Miningcomau

Are you following Gold or Silver more closely?

6 days ago (edited) | [YT] | 0

Miningcomau

"We’ve got very strong visibility five years out... and we simply don't have enough copper."


At PDAC 2026, Adrian Day (Adrian Day Asset Management) joined Joe Webb to dismantle the “shovel-ready” myth. Even with permits in hand, major projects face a minimum five-year lead time to first production — meaning the supply crunch for the next decade is already baked in.


Adrian also highlights a new player resetting the gold market: Tether. Last year the stablecoin bought more gold than any single central bank, creating a price-agnostic floor that traditional analysts are missing.

Follow the Critical Minerals Intelligence Podcast for more expert interviews from the leaders shaping the future of global supply chains.

1 month ago | [YT] | 1

Miningcomau

Rick Rule doesn’t do "hype." He deals in what he calls "Resource Intelligence": the cold, hard delta between price and value.

 
During our conversation, Rick laid out a thesis for the copper market that every investor in our network needs to hear. He describes the current market as a "30-year hangover" from decades of under-investment.

According to Rick, the industry requires an additional $100 billion in capital over the next decade just to maintain current production levels.

1 month ago | [YT] | 0

Miningcomau

A look behind the scenes at the Gold Coast Gold Conference:

Shae Russell speaks with veteran investment manager Tony Locantro (Alto Capital) for an exclusive deep dive into the precious metals sector.

While the conference floor is buzzing with retail interest, Shae is cutting through the noise to get the technical "So what?" for our readers.

Locantro's has never been one to mince words about speculative markets, and this interview is no exception.

If there’s one sentiment to stick out from Locantro’s experience in investment, it is for investors to follow the four rules.

“Buy low, sell high, pay your taxes, and don’t break the law,” Locantro says.

Get a sneek peek into what everyone was talking about: lnkd.in/g8NQNxNf

Keep an eye out for the full interview from the ‪@makingmoneymatter‬ - Gold Coast Gold conference dropping soon on our channel.

1 month ago (edited) | [YT] | 3

Miningcomau

As another big year in mining wraps up, we thought we’d jump in front of the camera and spread a little festive cheer. From the newsroom to the field, behind the lens and behind the scenes – this is our awesome team that brings the stories to life every day.



Huge thanks to our readers, viewers, interview guests and industry partners for being part of the journey in 2025.

5 months ago | [YT] | 1

Miningcomau

📊 Last week in mining: Lithium's downstream play, uranium JVs heating up, and why the VIX should be on every ASX investor's radar...

We just dropped our Top 5 Mining Insights for the Week of Nov 17 - 23 (swipe through the carousel... 👇)

Here's what caught our attention:

⚡️ Lithium miners aren't just digging anymore - they're refining, processing, and moving up the value chain as battery demand explodes toward 2030

🏔️ Renegade Exploration is doing what smart juniors do: building a US portfolio through strategic acquisitions and JVs

📈 The VIX isn't just Wall Street's problem - this 'fear index' ripples across global markets, and ASX miners feel every wave

⚛️ Uranium's momentum continues - Skyharbour Resources Ltd. (TSX-V: SYH) just locked in a C$61.5M partnership with Denison Mines Corp. for Athabasca ground.

🇨🇴 Soma Gold Corp back online - after a 57-day strike, Colombian operations are ramping up despite a 5,000 ounce hit to 2025 production.

Subscribe to our newsletter and stay ahead of the next cycle: lnkd.in/gv8B6T3u

💬 Drop a comment with the mining story YOU'RE watching this week...

#Mining #MiningNews #CriticalMinerals #Lithium #Uranium #ASX #Commodities

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6 months ago | [YT] | 1

Miningcomau

Ever wondered how Shae hunts down interviews at these mining conferences?

11 months ago | [YT] | 18

Miningcomau

Shae goes offshore with Metro Mining!

Hope you like Shae in hi-viz because she's just gotten back from a site visit.

11 months ago | [YT] | 9

Miningcomau

Did you catch the 400oz gold bar at RIU Sydney?

Here's a quick recap:
✨ Highlights from the floor with over 95 companies exhibiting
🏆 The hottest commodity of 2025 — gold takes centre stage
🔋 Battery breakthroughs & critical minerals in focus
🤝 Why this event is where tomorrow’s mines are born

1 year ago | [YT] | 2

Miningcomau

Are you interested in Mining companies beyond Australia's borders?

1 year ago | [YT] | 6