MINING.COM

Inside Agnico Eagle: Sean Boyd on Building a $100B Asset Fortress ($18M Profit Per Day) As the world’s second-largest gold producer and the leading gold miner in Canada, Agnico Eagle’s strategy influences the broader sector. In this Top of Mine interview, Boyd discusses Agnico’s approach to growth, the company’s major push in Finland, and why Nunavut has become one of the most important mining regions in Canada. Full interview: youtu.be/l5hV5MQc0IY?si… @agnicoeagle

Sponsored CIM Connect Video: Hexagon says fragmented systems blunt mining AI Technology firm Hexagon’s President of Mining, Dave Goddard, spoke with @Cdn_Mining_Jrnl’s Editor-in-Chief, @DrTamerElbokl, during last week’s @cimvancouver event in Vancouver. mining.com/joint-venture/…

Lithium Americas boosts Thacker Pass spending dlvr.it/TSYRtX

Copper demand is set to rise toward 50 million tonnes annually by 2035 amid a structural supply deficit. Copper ETFs provide efficient exposure to this long-term setup. Here are the five top performers year to date.

Larvotto Resources reports recoverable antimony, gold from tailings at Hillgrove dlvr.it/TSXyx7

Sudbury hosts major rare earth project ‘in a pizza delivery zone,’ CEO says dlvr.it/TSXk75

Hemlo hits 16g gold at namesake Ontario mine dlvr.it/TSXfNG

Elemental Royalty to buy Vizsla Royalties in $239M deal dlvr.it/TSXbgk

Gold prices steadies as inflation revives higher-rate bets dlvr.it/TSXXyB

Appian deepens Namibia push with $400M copper mine buy dlvr.it/TSXWmS

Ioneer, Lithium Americas defend Nevada projects as Amnesty flags Indigenous consent gap dlvr.it/TSX2bz

China continues to maintain tight control over key rare earth supply chains. While headline export volumes have largely recovered, new customs data reviewed by Reuters shows Beijing is “selectively licensing” key heavy rare earths. Shipments of yttrium, dysprosium and terbium remain sharply constrained — down roughly 50% compared to pre-control levels. By maintaining control over these strategically sensitive materials, China retains leverage across global supply chains for defense, EVs and semiconductors. Real-World Supply Chain Impact: ▪️ Aerospace: Production disruptions reported due to yttrium shortages ▪️ Industrial reliance: Dysprosium and terbium are key inputs for high-performance magnets in EVs, wind turbines and military systems ▪️ Revenue pressure: Several firms report hundreds of millions in monthly revenue losses tied to supply disruptions

Guardian Metal expands footprint at Tempiute tungsten project – stock surges   dlvr.it/TSX1Sd

Canada’s mining industry calls for sweeping reforms to stay competitive – report dlvr.it/TSWxT1

We called the $COPPER bid back on Apr 14. This week: new all-time highs on COMEX. Today we gapped up, pushed to $6.71, and held strong gains into the close. 23% in 7 weeks. Tariffs. Supply constraints. AI power demand. All year we've talked about how the fundamentals haven't changed, now that story is playing out.

Sponsored: AbraSilver weighs options to enhance Diablillos economics The @NorthernMiner’s @Devan_Murugan recently spoke with @AbraSilver (TSX: $ABRA; OTC: $ABBRF) CEO John Miniotis about the latest developments at the company’s Diablillos project in Salta province, Argentina. mining.com/joint-venture/…

Codelco output questioned over 20,000-tonne gap dlvr.it/TSWpGs

Agnico to invest $10B in Ontario operations, province says dlvr.it/TSWp6v

Titan, Teck team up to explore germanium recovery from zinc mine waste dlvr.it/TSWmtr

Sponsored: Q&A With SRK – Christina James on water, risk and regulation @Devan_Murugan of The @NorthernMiner interviewed Christina James, president of SRK Canada and principal water resources engineer, at SRK’s Toronto office to discuss water balances, regulation, independence, and the firm’s approach to AI. mining.com/joint-venture/…

China’s grip on rare earths remains tight amid Xi-Trump showdown dlvr.it/TSWkG0