We are joined by Michael Rowley, President & CEO and Dr. Danie Grobler, Vice President of Exploration of Stillwater Critical Minerals (TSX.V: PGE – OTCQB: PGEZF), live in the core shack at site, to provide a visual update of the key exploration work completed to date, the primary initiatives on tap for 2026, and the value proposition at the Stillwater West Ni-PGE-Cu-Co + Au project in Montana.

Mike outlines that their Stillwater West Project is a very large polymetallic resource with a substantial copper inventory and the largest nickel project in an active U.S. mining district, in addition to palladium, platinum, rhodium, copper, cobalt, chromium, and gold. Overall, Stillwater West is uniquely positioned to become a primary source of 10 commodities now listed as critical, given their location immediately adjacent to Sibanye-Stillwater’s operating mine complex in Montana.

Danie shares an overview of the structural controls of the geological environment that hosts the mineralization, using the South African Bushveld Igneous Complex as analog, and how their five “Platreef-style” (or contact-type) Ni-Cu-Co-PGE+Au deposits may tie together in a larger sense.   He goes on to outline why their 2025 exploration initiatives were successful and shows how there are several mineralized events in the sulfides bringing in pockets of higher-grade polymetallic zones within the overall bulk tonnage type of deposit

Danie highlights what they are learning from the geophysical surveys over their district-scale land package, and why their team has high-confidence in the ongoing 2026 drill program, to keep stepping out along the parameters and character of this mineralized trend.

Highlights and upcoming catalysts:

If you have any questions for the team at Stillwater Critical Minerals, then please email them into me at [email protected].

 * In full disclosure, Shad is a shareholder of Stillwater Critical Minerals at the time of this recording and may choose to buy or sell shares at any time.

 Click here to follow the latest news from Stillwater Critical Minerals

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Investment disclaimer:

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

In this Daily Editorial, Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, joins the show to provide an insider's view from the trading desk on the latest developments across the global commodity space. Darrell breaks down key dynamic shifts in major commodity markets, including crude oil, natural gas, base metals, and precious metals:

Click here to learn more about Bannockburn Capital Markets  - https://www.bannockburnglobal.com/

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Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

In this Company Update, we sit down with Alicia Milne, President and CEO of Q2 Metals (TSXV: QTWO | OTCQB: QUEXF | FSE: 458). Alicia breaks down the latest news out of the Cisco Lithium Project, coming off the final batch of winter drill assays and the kickoff of the 20,000-meter summer campaign. We dive into how the team plans to upgrade the maiden resource and what to expect from upcoming economic studies.

If you have any follow up questions for Alicia or would like more information on any aspect of the Company please email me at [email protected]. 

Click here to visit the Q2 Metals website - https://www.q2metals.com/

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For more market commentary & interview summaries, subscribe to our Substacks: 

Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

In this edition of The KE Report Weekend Show, we dive deep into two critical resource sectors facing profound shifts: Platinum Group Metals (PGMs) and global energy. PGM expert Jeff Christian breaks down the extreme price volatility in platinum and palladium, separating speculative hype from true industrial fundamentals. Meanwhile, energy analyst Dan Steffens analyzes escalating Middle East conflicts, tight physical refine product inventories, and why the real global oil supply shock may hit harder in late summer. 

If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!

For more market commentary & interview summaries, subscribe to our Substacks:

Investment disclaimer:

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

In today’s Daily Editorial, we are joined by Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and Editor of the Marc to Market website. We dive into the key macro forces shaping global markets, including rising Treasury yields, rising US Dollar, energy price volatility, and central bank expectations ahead of upcoming central bank meetings. Mark breaks down the broader implications for currency trends and international capital flows.

Key Discussion Points:

Click here to visit Marc’s site - Marc To Market - https://www.marctomarket.com/

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Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Robert Vallis, President, CEO, and Director of Tiger Gold Corp. (TSXV: TIGR) (OTCQB: TGRGF) (FSE: D150), joins me for an exploration update on the assay results returned for three drillholes from its Ceibal target at its Quinchía Gold Project in Colombia’s prolific Mid-Cauca gold belt.   We review how results like this at Ceibal will be expanding the known 2 million ounces of gold resources, in all categories, already delineated from the Miraflores and Tesorito deposit areas. Additionally we discuss the blue-sky upside in a number of other regional targets across their district-scale land package.

Drilling at Ceibal has outlined a northwest to north-northwest trending mineralized corridor with an apparent strike length of at least 300 metres and an apparent width of approximately 375 metres. Mineralization has been traced to approximately 800 metres vertically below surface and remains open at depth. The geometry, true thickness, extent, and continuity of mineralization have not been defined at this early stage of exploration, and the corridor remains open to the northwest, southeast, and southwest.

Highlights:

Drillholes CEDDH-014 and CEDDH-016 were collared approximately 165 metres and 220 metres northwest of CEDDH-013, along the interpreted apparent trend of the corridor, and were designed to test the northwesterly extent of the mineralized corridor beyond the area drilled to date. Drillhole CEDDH-015 was collared approximately 210 metres southeast of CEDDH-003 and was designed to test the southeasterly extent of the apparent mineralized corridor. Assays for all three holes are pending and will be reported in a subsequent news release. 

Robert then highlights its broader 20,000-metre drill program with three diamond drill rigs, including one rig doing infill drilling at Tesorito and two rigs at Ceibal will support the continued definition and expansion of the project into an updated Mineral Resource Estimate in Q1 of 2027, which will then update the 2025 Preliminary Economic Assessment (PEA) with enhanced economics.

Wrapping up we touch up the even further bluesky exploration potential at depth under Tesorito and Ceibal, and the near-surface drill targets their team has been refining at the nearby Chuscal gold-copper target, and the untested corridor along the faults up into the Northeastern regional targets. There is also the 500,000 ounces of historic gold resources at Dos Quebradas to the Northwest.

If you have any follow up questions for Robert regarding Tiger Gold then please email those to me at  [email protected].

Click here to follow the latest news at Tiger Gold Corp

For more market commentary & interview summaries, subscribe to our Substacks:

The KE Report: https://kereport.substack.com/

Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer:

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

In today’s Daily Editorial, we chat with Dana Lyons, Fund Manager and Editor of Lyons Share Pro, to dissect the shifting dynamics across global financial markets. As traditional tech leaders lose momentum, the conversation centers on internal market health, rotational trends, and technical setups driving major asset classes.

Key discussion points include:

Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services - https://lyonssharepro.com/

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For more market commentary & interview summaries, subscribe to our Substacks: 

Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

In this Company Update on The KE Report, Garrett Ainsworth, President and CEO of District Metals (TSX.V:DMX - OTCQX:DMXCF - Nasdaq First North: DMXSE SDB) joins me to unpack the results of the recently published Economic Impact Study (EIS) for the Viken Energy Metals Deposit in Sweden. Garrett outlines how the conceptual 13-year Phase 1 mine operation presents substantial economic, social, and strategic benefits for local communities, regional governments, and the Swedish state.

Key discussion points include:

If you have any follow up questions for Garrett please email me at [email protected].

Click here to visit the District Metals website to learn more about the Company - https://www.districtmetals.com/

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For more market commentary & interview summaries, subscribe to our Substacks: 

Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

John Rubino, {Substack https://rubino.substack.com/}, joins us for another wide-ranging discussion around the strong financial health of the gold and silver producers and royalty companies as we head into Q2 earnings season later this week.   We also discuss his outlook on the potential for more mergers and acquisitions, what stage of developer he is animated by, his outlook on royalty stocks, and the copper sector.

While Q2 earnings are not going to be as big as the record underlying metals prices seen in Q1,  John believes the gold and silver producers will still report very solid revenues, because the average metals prices were the 2nd highest of any other quarter in history. 

John then distinguishes between the boring versus the opportune time to accumulate quality PM developers, to maximize the 2nd leg of the Lassonde Curve. 

Next, we point out how the royalty companies, that don’t have cost creep due to rising energy expenses or large labor costs, have still been chopped down by 30%-40% along with the rest of the PM sector; which makes little sense from a valuation standpoint.

Wrapping up we review the continued strength in the copper price, holding up near all-time highs, and why he remains longer-term bullish due to supply/demand fundamentals.

Click here to follow John’s analysis and articles over at Substack

For more market commentary & interview summaries, subscribe to our Substacks:

The KE Report: https://kereport.substack.com/

Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer:

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Terry Harbort, President and CEO of Talisker Resources (TSX: TSK) (OTCQX:TSKFF), joins me to review the continued success sampling high-grade gold over broad strike lengths from underground development on the 1045 Level at the Mustang Mine at the Bralorne Gold Project, British Columbia, Canada. We also discuss their recent loan for purchasing ore-sorting equipment, the acquisition of Ben Nevis property, and the big-picture vision for the company’s future growth into multiple mines and satellite areas across their district.

The Company has successfully developed at the 1045 level on a continuous 127-metre strike length of high-grade gold mineralization along the BK-9870 Vein, averaging 21.52 grams per tonne (g/t) gold across an average true width of 0.83 metres. 

Next we discussed the news out July 17th which announced that the Company has entered into a loan agreement with Two Shores Capital Corp. for a delayed-draw term loan of up to $11.0 million to fund the acquisition of ore sorting and processing equipment.  Terry mentions that they’ve already purchased the equipment, and some of the front-end crushing machinery is already showing up to site and then walks listeners through the timeline of final on-site testing of the ore sorting in the latter part of this year, and that it may impact run-of-mine material and show a significant reduction in waste rock as soon as H1 2027.

Additionally, we discussed the news out on July 13th that announced their acquisition of a 100% interest in the Ben Nevis property located contiguous to the Company’s Bralorne Gold Project in southwestern British Columbia from Coast Copper Corp.

If you have any follow up questions for Terry regarding Talisker Resources, then please email me at [email protected].

Click here to follow the latest news from Talisker Resources

For more market commentary & interview summaries, subscribe to our Substacks:

The KE Report: https://kereport.substack.com/

Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer:

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.