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Nigeria's mining sector sits between 0.7% and 1.8% of GDP depending on whose numbers you trust, and the 11th Nigeria Mining Week made clear the real bottleneck is converting known deposits into production, not finding them.]]> Thu, 15 Oct 2026 17:24:13 +1000 https://discoveryalert.com/analysis/nigeria-mining-sector-geology-production-october-2026/ https://discoveryalert.com/analysis/nigeria-mining-sector-geology-production-october-2026/
Gabon's oil output fell to about 207,000 b/d in July 2026, yet the Gabon hydrocarbons code debate centres on ultra-deepwater terms with no signature bonus, a 19% royalty and an R-factor profit oil model.]]> Thu, 15 Oct 2026 16:23:16 +1000 https://discoveryalert.com/analysis/gabon-hydrocarbons-code-deepwater-fiscal-terms-october-2026/ https://discoveryalert.com/analysis/gabon-hydrocarbons-code-deepwater-fiscal-terms-october-2026/
VMS copper-gold exploration at São Francisco rests on Yamana's 6.41% copper intercepts, but Prospectiva Resources has released no assays of its own, so a 2,500 m drill programme must now prove the fold-hinge thesis before a mid-2027 maiden resource.]]> Thu, 15 Oct 2026 16:08:53 +1000 https://discoveryalert.com/analysis/vms-copper-gold-exploration-prospectiva-october-2026/ https://discoveryalert.com/analysis/vms-copper-gold-exploration-prospectiva-october-2026/
With US gross debt past $40 trillion, Jim Rickards argues the real threat is slow dilution rather than default, and that shift changes which inflation hedge assets actually protect your portfolio.]]> Thu, 15 Oct 2026 15:39:30 +1000 https://discoveryalert.com/analysis/inflation-hedge-assets-us-debt-october-2026/ https://discoveryalert.com/analysis/inflation-hedge-assets-us-debt-october-2026/
Lithium Ionic's Bandeira Project has a US$1.45 billion NPV and still no construction licence, because the social license to operate mining now sets the permitting timetable in Brazil's Jequitinhonha Valley.]]> Thu, 15 Oct 2026 14:26:05 +1000 https://discoveryalert.com/analysis/social-licence-lithium-brazil-bandeira-october-2026/ https://discoveryalert.com/analysis/social-licence-lithium-brazil-bandeira-october-2026/
Coal India production rose just 3.81% in Q2 while supplies jumped 12.04%, as a roughly 63 Mt pithead stock drawdown funded dispatches that mining could not match.]]> Thu, 15 Oct 2026 14:23:59 +1000 https://discoveryalert.com/analysis/coal-india-production-supply-stockpiles-october-2026/ https://discoveryalert.com/analysis/coal-india-production-supply-stockpiles-october-2026/
Gold inflation dynamics flipped the script on 14 October 2026 when a 3.7% CPI print sent gold down 1.6% to about $4,088 an ounce, as rate-hike bets overpowered the inflation-hedge story.]]> Thu, 15 Oct 2026 13:46:17 +1000 https://discoveryalert.com/analysis/gold-inflation-hedge-cpi-gasoline-october-2026/ https://discoveryalert.com/analysis/gold-inflation-hedge-cpi-gasoline-october-2026/
Hormuz oil prices sit at $104.51 Brent even as flows through the strait run about 43% below pre-conflict levels and some Gulf producers reportedly export more than before the war, so the real risk is shipping, insurance and diesel rather than vanished barrels.]]> Thu, 15 Oct 2026 13:44:14 +1000 https://discoveryalert.com/analysis/hormuz-oil-prices-brent-shipping-risk-october-2026/ https://discoveryalert.com/analysis/hormuz-oil-prices-brent-shipping-risk-october-2026/
Gold sits about 26% below its January peak and silver has lost roughly half its value, yet the most bearish analyst in this precious metals bear market still calls himself a long-term bull, and the gap between a $3,100 and a $4,600 gold forecast shows why staged re-entry beats guessing the floor.]]> Thu, 15 Oct 2026 12:09:12 +1000 https://discoveryalert.com/analysis/precious-metals-bear-market-re-entry-gold-miners-uranium-october-2026/ https://discoveryalert.com/analysis/precious-metals-bear-market-re-entry-gold-miners-uranium-october-2026/
The energy resilience trade hinges on a paradox: Hormuz flows collapsed from 20.8 million to 2.9 million barrels in four days while the IEA still sees a 4 mb/d surplus, and coal and uranium sit at the centre of the setup.]]> Thu, 15 Oct 2026 10:41:37 +1000 https://discoveryalert.com/analysis/energy-resilience-trade-coal-uranium-october-2026/ https://discoveryalert.com/analysis/energy-resilience-trade-coal-uranium-october-2026/
Ma'aden, the engine of Saudi Arabia's mining push, posted Q2 2026 revenue of US$2.9 billion (up 16%) even as a sulphur shortage cut phosphate EBITDA by 49%, exposing the real risks behind the Kingdom's third-pillar ambition.]]> Thu, 15 Oct 2026 08:49:29 +1000 https://discoveryalert.com/analysis/maaden-saudi-arabia-mining-investors-october-2026/ https://discoveryalert.com/analysis/maaden-saudi-arabia-mining-investors-october-2026/
Gold, copper and silver all surged in September 2025, yet the S&P 500 Materials index fell 2.31% and Australian energy dropped more than 8%, proving resource equities are not one trade.]]> Thu, 15 Oct 2026 06:41:00 +1000 https://discoveryalert.com/analysis/resource-equities-lag-commodity-rally-october-2026/ https://discoveryalert.com/analysis/resource-equities-lag-commodity-rally-october-2026/
Resource fund holdings look like safe ballast, but a lithium name that no longer trades on its own, a Venezuelan oil entry and a single-mine PNG producer each carry risks that liquidity cannot remove.]]> Thu, 15 Oct 2026 06:39:01 +1000 https://discoveryalert.com/analysis/resource-fund-holdings-role-october-2026/ https://discoveryalert.com/analysis/resource-fund-holdings-role-october-2026/
Sweden critical minerals hold 2.2 Mt of in-situ rare-earth oxides at Per Geijer, yet the country produces no rare earths commercially, and the gap between inferred geology and separated output decides LKAB's long-duration case.]]> Thu, 15 Oct 2026 04:26:27 +1000 https://discoveryalert.com/analysis/sweden-critical-minerals-lkab-rare-earths-october-2026/ https://discoveryalert.com/analysis/sweden-critical-minerals-lkab-rare-earths-october-2026/
Jiangxi Copper's 28 pence per share, roughly £867 million takeover of SolGold has changed who owns Cascabel, but the project still needs a feasibility study and a 2027 investment decision, and that gap defines the risk in Ecuador copper mining.]]> Thu, 15 Oct 2026 04:21:07 +1000 https://discoveryalert.com/analysis/ecuador-copper-mining-cascabel-october-2026/ https://discoveryalert.com/analysis/ecuador-copper-mining-cascabel-october-2026/
The Oyu Tolgoi mine lifted copper output 29% in the first nine months of 2026, shifting the investment debate from construction overruns to block-cave execution, Mongolian dividends and China dependence.]]> Thu, 15 Oct 2026 04:20:17 +1000 https://discoveryalert.com/analysis/oyu-tolgoi-mine-investment-case-october-2026/ https://discoveryalert.com/analysis/oyu-tolgoi-mine-investment-case-october-2026/
Tanzania natural resources arbitration now has a statutory route to a foreign seat under Act No. 7 of 2026, but only for agreements Cabinet has approved, and the 2017 Tanzanian-courts default still governs everything else.]]> Wed, 14 Oct 2026 14:35:01 +1000 https://discoveryalert.com/analysis/tanzania-natural-resources-arbitration-act-7-october-2026/ https://discoveryalert.com/analysis/tanzania-natural-resources-arbitration-act-7-october-2026/
Hole 25-3552-51 cut 29.9 m at 15.3% Zn+Pb, 552 g/t silver and 0.67% copper, yet the Ballywire zinc copper discovery still has no resource estimate, no metallurgy and no economic study after 86 holes and a 3.2 km strike.]]> Wed, 14 Oct 2026 07:11:21 +1000 https://discoveryalert.com/analysis/ballywire-zinc-copper-discovery-drilling-results-october-2026/ https://discoveryalert.com/analysis/ballywire-zinc-copper-discovery-drilling-results-october-2026/
South Africa state-owned enterprises now answer to a presidential commission instead of a statutory holding company, but R521 billion in bailouts and live Eskom and Transnet guarantees still shape the risk facing mining investors.]]> Wed, 14 Oct 2026 05:57:32 +1000 https://discoveryalert.com/analysis/south-africa-soe-commission-samsoc-mining-october-2026/ https://discoveryalert.com/analysis/south-africa-soe-commission-samsoc-mining-october-2026/
MAG Silver stock no longer trades after Pan American Silver's roughly US$2.1 billion takeover closed in September 2025, but the 44% Juanicipio stake behind it still drives silver cash flow inside Pan American.]]> Wed, 14 Oct 2026 04:50:55 +1000 https://discoveryalert.com/analysis/mag-silver-stock-juanicipio-pan-american-october-2026/ https://discoveryalert.com/analysis/mag-silver-stock-juanicipio-pan-american-october-2026/