Tommy Grisafi of AgBull Media joins Mining Stock Daily for a wide-ranging discussion on the powerful moves taking place across the agricultural commodity markets, from surging wheat and grain prices to record-setting cattle markets. The conversation dives into weather-driven supply risks in the U.S. wheat belt, rising fertilizer and fuel costs for farmers, and how trade negotiations with China could further impact grain demand and pricing. Tommy also explains why beef prices continue to soar despite economic pressures, highlighting shrinking herd sizes, resilient consumer demand, and the surprising role GLP-1 drugs may be playing in shifting food consumption trends. From Kansas wheat fields to global commodity inflation, this episode explores why agriculture may be entering the early stages of a much larger bull market across the food and commodity complex.

MSD’s Ian Wagner reconnects with Blue Moon Metals CEO Christian Kargl-Simard to discuss the company’s rapid evolution following a C$156 million financing. Kargl-Simard outlines how Blue Moon plans to fund and sequence multiple assets, including the Nussir copper project in Norway, the Springer tungsten restart in Nevada, and the Blue Moon zinc project in California. He also discusses potential strategic capital for tungsten and APT production, growing U.S. investor interest, and the optionality at Apex for direct-shipping germanium and gallium ore.

Bonterra Resources Chairman Cesar Gonzalez joins MSD’s Ian Wagner to discuss a busy period for the Abitibi gold developer, including Marc-Andre Pelletier’s departure as CEO and Gonzalez stepping in as interim CEO. Gonzalez reviews progress on the Gold Fields joint venture at Barry, where deep drilling has wrapped up and assay results are being prepared. He also outlines work on a Barry PEA and a 10,000-to-12,000-meter drill program at the company’s 100%-owned Bachelor-Moroy and Desmaraisville assets, where Bonterra is testing regional and deep feeder-zone targets.

The biggest story in the gold sector this morning: Equinox Gold and Orla Mining have announced a combination to create North America's new senior gold producer. There is new drill results from NGEx Minerals, Scorpio Gold, Li-FT Power and Andina Copper. Tocvan Ventures has identified a new surface gold-silver target at Gran Pilar. Talisker Resources has reported estimated year-to-date 2026 gold sales of 2,675 ounces.

This episode of Mining Stock Daily is brought to you by... 

⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠

⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠

⁠⁠⁠⁠Integra Resources ⁠

Early this year, Faraday Copper announced a $100 million financing deal with industry heavyweights the Lundin Family Trust and BHP, alongside a proposed acquisition of BHP's historic San Manuel copper property in Arizona. Faraday CEO Paul Harbidge spoke to Mining Stock Daily about how the combination of San Manuel and the company's flagship Copper Creek project could create one of the largest copper producers in the United States. Harbidge outlined the path forward, including ongoing drilling at Copper Creek, plans to mobilize rigs to San Manuel following the expected Q3 2026 closing, and the goal of publishing a combined NI 43-101 compliant resource for both properties by mid-2027.

Last year, Arizona Eagle Mining announced that it acquired the past-producing McCabe mine, as well as a significant land position. CEO Kevin Reid discussed the project with Mining Stock Daily. The conversation highlighted the company's inaugural 4,500-meter drill program aimed at expanding the historic gold resource and testing newly identified, high-grade parallel structures.

Minera Alamos is undergoing a major transformation as the company rebrands to Mining Americas and restructures management to support its next phase of growth as a U.S.-focused gold producer. Newly appointed CEO Darren Blasutti discusses the strategic additions to the leadership team, the company’s plan to uplist to the TSX and eventually a U.S. exchange, and how recent financing initiatives are designed to fund growth with minimal shareholder dilution. The conversation also highlights strong financial performance from the Pan Mine, a new $75 million revolving credit facility, and the path toward restarting Copperstone and advancing Gold Rock in Nevada.

Brixton Metals continues to deliver exceptionally high-grade silver results from its Langis project in Ontario, including recent intercepts featuring bonanza-style native silver mineralization as the company ramps up toward a maiden resource target. CEO Gary Thompson discusses the evolving geological interpretation at Langis, where drilling is beginning to outline structurally controlled high-grade silver zones tied to a unique continental rift environment and intrusive system. The conversation also highlights Brixton’s aggressive summer exploration plans, including expanded drilling at Langis, renewed activity at the Thorn copper-gold project, and a new drill campaign underway at the Atlin Goldfields under option with Eldorado Gold.

Solaris Resources continues to advance its flagship Warintza copper project in Ecuador after securing technical approval for its Environmental Impact Assessment, marking a major step toward full permitting and development. CEO Matthew Rowlinson discusses the project’s recently published PFS, highlighting Warintza’s large-scale reserve base, low strip ratio, strong economics, and long mine life that position it among the premier undeveloped copper assets globally. The conversation also explores future financing flexibility, strategic growth opportunities through additional land consolidation, and how Solaris is preparing for a potential construction decision by early 2027. With copper demand accelerating and few new tier-one projects advancing globally, Solaris believes Warintza is emerging at the right time in the market cycle.

Rua Gold announced a "starter PEA" to demonstrate the Auld Creek project's viability and unlock the New Zealand government's fast-track approval process, while the company continues aggressively drilling to expand the resource. CEO Robert Eckford talked to Mining Stock Daily. Eckford explained that with five drill rigs currently turning at the Reefton Goldfield and a hub-and-spoke development model centered on the Auld Creek deposit — New Zealand's largest known gold-antimony resource — the company is deliberately compressing the timeline from explorer to producer by pursuing permitting and resource expansion simultaneously. He also outlined the company's second project, the Glamorgan tenement in the Hauraki Goldfield, which sits adjacent to OceanaGold's high-grade Wharekirauponga deposit and is drill-ready pending permit approvals anticipated in Q2 2026.