Issue No. 865 has been published https://t.co/okyeVg7zcM
🌋 Travel puts markets into perspective. El Misti stands calmly while traders react to every headline📉
Energy ⬇️, equities ⬆️, and portfolio gains on Au & Cu stories ⛏️📈
US critical minerals, Quebec Au & SW US royalties
Thursday, May 28th, 2026
14:45 – 15:05: @JoeMazumdar will be presenting “Peru’s place in the Latin American Exploration Sector”
15:05 – 16:05: @JoeMazumdar will be part of a Panel of Experts
https://t.co/PhI80fu9LL
October 4-5, 8:30 am - 4:30 pm, @JoeMazumdar will lead the "Capital Markets and Project Valuation for Geologists and Engineers" short course alongside Dale Mah as part of the @SocietyEconGeol 2026 Conference in Salt Lake City, UT
https://t.co/WoIJ2SUtdK
Issue No. 864 has been published https://t.co/c4VPCZ47LU
✈️ Off to 🇵🇪 as markets live on the edge 🌍⚡
Energy inflation pressured PMs; BMs stayed cautious. Portfolio slipped despite strong Cu drill results
⛏️ Stock Talk: US nickel, Brazil PGM-Ni & Quebec exploration
Issue No. 863 has been published https://t.co/D6XO9Zjzt4
⚡ Hormuz disruptions fuel inflation 📈. Markets pulled back, but the portfolio beat resource ETFs, led by Peru copper 🇵🇪.
⛏️ Stock Talk: Mexico royalty 🇲🇽, Nevada gold 🇺🇸 & Australia copper 🇦🇺.
Issue No. 862 has been published https://t.co/rTLXQn67mG
My wrestling remains limited to mining markets
Markets climbed on AI earnings & lower oil. Portfolio up, led by 🇵🇪 copper & western 🇺🇸 PMs
⛏️ Stock Talk: Yukon Cu, 🇦🇷MRE, 🇵🇪/🇧🇷updates & 🇦🇺 underground development
I talked with @JoeMazumdar (@ExplorationIns1) about #gold, #uranium, #copper & #criticalminerals & why mining stocks still lag despite record commodity prices.
We also discussed China’s processing dominance and the next big mining opportunity
Watch now⬇️
https://t.co/YcWtYOiZGU
Issue No. 861 has been published https://t.co/EK0buVwWEs
Markets rally, oil risk ignored ⚡📈. Hormuz headlines vs reality 🚢. PMs & base metals soft. Portfolio slipped but beat PMs. Stock Talk: exploration 🇺🇸🇵🇪🇦🇷🇨🇱, Ni profile, royalty results.
Issue No. 860 has been published https://t.co/sfMubAOgIh
Equities upbeat on AI + ceasefire hopes, commodities cautious as oil climbed 🌍. PMs & base metals stayed under pressure. Portfolio eked out a gain but beat benchmarks. Stock Talk: drills 🇦🇷🇦🇺🇰🇿 + M&A, REE 🇧🇷, Cu-Au 🇵🇪.
Issue No. 859 has been published https://t.co/HJHbXWrIYU
Hormuz “open”… until it wasn’t 🚢. Conflicting signals turned shipping into U-turns. Markets rallied, but optimism may fade. Portfolio outperformed on Cu-Au 🇰🇿 & US critical minerals. Rant: 2025 PM equity review.
Issue No. 858 has been published https://t.co/D2fvOwjSvc
🚀 Artemis II shows what coordinated risk-taking can achieve; same in mining. Markets lifted by ceasefire hopes; PMs & base metals firm. Portfolio up. Stock Talk: royalty shifts, drills 🇺🇸🇦🇺, Cu 🇨🇦, PGE-Ni 🇧🇷.
Issue No. 857 has been published https://t.co/DlDiEl17AV
🚀 Moon mission > $4B—puts things in perspective. Markets torn: inflation vs recession. Oil & Al up, PMs rise on deficits. Portfolio up on Peru Cu-Au. Stock Talk: permitting 🇨🇦🇨🇱🇺🇸 + updates 🇵🇪🇦🇷.
Issue No. 856 has been published https://t.co/s916vMrofZ
🏎️Whistler bobsled: fast, risky—but predictable. Markets? Not so much. Volatility up on energy & geopolitics. PM equities led. Portfolio strong on a royalty. Stock Talk: US gold inflow + Brazil PGE trench results.
📊 “Costs Don’t Cover It All… Sometimes It Just Doesn’t Exist.” — Joe Mazumdar @JoeMazumdar
He breaks down how rising energy costs and supply constraints are creating serious pressure across the mining sector—impacting gold, silver, and critical minerals. @TFMetals
Here’s the key takeaway:
🔹 Diesel costs are squeezing margins for mining operators
🔹 Supply chain disruptions are limiting key inputs like fuel and sulphur
🔹 Availability—not just price—is becoming a major risk
🔹 Top-tier projects with strong capital access remain best positioned
🎥 Watch the full conversation: https://t.co/a5kvzvE5kw
#Gold #Silver #Mining #Commodities #PreciousMetals #Energy #MarketOutlook #SprottMoney
📊 #Gold Drops, Costs Surge...What Comes Next?
Craig Hemke @TFMetals and Joe Mazumdar @JoeMazumdar break down March’s volatility in gold, #silver, and #mining stocks.
🔑 Key insights:
🔹Rising energy costs squeezing miners
🔹War-driven supply chain disruptions
Watch the full breakdown now https://t.co/v6TgZ8RC90
#Commodities #Investing #PreciousMetals #SprottMoney
Issue No. 855 has been published https://t.co/BlTdNw6KCf
Energy up ⚡ → mining margins down ⛏️. Inflation risk returns, PMs & base metals slip. Portfolio lagged.
Stock Talk: Ni-Cu hits 🇺🇸, royalty dividend, permitting wins & financings.
Issue No. 854 has been published https://t.co/1h27Yyr16s
Became honorary Newfie after kissing a fish🐟
Markets mixed: Hormuz tensions lifted oil/LNG while higher real rates hit PMs
Portfolio slipped but beat PM ETFs
Stock Talk: Cu explorers 🇰🇿🇵🇪, drill updates, PDAC financings
Joe Mazumdar of Exploration Insights joins the discussion to explain how his research process identifies high-quality opportunities in the junior mining sector.
👉 Watch the Full Episode: https://t.co/H0VeIyByR2
👉 Learn More: https://t.co/bQasEIDIyP
📩 Subscribe to my Substack: https://t.co/OqwrSOqF4r
�� Subscribe to my Technical Analysis Series: https://t.co/Utx1SNzMnV
Recording Date 3-9-2026. With a background in exploration geology, mining finance, and corporate development, Mazumdar focuses on combining technical analysis with on-the-ground due diligence to evaluate whether exploration projects and development companies have the potential to succeed.
Mazumdar describes how his work involves reviewing companies, meeting management teams, and conducting site visits to validate geological potential and operational realities before adding projects to his investment portfolio. He also shares insights from recent industry conferences, discussing how investors are increasingly prioritizing stable mining jurisdictions such as the United States, Canada, and Australia while geopolitical risks continue to influence capital flows. The conversation also explores commodity outlooks, the growing role of institutional investors in the mining sector, and how rising energy costs and supply chain pressures may impact producers, developers, and exploration companies moving forward.
Key Insights in this episode
✅ Joe Mazumdar explains how he evaluates junior mining companies.
✅ His process focuses on strong management and solid geology.
✅ Site visits help confirm whether projects are worth investing in.
✅ Investors are favoring stable jurisdictions like the U.S., Canada, and Australia.
✅ Gold, silver, and copper are key commodities in today’s market.��
✅ Larger funds are starting to invest in mining companies.
✅ Rising energy costs could increase mining operating costs.
#MiningStocks #Gold #Silver #Copper #Uranium #Nickel #Commodities #JuniorMining #ResourceInvesting #CriticalMinerals #MiningIndustry #EnergyMarkets #OilPrices #NaturalGas #CommodityMarkets #PreciousMetals #BaseMetals #Exploration #MiningInvesting #GlobalEconomy #SteveBarton #InItToWinIt
Issue No. 853 has been published https://t.co/jfQmTtf0dE
PDAC week recap 🇨🇦: short course, MIF, forums & a Newfoundland Cu-Au visit. Early optimism faded as volatility rose. Portfolio beat benchmarks. Stock Talk: US Cu bid & 🇦🇷 govt backing for Au-Ag.