A 128-fold yttrium price gap reflects restricted access, not production costs, making processing agreements and competitive costs key to project valuations.

AI infrastructure and advanced chip packaging could diversify industrial silver demand beyond solar, creating opportunities across the silver mining sector.

Record gold ETF holdings show buying through the selloff, while lower-cost miners retain larger margins and exposure to a potential rebound.

Selkirk Copper's Phase 2 drilling at Minto reached 109% of plan, with Minto North, Copper Keel & Area 118 results feeding a 2027 resource update.

Lifezone Metals' 2%+ grade Kabanga nickel sulfide project faces a US$ 18,000 to US$ 19,000 nickel price outlook, with US$930 million capex financing next.