Guys, hormuz is never going back to normal. Once you realize that and accept it you will get clarity on what to do. For me that means full portfolio plus leverage into energy and metals. $CNQ $SU $CVE $ATH #COM heavy oil literally cant loose $NHC.ax $WHC.ax $COAL $NRP $ARLP etc $CCJ $URNM $COPX etc $ARG.to $IVN.to etc The US will not do a ground war in Iran anytime soon. That means missiles and drones pecking at the straight continues. long energy and chill

The @U.S. Department of Justice highlights the national significance of the Stibnite Gold Project as the only domestic #antimony source capable of meeting the urgent US defense need. Read the DOJ announcement on the recent Idaho District Court Decision. justice.gov/opa/pr/justice-d…

This is how I'm playing the Colombian election: betting on $PXT / $PARXF — Colombia's leading oil & gas producer. 2x production growth outlook, solid cash flow, and 5.7% divvy yield. seekingalpha.com/article/490…

@robin_j_brooks your comments below reveal a profound lack of understanding of the oil market. Commodity futures price inventory, NOT expectations. That isn't ideology; it's a fact grounded in the economics of carry. The Brent price in your graph is not a risk anyone can actually hold — it's a spot contract stitched together at each expiry. In normal times that's a fair proxy; these are not normal times. Construct a series an investor could truly hold — a rolled BCOM index, or the USO ETF — and the picture inverts: it slopes hard up and to the right, consistent with the largest supply shock in history. USO keeps climbing because the shortage is showing up in the futures curve — not in the headline price on the screen. The carry pays an investor nearly 50% a year, even if the price of oil never moves. The SPR was drawn down before commercial inventories — when it is normally the other way round. Strategic stocks are meant to be the last line of defence, not the first, but this time Washington spent them first, managing headlines not risk. When you have no crude in storage, THEN and only then will the spot price move to a level to destroy demand. I have no idea if it is 150, or 200, or 250. The observed indication from Asia is ~200.

BREAKING: Perpetua Resources Lands Massive $2.9B U.S. Loan for Idaho Gold & Antimony Project $PPTA $UAMY Mining company Perpetua Resources has secured a $2.9 billion loan from the U.S. Export-Import Bank, CNBC has learned. The deal comes as the U.S. looks to secure access to critical minerals and break China's stronghold on essential supply chains. The financing, which is the largest loan under EXIM's "Make More in America" initiative and the agency's fourth largest loan on record, will fund Perpetua's Stibnite Gold project in Idaho. The mine will also produce antimony, which is essential for defense applications – including for munitions – as well as semiconductor manufacturing and renewable energies including solar panels and wind turbines, among other things. cnbc.com/2026/05/21/miner-pe…

This is how I'm playing the Colombian election: betting on $PXT / $PARXF — Colombia's leading oil & gas producer. 2x production growth outlook, solid cash flow, and 5.7% divvy yield. seekingalpha.com/article/490…

Shaft #3 at our Platreef Mine in South Africa is complete. What that means: hoisting capacity increases five-fold to 5 Mtpa. Shaft #3 will significantly increase the rate of underground mining and underground development. Phase 2 earthworks are underway. Production targeting over 450,000 oz PGMs and gold is within reach by end of 2027.💥 The build continues.

Tenaz Energy Corp. Updated May 2026 Corporate Presentation static1.squarespace.com/stat…

"So when I look at what we're doing at the mill, I think we want to be able to produce the whole suite of heavies. And that's not just Dy and Tb, it includes Sm, Gd, Ey, yttrium because there is demand out there for those minerals."

"Magnet manufacturers are trying to design magnets that reduce the reliance on Dy and Tb, but by no means have they solved that puzzle yet so there remains big demand for Dy and Tb in these magnets. And I think that's going to continue for the foreseeable future."