.S. isn't only reshoring, it's also locking up friendly foreign feedstock 🛡️ This sits alongside a string of 2025-2026 executive actions: streamlined permitting, offshore critical minerals dominance, Section 232 tariffs, and a Defense Production Act determination restricting exports of recoverable critical minerals ⚠️ The Reality Check Government equity stakes (echoing the Intel precedent) continue to draw criticism over how far Washington should intervene in private markets. And these agreements still need to be finalized, many mining and materials projects take years and can fail on cost overruns or technical setbacks. 👀 🎥 Watch the Full Event 📽️ President Trump Announces Major U.S. Mining Investments at Key Roundtable, 08/07/26 Full video of the historic roundtable at the State Department with Trump, Rubio, and Lutnick, where all nine deals were unveiled live. 🎙️🇺🇸 👇 Full presentation attached below #CriticalMinerals #RareEarths #Batteries #Scandium #Bauxite #Boron #Graphite #Tantalum #Magnets #Pentagon #DoD #Reshoring #SupplyChain #Mining #Madagascar #AmericaFirst #DefenseIndustrial #EnergySecurity

⚗️ NdPr DyTb | Rare Earths ⛏️⚗️🔥🔬🧲 Analyst ⭐

15,791 Aufrufe • vor 1 Monat

Gm Crypto Twitter! I mostly invest in crypto, but I'm also building a stock portfolio, and I see an opportunity here I think is worth sharing. Do with it as you please! #NFA In the past, I called $COIN when Coinbase was at $35 (now trading at $200), $AHOLD at $26 (now at $32), and Rabobank Certificates at 91% of nominal value (now 114%). Here's my latest buy: Bayer AG I believe this is a sleeping giant. Here’s why: 🧬 Bayer’s Strong Foundation & Vision Bayer has a legacy that spans life sciences and healthcare, and this century-old company is undergoing a transformation. With its experience and innovation, Bayer is set to shape the next era of healthcare and agriculture. 🌍 Global Demand & Bayer’s Role With the world population rising, the need for sustainable food and healthcare solutions is critical. Bayer’s R&D in crop science and pharma is positioned to meet this demand. Leading in seeds, pesticides, and pharmaceuticals, Bayer has the potential to be a global force. 💊 Pharmaceuticals: A Pipeline Full of Potential Bayer is diving deep into transformative fields like cell and gene therapy, oncology, and cardiovascular health. Their pipeline of innovative drugs and focus on personalized medicine suggest a promising future in healthcare. 🌾 Sustainable Agriculture: Feeding the Future Bayer’s commitment to sustainable crop science supports farmers and food systems. From advanced biotech to digital tools like Climate FieldView™, Bayer is essential to the future of global agriculture. 💡 Biotech & Digital Innovation Bayer is fully embracing AI and biotech, integrating precision health and precision agriculture into its strategy. Digital tools and strategic partnerships position Bayer to lead in the digital era of health and agriculture. 📈 Financial Resilience & Growth Despite facing challenges, Bayer has shown resilience. With a strong foundation, new partnerships, and a focus on sustainable growth, Bayer is primed for long-term profitability and growth. 🌐 Commitment to Sustainability Bayer’s mission, "Health for All, Hunger for None," aligns with strong ESG goals. Their sustainability initiatives in health, agriculture, and the environment make Bayer an attractive pick for impact-driven investors. With a strong pipeline, sustainability focus, and biotech & digital investments, Bayer is in a prime position for growth. If you’re interested in the future of healthcare and agriculture, Bayer is worth watching. Valuation Insights: Bayer currently trades at $27, with a market cap of $27B – far from its all-time high of $153 (and $153B market cap) before the Monsanto acquisition. Now, you can get ownership for a fraction of its former valuation. Ongoing lawsuits are putting pressure on the stock price, but once resolved, I believe Bayer will surge back toward previous highs.
1:48

Gm Crypto Twitter! I mostly invest in crypto, but I'm also building a stock portfolio, and I see an opportunity here I think is worth sharing. Do with it as you please! #NFA In the past, I called $COIN when Coinbase was at $35 (now trading at $200), $AHOLD at $26 (now at $32), and Rabobank Certificates at 91% of nominal value (now 114%). Here's my latest buy: Bayer AG I believe this is a sleeping giant. Here’s why: 🧬 Bayer’s Strong Foundation & Vision Bayer has a legacy that spans life sciences and healthcare, and this century-old company is undergoing a transformation. With its experience and innovation, Bayer is set to shape the next era of healthcare and agriculture. 🌍 Global Demand & Bayer’s Role With the world population rising, the need for sustainable food and healthcare solutions is critical. Bayer’s R&D in crop science and pharma is positioned to meet this demand. Leading in seeds, pesticides, and pharmaceuticals, Bayer has the potential to be a global force. 💊 Pharmaceuticals: A Pipeline Full of Potential Bayer is diving deep into transformative fields like cell and gene therapy, oncology, and cardiovascular health. Their pipeline of innovative drugs and focus on personalized medicine suggest a promising future in healthcare. 🌾 Sustainable Agriculture: Feeding the Future Bayer’s commitment to sustainable crop science supports farmers and food systems. From advanced biotech to digital tools like Climate FieldView™, Bayer is essential to the future of global agriculture. 💡 Biotech & Digital Innovation Bayer is fully embracing AI and biotech, integrating precision health and precision agriculture into its strategy. Digital tools and strategic partnerships position Bayer to lead in the digital era of health and agriculture. 📈 Financial Resilience & Growth Despite facing challenges, Bayer has shown resilience. With a strong foundation, new partnerships, and a focus on sustainable growth, Bayer is primed for long-term profitability and growth. 🌐 Commitment to Sustainability Bayer’s mission, "Health for All, Hunger for None," aligns with strong ESG goals. Their sustainability initiatives in health, agriculture, and the environment make Bayer an attractive pick for impact-driven investors. With a strong pipeline, sustainability focus, and biotech & digital investments, Bayer is in a prime position for growth. If you’re interested in the future of healthcare and agriculture, Bayer is worth watching. Valuation Insights: Bayer currently trades at $27, with a market cap of $27B – far from its all-time high of $153 (and $153B market cap) before the Monsanto acquisition. Now, you can get ownership for a fraction of its former valuation. Ongoing lawsuits are putting pressure on the stock price, but once resolved, I believe Bayer will surge back toward previous highs.

Gem Buyer

237,724 Aufrufe • vor 1 Jahr

GOLD TELEGRAPH CONVERSATION 15: DAN MYERSON “Gold has outperformed every fiat currency in history.” In this discussion, Dan breaks down why the market is completely misreading supply in the commodities space, how difficult it really is to build mines, and why copper and gold are quietly setting up for something much bigger. Dan recently led Foran Mining through its transformational transaction with Eldorado Gold valued at roughly USD $2.8 billion. Mr. Myerson now serves as Deputy Chair of Eldorado. Thank you for joining me, Dan. TIMESTAMPS: (00:22) — Origins: from Morgan Stanley to Glencore (02:53) — Transition into the physical commodity world (05:22) — Understanding risk through global supply chains (07:57) — The decision to build a mining company (09:40) — The Foran–Eldorado transaction: strategy and rationale (15:24) — Stepping into the Deputy Chair role (17:05) — Copper demand vs supply: what the market is missing (20:44) — Why new supply is harder than ever to build (22:05) — The outlook for a tightening copper market (23:20) — McIlvenna Bay within the broader platform (27:39) — Why Saskatchewan: jurisdictional advantages (31:08) — Jurisdiction as a mispriced risk in mining (33:09) — What it really takes to build a mine (35:42) — Key milestones: production and near-term catalysts (37:20) — Gold vs copper: stability and growth (38:46) — Discovering gold (41:26) — Why gold continues to matter (43:50) — The copper-gold platform: long-term vision (46:14) — Free cash flow and capital allocation (48:28) — What investors should be focused on right now
50:41

GOLD TELEGRAPH CONVERSATION 15: DAN MYERSON “Gold has outperformed every fiat currency in history.” In this discussion, Dan breaks down why the market is completely misreading supply in the commodities space, how difficult it really is to build mines, and why copper and gold are quietly setting up for something much bigger. Dan recently led Foran Mining through its transformational transaction with Eldorado Gold valued at roughly USD $2.8 billion. Mr. Myerson now serves as Deputy Chair of Eldorado. Thank you for joining me, Dan. TIMESTAMPS: (00:22) — Origins: from Morgan Stanley to Glencore (02:53) — Transition into the physical commodity world (05:22) — Understanding risk through global supply chains (07:57) — The decision to build a mining company (09:40) — The Foran–Eldorado transaction: strategy and rationale (15:24) — Stepping into the Deputy Chair role (17:05) — Copper demand vs supply: what the market is missing (20:44) — Why new supply is harder than ever to build (22:05) — The outlook for a tightening copper market (23:20) — McIlvenna Bay within the broader platform (27:39) — Why Saskatchewan: jurisdictional advantages (31:08) — Jurisdiction as a mispriced risk in mining (33:09) — What it really takes to build a mine (35:42) — Key milestones: production and near-term catalysts (37:20) — Gold vs copper: stability and growth (38:46) — Discovering gold (41:26) — Why gold continues to matter (43:50) — The copper-gold platform: long-term vision (46:14) — Free cash flow and capital allocation (48:28) — What investors should be focused on right now

Gold Telegraph ⚡

598,574 Aufrufe • vor 5 Monaten

#AdaniEmbraer Adani-Embraer Landmark Aviation Partnership Adani Defence & Aerospace and Brazilian aerospace giant Embraer signed a historic Memorandum of Understanding (MoU) at the Ministry of Civil Aviation. This partnership aims to establish India's first private-sector Final Assembly Line (FAL) for regional transport aircraft, specifically targeting the 70–146 seat segment. The collaboration is designed to build a "world-class aviation ecosystem" rather than just a standalone manufacturing plant. The focus areas include: •Final Assembly Line (FAL): Setting up a facility to assemble Embraer’s regional jets (E-Jets family) on Indian soil. •Indigenization: A phased increase in local manufacturing of parts and components. •Value-Chain Integration: Leveraging Adani’s existing footprint in airport infrastructure, MRO (Maintenance, Repair, and Overhaul) services, and pilot training. •Supply Chain Development: Establishing a robust domestic network of suppliers to support global aerospace programs. Jeet Adani, Director (Adani Defence & Aerospace / Adani Airport Holdings) Jeet Adani characterized the agreement as a "vision taking flight," emphasizing its alignment with the national mission of Atmanirbhar Bharat. "It represents India's determination to build world-class aviation capabilities on our own soil. This project will redefine the future of aviation in our country." Arjan Meijer, President & CEO (Embraer Commercial Aviation) Meijer highlighted India as a "pivotal market," projecting a demand for at least 500 aircraft in the regional jet category over the next 20 years. He noted that the partnership combines Embraer's engineering excellence with Adani’s industrial scale. •Regional Connectivity (UDAN): The partnership directly supports the government's UDAN scheme by providing cost-effective aircraft suited for Tier-2 and Tier-3 cities. •Bilateral Ties: The deal strengthens strategic relations between India and Brazil, fostering technological and industrial cooperation. •Employment: The project is expected to generate high-skilled employment and move India up the global aerospace value chain. •Market Positioning: Currently, approximately 50 Embraer aircraft (commercial, defense, and business) operate in India. This move positions Embraer to compete more effectively with the duopoly of Airbus and Boeing by offering locally assembled alternatives. •Location: While not yet finalized, Jeet Adani confirmed that a couple of sites are under evaluation, with a final decision expected within the next two months. •First Rollout: Government officials suggested that the first aircraft could potentially roll out of the Indian facility within the next five years. •Investment: Specific financial figures remain confidential, but the scale is described as a multi-billion dollar commitment to India's aerospace infrastructure. Source Highlights: •MoU signed in the presence of Civil Aviation Minister K Rammohan Naidu and Defence Secretary Rajesh Kumar Singh. •Aligns with the 'Make in India' initiative to reduce import dependence.
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#AdaniEmbraer Adani-Embraer Landmark Aviation Partnership Adani Defence & Aerospace and Brazilian aerospace giant Embraer signed a historic Memorandum of Understanding (MoU) at the Ministry of Civil Aviation. This partnership aims to establish India's first private-sector Final Assembly Line (FAL) for regional transport aircraft, specifically targeting the 70–146 seat segment. The collaboration is designed to build a "world-class aviation ecosystem" rather than just a standalone manufacturing plant. The focus areas include: •Final Assembly Line (FAL): Setting up a facility to assemble Embraer’s regional jets (E-Jets family) on Indian soil. •Indigenization: A phased increase in local manufacturing of parts and components. •Value-Chain Integration: Leveraging Adani’s existing footprint in airport infrastructure, MRO (Maintenance, Repair, and Overhaul) services, and pilot training. •Supply Chain Development: Establishing a robust domestic network of suppliers to support global aerospace programs. Jeet Adani, Director (Adani Defence & Aerospace / Adani Airport Holdings) Jeet Adani characterized the agreement as a "vision taking flight," emphasizing its alignment with the national mission of Atmanirbhar Bharat. "It represents India's determination to build world-class aviation capabilities on our own soil. This project will redefine the future of aviation in our country." Arjan Meijer, President & CEO (Embraer Commercial Aviation) Meijer highlighted India as a "pivotal market," projecting a demand for at least 500 aircraft in the regional jet category over the next 20 years. He noted that the partnership combines Embraer's engineering excellence with Adani’s industrial scale. •Regional Connectivity (UDAN): The partnership directly supports the government's UDAN scheme by providing cost-effective aircraft suited for Tier-2 and Tier-3 cities. •Bilateral Ties: The deal strengthens strategic relations between India and Brazil, fostering technological and industrial cooperation. •Employment: The project is expected to generate high-skilled employment and move India up the global aerospace value chain. •Market Positioning: Currently, approximately 50 Embraer aircraft (commercial, defense, and business) operate in India. This move positions Embraer to compete more effectively with the duopoly of Airbus and Boeing by offering locally assembled alternatives. •Location: While not yet finalized, Jeet Adani confirmed that a couple of sites are under evaluation, with a final decision expected within the next two months. •First Rollout: Government officials suggested that the first aircraft could potentially roll out of the Indian facility within the next five years. •Investment: Specific financial figures remain confidential, but the scale is described as a multi-billion dollar commitment to India's aerospace infrastructure. Source Highlights: •MoU signed in the presence of Civil Aviation Minister K Rammohan Naidu and Defence Secretary Rajesh Kumar Singh. •Aligns with the 'Make in India' initiative to reduce import dependence.

Sheetal Chopra 🇮🇳

173,233 Aufrufe • vor 7 Monaten