tmctomars
301 posts







NEWS ALERT: Gunnison Copper has joined the Defense Industrial Base Consortium (DIBC), supporting the scale-up of domestic supply chains for critical minerals. Positioned to deliver Made-in-America copper for U.S. defense & manufacturing 🇺🇸 Read more: gunnisoncopper.com/news/news-2026… TSX: GCU | OTCQB: GCUMF | FSE: 3XS0 #Copper #MadeInAmerica #NationalSecurity #MiningNews #Mining

The global sulphur squeeze has transitioned from a theoretical risk to a direct catalyst for a production cliff. From Indonesian nickel to DRC copper, the leaching chemicals that power the green transition are hitting a wall. Reuters reports that Indonesia’s nickel heavyweights— including Huayou Cobalt, Lygend, and Tsingshan —have already been forced to trim output by 10%. Meanwhile, spot sulphur prices delivered to Indonesia have exploded above $800/t, with distressed cargoes clearing as high as $1,000/t. The Global Acid Test This isn't a regional glitch; it’s a potentially structural floor-raising event for the entire battery metals complex: ▪️The Shutdown Clock: While HPALs haven't halted yet, BMO notes that inventories are running on fumes. One metal trader told BMO that if the supply chain isn't re-established by month-end, we move from "trimming" to forced shutdowns. ▪️The DRC Contagion: Per Reuters, major copper and cobalt producers in the DRC have seen key chemical orders cancelled this month, forcing immediate usage cuts and weighing on output guidance. ▪️The Copper Major: London-listed Antofagasta is warning that rising acid costs are now the "biggest near-term concern" for copper miners globally, MINING.COM reports. The issue could potentially threaten 2026 production goals. The market is currently pricing this as a temporary logistics hiccup, and all eyes are on the Strait of Hormuz for a signal. mining.com/antofagasta-ba…

Let me be the 1st to congratulate Illinois on a great season. They should be very proud. Just making it this far is a huge accomplishment for them. No reason to hang their heads. A true happy to be here team. Now it’s up to Michigan to finish the job for the Big 10 as we knew it would be. But it won’t be easy. Arizona is a beast. UConn is UConn. But this is why we are Michigan Men! When others fall we rise. Let’s do it for the conference! Let’s do it for Little Brother and Tommy Sweet 16! Let’s do for Ohio State and their non existent basketball program. Let’s do it for Willy Compton and Nebraska! Let’s do it for all the Illinois fans who I met at my hotel for a brief 1 night stay. Most of all let’s do it for Michigan! The Leaders and Best! #Goblue



Locking in U.S.-Japan Action Plan on Critical Minerals 🔒 Ambassador Greer announced the enactment of the U.S.-Japan Action Plan on Critical Minerals to expand production and strengthen our supply chain resilience. Read more: ustr.gov/about/policy-o…




As any resource investor will tell you, when it comes to metals, it's all about the grade. Our CFO Craig Shesky sat down with Eric Young to explain the environmental and economic advantages of collecting and processing high-grade polymetallic nodules — and why they can transform U.S. critical mineral supply. open.spotify.com/episode/7rtaF9… $TMC #deepseamining



