MiningJunior Miners: Leveraged Gold Exposure With a Catch
Why exploration-stage stocks can return 10x in a bull market and zero in a bear.
Mar 20, 2026
Tag: #Mining
Mining
MiningHeap Leach vs CIL: Two Roads to an Ounce
How the choice of processing method shapes mine economics, jurisdictional fit, and environmental footprint.
Mar 14, 2026
PlatinumSibanye-Stillwater Portfolio Deep Dive: From Gold Spinoff to PGM Powerhouse
Sibanye started as a Gold Fields spinout and rebuilt itself into a top-three PGM producer in less than a decade. The portfolio is unique and the leverage is real.
Mar 11, 2026
Gold MarketsRecycled Gold: The Quiet 25% of Global Supply
Scrap, jewellery resale, and electronic recovery now rival mine output in some years.
Mar 7, 2026
SilverMexico, Peru, China: How Three Countries Decide the Silver Supply Curve
Over half of global silver output comes from three countries, each with very different geology, politics, and cost structures. The supply outlook hinges on what happens inside their borders.
Feb 15, 2026
SilverScrap, Solar Panels, and Smelters: Recycled Silver's Growing Share of Supply
Recycled silver now contributes roughly 180 million ounces annually. We look at where it comes from, why it's structurally constrained, and what end-of-life solar means for the 2030s.
Jan 28, 2026
SilverJunior Silver Miners as Leveraged Plays: When the Math Works and When It Doesn't
Junior silver miners can deliver 5-10x the move of physical silver during a bull. They can also go to zero. Here's how to think about the leverage without lying to yourself about the risk.
Jan 15, 2026