Mining Stock Daily

Zach Abraham and Chase Taylor of the Know Your Risk Podcast join Mining Stock Daily for an intense macro discussion covering the Strait of Hormuz crisis, inflation, commodities, and the growing disconnect between financial markets and physical reality. The conversation breaks down the latest EIA inventory draws, tightening diesel and jet fuel markets, and why both guests believe oil markets remain dramatically mispriced despite mounting evidence of a global energy shortage. Zach and Chase also explore the inflationary ripple effects spreading across agriculture, industrial commodities, and global supply chains as rising energy costs begin feeding directly into producer prices and consumer goods. The discussion dives into the Federal Reserve, Kevin Warsh’s incoming leadership, and the increasingly difficult challenge central banks face as supply-driven inflation collides with slowing economic growth and expanding fiscal deficits. The trio also examines the concentration of today’s equity market around a handful of mega-cap AI and tech names, questioning whether markets have become dangerously blind to geopolitical and commodity risks building beneath the surface. From copper and silver to wheat and cocoa, the episode highlights how commodity markets across the board are beginning to break higher while most investors remain focused almost entirely on technology stocks. Zach outlines why he believes mining equities and commodity producers remain deeply undervalued relative to the cash flow potential being generated at current prices, while Chase warns that energy scarcity and supply chain stress could still lead to a far larger inflationary event ahead. From oil inventories and military escalation to AI valuations and precious metals, this episode connects the dots across some of the biggest macro forces shaping markets in 2026.

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

⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠Vizsla Silver⁠⁠

⁠⁠Equinox Gold⁠⁠

⁠⁠Integra Resources ⁠⁠

Gunnison Copper (TSX: GCU) is a southern Arizona-based copper developer advancing its flagship Gunnison Copper Project, a large-scale open-pit heap leach operation with a ~$2B after-tax NPV outlined in a 2026 PEA and a 21-year mine life. CEO Craig Hallworth spoke to Mining Stock Daily. Topics covered include the company's strategy for securing a domestic acid supply, the I-10 highway realignment process, exploration upside at the high-grade Strong & Harris satellite deposit, and the company's work toward a prefeasibility study targeted for 2028.

Power Metallic (TSX.V: PNPN) says it host the world's highest-grade copper and platinum group elements discovery at its Nisk project in Quebec, Canada. The company is backed by prominent mining investors including Robert Friedland, Rob McEwen, and Gina Rinehart. CEO Terry Lynch spoke to Mining Stock Daily. Lynch discussed the Lion Zone's exceptional drill results, outstanding metallurgical recoveries averaging 95% across all metals, plans for a Mineral Resource Estimate in Q3 2026 followed by a Preliminary Economic Assessment, and the company's use of muon tomography technology to hunt for additional high-grade deposits across its rapidly expanding 330-square-kilometer land package.

Heliostar Metals CEO Charles Funk sits down with Mining Stock Daily to discuss the company's exceptional Q1 2026 results: record production of 11,743 oz gold with operating earnings of $30.9M, all achieved at an industry-leading AISC under $2,000/oz. With 60% year-over-year production growth and a clear roadmap to generate $150M annually for the next two years, HSTR is maximizing cash flow from current operations while advancing its flagship Ana Paula development project. Funk also breaks down the opportunistic Goldstrike acquisition in Utah (a 1M oz deposit with ~5-year timeline), the capital allocation strategy funding three major initiatives simultaneously, and the company's disciplined approach to share dilution—projecting 150-200k oz/year production without significant future equity issuance.

Elemental Royalties has announced an agreement to acquire Vizsla Royalties for approximately C$327 million — or US$239 million — representing a 31% premium to Vizsla Royalties' unaffected closing price. We have new drill results form Meridian Mining, Hemlo Mining and Onyx Gold. Talisker Resources has released an updated mineral resource statement for the Bralorne Gold Project. Vizsla Silver has appointed Angel Diego Gómez Olmos as Vice President of Government Relations. Revival Gold has provided a substantive update on the Mercur Gold Project.

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

⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠Integra Resources ⁠

Titiminas Silver (TSXV: TITI) is advancing the past-producing Madre Sierra Silver mine in central Peru, with a 15,500-metre underground drilling program across three targets — Madre Sierra, Madre Sierra Norte, and the Titiminas CRD. CEO Luis Goyzueta told Mining Stock Daily that drilling starts in June. Goyzueta outlined the company's clear roadmap to a maiden mineral resource estimate by mid-2027 and a final investment decision by year-end, while also highlighting the potential of a historically significant high-grade molybdenum asset and the company's broader ambitions to grow into a multi-asset Peruvian silver producer through strategic M&A.

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 ⁠