Samantha Sheppard 💵📈📊

She/Her - Deal Flow Please! Bring them to me! Stocks Stocks Stocks!!Private Deals as well! #Commodities! #Gold! Technology! #Batterymetals! #Invest $QQQ #Silver

[MinerDeck @MinerDeck]

🇨🇦 Weekly insider buying highlights

[Gold Telegraph ⚡ @GoldTelegraph]

The world must mine more COPPER in 18 years than in all of history.

Robert Friedland has driven this point home.

The world is staring down a serious copper problem.

It was great spending time with him today.

He is a true legend. @robert_ivanhoe

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - Deutsche Bank Predicts Copper Could Jump 50% to Hit $10 a Pound!
https://t.co/7vOt8CInZ7

[Hedgeye @Hedgeye]

Copper is facing a structural supply shortfall

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - Workers at Antofagasta’s 240,000 metric ton/year Centinela mine reject offer, pave way for strike!
https://t.co/jOms0zGdpQ

[The Resource Heatmap @Res0urceHeatmap]

Is the Fed quietly orchestrating a modern Operation Twist?

Short-term Treasury sales just spiked 300%. Add Scott Bessent’s FX interventions—selling EUR to support the JPY—and the policy playbook is getting complex.
Here is what a yield curve manipulation regime means for Gold, Silver, and real yields: 🧵👇
1/ The Mechanics: Twist is balance-sheet neutral. By dumping short-term T-bills and buying long paper, the Fed suppresses 10-year rates without "printing money."
2/ The Initial Trap: In 2011, gold dropped $300 in weeks post-Twist. Why? No fresh bank reserves = dollar liquidity squeeze. Leverage gets liquidated first.
3/ The Real-Yield Trigger: Once short-term noise settles, suppressed 10-year real yields lower the opportunity cost of hard assets. That is where physical gold structural rallies ignite.
4/ Fiscal Dominance: Intervening in sovereign bond markets to fund national debt erodes trust in fiat paper. Central banks don't wait—they stack physical metal.
Read the full deep-dive on our blog
#Gold #Macro #Fed #OperationTwist #PreciousMetals #Economy #Silver #Investing

[LUX Metals @lux_metals]

CEO Kim-Quyên Nguyên, P.Eng., checks in from La Grande as our diamond drill program advances in Eeyou Istchee James Bay.

40 km greenstone belt. 250+ historical holes, with intercepts like 83.8 m at 7.95 g/t Au (LGS97-98).

Historical results; see Aug 18 NR.

$LXM #TSXV #Gold

[Gunnison Copper (TSX: GCU | OTC: GCUMF) @copper_gunnison]

🎥 TUNE IN LIVE FROM BEAVER CREEK

Gunnison President & CEO Craig Hallworth presents today at the Precious Metals Summit Beaver Creek.

⏰ 5:00–5:15 p.m. ET | 3:00–3:15 p.m. MT
Hear the latest on Johnson Camp, now in commercial production, and our path forward for the flagship Gunnison Project.

🔴 Watch live or catch the replay:
https://t.co/j1wNcombNo

$GCU.TO | $GCUMF | FSE: 3XS0

#Copper #Mining #Arizona

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - UBS expects the copper market deficit to widen from 219,000 tonnes this year to 379,000 tonnes in 2027, and sees prices reaching $15,500 a tonne next year.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Copper futures surge to their highest level on record, now up another +22% this year.

This puts copper prices up over +70% since January 2025.

[MINING.COM @mining]

COMEX copper inventories in the US rose 712% from February 2025 to August 2026, while London and Shanghai stocks fell, Sprott says.

Traders moved metal in to capture higher US prices and ahead of a possible tariff on refined copper. The US now holds about 69% of all exchange-monitored copper.

Supply outside the US has tightened. Available metal on the LME has shrunk to 133,725 tonnes, and Chinese buyers paid the highest import premium in nearly four years last week.

Storage at the Port of New Orleans, the main Comex delivery hub, is largely full.

Commerce has recommended a 15% tariff on refined copper from January 1, 2027, subject to a presidential decision that has yet to come.

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - $6.90 new all time high. Let’s go!!!

[MINING.COM @mining]

Copper is up 20% in 2026 and trades less than 2% below its all-time high.

Global mine output fell 1.1% in the first half, raising the possibility of the first annual decline since 2017, Sprott says. Disruptions at Grasberg and Kamoa-Kakula removed an estimated 600,000 tonnes of expected 2026 production.

Output at Escondida, the world's largest copper mine, slumped 22% in July.

Sprott says the supply response will be gradual. Copper projects take about 17.5 years on average to move from discovery to production.

The volume of copper discovered since 2000 remains below the total discovered during the 1990s alone.

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - $6.86, getting closer to $7 a pound!

[Gunnison Copper (TSX: GCU | OTC: GCUMF) @copper_gunnison]

🚨 BREAKING NEWS | Gunnison Copper Achieves Commercial Production at Johnson Camp Mine

Record August Copper Production Followed by Sustained September Operations Marks Major Milestone for Pure American Copper Production from Johnson Camp Mine

Full News Release: https://t.co/DKtSWAJYW4

$GCU.TO $GCUMF #Copper #Arizona #Mining

[MINING.COM @mining]

Close to $11 billion a year in gold revenue is stuck in Canada's permitting queue. Fifteen projects, all with published reserves.

They hold 36.6 million ounces and would add around 2.5 million ounces a year, a 35% to 40% increase on Canada's current output.

On S&P Global's sample, Canada is among the slowest countries in the world for mine development, at 27 years from discovery to production.

In five cases the only thing between the owner and a construction decision is one government signature.

Two of the fifteen are on a fast track.

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - Copper mine supply risks first decline since 2017: Sprott

[Jay Roberge 🚀 @jmroberge]

Q2 Metals has made the discovery!! Cisco already hosts a global Top 5 295 Mt inferred resource grading 1.36% Li₂O, with substantial exploration upside in Québec’s James Bay region. The next phase is about converting exceptional geological scale into metallurgical, engineering and economic certainty - positioning Cisco as a potential cornerstone asset for a strategic partner or acquirer seeking long-term North American lithium supply with the most important strategic lithium asset on the planet. $QTWO.V

[Jody Dahrouge @JodyDahrouge]

Ophir Metals (OPHR.V)

"BlackFyre is a large-scale conceptual target located roughly 20 km northwest of Glencore’s Raglan Mine complex in Quebec’s Cape Smith Belt ... The Ouiche showing provides the most concrete evidence with historical Quebec Geological Survey rock samples returning 2.21% Cu + 1,980 ppm Ni + 407 ppm Co and 1.72% Cu + 4,690 ppm Ni + 990 ppm Co."

https://t.co/dQUzxWy0D1

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - $6.85 a pound, up 17 cents!