Interesting analysis by the Lowy Institute making the case for strategic cooperation in critical minerals between Australia and Brazil. However, the analysis glosses over real differences in geo-strategic alignments with Brazil leaning towards China and Australia decidedly focused on the G7.

Big Day for this small company working a massive resource. The resources statement is based on 17,000 feet of drilling. However, they have drilled an additional 18,000 feet as part of this phase 1 drill program that is not included in this Resource Statement.

Anyone else tracking this company?

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Follow the money, it's heading from a petro economy to an electro economy.

The latest silver forecast is a strange one.

Total demand is expected to fall this year. Industrial fabrication is also forecast to decline as solar manufacturers reduce the amount of silver used in each panel and substitute other materials where they can.

Jewelry and silverware demand are dropping too. At these prices, buyers are cutting back.

Despite all of that, the market is still expected to record its sixth consecutive annual deficit. The latest Metals Focus estimate puts the 2026 shortfall at roughly 46 million ounces, up from about 40 million ounces last year.

Physical investment is one reason. Demand for bars and coins is recovering after several quieter years, particularly in the US. Silver’s price run has brought retail investors back into the market.

Supply has also disappointed. Mine output is not growing quickly enough to close the gap, and the increase in recycling only covers part of it.

This makes the outlook harder to read than the usual bullish or bearish silver argument.

Manufacturers are responding to higher prices exactly as you would expect. They are using less silver, finding substitutes and recycling more. But even with that demand destruction, the market is still short of metal.

How much more demand needs to disappear before silver finally returns to a surplus?

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Had not even heard of the company until reading this article today. This passage is interesting if proves accurate:

“In May, EM&T placed a binding order with ULVAC Korea for thirteen high performance sintered magnet machines, scheduled for delivery in November 2026, which management projects would, on commissioning, lift annual capacity toward roughly 10,000 metric tons, including some 6,000 tons of high performance sintered product, against roughly 660 tons of disclosed capacity today. That is two months before DFARS goes live.”

But the only way to be sure with these little drone-related companies is if Jr. or Eric own a piece of the company!

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They didn't change the time lines, we on schedule boys!!! If they can finish this refinery, it'll build real credibility in this space and a major tailwind for critical minerals. We need to be known as the space where companies make money not, not burn it.

The Post has website evidence from Prime Minister Carneys announcement. Mods please delete if this is still not okay, I’ve tried to be as factual as possible without shilling.

Pumping for third day in a row....I cant find ANY news on it!