David Hurd

Final part to our Practical Guide is now available for your viewing!

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Graphite is the critical input for a lithium ion battery for EVs and renewable energy. Batteries make renewable energy economic, and they cannot be made without graphite. Millions of tonnes of battery ready graphite will be required to meet demand from batteries alone. Fuel Cells also require natural graphite, along with hundreds of other uses in electronics, and traditional industrial uses. Great time to be developing natural vein graphite in Sri Lanka, the highest grade natural graphite in the world.

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June 4, 2024. 11:04 AM Post # 2 see post # 1 if you haven't VICTOR M. GOLDSCHMIDT'S MULTI-ELEMENT GEOCHEMISTRY! Prospectors who made profits funded other prospectors and made them their financial slaves and made it hard for them to get out of the deal they had signed and when some did then they hated the other right bad and were their stiff competition for not appreciating very much the way they had been treated by their former friend and now they had their own money now, so look out. Canada is world famous for the early Gold prospectors who became the first stockbrokers and exploration project underwriters. The first stock corporation came from the idea of funding the building of a ship by splitting the ownership of the ship up into pieces of a pie and share the risk. Not gonna say what the ship was used for but I think you know by now. Time went by and what we call a Quant these days what was then just a profitable prospector with his own money could sell stock paper acting much like a real estate agent today does with pieces of land. The successful prospectors became agents early brokers as there was no stock exchange such as Toronto Stock Exchange. Time went by and prospectors determined why are we using and risking our own profits when we can risk city peoples money, like it is today if your from the city or the country, city and rural are still at lifestyle odds even today. The farmer still gets angry with the city people who don't know to stay out of the freshly planted field. It was kind of like that. Lets figure out a way to risk the city peoples money and the markets developed that allowed city people to buy a piece of different exploration companies. This was really good for some as profitable companies remained profitable by putting the new exploration risk out to a large amount of people they did not know and did not really worry to much about losing their friendship with so they could even take bigger risks with these peoples money when you think about it and here in is the whole trouble with being betrayed buying mineral exploration which was the focus of the last Sunday Communication Group (SCG). I have been giving all of these aspects of things a great amount of deep, deep thought and I see a new way of me doing things which I plan in using in moving things forward here which presents very reduced risks to anyone who wishes to have a look at what is involved in being onboard-ed with things happening here. It makes me happy to think that there are a lot less risky ways of doing things if people just stop and look really hard at how to do things different and more secure for everyone but I understand that a lot have the growing crushing costs of regulators and government on them for their not being able in working with their own money. My heart goes out to them all! If they are being honest also. It gets harder for them all to be or remain honest the burdens being put on their backs by you know who. See post # 3

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The Copper Journal - Your Trusted Source of Information Since 1987 Spot Copper averaged $4.36 on Comex during April, up 38¢, or 10% from $3.98 in March. Inventories held in exchange warehouses fell 4,214 mt during April to 425,758 mt. www.copperjournal.com #copper #metals #mining #recycling #markets #trading #investing

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The markets are volatile right now and leveraging the 'wisdom of crowds' via this survey is a great way to keep your finger on the pulse of changing market dynamics.

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US HRC buyers debate who ought to absorb looming green steel premium for Fastmarkets The existence of green hot-rolled coil in the US market isn’t in doubt, though definitions vary wildly. Whether that cleaner steel ought to cost more, however, is a matter of some debate. The approximate 70:30 electric-arc furnace (EAF) to blast furnace split in the US means that most US HRC would qualify as green steel compared with global standards, one buyer told Fastmarkets. Because it’s already priced at a healthy premium to HRC in Europe and Asia, the idea of paying even more is daunting. “I wouldn’t pay extra for green steel,” the buyer said. “I think most of our [EAF] mills have the best manufacturing processes to keep the carbon emissions at the lower levels…We should always acknowledge that it’s there." For carbon thresholds even lower than the general, unspecified EAF base — Fastmarkets’ threshold for US green HRC is 0.7 tonnes of carbon dioxide equivalent (CO2e) per 1 tonne of steel — that’s going to require a higher burden of proof in the marketplace, the buyer said. “I think a lot of companies are greenwashing their mills’ operations to add some kind of perceived value to the same products they’ve always produced,” the buyer said. “I have no interest in paying a premium for what a mill now claims as ‘green’ steel.” At least some branded products carry a premium for their cleanliness, but it’s unclear whether any would comply with the Fastmarkets standard — or indeed how the branded green steel product from one company would compare with the branded product from another company. “We are not seeing anyone willing to pay for the branded products, which are carrying usually some sort of credit,” one sheet buyer said. “Most buyers are still in the learning phase. We have such an advantage in the US with the amount of mini-mill production we have, so a lot of people are understanding they can just utilize more mini-mill production to hit their goals. That is something the integrated mills will have to figure out in the future.” Once mills and buyers agree on what green steel is, there’s still the matter of the premium to hash out, one market observer said. Deciding at what trophic level the market “eats their greens” will vary from industry to industry, the added. “We’ll talk to customers about their perspective of who will cover [the premium] and what will get passed through — that’s the qualitative side,” the observer said. 

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SilverCrest Metals could be a compelling investment opportunity for several reasons, not the least being we believe the primary metal "silver" they have discovered and brought into production, is in a bull market and going higher, as we showed in a silver chart previously published on LinkedIn. Technically we believe the shares have found their lows and have resumed an upward trajectory with 3 well defined technical targets, shown in the chart below. The shares found strong support at their .618 Fibonacci retracement and had a solid breakout above the long downtrend line going back to 2021. SilverCrest is strategically enhancing its asset base through project development and acquisition. Notably, its primary operation, Las Chispas in Sonora, Mexico, demonstrates significant growth potential. This is the second SilverCrest, the first company being taken over by First Majestic, leaving shareholders with ownership in a "New" SilverCrest, which was a well-capitalized exploration company created to leverage SilverCrest's strong and very successful management team, that is recognized for their expertise in advancing projects from discovery through to production. Recent analyst upgrades, reflecting increased revenue and earnings forecasts for 2024, underscore the company's robust business prospects. These factors, combined with a recent stock price increase and recognition in the TSX30 and previously the TSX Venture 50, position SilverCrest Metals favorably in the market. Of course, we must point out that after a sharp run-up and a breakout above the long downtrend line, that share prices can pull back and often do. However, we view this a longer term investment that should do very well in the bull market we anticipate in silver, and the increase in earning the company can expect with higher silver prices #silver #gold #jobs #educate #educateyourself #motivate #education #motivateyourself #silverliningplaybook #excelsior #jobs #educate #educateyourself #motivate #motivateyourself #silverliningplaybook #excelsior #copper #jobs #law #innovation #humanresources #management #digitalmarketing #technology #creativity #future #futurism #entrepreneurship #markets #startups #marketing #socialmedia #venturecapital #socialnetworking #leanstartups #branding #advertisingandmarketing #motivation #personaldevelopment #investing #jobinterviews #sustainability #personalbranding #education #customerrelations #productivity #sales #socialentrepreneurship #innovation #management #humanresources #geologist #exploration #digitalmarketing #technology #creativity #future Florian (aka Florzinho) Grummes Thomas Parilla Sary Schultz Greg Shafransky Pete Thomas Jack Ambler

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Great summary of key themes explored at our ETMS from Asi De Silva. He's summarized it better than I could, so for those that want to learn more see below. We will, of course, be following up with videos of panels and keynotes in the coming days so stay on the look out for that from either my channel or our The Northern Miner, MINING.com or Canadian Mining Journal channels.

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Well, we have started another month and the market for Ferrous scrap looks to be in a bear market. Early indication is the market will be down in all areas with the midwest taking the biggest moves down. Non Ferrous remains to be strong with the COMEX and LME showing gains in Copper and Aluminum. More to come as the market develops over the next two days.

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From this data, we can see that Millennial Potash Corp. (TSXV: MLP | OTCQB: MLPNF | FSE: X0D) has the lowest #OPEX and #FOB costs compared to their competitors. This suggests that they may have more efficient operations or lower production costs, which could give them a competitive advantage in the market. Conversely, companies like SQM and Intrepid Potash have much higher costs, which could potentially impact their competitiveness unless they have other factors like premium product quality or unique market positioning. #potash #Video #StockstoWatch #BanioProject #PotashStocks #TSX #TSXV #MLP #OTCQB #MLPNF #MillennialPotash *Source: Company reports and websites, data sources vary from PEA to DFS

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Here's another Copper Bottomed episode recorded for Crux Investor. Lots to talk about in the copper space at the moment! This one I focus on why it is easier for Majors to buy production than to build new production. And then I cover a number of news releases from explorers. In the next one I'll focus on S-curves and smelting / refining capacity. Go copper, go explorers! https://lnkd.in/ePGc-Gng #copper #exploration

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Four months into 2024, would you still agree with the risk rankings in this report? ESG continues to dominate the challenges faced in our industry. What steps are you taking to align operational outcomes with your LTO? https://lnkd.in/gkwJ8m9r

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Since childhood watching old movies we have always been fascinated by the allure of Gold in the Black Hills of South Dakota, so today we are highlighting Dakota Gold (DC) which is one of several companies in this area that interest us. We believe this area is on the verge of making a exciting comeback with the recent breakout in gold to new all time record highs This overview highlights some of the compelling reasons to consider investing in Dakota Gold (DC), including its strategic advantages and experienced management team Proximity to Past Producing Mines The Dakota Gold project is located near the Homestake Mine, which historically produced more than 40 million ounces of gold. This proximity suggests a high potential for similar deposits. Being in the shadow of many old mines increases the probability of finding significant mineral resources. Advanced Geological Techniques Modern Exploration: Utilizing contemporary geological and exploration techniques can lead to new discoveries that were previously missed or overlooked using older methods. Efficiency and Precision These techniques improve the efficiency and precision of exploration, reducing the risk and cost associated with discovering new mineral deposits. Diverse Mineralization Types Homestake-Style Mineralization: Known for high-grade gold deposits, this type of mineralization is historically significant and economically viable. Epithermal Mineralization Typically associated with gold and silver, this type of deposit can be rich and extensive. Oxide Mineralization Easier to process and often found near the surface, making extraction less costly and faster to initiate Established Infrastructure The area around the old Homestake Mine, the Wharf Mine, and the Gilt Edge Mine, already has significant mining infrastructure in place, reducing initial capital expenditure for new projects. Access and Utilities Good road networks, power supply, and water access facilitate smoother operations and logistics for mining activities. Experienced Workforce Local Expertise: The region has a long history of mining, meaning there is a pool of skilled and experienced workers familiar with local geological conditions and mining operations. Community Support: An established workforce can lead to better community relations and support for the mining project, essential for long-term sustainability Additionally, the management team includes notable figures such as Robert Quartermain, renowned for his success with Silver Standard and Pretium, and Jonathan Awde, known for his achievements with Gold Standard Ventures. Their proven track records in the mining industry provide strong leadership and strategic direction for Dakota Gold, further enhancing its investment appeal Of course Investors should carefully do their own due diligence #gold #jobs #law #copper #jobs #educate #educateyourself Florian (aka Florzinho) Grummes Thomas Parilla Sary Schultz Greg Shafransky Pete Thomas Jack Ambler

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Potash Producers Quarterly News is online! As some of you know, I contribute a column to Mic Paterson's publication. Here it is: In summary, I sense a return to baseline conditions in terms of supply, demand, and price; however, there are factors that may re-introduce volatility. If you are going to sleep, make sure it's with one eye open... Check it out! #potash #saskresources

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This is awesome to see our customers helping to bring battery reliance to the U.S. Check out the video when you get a chance! When do you think we will be able to have a full U.S. battery reliance, or is it possible? We would love to get some insight. #mining #nickel #lithium #CGSMule

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In Canada, phosphate meets the Federal Criteria outlined – both from a food security basis and the Lithium Iron Phosphate (LFP) batteries for the EV and energy storage markets: Phosphate should be a Critical Mineral of Canada- and the Canadian farmer should have a secure domestic supply of phosphate fertilizer. Canada imports 100% of approximately 2 million tonnes of phosphate (as fertilizer) per annum, predominately from the United States. Yet US phosphate rock production and phosphoric acid production are declining, due to both rock quality and quantity.

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POST #3 Attending the Spring meeting of The Aluminum Association in Phoenix, AZ Day 1 Monday April 22,2024 Happy Earth Day The Aluminum Association Sustainability Advisory Council The Aluminum Association Navigating Sustainability, ESG and New Reporting Requirements : Imports on Scrap Companies Real Alloy Chad Kripke Kripke Enterprises, Inc Nadya Ally Sadzi Oliva OmniSource, LLC United Scrap Metal, Inc. @paul knipscheer Terrance Hogan What can be done to reduce export of 2 million tons per year of scrap from USA It’s a free global economy and tariffs and duty do not normally work Technology upgrading will help with Revolution It’s cheaper to ship scrap through ocean than the intermodal domestic trucking or railroads. What’s the role of AI in our technology - very limited at this time mainly in technology and supply chain What can be done to stop landfilling of UBC with 45% recycling rate May be lowered due to higher demand of UBC with 2 aluminum rolling mills. Light Metal Age REMADE Institute Recycled Materials Association (ReMA) International Aluminium Institute Beethika Biswas

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