Atomic Eagle plans to drill Muntanga through 2026, update its resource in early 2027, and finance in 2028, with production expected by 2031.

Toll milling, mill upgrades, and shared plants let gold and silver miners increase output with less capital, with signed deals turning savings into value.

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.

With new mines taking over 16 years to reach production, capital is shifting to restarts whose existing permits and infrastructure bring cash flow years sooner.

Gold miners generating cash at $4,050 an ounce offer exposure to a potential rebound with less reliance on external funding.

Electricity accounts for 30% of smelting costs, making long-term power contracts a key margin advantage as new alumina refineries come online.

Uranium resource growth, financing terms and existing US processing capacity offer distinct paths toward future supply beyond Kazakhstan.

Mineros raised 2026 gold guidance twice. The Hemco plant expansion, Porvenir permits and decision, and La Pepa study will test its management team.