Mining Stocks

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Mining Stocks

Mining Stocks

@miningstocks

Catholic. Mining Stock investor. Wrote a e-book on how to invest in mining stocks.

Vancouver Katılım Nisan 2009
4.2K Takip Edilen11.2K Takipçiler
Jamie Heard
Jamie Heard@JamieHeard5·
A couple take aways from a busy stampede week. (1) The Canadian government is ambitious enough on its plans to grow egress and the Canadian energy business that it is willing to capitalize SOE's to at least make hard things easier. Will private enterprise buy in over time or will SOE interest grow over time remains to be seen - but either way more egress is going to happen faster than some were expecting before. (2) Oil Sands will grow again. From a gas lens this also means gas demand growth (1 mmbpd of oil sands growth is 0.7-1.0 bcfpd of natural gas consumption depending on SAGD market share) and it means condensate demand growth. (3) Alberta Data Centers are on deck. GLEC is the first; how many more will we get before year end? At optimized rates 1 GW = 150 MMcfpd but many of these centers will start out on older grid units or behind the meter mobile units that are far thirstier. This means gas consumption will J curve while power consumption is more linear. (4) West and Mid West Data Centers impact Canadian gas egress and pricing. There isn't a growing gas supply basin between the WCSB and the east coast or gulf coast of note. As data centers move to drier, cooler, wide open northerly states, the S&D they impact is increasingly tangential or directly Canadian molecules. (5) Near term local AECO pricing is directly tied to the brimming Pacific and PACNW storage picture. While getting better we need to burn off some gas with hot weather in the west to reconnect AECO to mid west basis dynamics. We drew Pacific storage today (224 MMcfpd PG&E and 40 MMcfpd SoCal) which is a new high for July so far. Weather is the whole call here for the next 60 days. (6) We got a lot on power and oil in Stampede week, not as much on gas egress or LNG. Premier Eby announced pre stampede that he expected LNG Canada Ph2 FID in September - that could be the next catalyst on this file.
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EconomicWoes 🤖
EconomicWoes 🤖@ManyBeenRinsed·
Unemployment down to 6.5% in Canada. Uh oh … the recession being pushed out further. Few understood this months ago when I pivoted. Many have been rinsed. 💦
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Kinesis Money
Kinesis Money@KinesisMonetary·
🚨 The Next Chapter of Kinesis: Building the Future of Sound Money🥇🥈 In a special episode of Live from the Vault, @AndrewMaguire is joined by Kinesis CEO @TomCoughlin16 to unveil the next major evolution of Kinesis Money - the Earn Programme. They discuss: 🔓 How the Earn Programme opens a new way to generate yield on your holdings 📈 What the changes ahead mean for KVT holders 🌐 What lies ahead: commodity tokens, banking partnerships and the upcoming Kinesis card launch With institutional interest building and a wave of announcements ahead, Andrew and Thomas discuss why this moment represents a fundamental step forward in Kinesis’ mission to bring sound money to the world. 📺 Watch now: youtu.be/rw1ne5cASIQ
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Nicolas Fulghum
Nicolas Fulghum@nicolasfulghum·
California's electricity generation from gas in June so far is way down compared to previous years: -40% from 2025 -70% from 2021 Solar + battery storage are pushing gas out in the middle of the day and evening peak. A big step-up in wind generation is reducing gas further.
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Mining Stocks
Mining Stocks@miningstocks·
Here WE go! 🚨Eric Sprott just dropped a BOMBSHELL mid-year warning: On a great podcast with @TFMetals for @SprottMoney Silver got absolutely CRUSHED in a 30-hour manipulated takedown... again. Banks short, COMEX games, margin hikes — same old playbook from 1980 & 2008. This dip? Classic shakeout before the real move higher. Stack physical. Ignore the noise. Full interview (must-watch): youtube.com/watch?v=hLJz3x… #Silver #Gold #PreciousMetals #EricSprott
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Sam Cooper
Sam Cooper@scoopercooper·
We had the clock on @AlderLaneEggs this morning, just talked to him. He is throwing 99 mph this AM without sweating. We are going to do the podcast today instead, story is too important to holdup.
Sam Cooper@scoopercooper

@AlderLaneEggs is digging into our files since 2014, when he contacted me regarding my #vanre reports. The ultimate story is Canadians getting priced out systematically for Chinese investors/capital flight, and money laundering was the mechanism. This goes way back to PET and the Asia Pacific trade strategy. This is geopolitical as much as economics and markets, and we will bring those files together. I’ve asked Marc to warm up in the bullpen today, for The Bureau Podcast, Canada in Crisis 2.0 — you will want to pay attention tomorrow.

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Mining Stocks
Mining Stocks@miningstocks·
Thank you @andrewmaguire1 @TFMetals Enjoying a listen with my morning ☕️
Kinesis Money@KinesisMonetary

🚨 The Gold Reset Is Closer Than You Think 🥇 Record central bank buying. The largest Shanghai premium since 2008. A US Treasury gold revaluation being openly discussed. In this week's Live from the Vault, @AndrewMaguire1 and Craig Hemke of @TFMetals break down: ✅ Why the gold and silver correction is over and what points to a sharp move higher ✅ How a US Treasury gold revaluation would actually unfold ✅ Why the new Fed chair has little room to diverge from dollar-weakening policy ✅ Why every ounce of physical gold removed from the system brings a price reset closer The signals are aligning. The window to act is narrowing. 📺 Watch now: youtu.be/ljzfeOcHFu0

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Kinesis Money
Kinesis Money@KinesisMonetary·
Your head says Brazil. Your heart says France. Your group chat says Argentina. Who are you backing to lift the trophy? 🏆 Tag the friend who owes you gold when you call it right. 👀
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Vancity Vice
Vancity Vice@VanCityVice·
100 Passed Out People on the streets of Vancouver, BC.
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Rosary Quotes
Rosary Quotes@RosaryQuotes123·
History made. 🇦🇷🐐 Lionel Messi has scored his 16th FIFA World Cup goal, equalling Miroslav Klose's all-time World Cup scoring record. He reached the milestone with a hat-trick against Algeria in Argentina's opening match of the tournament. Messi marked the moment by making the Sign of the Cross and giving glory to God. ✝️🙏
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Hut 8 Canada
Hut 8 Canada@Hut8canada·
Hut 8 Canada × Cylix Applied Intelligence are officially partnering to deliver end-to-end AI deployment for Canadian Enterprise. Strategy. Deployment. MLOps. LLM ops. Agentic AI. Tier III infrastructure. 100% Canadian data residency. No compromise between AI ambition and compliance. The full stack is here. bit.ly/hut8-cylix
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Citizens for Sound Money
Citizens for Sound Money@4SoundMoney·
🚨 WHAT IS HAPPENING TO GOLD & SILVER? 🚨 Gold is near all-time highs. Central banks are buying gold at record levels. National debt continues to explode. Confidence in fiat currencies is being tested around the world. So what comes next? Join us as we sit down with Rob Kientz of GoldSilverPros to discuss the forces driving today's precious metals markets and what they could mean for investors, savers, and the future of the global monetary system. 📺 Watch Now: Link Below in Comments #Gold #Silver #SoundMoney #RobKientz #PreciousMetals #Inflation #CentralBanks #GoldPrice #SilverPrice #MonetaryReset
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