Debbie Bester

Energy investing...!

Mapped: Greenland’s Diverse Mineral Wealth 🌎

USA Rare Earth said on Tuesday it will invest $1.2-billion to build a magnet manufacturing and rare earth metals facility in South Carolina, as it expands domestic production capacity. Shares of the company rose 5.9% to $31.1 in morning trade. The plant in Cherokee County is expected to produce 6 400 t/y of neodymium-iron-boron magnets and 5 000 t of rare earth metals and alloys, with commissioning targeted to begin in 2028. USA Rare Earth said site work is expected to begin in the coming months. The facility will complement the company’s existing magnet plant in Oklahoma, as it aims to build total domestic capacity of 10 000 t/y of magnets and metals. The company said the magnets and metals will support industries such as defense, aerospace, semiconductors, AI and energy that rely on secure rare earth supply chains.. $USAR

Colorado School of Mines and ElementUSA have been awarded $67M in funding from the U.S. Department of Energy to build a plant for the extraction & processing of rare earth elements from alumina tailings in Louisiana | tinyurl.com/mr3d7pxy @coschoolofmines #ElementUSA #tailings

A collaboration between BHP and Microsoft is accelerating discovery of advanced copper leaching solutions to unlock value, the miner says, leveraging high performance computing and specialised AI agents | tinyurl.com/2p8y5kpp @bhp @Microsoft #PrescienceInsilico #TheAIMine

Copper price: Goldman, Citi make bullish calls on supply woes mining.com/copper-price-g…

Now Uranium Rips Higher ‘Uranium ripped overnight and for once the tape is telling the truth. Uranium is everywhere yet barely a fraction of it is economically mobile enough to keep a grid running in perpetuity. In a deglobalising world, that is exactly the kind of scarcity governments pay up for.   THE LEADERSHIP TELLS YOU EXACTLY WHAT KIND OF MOVE THIS WAS Ur-Energy +22.8%, Uranium Energy +13.6%, Energy Fuels +10.9%, NexGen +8.9%, Cameco +7.1%, Denison +7.0%, IsoEnergy +6.1%, Sprott Uranium ETF (URNM) +6.9%. The Sprott physical trust was flat-to-down (-0.7%) and Kazatomprom (KAP) lagged at +1.0%. This was NOT a spot melt-up. It was the leverage and the US-supply-security end of the curve doing the work. We are active in this space.   WHY IT MOVED Urenco unveiled a multi-billion-dollar plan to lift capacity by close to 50% at the only commercial enrichment facility in the US. Enrichment runs on processed natural uranium, so this is immediate and long-dated pull-through demand for domestic miners, landing right as the US moves to a full ban on Russian uranium imports from 1 Jan 2028. Stack on Energy Fuels' Q1 beat (revenue ~US$35.8m vs ~US$31.3m est, more than doubling YoY) and Cameco lifting its Cigar Lake stake via TEPCO's 5%, and the session had a real fundamental spine.   THE REAL TELL IS THE TERM CURVE, NOT SPOT Spot peaked near US$94/lb in January and has drifted to ~US$84/lb May (DATA HEREand HERE). The term price, meanwhile, has risen every single month of 2026: US$89 to US$94/lb. Soft spot, grinding term price = utilities contracting forward into a market they know is structurally short. Section 232 already designates uranium a national security asset.  Feedback we have received is the door is open to price floors even government equity in domestic producers.   THE STRUCTURAL SETUP - EVERYONE IS REACHING FOR THE SAME SHRINKING POOL Three things are happening at once and they all point the same way:   1) Kazakhstan turning inward. Kazakhstan supplies ~40% of the world's uranium and the low-cost incumbent is becoming a less reliable supplier to the West. Its Budenovskoye JV has 100% of output committed to Russia through 2026, Kazatomprom is cutting 2026 production by ~10%, and Kazakhstan is building its own reactor fleet with Russia's Rosatom and China's CNNC.   2) India wants all of it. India's High Commissioner to Canada, Dinesh Patnaik: "we would buy as much uranium as Cameco can produce." That is already backed by a ~22 million pound, ~US$2.6bn nine-year Cameco offtake running from 2027, against a plan to lift Indian nuclear capacity roughly tenfold by 2047.   3) The US can't feed itself. America burns ~50 million pounds a year and mines barely ~2 million (4% of what it consumes) while banning Russian imports from 2028 and building out domestic enrichment via Urenco. The maths does not close without a lot more Western pounds’ #Shaw

Another million shares of @WestwardGold bought in the open market by @keith_neumeyer, giving him almost ~10M now. Is this tiny #gold explorer on the cusp of a discovery in NV this year? My overweight position says I like their odds...

An updated presentation was just published to our website. For the latest on @WestwardGold $WG and our timeline of upcoming catalysts, see here: westwardgold.com/site/assets/fi…

Rudi Best @rudibest from @YouTube BesterInvestor On Why He's Buying Shares of @WestwardGold CSE $WG OTC $WGLIF. Backed by @Crescat_Capital @keith_neumeyer @GNAFinancial

Join Contango Silver & Gold at @THEMiningEvent in Quebec City on June 2–4, 2026. On June 3, at 9:45am ET, President, @ShawnKhunkhun, will participate in the “Beyond the Mine: The Physical Silver Scarcity” panel alongside industry leaders, moderated by Phillips S. Baker, Hecla Mining’s former CEO, discussing the growing disconnect between physical silver demand and supply fundamentals. Shawn will also deliver a Company presentation at 10:30am ET, highlighting Contango’s strategy to build a leading North American precious metals company through production, development, and exploration assets across top-tier jurisdictions. Throughout the conference, Shawn and CFO, Mike Clark, will also be meeting with investors through scheduled 1x1 meetings. We look forward to connecting with investors in Quebec City. $CTGO

At the Peterson Capital Growth Conference in Montreal, VP Investor Relations and Development Stephen Soock provided an overview of our growth strategy and cash flow profile as well as the catalysts ahead The presentation was very well attended, with a packed room and strong engagement from investors during the Q&A. Next stop: Quebec City for The Mining Investment Event.

@HeliostarMetals We'll see you in Quebec City, @HeliostarMetals @_debbiebest

Silver prices vs. global production: When structural demand collides with stagnant production. You can’t just flip a switch and grow mine output overnight. Discoveries are rarer, permitting is harder, grades are falling, and development timelines keep getting longer. Contrary to what most believe, this is not a speculative bubble. It is the market adjusting to a new reality of structurally higher resource prices. Wake me up when production actually starts surging. open.substack.com/pub/tavicosta/…

Ammar Al-Joundi, chief executive of Agnico Eagle Mines Ltd., talks to Financial Post's Larysa Harapyn about the challenges and rewards of building a $2.4 billion gold mine in Canada's Arctic... youtube.com/watch?v=qX6d6k…

Profit Margins

Wow!

Corn ethanol was sold as green fuel. It was meant to cut emissions, improve energy security, and support rural America. Instead, it turns out corn ethanol depends on fossil fuels at every stage: tractors, trucks, fertilizer, pesticides, refineries, chemicals. Analysis found corn ethanol can actually increase CO2 emissions by 28% compared with gasoline. It also pushes farmland into fuel production, which raises food prices, increases water use, and worsens pollution. Big agriculture cashed in. The rest of us paid for it.

Copper: On track for the highest monthly close ever 🔥

Jeff Currie sees gold price pullback before $10,000 run Gold may see a short-term pullback due to easing geopolitical tensions and slower central bank buying, but veteran strategist Jeffrey Currie says the long-term bullish outlook remains strong. northernminer.com/news/jeff-curr…

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