Mining Stock Daily

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Tracy Shuchart: Markets Still Don’t Understand the Commodity Crunch May 29, 2026

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Tracy Shuchart joins Mining Stock Daily for a wide-ranging macro conversation covering oil markets, inflation risks, metals, AI infrastructure demand, and the growing disconnect between financial markets and physical commodity realities. The discussion dives into why Tracy remains bullish on copper, silver, and hard assets as data center buildouts accelerate global demand for energy and raw materials while supply chains continue to tighten. Tracy also explains why she believes markets are underestimating the long-term impact of Strait of Hormuz disruptions, higher energy prices, and resource nationalism across key producing countries. From computing power futures and AI speculation to gold, miners, and the physical constraints behind the digital economy, this episode connects the dots across some of the biggest macro themes driving markets today.

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This episode of Mining Stock Daily is brought to you by...

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'Excellent Grade Continuity ': SAGA Metals Advances Its Flagship Ti-V-Fe Radar Project in Labrador May 29, 2026

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SAGA Metals is a North American mining company focused on the exploration and discovery of critical minerals. Mining Stock Daily spoke to CEO Michael Stier. The company's flagship Radar Ti-V-Fe Project comprises of 24,175 hectares and entirely encloses the Dykes River intrusive complex, mapped at 160 km² on the surface near Cartwright, Labrador. This week the company reported assays from Radar. Commenting on the results, Michael Garagan, CGO & Director of SAGA Metals, said that the assay results from drill holes R-0036 to R-0038 continue to demonstrate excellent grade continuity across broad zones of oxide mineralization at Trapper South.

Fortune Bay: De-Risked, Undervalued, and Advancing May 28, 2026

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In 2025 Fortune Bay released an updated preliminary economic assessment for its Goldfields Gold Project in northern Saskatchewan that showed a C$301M initial capex, delivering a C$610M after-tax NPV and 44% IRR at US$2,600/oz gold. Today, gold prices are nearly double that, and for every US$100/oz change in the gold price, Fortune Bay says it adds $61M in after-tax NPV. CEO Dale Verran talked to Mining Stock Daily about the company's progress on advancing its pre-feasibility work. The interview covered the key work programs underway including geotechnical, waste rock, and metallurgical studies, a potential concentrate production scenario that could meaningfully reduce capex, and recent exploration results at the Box deposit and Golden Pond target that suggest the resource base has room to grow.

Tudor Gold Tests New Targets as Metallurgy Clears the Way at Goldstorm May 28, 2026

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Ian Wagner speaks with Tudor Gold President and CEO Joe Ovsenek about the company’s summer drill program at Treaty Creek in British Columbia’s Golden Triangle. Ovsenek outlines plans to drill 15,000 to 20,000 meters, with early focus on the CBS and Perfect Storm zones as Tudor looks to define another resource beyond the large Gold Storm deposit. He also discusses the pending underground exploration permit, a summer PEA targeting 200,000 to 300,000 ounces of annual gold production, Seabridge discussions, and efforts to consolidate full project ownership.

Life from Frankfurt at the Deutsche Goldmesse: Axo Metals Advances San Antonio Toward Near-Term Gold Production May 28, 2026

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MSD's Ian Wagner speaks with Jonathan Egilo of Axo Metals about the company’s shift from copper exploration toward near-term gold development in Mexico. Egilo details Axo’s acquisition of the San Antonio gold project, a partly built heap-leach asset with a 1.1-million-ounce resource and a high-grade oxide starter pit. He also discusses the La Huerta copper project, ongoing drilling, permitting work, and the company’s build-to-operate strategy as Axo looks to advance San Antonio toward production and cash flow.

Live from Frankfurt at the Deutsche Goldmesse: Latin Metals Builds a Royalty Pipeline Across Argentina and Peru May 28, 2026

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MSD's Ian Wagner speaks with Latin Metals CEO Keith Henderson at Deutsche Gold Messe in Frankfurt. Henderson outlines the company’s prospect-generator model, which prioritizes asset-level dilution over shareholder dilution by bringing in partners to fund high-risk exploration. Latin Metals is focused on Argentina and Peru, with projects spanning copper, gold and broader base-metal opportunities. Henderson highlights the company’s 500,000-hectare sediment-hosted copper play in Argentina and the Organullo porphyry project, where Moxico is funding major drilling and studies. Latin Metals trades as LMS on the TSX-V and LMSQF on the OTCQB.

Morning Briefing: A Combination of Factors Driving Metals Lower this Morning May 28, 2026

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Minera Alamos has announced a positive pre-feasibility study for the Copperstone Gold Project. Magna Mining has reported Q1 2026 operating and financial results from the McCreedy West mine. Paramount Gold Nevada has released an updated feasibility study for the Grassy Mountain Gold Project. Exploration updates from Scorpio Gold, Andina Copper, Tocvan Ventures and American Pacific Mining.

This episode of Mining Stock Daily is brought to you by...

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From Pan to Copperstone: Minera’s Next Growth Phase with a New PFS May 27, 2026

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Minera Alamos has released a standout pre-feasibility study for its Copperstone Gold Project in Arizona, highlighting triple-digit IRRs, rapid payback, and a fast-tracked path toward production. CEO Darren Blasutti and COO Darren Koenigen join Mining Stock Daily to explain how the company plans to leverage existing infrastructure, underground development, and strong free cash flow from Pan to build Copperstone with minimal dilution while targeting significant production growth over the next several years. The conversation also explores the company’s broader transformation into Mining Americas, including the strategy to rapidly advance Copperstone, Gold Rock, and eventually Cerro de Oro into a growing multi-asset North American gold platform.

Live from Frankfurt at the Deutsche Goldmesse: Excellon Resources Targets Near-Term Silver Restart in Peru May 27, 2026

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MSD's Ian Wagner speaks with Sean Howarth of Excellon Resources at Deutsche Goldmesse in Frankfurt. Howarth outlines Excellon’s renewed focus on Peru, where the company is advancing the past-producing Mallay silver mine toward restart while drilling to extend resources and test parallel zones. He also discusses the nearby Tres Cerros target, an undrilled gold-silver opportunity, along with Excellon’s Kilgore gold project in Idaho and German silver assets. The strategy centers on near-term cash flow, resource growth, and silver leverage. Excellon trades on the TSX-V under EXN.

Live from Frankfurt at the Deutsche Goldmesse: Kingfisher Metals Prepares Major Drill Campaign in the Golden Triangle May 27, 2026

Show notes

MSD's Ian Wagner speaks with Kingfisher Metals President and CEO Dustin Perry at Deutsche Goldmesse in Frankfurt. Perry outlines Kingfisher’s large Golden Triangle land package in British Columbia, where the company is following up a new copper-gold porphyry discovery at Williams and advancing the Hank epithermal system. With about $30 million in the bank, Kingfisher plans roughly 15,000 meters of drilling, plus regional geophysics across its district-scale holdings. Perry says the goal is to prove scale, continuity, and higher-grade zones. Kingfisher trades on the TSX-V under KFR.

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